Sunbelt Securities’s Upland Software UPLD Stock Holding History

Sunbelt Securities’s Portfolio UPLD Stock Details UPLD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-250	Closed	-$5.92K	–	2957
2025 Q3	$5.92K	Buy	+250	New	+$5.69K	﹤0.01%	1576

Other funds holding UPLD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

RHJA

Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return

NSCM

New South Capital Management Memphis, Tennessee $2.09B AUM 33.67% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

CastleKnight Management New York $6B AUM 121.87% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return

Sunbelt Securities's UPLD Position: Q4 2025 in Review

Sunbelt Securities sold out of Upland Software (UPLD) in Q4 2025, closing a stake of 250 shares — an estimated $5.92K sold.

Sunbelt Securities first reported a position in UPLD in Q3 2025 and held it in 1 quarter. The position peaked at $5.92K in Q3 2025. 56 funds tracked by Wall St. Rank hold UPLD as of Q4 2025.

Sunbelt Securities reported no remaining Upland Software position as of Q4 2025 after selling out during the quarter.
Sunbelt Securities sold 250 Upland Software shares in Q4 2025, an estimated $5.92K.
Sunbelt Securities first reported a position in Upland Software in Q3 2025 and held it in 1 quarter.
Sunbelt Securities's Upland Software position peaked at $5.92K in Q3 2025.
56 funds tracked by Wall St. Rank held Upland Software as of Q4 2025.

Based on Sunbelt Securities's 13F filing for Q4 2025, filed 20 Feb 2026.