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Tower Research Capital (TRC)’s Upland Software UPLD Stock Holding History

Tower Research Capital (TRC)’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
2026
Q1 		$298 Buy
+45
New +$472 ﹤0.01% 4919
2025
Q4 		– Sell
-37
Closed -$875 – 5618
2025
Q3 		$875 Sell
37
-370
-91% -$8.42K ﹤0.01% 4916
2025
Q2 		$7.94K Buy
+407
New +$9.05K ﹤0.01% 4032
2025
Q1 		– Sell
-244
Closed -$10.6K – 5810
2024
Q4 		$10.6K Buy
244
+106
+77% +$3.44K ﹤0.01% 3793
2024
Q3 		$3.44K Sell
138
-155
-53% -$3.57K ﹤0.01% 4848
2024
Q2 		$7.3K Buy
+293
New +$7.71K ﹤0.01% 4475
2024
Q1 		– Sell
-192
Closed -$8.11K – 6165
2023
Q4 		$8.11K Buy
192
+4
+2% +$173 ﹤0.01% 4544
2023
Q3 		$8.7K Sell
188
-896
-83% -$32.7K ﹤0.01% 4315
2023
Q2 		$39K Sell
1,084
-237
-18% -$8.16K ﹤0.01% 2794
2023
Q1 		$56K Buy
1,321
+1,100
+498% +$76.2K ﹤0.01% 2391
2022
Q4 		$16K Buy
221
+3
+1% +$224 ﹤0.01% 3377
2022
Q3 		$18K Sell
218
-2,304
-91% -$255K ﹤0.01% 4030
2022
Q2 		$366K Buy
2,522
+2,277
+929% +$332K 0.01% 1337
2022
Q1 		$43K Buy
245
+166
+210% +$30.5K ﹤0.01% 2863
2021
Q4 		$14K Sell
79
-71
-47% -$18.1K ﹤0.01% 4112
2021
Q3 		$50K Buy
150
+78
+108% +$29.2K ﹤0.01% 2969
2021
Q2 		$30K Sell
72
-73
-50% -$32.1K ﹤0.01% 3499
2021
Q1 		$68K Sell
145
-6
-4% -$2.9K ﹤0.01% 2874
2020
Q4 		$69K Sell
151
-2,069
-93% -$911K ﹤0.01% 2742
2020
Q3 		$837K Buy
2,220
+1,849
+498% +$666K 0.01% 1153
2020
Q2 		$129K Buy
+371
New +$116K 0.01% 2224
2020
Q1 		– Sell
-78
Closed -$28K – 3926
2019
Q4 		$28K Sell
78
-64
-45% -$23.9K ﹤0.01% 1718
2019
Q3 		$50K Buy
142
+52
+58% +$21.6K ﹤0.01% 1803
2019
Q2 		$41K Buy
+90
New +$41.2K ﹤0.01% 1729
2019
Q1 		– Sell
-3
Closed -$1K – 4295
2018
Q4 		$1K Buy
3
+1
+50% +$300 ﹤0.01% 3677
2018
Q3 		$1K Sell
2
-20
-91% -$6.92K ﹤0.01% 3630
2018
Q2 		$8K Buy
+22
New +$6.9K ﹤0.01% 2897
2018
Q1 		– Sell
-95
Closed -$21K – 3856
2017
Q4 		$21K Buy
95
+45
+90% +$9.88K ﹤0.01% 2040
2017
Q3 		$10K Buy
+50
New +$11.5K ﹤0.01% 3079
2017
Q1 		– Sell
-83
Closed -$7K – 3945
2016
Q4 		$7K Buy
+83
New +$7.31K ﹤0.01% 2873
2016
Q3 		– Sell
-71
Closed -$5K – 4471
2016
Q2 		$5K Buy
71
+70
+7,000% +$5.02K ﹤0.01% 3419
2016
Q1 		$0 Sell
1
-63
-98% -$4.24K ﹤0.01% 4965
2015
Q4 		$5K Sell
64
-14
-18% -$1.06K ﹤0.01% 3030
2015
Q3 		$6K Buy
78
+68
+680% +$5.49K ﹤0.01% 2697
2015
Q2 		$1K Sell
10
-269
-96% -$19.9K ﹤0.01% 4077
2015
Q1 		$20K Buy
279
+274
+5,480% +$21.3K ﹤0.01% 2253
2014
Q4 		$0 Buy
+5
New +$525 ﹤0.01% 4717

Other funds holding UPLD

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return
CM
CastleKnight Management New York $6B AUM 121.87% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Tower Research Capital (TRC)'s UPLD Position: Q1 2026 in Review

Tower Research Capital (TRC) opened a new position in Upland Software (UPLD) in Q1 2026: 45 shares worth $298. The stake represents ﹤0.01% of the portfolio and ranks #4919 among its holdings. This is a return to the name: Tower Research Capital (TRC) previously reported a position in UPLD as recently as Q3 2025.

Tower Research Capital (TRC) first reported a position in UPLD in Q4 2014 and has held it in 37 quarters since. The position peaked at $837K in Q3 2020. 43 funds tracked by Wall St. Rank hold UPLD as of Q1 2026.

  • Tower Research Capital (TRC) held 45 shares of Upland Software worth $298 as of Q1 2026.
  • Upland Software was a new Tower Research Capital (TRC) position in Q1 2026.
  • Upland Software made up ﹤0.01% of Tower Research Capital (TRC)'s portfolio in Q1 2026, its #4919 holding.
  • Tower Research Capital (TRC) first reported a position in Upland Software in Q4 2014 and has held it in 37 quarters since.
  • Tower Research Capital (TRC)'s Upland Software position peaked at $837K in Q3 2020.
  • 43 funds tracked by Wall St. Rank held Upland Software as of Q1 2026.

Based on Tower Research Capital (TRC)'s 13F filing for Q1 2026, filed 15 May 2026.