UBS Group
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UBS Group’s Upland Software UPLD Stock Holding History

UBS Group’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 		$22K Sell
3,308
-1,687
-34% -$17.7K ﹤0.01% 7864
2025
Q4 		$71.4K Sell
4,995
-117
-2% -$2.23K ﹤0.01% 7060
2025
Q3 		$121K Sell
5,112
-14,733
-74% -$335K ﹤0.01% 6992
2025
Q2 		$387K Buy
19,845
+15,519
+359% +$345K ﹤0.01% 6227
2025
Q1 		$124K Sell
4,326
-3,010
-41% -$114K ﹤0.01% 6884
2024
Q4 		$318K Buy
7,336
+4,048
+123% +$131K ﹤0.01% 6165
2024
Q3 		$81.9K Buy
3,288
+3,283
+65,660% +$75.7K ﹤0.01% 6489
2024
Q2 		$129 Sell
5
-1,244
-100% -$32.7K ﹤0.01% 9126
2024
Q1 		$38.6K Buy
1,249
+838
+204% +$30.4K ﹤0.01% 6632
2023
Q4 		$17.4K Buy
411
+106
+35% +$4.58K ﹤0.01% 7188
2023
Q3 		$14.1K Sell
305
-4,116
-93% -$150K ﹤0.01% 6968
2023
Q2 		$159K Buy
4,421
+267
+6% +$9.2K ﹤0.01% 5635
2023
Q1 		$179K Buy
4,154
+1,244
+43% +$86.2K ﹤0.01% 5475
2022
Q4 		$207K Buy
2,910
+1,919
+194% +$143K ﹤0.01% 5416
2022
Q3 		$80K Buy
991
+748
+308% +$82.8K ﹤0.01% 5910
2022
Q2 		$36K Sell
243
-199
-45% -$29.1K ﹤0.01% 6198
2022
Q1 		$78K Sell
442
-928
-68% -$170K ﹤0.01% 6087
2021
Q4 		$246K Buy
1,370
+1,179
+617% +$300K ﹤0.01% 5513
2021
Q3 		$64K Buy
191
+79
+71% +$29.6K ﹤0.01% 6142
2021
Q2 		$46K Sell
112
-609
-84% -$268K ﹤0.01% 6514
2021
Q1 		$340K Sell
721
-137
-16% -$66.1K ﹤0.01% 5136
2020
Q4 		$393K Buy
858
+598
+230% +$263K ﹤0.01% 4796
2020
Q3 		$98K Buy
260
+39
+18% +$14.1K ﹤0.01% 5196
2020
Q2 		$77K Sell
221
-1,305
-86% -$407K ﹤0.01% 5516
2020
Q1 		$410K Sell
1,526
-1,672
-52% -$605K ﹤0.01% 4140
2019
Q4 		$1.14M Buy
3,198
+1,081
+51% +$404K ﹤0.01% 4085
2019
Q3 		$738K Buy
2,117
+226
+12% +$93.9K ﹤0.01% 4233
2019
Q2 		$861K Buy
1,891
+1,862
+6,421% +$853K ﹤0.01% 3868
2019
Q1 		$12K Sell
29
-733
-96% -$249K ﹤0.01% 6698
2018
Q4 		$207K Buy
762
+41
+6% +$12.3K ﹤0.01% 4933
2018
Q3 		$232K Buy
721
+468
+185% +$162K ﹤0.01% 4948
2018
Q2 		$87K Buy
253
+70
+38% +$21.9K ﹤0.01% 5556
2018
Q1 		$52K Buy
183
+46
+34% +$11.3K ﹤0.01% 5689
2017
Q4 		$30K Sell
137
-320
-70% -$70.3K ﹤0.01% 6239
2017
Q3 		$97K Buy
457
+71
+18% +$16.3K ﹤0.01% 5338
2017
Q2 		$85K Buy
386
+249
+182% +$50.8K ﹤0.01% 5276
2017
Q1 		$22K Sell
137
-2,665
-95% -$323K ﹤0.01% 6078
2016
Q4 		$251K Buy
2,802
+338
+14% +$29.8K ﹤0.01% 4632
2016
Q3 		$217K Buy
2,464
+187
+8% +$15.7K ﹤0.01% 4495
2016
Q2 		$174K Buy
+2,277
New +$163K ﹤0.01% 4628
2016
Q1 		– Sell
-94
Closed -$7K – 8208
2015
Q4 		$7K Sell
94
-202
-68% -$15.3K ﹤0.01% 7532
2015
Q3 		$23K Buy
+296
New +$23.9K ﹤0.01% 6584
2015
Q2 		– Sell
-108
Closed -$8K – 8851
2015
Q1 		$8K Buy
108
+44
+69% +$3.42K ﹤0.01% 7832
2014
Q4 		$6K Buy
+64
New +$6.72K ﹤0.01% 8858

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

UBS Group's UPLD Position: Q1 2026 in Review

UBS Group reduced its Upland Software (UPLD) stake by 34% in Q1 2026, selling an estimated $17.7K and leaving 3,308 shares worth $22K. The position accounts for ﹤0.01% of the portfolio, ranked #7864.

UBS Group first reported a position in UPLD in Q4 2014 and has held it in 44 quarters since. The position peaked at $1.14M in Q4 2019. 43 funds tracked by Wall St. Rank hold UPLD as of Q1 2026.

  • UBS Group held 3,308 shares of Upland Software worth $22K as of Q1 2026.
  • UBS Group sold 1,687 Upland Software shares in Q1 2026, an estimated $17.7K.
  • Upland Software made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #7864 holding.
  • UBS Group first reported a position in Upland Software in Q4 2014 and has held it in 44 quarters since.
  • UBS Group's Upland Software position peaked at $1.14M in Q4 2019.
  • 43 funds tracked by Wall St. Rank held Upland Software as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.