UBS Group
UPLD icon

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
2023
Q3 		– Sell
-5,000
Closed -$180K – 9987
2023
Q2 		$180K Hold
5,000
– – ﹤0.01% 5558
2023
Q1 		$215K Hold
5,000
– – ﹤0.01% 5332
2022
Q4 		$357K Buy
+5,000
New +$373K ﹤0.01% 4981

Other funds holding UPLD

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return
CM
CastleKnight Management New York $7.38B AUM 133.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.41B AUM 39.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

UBS Group's UPLD Position: Q2 2026 in Review

UBS Group increased its Upland Software (UPLD) stake by 252% in Q2 2026, buying an estimated $57.8K and bringing the position to 11,658 shares worth $54.4K. The position accounts for ﹤0.01% of the portfolio, ranked #7521.

UBS Group first reported a position in UPLD in Q4 2014 and has held it in 45 quarters since. The position peaked at $1.14M in Q4 2019. 28 funds tracked by Wall St. Rank hold UPLD as of Q2 2026.

  • UBS Group held 11,658 shares of Upland Software worth $54.4K as of Q2 2026.
  • UBS Group bought 8,350 Upland Software shares in Q2 2026, an estimated $57.8K.
  • Upland Software made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #7521 holding.
  • UBS Group first reported a position in Upland Software in Q4 2014 and has held it in 45 quarters since.
  • UBS Group's Upland Software position peaked at $1.14M in Q4 2019.
  • 28 funds tracked by Wall St. Rank held Upland Software as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.