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 $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.