Vanguard Capital Management
UPLD icon

Vanguard Capital Management’s Upland Software UPLD Stock Holding History

Vanguard Capital Management’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
Q2 		$562K Sell
120,376
-1
-0% -$7 ﹤0.01% 3697
2026
Q1 		$802K Buy
+120,377
New +$1.26M ﹤0.01% 3593

Other funds holding UPLD

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
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
Man Group
Man Group London, United Kingdom $62.7B AUM 29.77% 1-Year Est. Return

Vanguard Capital Management's UPLD Position: Q2 2026 in Review

Vanguard Capital Management reduced its Upland Software (UPLD) stake by 0% in Q2 2026, selling an estimated $7 and leaving 120,376 shares worth $562K. The position accounts for ﹤0.01% of the portfolio, ranked #3697.

Vanguard Capital Management first reported a position in UPLD in Q1 2026 and has held it in 2 quarters since. The position peaked at $802K in Q1 2026. 27 funds tracked by Wall St. Rank hold UPLD as of Q2 2026.

  • Vanguard Capital Management held 120,376 shares of Upland Software worth $562K as of Q2 2026.
  • Vanguard Capital Management sold 1 Upland Software share in Q2 2026, an estimated $7.
  • Upland Software made up ﹤0.01% of Vanguard Capital Management's portfolio in Q2 2026, its #3697 holding.
  • Vanguard Capital Management first reported a position in Upland Software in Q1 2026 and has held it in 2 quarters since.
  • Vanguard Capital Management's Upland Software position peaked at $802K in Q1 2026.
  • 27 funds tracked by Wall St. Rank held Upland Software as of Q2 2026.

Based on Vanguard Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.