Vanguard Group
UPLD icon

Vanguard Group’s Upland Software UPLD Stock Holding History

Vanguard 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
2025
Q4 		$2.59M Sell
181,329
-3,122
-2% -$59.5K ﹤0.01% 3478
2025
Q3 		$4.37M Sell
184,451
-970
-0.5% -$22.1K ﹤0.01% 3323
2025
Q2 		$3.62M Hold
185,421
– – ﹤0.01% 3317
2025
Q1 		$5.3M Sell
185,421
-264
-0.1% -$10K ﹤0.01% 3149
2024
Q4 		$8.06M Sell
185,685
-4,038
-2% -$131K ﹤0.01% 3062
2024
Q3 		$4.72M Hold
189,723
– – ﹤0.01% 3289
2024
Q2 		$4.72M Hold
189,723
– – ﹤0.01% 3283
2024
Q1 		$5.86M Hold
189,723
– – ﹤0.01% 3237
2023
Q4 		$8.03M Sell
189,723
-71,813
-27% -$3.1M ﹤0.01% 3073
2023
Q3 		$12.1M Sell
261,536
-1,376
-0.5% -$50.2K ﹤0.01% 2773
2023
Q2 		$9.46M Buy
262,912
+5,329
+2% +$184K ﹤0.01% 2979
2023
Q1 		$11.1M Buy
257,583
+11,038
+4% +$765K ﹤0.01% 2879
2022
Q4 		$17.6M Buy
246,545
+27,963
+13% +$2.08M ﹤0.01% 2680
2022
Q3 		$17.8M Buy
218,582
+21,493
+11% +$2.38M ﹤0.01% 2680
2022
Q2 		$28.6M Sell
197,089
-5,442
-3% -$795K ﹤0.01% 2467
2022
Q1 		$35.7M Buy
202,531
+51,729
+34% +$9.49M ﹤0.01% 2472
2021
Q4 		$27.1M Buy
150,802
+11,416
+8% +$2.9M ﹤0.01% 2678
2021
Q3 		$46.6M Sell
139,386
-1,233
-0.9% -$462K ﹤0.01% 2402
2021
Q2 		$57.9M Buy
140,619
+4,345
+3% +$1.91M ﹤0.01% 2286
2021
Q1 		$64.3M Buy
136,274
+4,519
+3% +$2.18M ﹤0.01% 2173
2020
Q4 		$60.5M Buy
131,755
+6,092
+5% +$2.68M ﹤0.01% 2105
2020
Q3 		$47.4M Buy
125,663
+7,768
+7% +$2.8M ﹤0.01% 2042
2020
Q2 		$41M Buy
117,895
+3,480
+3% +$1.08M ﹤0.01% 2100
2020
Q1 		$30.7M Buy
114,415
+2,907
+3% +$1.05M ﹤0.01% 2089
2019
Q4 		$39.8M Sell
111,508
-485
-0.4% -$181K ﹤0.01% 2217
2019
Q3 		$39M Buy
111,993
+3,335
+3% +$1.39M ﹤0.01% 2189
2019
Q2 		$49.5M Buy
108,658
+21,401
+25% +$9.8M ﹤0.01% 2106
2019
Q1 		$37M Buy
87,257
+2,891
+3% +$983K ﹤0.01% 2238
2018
Q4 		$22.9M Buy
84,366
+9,329
+12% +$2.8M ﹤0.01% 2390
2018
Q3 		$24.2M Buy
75,037
+5,564
+8% +$1.93M ﹤0.01% 2496
2018
Q2 		$23.9M Buy
69,473
+6,896
+11% +$2.16M ﹤0.01% 2491
2018
Q1 		$18M Buy
62,577
+6,744
+12% +$1.66M ﹤0.01% 2545
2017
Q4 		$12.1M Buy
55,833
+12,400
+29% +$2.72M ﹤0.01% 2729
2017
Q3 		$9.19M Buy
43,433
+3,037
+8% +$697K ﹤0.01% 2847
2017
Q2 		$8.88M Buy
40,396
+14,381
+55% +$2.94M ﹤0.01% 2836
2017
Q1 		$4.13M Buy
26,015
+1,566
+6% +$190K ﹤0.01% 3131
2016
Q4 		$2.19M Buy
24,449
+461
+2% +$40.6K ﹤0.01% 3337
2016
Q3 		$2.11M Buy
23,988
+13,121
+121% +$1.1M ﹤0.01% 3372
2016
Q2 		$828K Buy
10,867
+1,120
+11% +$80.3K ﹤0.01% 3656
2016
Q1 		$670K Buy
9,747
+201
+2% +$13.5K ﹤0.01% 3707
2015
Q4 		$673K Buy
9,546
+2,600
+37% +$196K ﹤0.01% 3743
2015
Q3 		$549K Buy
6,946
+920
+15% +$74.2K ﹤0.01% 3825
2015
Q2 		$556K Buy
6,026
+4,480
+290% +$331K ﹤0.01% 3838
2015
Q1 		$108K Buy
+1,546
New +$120K ﹤0.01% 4069

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
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return
NSCM
New South Capital Management Memphis, Tennessee $2.09B AUM 33.67% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
CM
CastleKnight Management New York $6B AUM 121.87% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Vanguard Group's UPLD Position: Q4 2025 in Review

Vanguard Group reduced its Upland Software (UPLD) stake by 1.7% in Q4 2025, selling an estimated $59.5K and leaving 181,329 shares worth $2.59M. The position accounts for ﹤0.01% of the portfolio, ranked #3478.

Vanguard Group first reported a position in UPLD in Q1 2015 and has held it in 44 quarters since. The position peaked at $64.3M in Q1 2021. 56 funds tracked by Wall St. Rank hold UPLD as of Q4 2025.

  • Vanguard Group held 181,329 shares of Upland Software worth $2.59M as of Q4 2025.
  • Vanguard Group sold 3,122 Upland Software shares in Q4 2025, an estimated $59.5K.
  • Upland Software made up ﹤0.01% of Vanguard Group's portfolio in Q4 2025, its #3478 holding.
  • Vanguard Group first reported a position in Upland Software in Q1 2015 and has held it in 44 quarters since.
  • Vanguard Group's Upland Software position peaked at $64.3M in Q1 2021.
  • 56 funds tracked by Wall St. Rank held Upland Software as of Q4 2025.

Based on Vanguard Group's 13F filing for Q4 2025, filed 29 Jan 2026.