UPLD
Upland Software, Inc.Company with tickers: UPLD
Market Cap
$131.55M
Shares Outstanding
29,363,201
CIK
1505155
CUSIP
91544A109
13F Activity (30d)
2 filings
1 filers
Registered funds — mutual funds, ETFs and closed-end funds — whose latest Form N-PORT portfolio report holds this stock, matched by the stock's CUSIP. Each row is one fund position with its size, value and weight in that fund.
Funds holding UPLD
21 fund positions| Fund | Ticker | Balance | Value | % of Fund | Side | Reported | Open |
|---|---|---|---|---|---|---|---|
| Columbia Small Cap Value Discovery Fund | — | 1,009,093 | $630,683 | 0.03% | Long | 2026-04-30 | |
| VANGUARD TOTAL STOCK MARKET INDEX FUND | — | 919,599 | $612,453 | 0.00% | Long | 2026-03-31 | |
| VANGUARD EXTENDED MARKET INDEX FUND | — | 284,175 | $189,261 | 0.00% | Long | 2026-03-31 | |
| Clearwater Select Equity Fund | — | 206,969 | $137,841 | 0.03% | Long | 2026-03-31 | |
| Columbia Variable Portfolio - Small Cap Value Fund | — | 201,054 | $133,902 | 0.03% | Long | 2026-03-31 | |
| Fidelity Extended Market Index Fund | — | 125,915 | $111,183 | 0.00% | Long | 2026-02-28 | |
| VANGUARD STRATEGIC SMALL-CAP EQUITY FUND | — | 153,325 | $102,114 | 0.00% | Long | 2026-03-31 | |
| U.S. Small Cap Equity Fund | — | 83,276 | $52,048 | 0.01% | Long | 2026-04-30 | |
| Fidelity Total Market Index Fund | — | 46,648 | $41,190 | 0.00% | Long | 2026-02-28 | |
| iShares Micro-Cap ETF | — | 60,332 | $40,181 | 0.00% | Long | 2026-03-31 | |
| Fidelity Series Total Market Index Fund | — | 34,698 | $30,638 | 0.00% | Long | 2026-02-28 | |
| Dunham Small Cap Value Fund | — | 43,091 | $26,932 | 0.03% | Long | 2026-04-30 | |
| Fidelity Nasdaq Composite Index Fund | — | 21,178 | $18,700 | 0.00% | Long | 2026-02-28 | |
| U.S. Small Cap Equity Fund | — | 24,780 | $16,503 | 0.01% | Long | 2026-03-31 | |
| T. Rowe Price Total Equity Market Index Fund | — | 23,520 | $15,664 | 0.00% | Long | 2026-03-31 | |
| VIP Disciplined Small Cap Portfolio | — | 17,202 | $11,457 | 0.00% | Long | 2026-03-31 | |
| Diversified Equity Master Portfolio | — | 9,814 | $6,536 | 0.00% | Long | 2026-03-31 | |
| Blackstone Alternative Multi-Strategy Fund | — | 4,700 | $3,130 | 0.00% | Long | 2026-03-31 | |
| 1290 VT Micro Cap Portfolio | — | 3,750 | $2,498 | 0.00% | Long | 2026-03-31 | |
| Guggenheim Active Allocation Fund | GUG | 172 | $152 | 0.00% | Long | 2026-02-27 | |
| Small Cap Core Fund | — | 51 | $34 | 0.00% | Long | 2026-03-31 |
Showing 1–21 of 21 positions