UPLD · Upland Software, Inc. · Held by Funds
Market Cap
$9.97M
Shares
2.96M
Volume · Oct 6
43.73K
Avg daily vol (3M)
31.95K
Registered funds — mutual funds, ETFs and closed-end funds — whose latest Form N-PORT portfolio report holds this exact listed security, matched by 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 |
|---|---|---|---|---|---|---|---|
| Hodges Fund | — | 659,370 | $2,373,732 | 1.53% | Long | 2023-06-30 | |
| Thomson Horstmann & Bryant Microcap Fund | — | 26,790 | $1,327,712 | 1.43% | Long | 2021-04-30 | |
| Hodges Small Cap Fund | — | 200,000 | $720,000 | 0.40% | Long | 2023-06-30 | |
| Columbia Small Cap Value Discovery Fund | — | 107,093 | $466,925 | 0.02% | Long | 2026-07-31 | |
| VANGUARD TOTAL STOCK MARKET INDEX FUND | — | 91,959 | $429,449 | 0.00% | Long | 2026-06-30 | |
| VANGUARD EXTENDED MARKET INDEX FUND | — | 28,417 | $132,707 | 0.00% | Long | 2026-06-30 | |
| VANGUARD EXPLORER FUND | — | 23,341 | $101,767 | 0.00% | Long | 2026-07-31 | |
| Clearwater Select Equity Fund | QWVOX | 20,696 | $96,650 | 0.02% | Long | 2026-06-30 | |
| Columbia Variable Portfolio - Small Cap Value Discovery Fund | — | 19,422 | $90,701 | 0.02% | Long | 2026-06-30 | |
| PGIM QMA Strategic Alpha Small-Cap Growth ETF | — | 748 | $29,157 | 0.19% | Long | 2021-08-31 | |
| VANGUARD U.S. LIQUIDITY FACTOR ETF | — | 2,596 | $27,180 | 0.06% | Long | 2022-08-31 | |
| U.S. Small Cap Equity Fund | — | 5,416 | $23,614 | 0.00% | Long | 2026-07-31 | |
| U.S. Small Cap Equity Fund | RIFBX | 2,478 | $11,572 | 0.00% | Long | 2026-06-30 | |
| T. Rowe Price Total Equity Market Index Fund | POMIX | 2,352 | $10,984 | 0.00% | Long | 2026-06-30 | |
| VIP Disciplined Small Cap Portfolio | — | 1,720 | $8,032 | 0.00% | Long | 2026-06-30 | |
| Invesco RAFI Strategic US Small Company ETF | — | 1,068 | $6,184 | 0.01% | Long | 2023-02-28 | |
| Diversified Equity Alpha Master Portfolio | — | 981 | $4,581 | 0.00% | Long | 2026-06-30 | |
| Blackstone Alternative Multi-Strategy Fund | — | 470 | $2,195 | 0.00% | Long | 2026-06-30 | |
| Guggenheim Active Allocation Fund | GUG | 172 | $155 | 0.00% | Long | 2026-05-29 | |
| Small Cap Core Fund | — | 5 | $23 | 0.00% | Long | 2026-06-30 | |
| Dunham Small Cap Value Fund | — | 0 | $2 | 0.00% | Long | 2026-07-31 |
Showing 1–21 of 21 positions