Heron Bay Capital Management
Holdings in UPLD
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $118,953 | 83,184 | Shares | Sole | 2026-02-13 |
| 2025-09-30 | $205,097 | 86,539 | Shares | Sole | 2025-11-12 |
| 2025-06-30 | $180,556 | 92,593 | Shares | Sole | 2025-08-12 |
| 2025-03-31 | $272,223 | 95,183 | Shares | Sole | 2025-05-13 |
| 2024-12-31 | $420,819 | 96,963 | Shares | Sole | 2025-02-11 |
| 2024-09-30 | $196,475 | 78,906 | Shares | Sole | 2024-11-08 |
| 2024-06-30 | $184,543 | 74,114 | Shares | Sole | 2024-08-13 |