NEW SOUTH CAPITAL MANAGEMENT INC

Position in UPLD — Upland Software, Inc.

CIK 1044797 MEMPHIS, TN

Position in UPLD

as of Dec 31, 2025 · filed Feb 12, 2026 Compact

Position Value

$12,685,443

-$10,191,289 QoQ

Shares Held

887,094

-8.1% QoQ

Ownership

3.02%

of shares outstanding

% of Portfolio

0.59%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 68.6853929797744.ToString("F0")% Shared 0.ToString("F0")% None 31.314607020225594.ToString("F0")%

Technology · as of Mar 31, 2026

NEW SOUTH CAPITAL MANAGEMENT INC holds $118,512,194 across 3 Software - Application names.

#	Ticker	Company	Shares	Value (USD)
1	OTEX	Open Text Corp	2,195,364	$48,824,895
2	SSNC	SS&C Technologies Holdings Inc	562,437	$38,003,868
3	NICE	NICE Ltd.	287,352	$31,683,431

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2025-12-31	$12,685,443	887,094	-8.1%	Shares	Sole	2026-02-12
2025-09-30	$22,876,732	965,263	-2.8%	Shares	Other	2025-11-06
2025-06-30	$19,368,375	993,250	-15.6%	Shares	Sole	2025-08-13
2025-03-31	$33,660,483	1,176,940	-10.9%	Shares	Sole	2025-04-28
2024-12-31	$57,322,068	1,320,785	-7.9%	Shares	Sole	2025-02-06
2024-09-30	$35,701,245	1,433,785	-0.1%	Shares	Sole	2024-11-05
2024-06-30	$35,727,066	1,434,822	-2.6%	Shares	Sole	2024-08-06
2024-03-31	$45,516,842	1,473,037	-3.3%	Shares	Sole	2024-05-07
2023-12-31	$64,435,124	1,523,289	-4.1%	Shares	Sole	2024-02-06
2023-09-30	$73,375,533	1,588,215	-1.0%	Shares	Sole	2023-10-24
2023-06-30	$57,729,024	1,603,584	+75.6%	Shares	Sole	2023-08-22
2023-03-31	$39,266,181	913,167	-2.9%	Shares	Sole	2023-05-10
2022-12-31	$67,080,037	940,814	-19.0%	Shares	Sole	2023-02-10
2022-09-30	$94,449,136	1,161,736	-0.1%	Shares	Sole	2022-11-09
2022-06-30	$168,919,000	1,163,354	-1.8%	Shares	Sole	2022-08-12
2022-03-31	$208,691,179	1,185,072	+5.2%	Shares	Sole	2022-05-12
2021-12-31	$202,128,544	1,126,692	+54.1%	Shares	Sole	2022-02-11
2021-09-30	$244,543,376	731,290	+24.9%	Shares	Sole	2021-11-03
2021-06-30	$241,076,287	585,563	-1.3%	Shares	Sole	2021-08-11
2021-03-31	$279,970,719	593,284	-1.8%	Shares	Sole	2021-05-26
2020-12-31	$277,187,990	604,027	+1.2%	Shares	Sole	2021-02-09
2020-09-30	$225,016,974	596,862	+18.0%	Shares	Sole	2020-11-13
2020-06-30	$175,753,859	505,621	+1898.8%	Shares	Sole	2020-08-20
2020-03-31	$6,784,387	25,296	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.