Position in UPLD
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$9,597
-$11,010 QoQ
Shares Held
1,441
0.0% QoQ
Ownership
0.049%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Common Shares in UPLD Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026STEEL GROVE CAPITAL ADVISORS, LLC holds $2,621,152 across 4 Software - Application names.
All Filings in UPLD
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $9,597 | 14,411 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $20,607 | 14,411 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $34,154 | 14,411 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $28,101 | 14,411 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $41,215 | 14,411 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $62,543 | 14,411 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $35,883 | 14,411 | Shares | Sole | 2024-11-07 | |
| 2024-03-31 | $44,529 | 14,411 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $60,958 | 14,411 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $66,578 | 14,411 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $51,879 | 14,411 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $61,967 | 14,411 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $102,750 | 14,411 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $117,161 | 14,411 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $209,247 | 14,411 | Shares | Sole | 2022-07-20 | |
| 2022-03-31 | $253,777 | 14,411 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $258,533 | 14,411 | Shares | Sole | 2022-03-08 | |
| 2021-09-30 | $481,903 | 14,411 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $593,300 | 14,411 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $680,055 | 14,411 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $661,320 | 14,411 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $543,294 | 14,411 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $500,926 | 14,411 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $413,323 | 15,411 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||