Position in UPLD
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$95,977
-$110,100 QoQ
Shares Held
14,411
0.0% QoQ
Ownership
0.049%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#29
of 45 holders
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 Mar 31, 2026STEEL GROVE CAPITAL ADVISORS, LLC holds $1,225,295 across 7 Software - Application names. UPLD ranks #6 (7.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ROP |
Roper Technologies Inc
|
734 | $259,733 | |
| 2 | CRM |
Salesforce, Inc.
|
1,136 | $212,057 | |
| 3 | UBER |
Uber Technologies, Inc
|
2,851 | $205,072 | |
| 4 | BSY |
Bentley Systems Inc
|
5,802 | $203,766 | |
| 5 | PTC |
Ptc Inc.
|
1,426 | $203,190 | |
| 6 | UPLD |
Upland Software, Inc.
This page
|
14,411 | $95,977 | |
| 7 | BZAI |
Blaize Holdings, Inc.
|
25,000 | $45,500 |
All Filings in UPLD
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $95,977 | 14,411 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $206,077 | 14,411 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $341,540 | 14,411 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $281,014 | 14,411 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $412,154 | 14,411 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $625,437 | 14,411 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $358,833 | 14,411 | Shares | Sole | 2024-11-07 | |
| 2024-03-31 | $445,299 | 14,411 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $609,585 | 14,411 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $665,788 | 14,411 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $518,796 | 14,411 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $619,673 | 14,411 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $1,027,504 | 14,411 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $1,171,614 | 14,411 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $2,092,477 | 14,411 | Shares | Sole | 2022-07-20 | |
| 2022-03-31 | $2,537,777 | 14,411 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $2,585,333 | 14,411 | Shares | Sole | 2022-03-08 | |
| 2021-09-30 | $4,819,038 | 14,411 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $5,933,008 | 14,411 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $6,800,550 | 14,411 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $6,613,207 | 14,411 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $5,432,947 | 14,411 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $5,009,263 | 14,411 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $4,133,230 | 15,411 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||