RICE HALL JAMES & ASSOCIATES, LLC
Position in UPLD — Upland Software, Inc.
CIK 1230765
San Diego, CA
Position in UPLD
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$472,337
-$176,645 QoQ
Shares Held
101,143
+3.8% QoQ
Ownership
3.42%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#4
of 27 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in UPLD Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026RICE HALL JAMES & ASSOCIATES, LLC holds $125,081,732 across 12 Software - Application names. UPLD ranks #12 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DFIN |
Donnelley Financial Solutions, Inc.
|
775,119 | $32,516,242 | |
| 2 | YOU |
Clear Secure, Inc.
|
485,011 | $27,029,663 | |
| 3 | SRAD |
Sportradar Group AG
|
1,597,682 | $23,917,299 | |
| 4 | PDFS |
Pdf Solutions Inc
|
163,000 | $11,538,770 | |
| 5 | TRAK |
ReposiTrak, Inc.
|
781,125 | $7,030,125 | |
| 6 | PAR |
Par Technology Corp
|
378,930 | $6,600,960 | |
| 7 | ASUR |
Asure Software Inc
|
705,628 | $5,602,686 | |
| 8 | SSTI |
Soundthinking, Inc.
|
466,860 | $4,225,083 |
All Filings in UPLD
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $472,337 | 101,143 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $648,982 | 974,448 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,277,986 | 893,697 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,064,883 | 871,259 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $1,891,332 | 969,914 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $2,630,891 | 919,892 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $4,186,468 | 964,624 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $1,467,172 | 589,226 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $681,201 | 273,575 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $815,203 | 263,820 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $1,628,266 | 384,933 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $2,005,389 | 434,067 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $1,590,523 | 441,812 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $1,822,911 | 423,933 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $2,902,508 | 407,084 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $2,967,580 | 365,016 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $486,027 | 33,473 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $571,162 | 32,434 | Shares | Sole | 2022-05-26 | |
| 2021-12-31 | $563,908 | 31,433 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,200,061 | 35,887 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $1,442,926 | 35,048 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $1,729,749 | 36,655 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,681,639 | 36,645 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $1,287,605 | 34,154 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $811,541 | 23,347 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $617,664 | 23,030 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||