RICE HALL JAMES & ASSOCIATES, LLC
Position in UPLD — Upland Software, Inc.
CIK 1230765
San Diego, CA
Position in UPLD
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$6,489,823
-$6,290,044 QoQ
Shares Held
974,448
+9.0% QoQ
Ownership
3.32%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#3
of 45 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 95.10933369456349.ToString("F0")%
Shared 0.ToString("F0")%
None 4.890666305436514.ToString("F0")%
Common Shares in UPLD Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026RICE HALL JAMES & ASSOCIATES, LLC holds $122,194,941 across 12 Software - Application names. UPLD ranks #4 (5.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DFIN |
Donnelley Financial Solutions, Inc.
|
780,037 | $36,770,944 | |
| 2 | YOU |
Clear Secure, Inc.
|
577,081 | $27,936,491 | |
| 3 | SRAD |
Sportradar Group AG
|
1,582,182 | $26,485,726 | |
| 4 | UPLD |
Upland Software, Inc.
This page
|
974,448 | $6,489,823 | |
| 5 | ASUR |
Asure Software Inc
|
670,944 | $5,770,118 | |
| 6 | TRAK |
ReposiTrak, Inc.
|
743,015 | $5,646,914 | |
| 7 | PDFS |
Pdf Solutions Inc
|
147,782 | $4,833,949 | |
| 8 | SSTI |
Soundthinking, Inc.
|
444,087 | $2,939,855 |
All Filings in UPLD
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,489,823 | 974,448 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $12,779,867 | 893,697 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $20,648,838 | 871,259 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $18,913,323 | 969,914 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $26,308,911 | 919,892 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $41,864,681 | 964,624 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $14,671,727 | 589,226 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $6,812,017 | 273,575 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $8,152,038 | 263,820 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $16,282,665 | 384,933 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $20,053,895 | 434,067 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $15,905,232 | 441,812 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $18,229,119 | 423,933 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $29,025,089 | 407,084 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $29,675,800 | 365,016 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $4,860,279 | 33,473 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $5,711,627 | 32,434 | Shares | Sole | 2022-05-26 | |
| 2021-12-31 | $5,639,080 | 31,433 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $12,000,612 | 35,887 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $14,429,261 | 35,048 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $17,297,494 | 36,655 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $16,816,390 | 36,645 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $12,876,058 | 34,154 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $8,115,417 | 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. | ||||||