Heron Bay Capital Management
Position in UPLD — Upland Software, Inc.
CIK 1842149
BLOOMFIELD HILLS, MI
Position in UPLD
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$18,109
-$100,844 QoQ
Shares Held
2,719
-67.3% QoQ
Ownership
0.092%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UPLD Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Heron Bay Capital Management holds $76,353,447 across 10 Software - Application names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SSNC |
SS&C Technologies Holdings Inc
|
573,402 | $35,579,594 | |
| 2 | CRM |
Salesforce, Inc.
|
97,010 | $15,197,586 | |
| 3 | ADBE |
Adobe Inc.
|
52,304 | $10,723,366 | |
| 4 | DOCU |
Docusign, Inc.
|
96,243 | $4,275,114 | |
| 5 | ESTC |
Elastic N.V.
|
56,402 | $3,216,042 | |
| 6 | TEAM |
Atlassian Corp
|
36,806 | $2,863,138 | |
| 7 | WDAY |
Workday, Inc.
|
22,269 | $2,726,170 | |
| 8 | HUBS |
Hubspot Inc
|
8,826 | $1,610,833 |
All Filings in UPLD
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $18,109 | 27,192 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $118,953 | 83,184 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $205,097 | 86,539 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $180,556 | 92,593 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $272,223 | 95,183 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $420,819 | 96,963 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $196,475 | 78,906 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $184,543 | 74,114 | Shares | Sole | 2024-08-13 | |
| No filing history on record for this holder in this stock. | ||||||