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 Compact

Position Value

$181,098

-$1,008,433 QoQ

Shares Held

27,192

-67.3% QoQ

Ownership

0.093%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#25

of 45 holders

Holding Since

Jun 2024

8 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Technology · as of Mar 31, 2026

Heron Bay Capital Management holds $84,814,930 across 9 Software - Application names. UPLD ranks #7 (0.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SSNC	SS&C Technologies Holdings Inc	622,625	$42,070,771
2	CRM	Salesforce, Inc.	105,389	$19,672,964
3	ADBE	Adobe Inc.	57,262	$13,919,246
4	DOCU	Docusign, Inc.	80,317	$3,807,828
5	ZM	Zoom Communications, Inc.	36,838	$2,961,406
6	TEAM	Atlassian Corp	30,551	$2,085,105
7	UPLD	Upland Software, Inc. This page	27,192	$181,098
8	FRSH	Freshworks Inc.	11,223	$90,120

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$181,098	27,192	-67.3%	Shares	Sole	2026-05-13
2025-12-31	$1,189,531	83,184	-3.9%	Shares	Sole	2026-02-13
2025-09-30	$2,050,974	86,539	-6.5%	Shares	Sole	2025-11-12
2025-06-30	$1,805,563	92,593	-2.7%	Shares	Sole	2025-08-12
2025-03-31	$2,722,233	95,183	-1.8%	Shares	Sole	2025-05-13
2024-12-31	$4,208,194	96,963	+22.9%	Shares	Sole	2025-02-11
2024-09-30	$1,964,759	78,906	+6.5%	Shares	Sole	2024-11-08
2024-06-30	$1,845,438	74,114	—	Shares	Sole	2024-08-13
No filing history on record for this holder in this stock.