Upland Software shares owned by Advisor Group Holdings
Quarter-by-quarter ownership of Upland Software (UPLD) shares owned by Advisor Group Holdings
from 13F filings
Historical chart of Advisor Group Holdings investment in Upland Software
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Quarterly reported holdings in Upland Software by Advisor Group Holdings
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $32k | 11k | 2.83 |
| 2025-06-30 | $59k | 14k | 4.34 |
| 2025-03-31 | $35k | 12k | 2.86 |
| 2024-12-31 | $33k | 13k | 2.49 |
| 2024-09-30 | $33k | 13k | 2.49 |
| 2024-03-31 | $36k | 12k | 3.09 |
| 2023-12-31 | $49k | 12k | 4.23 |
| 2023-09-30 | $38k | 8.2k | 4.62 |
| 2023-06-30 | $28k | 7.7k | 3.60 |
| 2023-03-31 | $38k | 8.7k | 4.30 |
| 2022-12-31 | $59k | 8.3k | 7.17 |
| 2022-09-30 | $65k | 7.6k | 8.53 |
| 2022-06-30 | $116k | 7.9k | 14.58 |
| 2022-03-31 | $141k | 7.8k | 17.99 |
| 2021-12-31 | $155k | 8.5k | 18.22 |
| 2021-09-30 | $384k | 12k | 33.07 |
| 2021-06-30 | $476k | 12k | 41.54 |
| 2021-03-31 | $679k | 15k | 46.92 |
| 2020-12-31 | $532k | 13k | 41.10 |
| 2020-09-30 | $581k | 14k | 41.10 |
| 2020-06-30 | $505k | 15k | 34.74 |
| 2020-03-31 | $336k | 13k | 26.80 |