Upland Software shares owned by Charles Schwab Investment Management
Quarter-by-quarter ownership of Upland Software (UPLD) shares owned by Charles Schwab Investment Management
from 13F filings
Historical chart of Charles Schwab Investment Management investment in Upland Software
Tip: Access up to 7 years of quarterly data
All positions including Upland Software held by Charles Schwab Investment Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Upland Software by Charles Schwab Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $54k | 23k | 2.37 |
| 2025-06-30 | $44k | 23k | 1.95 |
| 2025-03-31 | $65k | 23k | 2.86 |
| 2024-12-31 | $99k | 23k | 4.34 |
| 2024-09-30 | $57k | 23k | 2.49 |
| 2024-06-30 | $57k | 23k | 2.49 |
| 2024-03-31 | $70k | 23k | 3.09 |
| 2023-12-31 | $96k | 23k | 4.23 |
| 2023-06-30 | $569k | 158k | 3.60 |
| 2023-03-31 | $873k | 203k | 4.30 |
| 2022-12-31 | $1.5M | 217k | 7.13 |
| 2022-09-30 | $1.7M | 214k | 8.13 |
| 2022-06-30 | $2.8M | 192k | 14.52 |
| 2022-03-31 | $3.5M | 198k | 17.61 |
| 2021-12-31 | $3.5M | 193k | 17.94 |
| 2021-09-30 | $6.3M | 187k | 33.44 |
| 2021-06-30 | $7.6M | 184k | 41.17 |
| 2021-03-31 | $8.4M | 178k | 47.19 |
| 2020-12-31 | $7.8M | 170k | 45.90 |
| 2020-09-30 | $6.2M | 166k | 37.70 |
| 2020-06-30 | $4.9M | 142k | 34.76 |
| 2020-03-31 | $3.6M | 135k | 26.83 |
| 2019-12-31 | $4.7M | 132k | 35.71 |
| 2019-09-30 | $4.5M | 130k | 34.86 |
| 2019-06-30 | $5.7M | 126k | 45.54 |
| 2019-03-31 | $3.8M | 89k | 42.37 |
| 2018-12-31 | $2.3M | 85k | 27.18 |
| 2018-09-30 | $2.8M | 85k | 32.32 |
| 2018-06-30 | $1.2M | 34k | 34.40 |
| 2018-03-31 | $458k | 16k | 28.81 |
| 2017-12-31 | $254k | 12k | 21.71 |
| 2017-09-30 | $248k | 12k | 21.20 |
| 2017-06-30 | $258k | 12k | 22.05 |
More positions owned by Charles Schwab Investment Management
Home Depot (HD)
View all positions for Charles Schwab Investment Management