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Upland Software shares owned by Comprehensive Portfolio Management

Quarter-by-quarter ownership of Upland Software (UPLD) shares owned by Comprehensive Portfolio Management from 13F filings

Historical chart of Comprehensive Portfolio Management investment in Upland Software

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All positions including Upland Software held by Comprehensive Portfolio Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Upland Software by Comprehensive Portfolio Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $122k 51k 2.37
2025-06-30 $76k 39k 1.95
2025-03-31 $138k 48k 2.86

More positions owned by Comprehensive Portfolio Management

Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
NVIDIA Corporation (NVDA)
Vanguard Wellington Us Momentum (VFMO)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core Msci Eafe (IEFA)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Intl Small Cap V (DISV)

View all positions for Comprehensive Portfolio Management

Top funds holding Upland Software

Vanguard Group
Acadian Asset Management
Ameriprise Financial
D. E. Shaw & Co
New South Capital Management
Rice Hall James & Associates
CastleKnight Management
BlackRock
Rbf Capital
Marshall Wace
Two Sigma Advisers
Two Sigma Investments
Geode Capital Management
Ohio Pers
Renaissance Technologies

View all funds holding Upland Software