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Upland Software shares owned by Goss Wealth Management

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

Historical chart of Goss Wealth Management investment in Upland Software

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Upland Software by Goss Wealth Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $48k 19k 2.49
2022-12-31 $127 18 7.11

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Vanguard Index Fds S&p 500 Etf Shs (VOO)
Amazon (AMZN)
Broadcom (AVGO)
Vanguard Index Fds Growth Etf (VUG)
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Vanguard Index Fds Value Etf (VTV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Eli Lilly & Co. (LLY)
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Spdr Ser Tr Portfolio S&p500 (SPLG)

View all positions for Goss Wealth Management

Top funds holding Upland Software

Vanguard Group
New South Capital Management
CastleKnight Management
Acadian Asset Management
D. E. Shaw & Co
BlackRock
BlackRock
Rice Hall James & Associates
Kent Lake PR
Ohio Pers
Dimensional Fund Advisors
Man Group
Renaissance Technologies
Geode Capital Management
Jacobs Levy Equity Management

View all funds holding Upland Software