Heron Bay Capital Management »

Upland Software shares owned by Heron Bay Capital Management

Quarter-by-quarter ownership of Upland Software (UPLD) shares owned by Heron Bay Capital Management from 13F filings

Historical chart of Heron Bay Capital Management investment in Upland Software

Tip: Access up to 7 years of quarterly data

All positions including Upland Software held by Heron Bay Capital Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Upland Software by Heron Bay Capital Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $205k 87k 2.37
2025-06-30 $181k 93k 1.95
2025-03-31 $272k 95k 2.86
2024-12-31 $421k 97k 4.34
2024-09-30 $197k 79k 2.49
2024-06-30 $185k 74k 2.49