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Upland Software shares owned by MAI Wealth Advisors

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

Historical chart of MAI Wealth Advisors investment in Upland Software

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Upland Software by MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $489 206 2.37
2025-06-30 $402 206 1.95
2025-03-31 $675 236 2.86
2024-12-31 $1.0k 236 4.34
2021-03-31 $201k 4.3k 47.18

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View all positions for MAI Wealth Advisors

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