UPLD — UPLAND SOFTWARE INC

Ownership history in RBF Capital, LLC  ·  14 quarters on record

This page tracks every 13F SEC filing in which RBF Capital, LLC reported a position in UPLAND SOFTWARE INC (UPLD). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.15% (2023 Q3)
Avg. % of fund
0.07%
First filed
2016 Q2
Last filed
2025 Q4
Quarters held
14
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 427,548 -91,635 -17.6% 0.03% $611K $1.43
2025 Q3 UNCHANGED 519,183 — 0% 0.05% $1.2M $2.37
2025 Q2 UNCHANGED 519,183 — 0% 0.05% $1.0M $1.95
2025 Q1 UNCHANGED 519,183 — 0% 0.09% $1.5M $2.86
2024 Q4 UNCHANGED 519,183 — 0% 0.11% $2.1M $4.34
2024 Q3 UNCHANGED 519,183 — 0% 0.06% $1.3M $2.49
2024 Q2 UNCHANGED 519,183 — 0% 0.07% $1.3M $2.49
2024 Q1 ADDED 519,183 +30,000 +6.1% 0.09% $1.6M $3.09
2023 Q4 ADDED 489,183 +2,948 +0.6% 0.13% $2.1M $4.23
2023 Q3 ADDED 486,235 +42,448 +9.6% 0.15% $2.2M $4.62
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    UPLD price (monthly, adj. close)

Other funds also holding UPLD

As of 2025 Q4 — sorted by position size

RICE HALL JAMES & ASSOCIATES, LLC 3Y 7Y 0.07% NEW SOUTH CAPITAL MANAGEMENT INC 3Y 7Y 0.06% CastleKnight Management LP 3Y 0.02% Heron Bay Capital Management 3Y 0.02% GSA CAPITAL PARTNERS LLP 3Y 7Y 0.02% BRIDGEWAY CAPITAL MANAGEMENT, LLC 3Y 7Y 0.0% ACADIAN ASSET MANAGEMENT LLC 3Y 7Y 0.0% STEEL GROVE CAPITAL ADVISORS, LLC 3Y 7Y 0.0% EVERGREEN CAPITAL MANAGEMENT LLC 3Y 7Y 0.0% First Heartland Consultants, Inc. 3Y 7Y 0.0%
← Back to RBF Capital, LLC Holdings