UPLD β€” Upland Software, Inc.

Ownership history in RICE HALL JAMES & ASSOCIATES, LLC  Β·  29 quarters on record

AI Ownership Summary

RICE HALL JAMES & ASSOCIATES, LLC reported Upland Software, Inc. (UPLD) in 29 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.23% in 2024 Q4. The latest visible filing shows UPLD at 0.07% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this UPLD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was RICE HALL JAMES & ASSOCIATES, LLC's position in Upland Software, Inc., and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

UPLD was reported at 0.07% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.23% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How RICE HALL JAMES & ASSOCIATES, LLC held UPLD β€” position size vs. price
% of Fund (quarterly)    UPLD price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 893,697 +22,438 +2.6% 0.07% $1.3M 2026-02-14 (Est.) $0.98
2025 Q3 REDUCED 871,259 -98,655 -10.2% 0.11% $2.1M 2025-10-16 $2.48
2025 Q2 ADDED 969,914 +50,022 +5.4% 0.10% $1.9M 2025-08-11 $1.85
2025 Q1 REDUCED 919,892 -44,732 -4.6% 0.15% $2.6M 2025-05-01 $2.43
2024 Q4 ADDED 964,624 +375,398 +63.7% 0.23% $4.2M 2025-01-31 $4.20
2024 Q3 ADDED 589,226 +315,651 +115.4% 0.08% $1.5M 2024-10-28 $2.23
2024 Q2 ADDED 273,575 +9,755 +3.7% 0.04% $681K 2024-08-07 $1.96
2024 Q1 REDUCED 263,820 -121,113 -31.5% 0.05% $815K 2024-04-23 $2.21
2023 Q4 REDUCED 384,933 -49,134 -11.3% 0.09% $1.6M 2024-02-09 $4.68
20 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding UPLD

As of 2026 Q1 β€” sorted by position size

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FAQ About RICE HALL JAMES & ASSOCIATES, LLC and UPLD

These are the practical questions this page is built to answer before you even open the full history table.

How long has RICE HALL JAMES & ASSOCIATES, LLC reported owning UPLD?

RICE HALL JAMES & ASSOCIATES, LLC reported UPLD across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported UPLD position in RICE HALL JAMES & ASSOCIATES, LLC's portfolio?

The largest reported portfolio weight for UPLD was 0.23% in 2024 Q4.

What is the latest reported UPLD position on this page?

The most recent filing on this page is 2025 Q4, when RICE HALL JAMES & ASSOCIATES, LLC reported 893,697 shares, equal to 0.07% of portfolio, with an estimated market value of $1.3M.

What does the chart on this UPLD ownership page compare?

The chart compares RICE HALL JAMES & ASSOCIATES, LLC's quarterly UPLD portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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