As of the latest SEC filings, Upland Software, Inc. (UPLD) is held by 24 institutional funds. The largest fund shareholder is StepStone Private Credit Co-Investment Fund (CEF-59105), holding an estimated $6,330,346.56 in market value, representing 2.44% of its portfolio.
Funds holding Upland Software, Inc. (UPLD)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- UPLD
- CIK:
- 0001505155
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
-
StepStone Private Credit Co-Investment Fund
|
CEF | Independent / Boutique | 2.44% | $6,330,346.56 | 6,441,134 | Mar 31, 2026 | May 29, 2026 |
|
CSMIX
Columbia Small Cap Value Discovery Fund
|
MF | Columbia Threadneedle | 0.03% | $630,683.13 | 1,009,093 | Apr 30, 2026 | Jun 25, 2026 |
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $612,452.93 | 919,599 | Mar 31, 2026 | May 28, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $189,260.55 | 284,175 | Mar 31, 2026 | May 28, 2026 |
|
VEXPX
VANGUARD EXPLORER FUND
|
MF | Vanguard | 0.00% | $145,884.38 | 233,415 | Apr 30, 2026 | Jun 26, 2026 |
|
QWVOX
Clearwater Select Equity Fund
|
MF | Independent / Boutique | 0.03% | $137,841.35 | 206,969 | Mar 31, 2026 | May 27, 2026 |
|
-
Columbia Variable Portfolio - Small Cap Value Fund
|
ETF | Columbia Threadneedle | 0.03% | $133,901.96 | 201,054 | Mar 31, 2026 | May 28, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.00% | $111,182.95 | 125,915 | Feb 28, 2026 | Apr 24, 2026 |
|
VSTCX
VANGUARD STRATEGIC SMALL-CAP EQUITY FUND
|
MF | Vanguard | 0.00% | $102,114.45 | 153,325 | Mar 31, 2026 | May 28, 2026 |
|
RSCRX
U.S. Small Cap Equity Fund
|
MF | Russell Investments | 0.01% | $52,047.50 | 83,276 | Apr 30, 2026 | Jun 22, 2026 |
|
FSKAX
Fidelity Total Market Index Fund
|
MF | Fidelity | 0.00% | $41,190.18 | 46,648 | Feb 28, 2026 | Apr 24, 2026 |
|
IWC
iShares Micro-Cap ETF
|
ETF | BlackRock / iShares | 0.00% | $40,181.11 | 60,332 | Mar 31, 2026 | May 28, 2026 |
|
FCFMX
Fidelity Series Total Market Index Fund
|
MF | Fidelity | 0.00% | $30,638.33 | 34,698 | Feb 28, 2026 | Apr 24, 2026 |
|
DASVX
Dunham Small Cap Value Fund
|
MF | Independent / Boutique | 0.03% | $26,931.88 | 43,091 | Apr 30, 2026 | Jun 25, 2026 |
|
FNCMX
Fidelity Nasdaq Composite Index Fund
|
MF | Fidelity | 0.00% | $18,700.17 | 21,178 | Feb 28, 2026 | Apr 24, 2026 |
|
RIFBX
U.S. Small Cap Equity Fund
|
MF | Russell Investments | 0.01% | $16,503.48 | 24,780 | Mar 31, 2026 | May 18, 2026 |
|
POMIX
T. Rowe Price Total Equity Market Index Fund
|
MF | T. Rowe Price | 0.00% | $15,664.32 | 23,520 | Mar 31, 2026 | May 28, 2026 |
|
-
VIP Disciplined Small Cap Portfolio
|
ETF | Independent / Boutique | 0.00% | $11,456.53 | 17,202 | Mar 31, 2026 | May 26, 2026 |
|
-
Diversified Equity Master Portfolio
|
ETF | Independent / Boutique | 0.00% | $6,536.12 | 9,814 | Mar 31, 2026 | May 28, 2026 |
|
BXMYX
Blackstone Alternative Multi-Strategy Fund
|
MF | Independent / Boutique | 0.00% | $3,130.22 | 4,700 | Mar 31, 2026 | May 27, 2026 |
|
-
1290 VT Micro Cap Portfolio
|
ETF | Independent / Boutique | 0.00% | $2,497.50 | 3,750 | Mar 31, 2026 | May 26, 2026 |
|
GUG
Guggenheim Active Allocation Fund
|
CEF | Guggenheim | 0.00% | $151.88 | 172 | Feb 27, 2026 | Apr 29, 2026 |
|
NSGRX
Small Cap Core Fund
|
MF | Independent / Boutique | 0.00% | $33.97 | 51 | Mar 31, 2026 | May 28, 2026 |
|
-
StepStone Private Credit Co-Investment Fund
|
CEF | Independent / Boutique | -0.01% | -$14,223.07 | 826,923 | Mar 31, 2026 | May 29, 2026 |
Advertisement (320x50)