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Dimensional Fund Advisors LP

SEC CIK
0000354204
Latest filing
Aug 11, 2026

UPLD holding history

Upland Software, Inc. in every 13F filed by Dimensional Fund Advisors LP, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

UPLD overviewAll 13F holders of UPLDFull Q2 2026 holdings

Shares (Q1 2026)
0
Sold out in Q1 2026
Value
$0
% of portfolio
0.0%
Quarters held
18
Since Q1 2021
Holdings of UPLD by Dimensional Fund Advisors LP, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20260$00.0%−11,774−100.0%Sold outHolders
Q4 202511,774$16.8K<0.1%−1,887−13.8%ReducedHolders
Q3 202513,661$32.4K<0.1%+13,661NewHolders
Q1 20250$00.0%−92,151−100.0%Sold outHolders
Q4 202492,151$399.9K<0.1%−207,882−69.3%ReducedHolders
Q3 2024300,033$747.1K<0.1%−193,146−39.2%ReducedHolders
Q2 2024493,179$1.23M<0.1%−35,797−6.8%ReducedHolders
Q1 2024528,976$1.63M<0.1%+47,567+9.9%AddedHolders
Q4 2023481,409$2.04M<0.1%+194,112+67.6%AddedHolders
Q3 2023287,297$1.33M<0.1%+62,874+28.0%AddedHolders
Q2 2023224,423$808.0K<0.1%−80,422−26.4%ReducedHolders
Q1 2023304,845$1.31M<0.1%−4,718−1.5%ReducedHolders
Q4 2022309,563$2.21M<0.1%−51,761−14.3%ReducedHolders
Q3 2022361,324$2.94M<0.1%−276,717−43.4%ReducedHolders
Q2 2022638,041$9.27M<0.1%+225,321+54.6%AddedHolders
Q1 2022412,720$7.27M<0.1%−15,526−3.6%ReducedHolders
Q4 2021428,246$7.68M<0.1%−31,763−6.9%ReducedHolders
Q3 2021460,009$15.4M<0.1%+783+0.2%AddedHolders
Q2 2021459,226$18.9M<0.1%+29,594+6.9%AddedHolders
Q1 2021429,632$20.3M<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.