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Ellevest, Inc.

SEC CIK
0001644128
Latest filing
Aug 10, 2026

UPLD holding history

Upland Software, Inc. in every 13F filed by Ellevest, Inc., 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 2023)
0
Sold out in Q1 2023
Value
$0
% of portfolio
0.0%
Quarters held
3
Since Q2 2022
Holdings of UPLD by Ellevest, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20230$00.0%−267−100.0%Sold outHolders
Q4 2022267$1.90K<0.1%+209+360.3%AddedHolders
Q3 202258$00.0%+48+480.0%AddedHolders
Q2 202210$00.0%+10NewHolders