CoreCap Advisors, LLC

SEC CIK: 0001902501
Latest filing: Jul 6, 2026

SEC filings (opens in a new tab)

UPLD holding history

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

UPLD overview All 13F holders of UPLD Full Q2 2026 holdings

Shares (Q2 2026): 50
Value: $234
% of portfolio: <0.1%
Quarters held: 4; Since Q3 2025

Holdings of UPLD by CoreCap Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	50	$234	<0.1%	−1−1.0%	ReducedConverted for a 1-for-10 split	Holders
Q1 2026	505	$336	<0.1%	00.0%	Unchanged	Holders
Q4 2025	505	$722	<0.1%	00.0%	Unchanged	Holders
Q3 2025	505	$1.20K	<0.1%	+505	New	Holders