2L
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25 LLC’s Upland Software UPLD Stock Holding History

25 LLC’s Portfolio UPLD Stock Details UPLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-14
Closed -$469 – 700
2023
Q1 		$469 Buy
+14
New +$970 ﹤0.01% 438

Other funds holding UPLD

HCM
Hodges Capital Management Dallas, Texas $1.21B AUM 49% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NSCM
New South Capital Management Memphis, Tennessee $2.09B AUM 33.67% 1-Year Est. Return
2C
272 Capital Dallas, Texas $40M AUM 150.07% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

25 LLC's UPLD Position: Q2 2023 in Review

25 LLC sold out of Upland Software (UPLD) in Q2 2023, closing a stake of 14 shares — an estimated $469 sold.

25 LLC first reported a position in UPLD in Q1 2023 and held it in 1 quarter. The position peaked at $469 in Q1 2023. 89 funds tracked by Wall St. Rank hold UPLD as of Q2 2023.

  • 25 LLC reported no remaining Upland Software position as of Q2 2023 after selling out during the quarter.
  • 25 LLC sold 14 Upland Software shares in Q2 2023, an estimated $469.
  • 25 LLC first reported a position in Upland Software in Q1 2023 and held it in 1 quarter.
  • 25 LLC's Upland Software position peaked at $469 in Q1 2023.
  • 89 funds tracked by Wall St. Rank held Upland Software as of Q2 2023.

Based on 25 LLC's 13F filing for Q2 2023, filed 19 Jul 2023.