2C
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272 Capital’s Upland Software UPLD Stock Holding History

272 Capital’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
2025
Q1 		– Sell
-861
Closed -$37.4K – 55
2024
Q4 		$37.4K Sell
861
-53,241
-98% -$1.73M 0.04% 46
2024
Q3 		$1.35M Sell
54,102
-19,740
-27% -$455K 0.77% 34
2024
Q2 		$1.84M Sell
73,842
-78,736
-52% -$2.07M 0.92% 41
2024
Q1 		$4.71M Sell
152,578
-14,466
-9% -$524K 1.88% 19
2023
Q4 		$7.6M Buy
167,044
+10,320
+7% +$446K 2.57% 13
2023
Q3 		$7.24M Buy
156,724
+2,500
+2% +$91.2K 2.88% 11
2023
Q2 		$5.55M Buy
154,224
+31,639
+26% +$1.09M 2.04% 17
2023
Q1 		$5.27M Buy
+122,585
New +$8.49M 2.18% 17

Other funds holding UPLD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
NSCM
New South Capital Management Memphis, Tennessee $2.09B AUM 33.67% 1-Year Est. Return
CM
CastleKnight Management New York $2.14B AUM 121.87% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.04B AUM 29.64% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return