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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 $210B AUM 57.28% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
NSCM
New South Capital Management Memphis, Tennessee $2.28B AUM 47.19% 1-Year Est. Return
CM
CastleKnight Management New York $7.38B AUM 133.13% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.41B AUM 39.41% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

272 Capital's UPLD Position: Q1 2025 in Review

272 Capital sold out of Upland Software (UPLD) in Q1 2025, closing a stake of 861 shares — an estimated $37.4K sold.

272 Capital first reported a position in UPLD in Q1 2023 and held it in 8 quarters. The position peaked at $7.6M in Q4 2023. 68 funds tracked by Wall St. Rank hold UPLD as of Q1 2025.

  • 272 Capital reported no remaining Upland Software position as of Q1 2025 after selling out during the quarter.
  • 272 Capital sold 861 Upland Software shares in Q1 2025, an estimated $37.4K.
  • 272 Capital first reported a position in Upland Software in Q1 2023 and held it in 8 quarters.
  • 272 Capital's Upland Software position peaked at $7.6M in Q4 2023.
  • 68 funds tracked by Wall St. Rank held Upland Software as of Q1 2025.

Based on 272 Capital's 13F filing for Q1 2025, filed 15 May 2025.