Algert Global’s Upland Software UPLD Stock Holding History

Algert Global’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 Q2	–	Sell	-2,286	Closed	-$65K	–	1357
2025 Q1	$65K	Hold	2,286	–	–	﹤0.01%	1147
2024 Q4	$99K	Buy	+2,286	New	+$74.2K	﹤0.01%	1121
2022 Q2	–	Sell	-3,115	Closed	-$549K	–	1393
2022 Q1	$549K	Buy	3,115 +2,013	+183%	+$369K	0.04%	772
2021 Q4	$198K	Buy	+1,102	New	+$280K	0.02%	862
2019 Q1	–	Sell	-1,224	Closed	-$333K	–	394
2018 Q4	$333K	Buy	+1,224	New	+$367K	0.09%	268

Other funds holding UPLD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

NSCM

New South Capital Management Memphis, Tennessee $2.09B AUM 33.67% 1-Year Est. Return

RHJA

Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return

CastleKnight Management New York $6B AUM 121.87% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Algert Global's UPLD Position: Q2 2025 in Review

Algert Global sold out of Upland Software (UPLD) in Q2 2025, closing a stake of 2,286 shares — an estimated $65K sold.

Algert Global first reported a position in UPLD in Q4 2018 and held it in 5 quarters. The position peaked at $549K in Q1 2022. 64 funds tracked by Wall St. Rank hold UPLD as of Q2 2025.

Algert Global reported no remaining Upland Software position as of Q2 2025 after selling out during the quarter.
Algert Global sold 2,286 Upland Software shares in Q2 2025, an estimated $65K.
Algert Global first reported a position in Upland Software in Q4 2018 and held it in 5 quarters.
Algert Global's Upland Software position peaked at $549K in Q1 2022.
64 funds tracked by Wall St. Rank held Upland Software as of Q2 2025.

Based on Algert Global's 13F filing for Q2 2025, filed 14 Aug 2025.