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Bridgeway Capital Management’s Upland Software UPLD Stock Holding History

Bridgeway Capital Management’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
2026
Q1 		– Sell
-15,560
Closed -$223K – 1312
2025
Q4 		$223K Sell
15,560
-700
-4% -$13.3K ﹤0.01% 995
2025
Q3 		$385K Sell
16,260
-3,280
-17% -$74.6K 0.01% 856
2025
Q2 		$381K Hold
19,540
– – 0.01% 819
2025
Q1 		$559K Sell
19,540
-4,580
-19% -$174K 0.01% 729
2024
Q4 		$1.05M Buy
24,120
+7,680
+47% +$249K 0.02% 658
2024
Q3 		$409K Hold
16,440
– – 0.01% 910
2024
Q2 		$409K Buy
16,440
+1,060
+7% +$27.9K 0.01% 906
2024
Q1 		$475K Buy
15,380
+5,350
+53% +$194K 0.01% 945
2023
Q4 		$424K Hold
10,030
– – 0.01% 979
2023
Q3 		$463K Buy
10,030
+6,800
+211% +$248K 0.01% 898
2023
Q2 		$116K Buy
+3,230
New +$111K ﹤0.01% 1235
2017
Q4 		– Sell
-3,425
Closed -$725K – 1449
2017
Q3 		$725K Sell
3,425
-1,800
-34% -$413K 0.01% 967
2017
Q2 		$1.15M Sell
5,225
-695
-12% -$142K 0.01% 769
2017
Q1 		$941K Buy
5,920
+1,520
+35% +$184K 0.01% 833
2016
Q4 		$394K Buy
4,400
+1,000
+29% +$88K 0.01% 1163
2016
Q3 		$300K Hold
3,400
– – ﹤0.01% 1240
2016
Q2 		$259K Hold
3,400
– – ﹤0.01% 1252
2016
Q1 		$234K Buy
3,400
+1,200
+55% +$80.8K ﹤0.01% 1273
2015
Q4 		$155K Hold
2,200
– – ﹤0.01% 1334
2015
Q3 		$174K Buy
2,200
+700
+47% +$56.5K ﹤0.01% 1329
2015
Q2 		$138K Hold
1,500
– – ﹤0.01% 1405
2015
Q1 		$105K Buy
+1,500
New +$117K ﹤0.01% 1411

Other funds holding UPLD

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
RHJA
Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return
CM
CastleKnight Management New York $7.38B AUM 133.13% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.41B AUM 39.41% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Bridgeway Capital Management's UPLD Position: Q1 2026 in Review

Bridgeway Capital Management sold out of Upland Software (UPLD) in Q1 2026, closing a stake of 15,560 shares — an estimated $223K sold.

Bridgeway Capital Management first reported a position in UPLD in Q1 2015 and held it in 22 quarters. The position peaked at $1.15M in Q2 2017. 43 funds tracked by Wall St. Rank hold UPLD as of Q1 2026.

  • Bridgeway Capital Management reported no remaining Upland Software position as of Q1 2026 after selling out during the quarter.
  • Bridgeway Capital Management sold 15,560 Upland Software shares in Q1 2026, an estimated $223K.
  • Bridgeway Capital Management first reported a position in Upland Software in Q1 2015 and held it in 22 quarters.
  • Bridgeway Capital Management's Upland Software position peaked at $1.15M in Q2 2017.
  • 43 funds tracked by Wall St. Rank held Upland Software as of Q1 2026.

Based on Bridgeway Capital Management's 13F filing for Q1 2026, filed 15 May 2026.