Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Block Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover trades at least twice the size of a fund's median trade that quarter
Fund Signals
Daily bullish and bearish fund signals, and how past ones played out
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
Fund Flows Report
Our quarterly report on what the world’s largest funds bought and sold
Thematic Trends
Track which investment themes funds are piling into or pulling out of
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
CIAM
Caitong International Asset Management’s
Upland Software
UPLD
Stock Holding History
Caitong International Asset Management’s Portfolio
UPLD Stock Details
UPLD Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q2
–
Hold
0
–
-$1
–
3465
2026
Q1
–
Hold
0
–
–
–
2521
2025
Q2
–
Hold
0
–
-$6
–
2516
2025
Q1
–
Hold
0
–
–
–
2096
Other funds holding UPLD
Ameriprise
Minneapolis, Minnesota
$495B AUM
43.24%
1-Year Est. Return
Vanguard Capital Management
Malvern, Pennsylvania
$4.68T AUM
Acadian Asset Management
Boston, Massachusetts
$84.2B AUM
55.88%
1-Year Est. Return
RHJA
Rice Hall James & Associates
San Diego, California
$2.05B AUM
43.16%
1-Year Est. Return
CastleKnight Management
New York
$7.38B AUM
133.13%
1-Year Est. Return
BlackRock
New York
$6.73T AUM
46.02%
1-Year Est. Return
D.E. Shaw & Co
New York
$210B AUM
57.28%
1-Year Est. Return
RBF Capital
San Francisco, California
$2.41B AUM
39.41%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.88T AUM
44.46%
1-Year Est. Return
Two Sigma Investments
New York
$138B AUM
41.87%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Block Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover trades at least twice the size of a fund's median trade that quarter
Fund Signals
Daily bullish and bearish fund signals, and how past ones played out
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
Fund Flows Report
Our quarterly report on what the world’s largest funds bought and sold
Thematic Trends
Track which investment themes funds are piling into or pulling out of
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close