Citadel Advisors’s Upland Software UPLD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$42.1K Sell
21,580
-2,635
-11% -$5.14K ﹤0.01% 5508
2025
Q1
$69.3K Buy
24,215
+18,389
+316% +$52.6K ﹤0.01% 5266
2024
Q4
$25.3K Sell
5,826
-32,119
-85% -$139K ﹤0.01% 5611
2024
Q3
$94.5K Buy
37,945
+16,828
+80% +$41.9K ﹤0.01% 4947
2024
Q2
$52.6K Sell
21,117
-84,258
-80% -$210K ﹤0.01% 5165
2024
Q1
$326K Sell
105,375
-75,981
-42% -$235K ﹤0.01% 4318
2023
Q4
$767K Sell
181,356
-19,186
-10% -$81.2K ﹤0.01% 3299
2023
Q3
$927K Sell
200,542
-145,431
-42% -$672K ﹤0.01% 3121
2023
Q2
$1.25M Sell
345,973
-158,599
-31% -$571K ﹤0.01% 2785
2023
Q1
$2.17M Buy
504,572
+170,432
+51% +$733K ﹤0.01% 2464
2022
Q4
$2.38M Buy
334,140
+47,678
+17% +$340K ﹤0.01% 2413
2022
Q3
$2.33M Buy
286,462
+139,050
+94% +$1.13M ﹤0.01% 2591
2022
Q2
$2.14M Buy
147,412
+67,371
+84% +$978K ﹤0.01% 2674
2022
Q1
$1.41M Sell
80,041
-47,722
-37% -$840K ﹤0.01% 3386
2021
Q4
$2.29M Sell
127,763
-6,195
-5% -$111K ﹤0.01% 2910
2021
Q3
$4.48M Buy
133,958
+24,087
+22% +$805K ﹤0.01% 2137
2021
Q2
$4.52M Buy
109,871
+44,858
+69% +$1.85M ﹤0.01% 2274
2021
Q1
$3.07M Sell
65,013
-38,420
-37% -$1.81M ﹤0.01% 2702
2020
Q4
$4.75M Sell
103,433
-10,679
-9% -$490K ﹤0.01% 1823
2020
Q3
$4.3M Buy
114,112
+40,075
+54% +$1.51M ﹤0.01% 1614
2020
Q2
$2.57M Sell
74,037
-1,502
-2% -$52.2K ﹤0.01% 2027
2020
Q1
$2.03M Buy
75,539
+31,775
+73% +$852K ﹤0.01% 2205
2019
Q4
$1.56M Sell
43,764
-78,608
-64% -$2.81M ﹤0.01% 2580
2019
Q3
$4.27M Buy
122,372
+111,053
+981% +$3.87M ﹤0.01% 1775
2019
Q2
$515K Sell
11,319
-3,262
-22% -$148K ﹤0.01% 3507
2019
Q1
$618K Buy
14,581
+456
+3% +$19.3K ﹤0.01% 3213
2018
Q4
$384K Sell
14,125
-56,981
-80% -$1.55M ﹤0.01% 3432
2018
Q3
$2.3M Buy
71,106
+35,919
+102% +$1.16M ﹤0.01% 2111
2018
Q2
$1.21M Sell
35,187
-20,613
-37% -$708K ﹤0.01% 2505
2018
Q1
$1.61M Buy
55,800
+25,246
+83% +$727K ﹤0.01% 2090
2017
Q4
$662K Sell
30,554
-4,859
-14% -$105K ﹤0.01% 2649
2017
Q3
$749K Buy
+35,413
New +$749K ﹤0.01% 2463