Citadel Advisors
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Citadel Advisors’s Upland Software UPLD Stock Holding History

Citadel Advisors’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
-3,111
Closed -$44.5K – 14285
2025
Q4 		$44.5K Buy
+3,111
New +$59.3K ﹤0.01% 12080
2025
Q3 		– Sell
-2,158
Closed -$49.1K – 14185
2025
Q2 		$42.1K Sell
2,158
-264
-11% -$5.87K ﹤0.01% 11854
2025
Q1 		$69.3K Buy
2,422
+1,839
+315% +$69.8K ﹤0.01% 11930
2024
Q4 		$25.3K Sell
583
-3,212
-85% -$104K ﹤0.01% 13023
2024
Q3 		$94.5K Buy
3,795
+1,683
+80% +$38.8K ﹤0.01% 11193
2024
Q2 		$52.6K Sell
2,112
-8,426
-80% -$222K ﹤0.01% 11701
2024
Q1 		$326K Sell
10,538
-7,598
-42% -$275K ﹤0.01% 9274
2023
Q4 		$767K Sell
18,136
-1,918
-10% -$82.9K ﹤0.01% 7218
2023
Q3 		$927K Sell
20,054
-14,543
-42% -$530K ﹤0.01% 6730
2023
Q2 		$1.25M Sell
34,597
-15,860
-31% -$546K ﹤0.01% 6007
2023
Q1 		$2.17M Buy
50,457
+17,043
+51% +$1.18M ﹤0.01% 5202
2022
Q4 		$2.38M Buy
33,414
+4,768
+17% +$355K ﹤0.01% 5144
2022
Q3 		$2.33M Buy
28,646
+13,905
+94% +$1.54M ﹤0.01% 5300
2022
Q2 		$2.14M Buy
14,741
+6,737
+84% +$984K ﹤0.01% 5407
2022
Q1 		$1.41M Sell
8,004
-4,772
-37% -$875K ﹤0.01% 6883
2021
Q4 		$2.29M Sell
12,776
-620
-5% -$158K ﹤0.01% 5931
2021
Q3 		$4.48M Buy
13,396
+2,409
+22% +$903K ﹤0.01% 4517
2021
Q2 		$4.52M Buy
10,987
+4,486
+69% +$1.97M ﹤0.01% 4654
2021
Q1 		$3.07M Sell
6,501
-3,842
-37% -$1.85M ﹤0.01% 5390
2020
Q4 		$4.75M Sell
10,343
-1,068
-9% -$470K ﹤0.01% 3788
2020
Q3 		$4.3M Buy
11,411
+4,007
+54% +$1.44M ﹤0.01% 3373
2020
Q2 		$2.57M Sell
7,404
-150
-2% -$46.7K ﹤0.01% 4125
2020
Q1 		$2.03M Buy
7,554
+3,178
+73% +$1.15M ﹤0.01% 4124
2019
Q4 		$1.56M Sell
4,376
-7,861
-64% -$2.94M ﹤0.01% 4813
2019
Q3 		$4.27M Buy
12,237
+11,105
+981% +$4.61M ﹤0.01% 3320
2019
Q2 		$515K Sell
1,132
-326
-22% -$149K ﹤0.01% 6783
2019
Q1 		$618K Buy
1,458
+45
+3% +$15.3K ﹤0.01% 6417
2018
Q4 		$384K Sell
1,413
-5,698
-80% -$1.71M ﹤0.01% 6853
2018
Q3 		$2.3M Buy
7,111
+3,592
+102% +$1.24M ﹤0.01% 4181
2018
Q2 		$1.21M Sell
3,519
-2,061
-37% -$646K ﹤0.01% 4890
2018
Q1 		$1.61M Buy
5,580
+2,525
+83% +$622K ﹤0.01% 4066
2017
Q4 		$662K Sell
3,055
-486
-14% -$107K ﹤0.01% 5247
2017
Q3 		$749K Buy
+3,541
New +$813K ﹤0.01% 4739

Other funds holding UPLD

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return
CM
CastleKnight Management New York $6B AUM 121.87% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Citadel Advisors's UPLD Position: Q1 2026 in Review

Citadel Advisors sold out of Upland Software (UPLD) in Q1 2026, closing a stake of 3,111 shares — an estimated $44.5K sold.

Citadel Advisors first reported a position in UPLD in Q3 2017 and held it in 33 quarters. The position peaked at $4.75M in Q4 2020. 43 funds tracked by Wall St. Rank hold UPLD as of Q1 2026.

  • Citadel Advisors reported no remaining Upland Software position as of Q1 2026 after selling out during the quarter.
  • Citadel Advisors sold 3,111 Upland Software shares in Q1 2026, an estimated $44.5K.
  • Citadel Advisors first reported a position in Upland Software in Q3 2017 and held it in 33 quarters.
  • Citadel Advisors's Upland Software position peaked at $4.75M in Q4 2020.
  • 43 funds tracked by Wall St. Rank held Upland Software as of Q1 2026.

Based on Citadel Advisors's 13F filing for Q1 2026, filed 15 May 2026.