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
-3,430
Closed -$49K – 14284
2025
Q4 		$49K Buy
3,430
+560
+20% +$10.7K ﹤0.01% 12043
2025
Q3 		$68K Buy
2,870
+480
+20% +$10.9K ﹤0.01% 12051
2025
Q2 		$46.6K Sell
2,390
-630
-21% -$14K ﹤0.01% 11803
2025
Q1 		$86.4K Buy
3,020
+340
+13% +$12.9K ﹤0.01% 11674
2024
Q4 		$116K Buy
2,680
+1,750
+188% +$56.8K ﹤0.01% 11233
2024
Q3 		$23.2K Sell
930
-230
-20% -$5.3K ﹤0.01% 12668
2024
Q2 		$28.9K Sell
1,160
-1,130
-49% -$29.7K ﹤0.01% 12312
2024
Q1 		$70.8K Sell
2,290
-1,880
-45% -$68.1K ﹤0.01% 11806
2023
Q4 		$176K Sell
4,170
-3,080
-42% -$133K ﹤0.01% 10127
2023
Q3 		$335K Buy
7,250
+4,350
+150% +$159K ﹤0.01% 8941
2023
Q2 		$104K Sell
2,900
-5,830
-67% -$201K ﹤0.01% 10870
2023
Q1 		$375K Buy
8,730
+690
+9% +$47.8K ﹤0.01% 8907
2022
Q4 		$573K Sell
8,040
-2,900
-27% -$216K ﹤0.01% 7960
2022
Q3 		$889K Buy
10,940
+1,640
+18% +$181K ﹤0.01% 7242
2022
Q2 		$1.35M Buy
9,300
+4,340
+88% +$634K ﹤0.01% 6356
2022
Q1 		$873K Sell
4,960
-2,400
-33% -$440K ﹤0.01% 8014
2021
Q4 		$1.32M Sell
7,360
-8,100
-52% -$2.06M ﹤0.01% 7212
2021
Q3 		$5.17M Sell
15,460
-1,550
-9% -$581K ﹤0.01% 4233
2021
Q2 		$7M Sell
17,010
-2,030
-11% -$893K ﹤0.01% 3736
2021
Q1 		$8.98M Sell
19,040
-5,380
-22% -$2.6M ﹤0.01% 3143
2020
Q4 		$11.2M Buy
24,420
+4,040
+20% +$1.78M ﹤0.01% 2494
2020
Q3 		$7.68M Buy
20,380
+8,090
+66% +$2.92M ﹤0.01% 2603
2020
Q2 		$4.27M Buy
12,290
+10,080
+456% +$3.14M ﹤0.01% 3307
2020
Q1 		$593K Buy
2,210
+820
+59% +$296K ﹤0.01% 6184
2019
Q4 		$496K Sell
1,390
-17,690
-93% -$6.61M ﹤0.01% 6819
2019
Q3 		$6.65M Sell
19,080
-10,710
-36% -$4.45M ﹤0.01% 2721
2019
Q2 		$13.6M Buy
29,790
+28,230
+1,810% +$12.9M 0.01% 1814
2019
Q1 		$661K Buy
1,560
+280
+22% +$95.2K ﹤0.01% 6316
2018
Q4 		$348K Sell
1,280
-760
-37% -$228K ﹤0.01% 7011
2018
Q3 		$659K Buy
2,040
+970
+91% +$336K ﹤0.01% 6255
2018
Q2 		$368K Buy
+1,070
New +$335K ﹤0.01% 6877

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.