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
2025
Q4 		– Sell
-2,150
Closed -$51K – 14134
2025
Q3 		$51K Sell
2,150
-1,460
-40% -$33.2K ﹤0.01% 12195
2025
Q2 		$70.4K Buy
3,610
+2,590
+254% +$57.6K ﹤0.01% 11584
2025
Q1 		$29.2K Sell
1,020
-1,170
-53% -$44.4K ﹤0.01% 12853
2024
Q4 		$95K Buy
+2,190
New +$71.1K ﹤0.01% 11557
2024
Q3 		– Sell
-3,510
Closed -$87.4K – 15302
2024
Q2 		$87.4K Sell
3,510
-380
-10% -$10K ﹤0.01% 11101
2024
Q1 		$120K Sell
3,890
-630
-14% -$22.8K ﹤0.01% 11104
2023
Q4 		$191K Buy
4,520
+1,510
+50% +$65.3K ﹤0.01% 10024
2023
Q3 		$139K Sell
3,010
-3,530
-54% -$129K ﹤0.01% 10472
2023
Q2 		$235K Buy
6,540
+1,320
+25% +$45.5K ﹤0.01% 9532
2023
Q1 		$224K Buy
5,220
+4,060
+350% +$281K ﹤0.01% 9974
2022
Q4 		$82.7K Sell
1,160
-1,140
-50% -$85K ﹤0.01% 11484
2022
Q3 		$187K Sell
2,300
-9,660
-81% -$1.07M ﹤0.01% 10470
2022
Q2 		$1.74M Buy
11,960
+1,620
+16% +$237K ﹤0.01% 5831
2022
Q1 		$1.82M Sell
10,340
-1,230
-11% -$226K ﹤0.01% 6291
2021
Q4 		$2.08M Buy
11,570
+4,140
+56% +$1.05M ﹤0.01% 6150
2021
Q3 		$2.48M Buy
7,430
+1,870
+34% +$701K ﹤0.01% 5823
2021
Q2 		$2.29M Buy
5,560
+3,060
+122% +$1.35M ﹤0.01% 6256
2021
Q1 		$1.18M Sell
2,500
-10,550
-81% -$5.09M ﹤0.01% 7686
2020
Q4 		$5.99M Buy
13,050
+2,000
+18% +$881K ﹤0.01% 3379
2020
Q3 		$4.17M Buy
11,050
+8,380
+314% +$3.02M ﹤0.01% 3424
2020
Q2 		$928K Buy
+2,670
New +$832K ﹤0.01% 5977
2020
Q1 		– Sell
-2,270
Closed -$811K – 10214
2019
Q4 		$811K Sell
2,270
-13,930
-86% -$5.2M ﹤0.01% 5973
2019
Q3 		$5.65M Buy
16,200
+3,300
+26% +$1.37M ﹤0.01% 2946
2019
Q2 		$5.87M Buy
12,900
+11,390
+754% +$5.22M ﹤0.01% 2870
2019
Q1 		$640K Sell
1,510
-130
-8% -$44.2K ﹤0.01% 6371
2018
Q4 		$446K Sell
1,640
-630
-28% -$189K ﹤0.01% 6566
2018
Q3 		$733K Buy
+2,270
New +$786K ﹤0.01% 6075

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.