Citigroup
UPLD icon

Citigroup’s Upland Software UPLD Stock Holding History

Citigroup’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 		– Hold
0
– -$1 – 6420
2025
Q4 		– Sell
-4
Closed -$76 – 5994
2025
Q3 		$92 Hold
4
– – ﹤0.01% 5815
2025
Q2 		$76 Hold
4
– – ﹤0.01% 5527
2025
Q1 		$112 Sell
4
-60
-94% -$2.28K ﹤0.01% 5433
2024
Q4 		$2.77K Buy
64
+60
+1,500% +$1.95K ﹤0.01% 5527
2024
Q3 		$97 Hold
4
– – ﹤0.01% 5539
2024
Q2 		$97 Sell
4
-6,548
-100% -$172K ﹤0.01% 5457
2024
Q1 		$202K Sell
6,552
-11,360
-63% -$412K ﹤0.01% 4023
2023
Q4 		$758K Buy
17,912
+15,039
+523% +$650K ﹤0.01% 3076
2023
Q3 		$133K Buy
2,873
+2,869
+71,725% +$105K ﹤0.01% 3836
2023
Q2 		$140 Sell
4
-21
-84% -$723 ﹤0.01% 5445
2023
Q1 		$1.07K Sell
25
-303
-92% -$21K ﹤0.01% 5154
2022
Q4 		$23.4K Sell
328
-385
-54% -$28.7K ﹤0.01% 4534
2022
Q3 		$57K Sell
713
-166
-19% -$18.4K ﹤0.01% 4334
2022
Q2 		$128K Buy
879
+41
+5% +$5.99K ﹤0.01% 4086
2022
Q1 		$148K Sell
838
-697
-45% -$128K ﹤0.01% 4235
2021
Q4 		$275K Buy
1,535
+114
+8% +$29K ﹤0.01% 4175
2021
Q3 		$475K Buy
1,421
+216
+18% +$81K ﹤0.01% 3654
2021
Q2 		$496K Sell
1,205
-177
-13% -$77.8K ﹤0.01% 3726
2021
Q1 		$652K Sell
1,382
-523
-27% -$252K ﹤0.01% 3279
2020
Q4 		$874K Buy
1,905
+1,450
+319% +$639K ﹤0.01% 3671
2020
Q3 		$172K Sell
455
-368
-45% -$133K ﹤0.01% 4725
2020
Q2 		$286K Sell
823
-194
-19% -$60.5K ﹤0.01% 4738
2020
Q1 		$273K Buy
1,017
+103
+11% +$37.2K ﹤0.01% 4462
2019
Q4 		$326K Sell
914
-230
-20% -$85.9K ﹤0.01% 4782
2019
Q3 		$399K Buy
1,144
+96
+9% +$39.9K ﹤0.01% 4557
2019
Q2 		$477K Buy
1,048
+157
+18% +$71.9K ﹤0.01% 4473
2019
Q1 		$377K Sell
891
-33
-4% -$11.2K ﹤0.01% 4488
2018
Q4 		$251K Buy
924
+30
+3% +$9K ﹤0.01% 4791
2018
Q3 		$289K Buy
894
+668
+296% +$231K ﹤0.01% 4879
2018
Q2 		$78K Sell
226
-612
-73% -$192K ﹤0.01% 5931
2018
Q1 		$241K Sell
838
-957
-53% -$236K ﹤0.01% 4774
2017
Q4 		$389K Buy
1,795
+1,208
+206% +$265K ﹤0.01% 4366
2017
Q3 		$124K Buy
587
+143
+32% +$32.8K ﹤0.01% 5393
2017
Q2 		$98K Buy
+444
New +$90.6K ﹤0.01% 5359
2015
Q2 		– Sell
-3
Closed – – 7764
2015
Q1 		$0 Buy
+3
New +$233 ﹤0.01% 7442

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

Citigroup's UPLD Position: Q1 2026 in Review

Citigroup held its Upland Software (UPLD) position steady in Q1 2026 at 0 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #6420.

Citigroup first reported a position in UPLD in Q1 2015 and has held it in 35 quarters since. The position peaked at $874K in Q4 2020. 43 funds tracked by Wall St. Rank hold UPLD as of Q1 2026.

  • Citigroup held 0 shares of Upland Software worth $0 as of Q1 2026.
  • Citigroup left its Upland Software share count unchanged in Q1 2026.
  • Upland Software made up ﹤0.01% of Citigroup's portfolio in Q1 2026, its #6420 holding.
  • Citigroup first reported a position in Upland Software in Q1 2015 and has held it in 35 quarters since.
  • Citigroup's Upland Software position peaked at $874K in Q4 2020.
  • 43 funds tracked by Wall St. Rank held Upland Software as of Q1 2026.

Based on Citigroup's 13F filing for Q1 2026, filed 11 May 2026.