D.E. Shaw & Co
UPLD icon

D.E. Shaw & Co’s Upland Software UPLD Stock Holding History

D.E. Shaw & Co’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
Q2 		$224K Sell
47,867
-17,944
-27% -$124K ﹤0.01% 4532
2026
Q1 		$438K Sell
65,811
-19,028
-22% -$200K ﹤0.01% 3919
2025
Q4 		$1.21M Sell
84,839
-25,895
-23% -$493K ﹤0.01% 3413
2025
Q3 		$2.62M Sell
110,734
-22,603
-17% -$514K ﹤0.01% 2769
2025
Q2 		$2.6M Sell
133,337
-226
-0.2% -$5.03K ﹤0.01% 2553
2025
Q1 		$3.82M Buy
133,563
+3,457
+3% +$131K ﹤0.01% 2106
2024
Q4 		$5.65M Buy
130,106
+15,467
+13% +$502K ﹤0.01% 1870
2024
Q3 		$2.85M Sell
114,639
-11,792
-9% -$272K ﹤0.01% 2418
2024
Q2 		$3.15M Buy
126,431
+5,277
+4% +$139K ﹤0.01% 2232
2024
Q1 		$3.74M Sell
121,154
-5,777
-5% -$209K ﹤0.01% 2120
2023
Q4 		$5.37M Sell
126,931
-2,337
-2% -$101K ﹤0.01% 1852
2023
Q3 		$5.97M Buy
129,268
+3,415
+3% +$125K 0.01% 1672
2023
Q2 		$4.53M Buy
125,853
+17,589
+16% +$606K ﹤0.01% 1920
2023
Q1 		$4.66M Buy
108,264
+27,447
+34% +$1.9M 0.01% 1993
2022
Q4 		$5.76M Buy
80,817
+21,360
+36% +$1.59M 0.01% 1958
2022
Q3 		$4.83M Buy
59,457
+22,271
+60% +$2.46M 0.01% 2132
2022
Q2 		$5.4M Sell
37,186
-3,292
-8% -$481K 0.01% 2027
2022
Q1 		$7.13M Sell
40,478
-2,123
-5% -$389K 0.01% 1938
2021
Q4 		$7.64M Buy
+42,601
New +$10.8M 0.01% 1932
2019
Q2 		– Sell
-1,788
Closed -$757K – 3890
2019
Q1 		$757K Buy
+1,788
New +$608K ﹤0.01% 2766
2018
Q3 		– Sell
-1,967
Closed -$676K – 3997
2018
Q2 		$676K Buy
1,967
+689
+54% +$216K ﹤0.01% 2930
2018
Q1 		$368K Buy
+1,278
New +$315K ﹤0.01% 3045

Other funds holding UPLD

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return
CM
CastleKnight Management New York $7.38B AUM 133.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.41B AUM 39.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Man Group
Man Group London, United Kingdom $62.7B AUM 29.77% 1-Year Est. Return

D.E. Shaw & Co's UPLD Position: Q2 2026 in Review

D.E. Shaw & Co reduced its Upland Software (UPLD) stake by 27% in Q2 2026, selling an estimated $124K and leaving 47,867 shares worth $224K. The position accounts for ﹤0.01% of the portfolio, ranked #4532.

D.E. Shaw & Co first reported a position in UPLD in Q1 2018 and has held it in 22 quarters since. The position peaked at $7.64M in Q4 2021. 28 funds tracked by Wall St. Rank hold UPLD as of Q2 2026.

  • D.E. Shaw & Co held 47,867 shares of Upland Software worth $224K as of Q2 2026.
  • D.E. Shaw & Co sold 17,944 Upland Software shares in Q2 2026, an estimated $124K.
  • Upland Software made up ﹤0.01% of D.E. Shaw & Co's portfolio in Q2 2026, its #4532 holding.
  • D.E. Shaw & Co first reported a position in Upland Software in Q1 2018 and has held it in 22 quarters since.
  • D.E. Shaw & Co's Upland Software position peaked at $7.64M in Q4 2021.
  • 28 funds tracked by Wall St. Rank held Upland Software as of Q2 2026.

Based on D.E. Shaw & Co's 13F filing for Q2 2026, filed 14 Aug 2026.