DS
UPLD icon

David Shaw’s Upland Software UPLD Stock Holding History

David Shaw’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
2022
Q3 		– Sell
-3,000
Closed -$436K – 5542
2022
Q2 		$436K Hold
3,000
– – ﹤0.01% 4173
2022
Q1 		$528K Buy
+3,000
New +$550K ﹤0.01% 4339

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

David Shaw's UPLD Position: Q2 2026 in Review

David Shaw 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.

David Shaw 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.

  • David Shaw held 47,867 shares of Upland Software worth $224K as of Q2 2026.
  • David Shaw sold 17,944 Upland Software shares in Q2 2026, an estimated $124K.
  • Upland Software made up ﹤0.01% of David Shaw's portfolio in Q2 2026, its #4532 holding.
  • David Shaw first reported a position in Upland Software in Q1 2018 and has held it in 22 quarters since.
  • David Shaw'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.