Dimensional Fund Advisors’s Upland Software UPLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-92,151
| Closed | -$400K | – | 3356 |
|
|
2024
Q4 | $400K | Sell |
92,151
-207,882
| -69% | -$902K | ﹤0.01% | 3072 |
|
|
2024
Q3 | $747K | Sell |
300,033
-193,146
| -39% | -$481K | ﹤0.01% | 2957 |
|
|
2024
Q2 | $1.23M | Sell |
493,179
-35,797
| -7% | -$89.1K | ﹤0.01% | 2877 |
|
|
2024
Q1 | $1.63M | Buy |
528,976
+47,567
| +10% | +$147K | ﹤0.01% | 2831 |
|
|
2023
Q4 | $2.04M | Buy |
481,409
+194,112
| +68% | +$821K | ﹤0.01% | 2787 |
|
|
2023
Q3 | $1.33M | Buy |
287,297
+62,874
| +28% | +$290K | ﹤0.01% | 2861 |
|
|
2023
Q2 | $808K | Sell |
224,423
-80,422
| -26% | -$290K | ﹤0.01% | 2964 |
|
|
2023
Q1 | $1.31M | Sell |
304,845
-4,718
| -2% | -$20.3K | ﹤0.01% | 2844 |
|
|
2022
Q4 | $2.21K | Sell |
309,563
-51,761
| -14% | -$369 | ﹤0.01% | 2701 |
|
|
2022
Q3 | $2.94M | Sell |
361,324
-276,717
| -43% | -$2.25M | ﹤0.01% | 2594 |
|
|
2022
Q2 | $9.27M | Buy |
638,041
+225,321
| +55% | +$3.27M | ﹤0.01% | 2228 |
|
|
2022
Q1 | $7.27M | Sell |
412,720
-15,526
| -4% | -$273K | ﹤0.01% | 2418 |
|
|
2021
Q4 | $7.68M | Sell |
428,246
-31,763
| -7% | -$570K | ﹤0.01% | 2411 |
|
|
2021
Q3 | $15.4M | Buy |
460,009
+783
| +0.2% | +$26.2K | 0.01% | 2125 |
|
|
2021
Q2 | $18.9M | Buy |
459,226
+29,594
| +7% | +$1.22M | 0.01% | 2066 |
|
|
2021
Q1 | $20.3M | Buy |
429,632
+4,194
| +1% | +$198K | 0.01% | 2029 |
|
|
2020
Q4 | $19.5M | Buy |
425,438
+4,443
| +1% | +$204K | 0.01% | 1993 |
|
|
2020
Q3 | $15.9M | Sell |
420,995
-1,491
| -0.4% | -$56.2K | 0.01% | 1968 |
|
|
2020
Q2 | $14.7M | Buy |
422,486
+20,565
| +5% | +$715K | 0.01% | 2033 |
|
|
2020
Q1 | $10.8M | Sell |
401,921
-35,065
| -8% | -$940K | 0.01% | 2083 |
|
|
2019
Q4 | $15.6M | Sell |
436,986
-23,726
| -5% | -$847K | 0.01% | 2169 |
|
|
2019
Q3 | $16.1M | Buy |
460,712
+12,622
| +3% | +$440K | 0.01% | 2128 |
|
|
2019
Q2 | $20.4M | Buy |
448,090
+67,311
| +18% | +$3.06M | 0.01% | 2032 |
|
|
2019
Q1 | $16.1M | Buy |
380,779
+133,346
| +54% | +$5.65M | 0.01% | 2169 |
|
|
2018
Q4 | $6.73M | Buy |
247,433
+129,622
| +110% | +$3.52M | ﹤0.01% | 2505 |
|
|
2018
Q3 | $3.81M | Buy |
+117,811
| New | +$3.81M | ﹤0.01% | 2765 |
|