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Dynamic Technology Lab’s Upland Software UPLD Stock Holding History

Dynamic Technology Lab’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
-1,454
Closed -$34K – 1104
2025
Q3 		$34K Buy
+1,454
New +$33.1K 0.01% 759
2024
Q4 		– Sell
-1,234
Closed -$31K – 1369
2024
Q3 		$31K Buy
+1,234
New +$28.5K ﹤0.01% 965
2023
Q3 		– Sell
-2,018
Closed -$72K – 1352
2023
Q2 		$72K Sell
2,018
-959
-32% -$33K 0.01% 918
2023
Q1 		$128K Buy
2,977
+466
+19% +$32.3K 0.01% 954
2022
Q4 		$179K Sell
2,511
-1,941
-44% -$145K 0.02% 933
2022
Q3 		$362K Buy
+4,452
New +$493K 0.04% 738
2022
Q1 		– Sell
-4,628
Closed -$831K – 1543
2021
Q4 		$831K Buy
4,628
+3,170
+217% +$806K 0.09% 377
2021
Q3 		$488K Buy
1,458
+675
+86% +$253K 0.06% 537
2021
Q2 		$322K Buy
+783
New +$344K 0.03% 762
2021
Q1 		– Sell
-790
Closed -$363K – 1501
2020
Q4 		$363K Buy
+790
New +$348K 0.06% 578
2020
Q2 		– Sell
-1,091
Closed -$293K – 1362
2020
Q1 		$293K Buy
+1,091
New +$394K 0.06% 598
2019
Q4 		– Sell
-1,461
Closed -$509K – 1319
2019
Q3 		$509K Buy
1,461
+820
+128% +$341K 0.09% 414
2019
Q2 		$292K Buy
+641
New +$293K 0.05% 661
2019
Q1 		– Sell
-1,044
Closed -$283K – 1355
2018
Q4 		$283K Sell
1,044
-775
-43% -$232K 0.05% 663
2018
Q3 		$588K Buy
+1,819
New +$630K 0.08% 437

Other funds holding UPLD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return
NSCM
New South Capital Management Memphis, Tennessee $2.09B AUM 33.67% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
CM
CastleKnight Management New York $6B AUM 121.87% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return

Dynamic Technology Lab's UPLD Position: Q4 2025 in Review

Dynamic Technology Lab sold out of Upland Software (UPLD) in Q4 2025, closing a stake of 1,454 shares — an estimated $34K sold.

Dynamic Technology Lab first reported a position in UPLD in Q3 2018 and held it in 15 quarters. The position peaked at $831K in Q4 2021. 56 funds tracked by Wall St. Rank hold UPLD as of Q4 2025.

  • Dynamic Technology Lab reported no remaining Upland Software position as of Q4 2025 after selling out during the quarter.
  • Dynamic Technology Lab sold 1,454 Upland Software shares in Q4 2025, an estimated $34K.
  • Dynamic Technology Lab first reported a position in Upland Software in Q3 2018 and held it in 15 quarters.
  • Dynamic Technology Lab's Upland Software position peaked at $831K in Q4 2021.
  • 56 funds tracked by Wall St. Rank held Upland Software as of Q4 2025.

Based on Dynamic Technology Lab's 13F filing for Q4 2025, filed 13 Feb 2026.