Essential Planning’s Upland Software UPLD Stock Holding History

Essential Planning’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 Q1	–	Sell	-1,300	Closed	-$42K	–	280
2024 Q4	$42K	Buy	+1,300	New	+$42.2K	﹤0.01%	313

Other funds holding UPLD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

NSCM

New South Capital Management Memphis, Tennessee $2.09B AUM 33.67% 1-Year Est. Return

CastleKnight Management New York $6B AUM 121.87% 1-Year Est. Return

RHJA

Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Essential Planning's UPLD Position: Q1 2025 in Review

Essential Planning sold out of Upland Software (UPLD) in Q1 2025, closing a stake of 1,300 shares — an estimated $42K sold.

Essential Planning first reported a position in UPLD in Q4 2024 and held it in 1 quarter. The position peaked at $42K in Q4 2024. 68 funds tracked by Wall St. Rank hold UPLD as of Q1 2025.

Essential Planning reported no remaining Upland Software position as of Q1 2025 after selling out during the quarter.
Essential Planning sold 1,300 Upland Software shares in Q1 2025, an estimated $42K.
Essential Planning first reported a position in Upland Software in Q4 2024 and held it in 1 quarter.
Essential Planning's Upland Software position peaked at $42K in Q4 2024.
68 funds tracked by Wall St. Rank held Upland Software as of Q1 2025.

Based on Essential Planning's 13F filing for Q1 2025, filed 8 May 2025.