Fidelity Investments’s Upland Software UPLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $11.5K | Sell |
1,720
-253
| -13% | -$2.65K | ﹤0.01% | 4721 |
|
|
2025
Q4 | $28.2K | Hold |
1,973
| – | – | ﹤0.01% | 4334 |
|
|
2025
Q3 | $46.8K | Sell |
1,973
-6,760
| -77% | -$154K | ﹤0.01% | 4000 |
|
|
2025
Q2 | $170K | Buy |
8,733
+330
| +4% | +$7.34K | ﹤0.01% | 3373 |
|
|
2025
Q1 | $240K | Sell |
8,403
-323
| -4% | -$12.3K | ﹤0.01% | 3174 |
|
|
2024
Q4 | $379K | Buy |
8,726
+863
| +11% | +$28K | ﹤0.01% | 3024 |
|
|
2024
Q3 | $196K | Buy |
7,863
+1,814
| +30% | +$41.8K | ﹤0.01% | 3204 |
|
|
2024
Q2 | $151K | Buy |
6,049
+341
| +6% | +$8.97K | ﹤0.01% | 3142 |
|
|
2024
Q1 | $176K | Sell |
5,708
-654
| -10% | -$23.7K | ﹤0.01% | 3074 |
|
|
2023
Q4 | $269K | Buy |
6,362
+335
| +6% | +$14.5K | ﹤0.01% | 2862 |
|
|
2023
Q3 | $278K | Buy |
6,027
+219
| +4% | +$7.99K | ﹤0.01% | 2780 |
|
|
2023
Q2 | $209K | Buy |
5,808
+93
| +2% | +$3.2K | ﹤0.01% | 2937 |
|
|
2023
Q1 | $246K | Buy |
5,715
+75
| +1% | +$5.2K | ﹤0.01% | 2907 |
|
|
2022
Q4 | $402K | Sell |
5,640
-119
| -2% | -$8.87K | ﹤0.01% | 2789 |
|
|
2022
Q3 | $468K | Sell |
5,759
-36
| -0.6% | -$3.98K | ﹤0.01% | 2795 |
|
|
2022
Q2 | $841K | Sell |
5,795
-683
| -11% | -$99.7K | ﹤0.01% | 2722 |
|
|
2022
Q1 | $1.14M | Buy |
+6,478
| New | +$1.19M | ﹤0.01% | 2756 |
|
|
2021
Q3 | – | Sell |
-5
| Closed | -$2K | – | 5053 |
|
|
2021
Q2 | $2K | Hold |
5
| – | – | ﹤0.01% | 3965 |
|
|
2021
Q1 | $3K | Hold |
5
| – | – | ﹤0.01% | 3672 |
|
|
2020
Q4 | $2K | Buy |
+5
| New | +$2.2K | ﹤0.01% | 3622 |
|
|
2019
Q4 | – | Sell |
-8
| Closed | -$3K | – | 4284 |
|
|
2019
Q3 | $3K | Buy |
8
+3
| +60% | +$1.25K | ﹤0.01% | 3513 |
|
|
2019
Q2 | $2K | Buy |
+5
| New | +$2.29K | ﹤0.01% | 3554 |
|
Other funds holding UPLD
VCM
RHJA
CM
RC
