Geode Capital Management’s Upland Software UPLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $543K | Buy |
278,194
+338
| +0.1% | +$659 | ﹤0.01% | 3530 |
|
|
2025
Q1 | $795K | Buy |
277,856
+4,776
| +2% | +$13.7K | ﹤0.01% | 3382 |
|
|
2024
Q4 | $1.19M | Sell |
273,080
-837
| -0.3% | -$3.63K | ﹤0.01% | 3306 |
|
|
2024
Q3 | $682K | Sell |
273,917
-12,567
| -4% | -$31.3K | ﹤0.01% | 3489 |
|
|
2024
Q2 | $714K | Sell |
286,484
-35,092
| -11% | -$87.4K | ﹤0.01% | 3433 |
|
|
2024
Q1 | $994K | Buy |
321,576
+932
| +0.3% | +$2.88K | ﹤0.01% | 3361 |
|
|
2023
Q4 | $1.36M | Buy |
320,644
+11,984
| +4% | +$50.7K | ﹤0.01% | 3225 |
|
|
2023
Q3 | $1.43M | Buy |
308,660
+15,796
| +5% | +$73K | ﹤0.01% | 3190 |
|
|
2023
Q2 | $1.05M | Sell |
292,864
-281,471
| -49% | -$1.01M | ﹤0.01% | 3328 |
|
|
2023
Q1 | $2.47M | Buy |
574,335
+17,659
| +3% | +$75.9K | ﹤0.01% | 2943 |
|
|
2022
Q4 | $3.97M | Buy |
556,676
+26,597
| +5% | +$190K | ﹤0.01% | 2775 |
|
|
2022
Q3 | $4.31M | Buy |
530,079
+16,998
| +3% | +$138K | ﹤0.01% | 2754 |
|
|
2022
Q2 | $7.45M | Buy |
513,081
+28,798
| +6% | +$418K | ﹤0.01% | 2457 |
|
|
2022
Q1 | $8.53M | Sell |
484,283
-22,638
| -4% | -$399K | ﹤0.01% | 2459 |
|
|
2021
Q4 | $9.09M | Sell |
506,921
-792
| -0.2% | -$14.2K | ﹤0.01% | 2512 |
|
|
2021
Q3 | $17M | Buy |
507,713
+31,582
| +7% | +$1.06M | ﹤0.01% | 2072 |
|
|
2021
Q2 | $19.6M | Buy |
476,131
+34,553
| +8% | +$1.42M | ﹤0.01% | 1978 |
|
|
2021
Q1 | $20.8M | Buy |
441,578
+42,989
| +11% | +$2.03M | ﹤0.01% | 1855 |
|
|
2020
Q4 | $18.3M | Buy |
398,589
+31,501
| +9% | +$1.45M | ﹤0.01% | 1776 |
|
|
2020
Q3 | $13.8M | Buy |
367,088
+39,060
| +12% | +$1.47M | ﹤0.01% | 1764 |
|
|
2020
Q2 | $11.4M | Buy |
328,028
+8,781
| +3% | +$305K | ﹤0.01% | 1853 |
|
|
2020
Q1 | $8.56M | Buy |
319,247
+24,934
| +8% | +$669K | ﹤0.01% | 1835 |
|
|
2019
Q4 | $10.5M | Buy |
294,313
+1,112
| +0.4% | +$39.7K | ﹤0.01% | 1979 |
|
|
2019
Q3 | $10.2M | Buy |
293,201
+13,773
| +5% | +$480K | ﹤0.01% | 1920 |
|
|
2019
Q2 | $12.7M | Buy |
279,428
+79,956
| +40% | +$3.64M | ﹤0.01% | 1768 |
|
|
2019
Q1 | $8.45M | Buy |
199,472
+9,343
| +5% | +$396K | ﹤0.01% | 2013 |
|
|
2018
Q4 | $5.17M | Buy |
190,129
+20,536
| +12% | +$558K | ﹤0.01% | 2203 |
|
|
2018
Q3 | $5.48M | Buy |
169,593
+49,951
| +42% | +$1.61M | ﹤0.01% | 2299 |
|
|
2018
Q2 | $4.11M | Buy |
119,642
+27,421
| +30% | +$942K | ﹤0.01% | 2437 |
|
|
2018
Q1 | $2.66M | Buy |
92,221
+1,963
| +2% | +$56.5K | ﹤0.01% | 2612 |
|
|
2017
Q4 | $1.95M | Sell |
90,258
-2,372
| -3% | -$51.4K | ﹤0.01% | 2764 |
|
|
2017
Q3 | $1.96M | Buy |
92,630
+6,868
| +8% | +$145K | ﹤0.01% | 2761 |
|
|
2017
Q2 | $1.89M | Buy |
85,762
+48,695
| +131% | +$1.07M | ﹤0.01% | 2762 |
|
|
2017
Q1 | $588K | Buy |
37,067
+408
| +1% | +$6.47K | ﹤0.01% | 3248 |
|
|
2016
Q4 | $328K | Buy |
36,659
+2,889
| +9% | +$25.8K | ﹤0.01% | 3423 |
|
|
2016
Q3 | $297K | Buy |
33,770
+7,235
| +27% | +$63.6K | ﹤0.01% | 3459 |
|
|
2016
Q2 | $202K | Hold |
26,535
| – | – | ﹤0.01% | 3591 |
|
|
2016
Q1 | $182 | Buy |
26,535
+2,353
| +10% | +$16 | ﹤0.01% | 3662 |
|
|
2015
Q4 | $170K | Buy |
24,182
+100
| +0.4% | +$703 | ﹤0.01% | 3734 |
|
|
2015
Q3 | $190K | Buy |
24,082
+4,549
| +23% | +$35.9K | ﹤0.01% | 3698 |
|
|
2015
Q2 | $180K | Hold |
19,533
| – | – | ﹤0.01% | 3616 |
|
|
2015
Q1 | $136K | Buy |
19,533
+3,712
| +23% | +$25.8K | ﹤0.01% | 3683 |
|
|
2014
Q4 | $151K | Buy |
+15,821
| New | +$151K | ﹤0.01% | 3685 |
|