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Globeflex Capital’s Upland Software UPLD Stock Holding History

Globeflex Capital’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
Q3 		– Sell
-18,862
Closed -$368K – 472
2025
Q2 		$368K Hold
18,862
– – 0.03% 282
2025
Q1 		$539K Buy
+18,862
New +$716K 0.05% 253
2019
Q4 		– Sell
-2,147
Closed -$748K – 550
2019
Q3 		$748K Hold
2,147
– – 0.16% 211
2019
Q2 		$977K Buy
+2,147
New +$983K 0.2% 163
2017
Q1 		– Sell
-12
Closed -$1K – 541
2016
Q4 		$1K Buy
+12
New +$1.06K ﹤0.01% 432

Other funds holding UPLD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
NSCM
New South Capital Management Memphis, Tennessee $2.09B AUM 33.67% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 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
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Globeflex Capital's UPLD Position: Q3 2025 in Review

Globeflex Capital sold out of Upland Software (UPLD) in Q3 2025, closing a stake of 18,862 shares — an estimated $368K sold.

Globeflex Capital first reported a position in UPLD in Q4 2016 and held it in 5 quarters. The position peaked at $977K in Q2 2019. 67 funds tracked by Wall St. Rank hold UPLD as of Q3 2025.

  • Globeflex Capital reported no remaining Upland Software position as of Q3 2025 after selling out during the quarter.
  • Globeflex Capital sold 18,862 Upland Software shares in Q3 2025, an estimated $368K.
  • Globeflex Capital first reported a position in Upland Software in Q4 2016 and held it in 5 quarters.
  • Globeflex Capital's Upland Software position peaked at $977K in Q2 2019.
  • 67 funds tracked by Wall St. Rank held Upland Software as of Q3 2025.

Based on Globeflex Capital's 13F filing for Q3 2025, filed 12 Nov 2025.