Group One Trading
UPLD icon

Group One Trading’s Upland Software UPLD Stock Holding History

Group One Trading’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
-2,020
Closed -$47.9K – 9215
2025
Q3 		$47.9K Sell
2,020
-200
-9% -$4.55K ﹤0.01% 5999
2025
Q2 		$43.3K Buy
+2,220
New +$49.4K ﹤0.01% 5696
2025
Q1 		– Sell
-1,600
Closed -$69.4K – 8412
2024
Q4 		$69.4K Buy
1,600
+1,500
+1,500% +$48.7K ﹤0.01% 4815
2024
Q3 		$2.49K Sell
100
-30
-23% -$692 ﹤0.01% 6091
2024
Q2 		$3.24K Buy
+130
New +$3.42K ﹤0.01% 6109
2023
Q3 		– Sell
-130
Closed -$4.68K – 8352
2023
Q2 		$4.68K Sell
130
-1,880
-94% -$64.8K ﹤0.01% 6751
2023
Q1 		$86.4K Sell
2,010
-930
-32% -$64.4K ﹤0.01% 4423
2022
Q4 		$210K Sell
2,940
-410
-12% -$30.6K ﹤0.01% 3829
2022
Q3 		$272K Sell
3,350
-26,160
-89% -$2.89M ﹤0.01% 3845
2022
Q2 		$4.29M Buy
29,510
+8,810
+43% +$1.29M 0.01% 1422
2022
Q1 		$3.65M Sell
20,700
-6,630
-24% -$1.22M ﹤0.01% 1803
2021
Q4 		$4.9M Buy
27,330
+16,950
+163% +$4.31M ﹤0.01% 1718
2021
Q3 		$3.47M Buy
10,380
+190
+2% +$71.2K ﹤0.01% 2077
2021
Q2 		$4.2M Sell
10,190
-2,040
-17% -$897K 0.01% 1863
2021
Q1 		$5.77M Buy
12,230
+500
+4% +$241K 0.01% 1389
2020
Q4 		$5.38M Buy
11,730
+7,520
+179% +$3.31M 0.01% 1218
2020
Q3 		$1.59M Buy
4,210
+1,720
+69% +$620K 0.01% 1800
2020
Q2 		$866K Buy
2,490
+2,100
+538% +$654K ﹤0.01% 2165
2020
Q1 		$105K Sell
390
-180
-32% -$65.1K ﹤0.01% 3262
2019
Q4 		$204K Sell
570
-9,700
-94% -$3.62M ﹤0.01% 3156
2019
Q3 		$3.58M Buy
10,270
+1,240
+14% +$515K 0.03% 792
2019
Q2 		$4.11M Buy
9,030
+6,990
+343% +$3.2M 0.04% 637
2019
Q1 		$864K Buy
2,040
+2,010
+6,700% +$683K 0.01% 1513
2018
Q4 		$8K Hold
30
– – ﹤0.01% 4354
2018
Q3 		$10K Sell
30
-570
-95% -$197K ﹤0.01% 4654
2018
Q2 		$206K Buy
+600
New +$188K ﹤0.01% 3032

Other funds holding UPLD

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
RHJA
Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return
CM
CastleKnight Management New York $7.38B AUM 133.13% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.41B AUM 39.41% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Group One Trading's UPLD Position: Q4 2025 in Review

Group One Trading sold out of Upland Software (UPLD) in Q4 2025, closing a stake of 173 shares — an estimated $3.3K sold.

Group One Trading first reported a position in UPLD in Q2 2018 and held it in 21 quarters. The position peaked at $840K in Q3 2019. 56 funds tracked by Wall St. Rank hold UPLD as of Q4 2025.

  • Group One Trading reported no remaining Upland Software position as of Q4 2025 after selling out during the quarter.
  • Group One Trading sold 173 Upland Software shares in Q4 2025, an estimated $3.3K.
  • Group One Trading first reported a position in Upland Software in Q2 2018 and held it in 21 quarters.
  • Group One Trading's Upland Software position peaked at $840K in Q3 2019.
  • 56 funds tracked by Wall St. Rank held Upland Software as of Q4 2025.

Based on Group One Trading's 13F filing for Q4 2025, filed 12 Feb 2026.