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
2026
Q1 		– Sell
-260
Closed -$3.72K – 8811
2025
Q4 		$3.72K Sell
260
-530
-67% -$10.1K ﹤0.01% 7310
2025
Q3 		$18.7K Buy
790
+170
+27% +$3.87K ﹤0.01% 6741
2025
Q2 		$12.1K Buy
620
+600
+3,000% +$13.3K ﹤0.01% 6599
2025
Q1 		$572 Hold
20
– – ﹤0.01% 7264
2024
Q4 		$868 Buy
+20
New +$649 ﹤0.01% 6917
2024
Q3 		– Sell
-130
Closed -$3.24K – 7409
2024
Q2 		$3.24K Buy
130
+30
+30% +$790 ﹤0.01% 6110
2024
Q1 		$3.09K Sell
100
-100
-50% -$3.62K ﹤0.01% 6366
2023
Q4 		$8.46K Hold
200
– – ﹤0.01% 6286
2023
Q3 		$9.24K Sell
200
-580
-74% -$21.2K ﹤0.01% 6377
2023
Q2 		$28.1K Buy
780
+650
+500% +$22.4K ﹤0.01% 5731
2023
Q1 		$5.59K Sell
130
-3,070
-96% -$213K ﹤0.01% 6235
2022
Q4 		$228K Sell
3,200
-10,240
-76% -$763K ﹤0.01% 3744
2022
Q3 		$1.09M Sell
13,440
-4,730
-26% -$523K ﹤0.01% 2493
2022
Q2 		$2.64M Buy
18,170
+15,400
+556% +$2.25M ﹤0.01% 1798
2022
Q1 		$488K Sell
2,770
-3,440
-55% -$631K ﹤0.01% 3845
2021
Q4 		$1.11M Buy
6,210
+5,980
+2,600% +$1.52M ﹤0.01% 3250
2021
Q3 		$77K Buy
230
+200
+667% +$75K ﹤0.01% 6181
2021
Q2 		$12K Sell
30
-20
-40% -$8.79K ﹤0.01% 7461
2021
Q1 		$24K Buy
50
+40
+400% +$19.3K ﹤0.01% 6684
2020
Q4 		$5K Sell
10
-1,100
-99% -$484K ﹤0.01% 6041
2020
Q3 		$418K Sell
1,110
-1,010
-48% -$364K ﹤0.01% 3001
2020
Q2 		$737K Sell
2,120
-1,220
-37% -$380K ﹤0.01% 2310
2020
Q1 		$896K Sell
3,340
-1,510
-31% -$546K 0.01% 1609
2019
Q4 		$1.73M Buy
4,850
+30
+0.6% +$11.2K 0.01% 1404
2019
Q3 		$1.68M Buy
4,820
+2,070
+75% +$860K 0.01% 1342
2019
Q2 		$1.25M Buy
2,750
+1,600
+139% +$733K 0.01% 1445
2019
Q1 		$487K Sell
1,150
-2,080
-64% -$707K 0.01% 1966
2018
Q4 		$878K Buy
3,230
+1,310
+68% +$393K 0.01% 1601
2018
Q3 		$620K Hold
1,920
– – ﹤0.01% 2106
2018
Q2 		$660K Buy
+1,920
New +$602K 0.01% 2074

Other funds holding UPLD

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 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.