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Hillsdale Investment Management’s Upland Software UPLD Stock Holding History

Hillsdale Investment Management’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
-1,427
Closed -$27.8K – 741
2025
Q2 		$27.8K Buy
+1,427
New +$31.7K ﹤0.01% 495
2024
Q1 		– Sell
-53,661
Closed -$2.27M – 679
2023
Q4 		$2.27M Sell
53,661
-70
-0.1% -$3.03K 0.19% 179
2023
Q3 		$2.48M Hold
53,731
– – 0.23% 160
2023
Q2 		$1.93M Sell
53,731
-5,750
-10% -$198K 0.18% 170
2023
Q1 		$2.56M Sell
59,481
-1,190
-2% -$82.4K 0.22% 143
2022
Q4 		$4.33M Buy
60,671
+52,708
+662% +$3.93M 0.37% 104
2022
Q3 		$647K Buy
+7,963
New +$881K 0.06% 258
2018
Q2 		– Sell
-340
Closed -$98K – 550
2018
Q1 		$98K Buy
+340
New +$83.8K 0.01% 284

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

Hillsdale Investment Management's UPLD Position: Q3 2025 in Review

Hillsdale Investment Management sold out of Upland Software (UPLD) in Q3 2025, closing a stake of 1,427 shares — an estimated $27.8K sold.

Hillsdale Investment Management first reported a position in UPLD in Q1 2018 and held it in 8 quarters. The position peaked at $4.33M in Q4 2022. 67 funds tracked by Wall St. Rank hold UPLD as of Q3 2025.

  • Hillsdale Investment Management reported no remaining Upland Software position as of Q3 2025 after selling out during the quarter.
  • Hillsdale Investment Management sold 1,427 Upland Software shares in Q3 2025, an estimated $27.8K.
  • Hillsdale Investment Management first reported a position in Upland Software in Q1 2018 and held it in 8 quarters.
  • Hillsdale Investment Management's Upland Software position peaked at $4.33M in Q4 2022.
  • 67 funds tracked by Wall St. Rank held Upland Software as of Q3 2025.

Based on Hillsdale Investment Management's 13F filing for Q3 2025, filed 10 Nov 2025.