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Hodges Capital Management’s Upland Software UPLD Stock Holding History

Hodges Capital 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
Q1 		– Sell
-4,250
Closed -$185K – 226
2024
Q4 		$185K Sell
4,250
-6,337
-60% -$206K 0.01% 201
2024
Q3 		$264K Sell
10,587
-111,878
-91% -$2.58M 0.02% 201
2024
Q2 		$3.05M Sell
122,465
-10,086
-8% -$265K 0.2% 124
2024
Q1 		$4.1M Sell
132,551
-265,851
-67% -$9.63M 0.26% 107
2023
Q4 		$16.9M Buy
398,402
+230,734
+138% +$9.97M 0.89% 41
2023
Q3 		$7.75M Sell
167,668
-71,359
-30% -$2.6M 0.92% 32
2023
Q2 		$12.3M Buy
239,027
+125,628
+111% +$4.33M 0.72% 43
2023
Q1 		$8.42M Sell
113,399
-8,027
-7% -$556K 0.69% 45
2022
Q4 		$8.66M Buy
121,426
+75,345
+164% +$5.62M 0.75% 41
2022
Q3 		$3.75M Sell
46,081
-26,378
-36% -$2.92M 0.62% 51
2022
Q2 		$10.5M Buy
72,459
+18,670
+35% +$2.73M 1.06% 29
2022
Q1 		$9.47M Buy
53,789
+30,665
+133% +$5.63M 0.75% 39
2021
Q4 		$4.15M Sell
23,124
-1,754
-7% -$446K 0.3% 94
2021
Q3 		$8.32M Buy
24,878
+11,857
+91% +$4.44M 0.61% 57
2021
Q2 		$5.36M Buy
13,021
+3,933
+43% +$1.73M 0.6% 61
2021
Q1 		$4.29M Buy
9,088
+250
+3% +$121K 0.59% 62
2020
Q4 		$4.06M Buy
8,838
+730
+9% +$321K 0.64% 53
2020
Q3 		$3.06M Buy
+8,108
New +$2.92M 0.59% 62
2020
Q2 		– Sell
-7,702
Closed -$2.07M – 213
2020
Q1 		$2.07M Sell
7,702
-5,250
-41% -$1.9M 0.53% 63
2019
Q4 		$4.63M Buy
12,952
+34
+0.3% +$12.7K 0.61% 56
2019
Q3 		$4.5M Buy
12,918
+2,758
+27% +$1.15M 0.52% 65
2019
Q2 		$4.63M Buy
10,160
+2,850
+39% +$1.3M 0.5% 68
2019
Q1 		$3.1M Buy
7,310
+110
+2% +$37.4K 0.31% 92
2018
Q4 		$1.96M Buy
+7,200
New +$2.16M 0.22% 95

Other funds holding UPLD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
NSCM
New South Capital Management Memphis, Tennessee $2.28B AUM 47.19% 1-Year Est. Return
CM
CastleKnight Management New York $7.38B AUM 133.13% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.41B AUM 39.41% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Hodges Capital Management's UPLD Position: Q1 2025 in Review

Hodges Capital Management sold out of Upland Software (UPLD) in Q1 2025, closing a stake of 4,250 shares — an estimated $185K sold.

Hodges Capital Management first reported a position in UPLD in Q4 2018 and held it in 24 quarters. The position peaked at $16.9M in Q4 2023. 68 funds tracked by Wall St. Rank hold UPLD as of Q1 2025.

  • Hodges Capital Management reported no remaining Upland Software position as of Q1 2025 after selling out during the quarter.
  • Hodges Capital Management sold 4,250 Upland Software shares in Q1 2025, an estimated $185K.
  • Hodges Capital Management first reported a position in Upland Software in Q4 2018 and held it in 24 quarters.
  • Hodges Capital Management's Upland Software position peaked at $16.9M in Q4 2023.
  • 68 funds tracked by Wall St. Rank held Upland Software as of Q1 2025.

Based on Hodges Capital Management's 13F filing for Q1 2025, filed 16 May 2025.