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Inspire Advisors’s Upland Software UPLD Stock Holding History

Inspire Advisors’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
-2,039
Closed -$48.3K – 646
2025
Q3 		$48.3K Sell
2,039
-783
-28% -$17.8K ﹤0.01% 527
2025
Q2 		$55K Sell
2,822
-8,996
-76% -$200K 0.01% 494
2025
Q1 		$338K Buy
+11,818
New +$449K 0.04% 327

Other funds holding UPLD

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

Inspire Advisors's UPLD Position: Q4 2025 in Review

Inspire Advisors sold out of Upland Software (UPLD) in Q4 2025, closing a stake of 2,039 shares — an estimated $48.3K sold.

Inspire Advisors first reported a position in UPLD in Q1 2025 and held it in 3 quarters. The position peaked at $338K in Q1 2025. 56 funds tracked by Wall St. Rank hold UPLD as of Q4 2025.

  • Inspire Advisors reported no remaining Upland Software position as of Q4 2025 after selling out during the quarter.
  • Inspire Advisors sold 2,039 Upland Software shares in Q4 2025, an estimated $48.3K.
  • Inspire Advisors first reported a position in Upland Software in Q1 2025 and held it in 3 quarters.
  • Inspire Advisors's Upland Software position peaked at $338K in Q1 2025.
  • 56 funds tracked by Wall St. Rank held Upland Software as of Q4 2025.

Based on Inspire Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.