Jacobs Levy Equity Management
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Jacobs Levy Equity Management’s Upland Software UPLD Stock Holding History

Jacobs Levy Equity 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
2024
Q4 		– Sell
-25,562
Closed -$636K – 1046
2024
Q3 		$636K Buy
25,562
+4,571
+22% +$105K ﹤0.01% 801
2024
Q2 		$523K Sell
20,991
-19,340
-48% -$509K ﹤0.01% 829
2024
Q1 		$1.25M Sell
40,331
-4,866
-11% -$176K 0.01% 675
2023
Q4 		$1.91M Sell
45,197
-4,196
-8% -$181K 0.01% 611
2023
Q3 		$2.28M Buy
49,393
+28,866
+141% +$1.05M 0.01% 539
2023
Q2 		$739K Sell
20,527
-315
-2% -$10.8K ﹤0.01% 753
2023
Q1 		$896K Buy
20,842
+12,424
+148% +$861K 0.01% 719
2022
Q4 		$600K Sell
8,418
-53,414
-86% -$3.98M ﹤0.01% 759
2022
Q3 		$5.03M Buy
61,832
+38,304
+163% +$4.24M 0.04% 393
2022
Q2 		$3.42M Sell
23,528
-5,182
-18% -$757K 0.03% 485
2022
Q1 		$5.06M Buy
28,710
+25,966
+946% +$4.76M 0.03% 423
2021
Q4 		$492K Buy
+2,744
New +$698K ﹤0.01% 837
2017
Q1 		– Sell
-1,530
Closed -$137K – 1006
2016
Q4 		$137K Sell
1,530
-790
-34% -$69.5K ﹤0.01% 866
2016
Q3 		$204K Sell
2,320
-50
-2% -$4.19K ﹤0.01% 900
2016
Q2 		$181K Sell
2,370
-590
-20% -$42.3K ﹤0.01% 1022
2016
Q1 		$203K Sell
2,960
-1,170
-28% -$78.8K ﹤0.01% 966
2015
Q4 		$291K Buy
+4,130
New +$312K 0.01% 654

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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CM
CastleKnight Management New York $6B AUM 121.87% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 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
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Jacobs Levy Equity Management's UPLD Position: Q4 2024 in Review

Jacobs Levy Equity Management sold out of Upland Software (UPLD) in Q4 2024, closing a stake of 25,562 shares — an estimated $636K sold.

Jacobs Levy Equity Management first reported a position in UPLD in Q4 2015 and held it in 17 quarters. The position peaked at $5.06M in Q1 2022. 74 funds tracked by Wall St. Rank hold UPLD as of Q4 2024.

  • Jacobs Levy Equity Management reported no remaining Upland Software position as of Q4 2024 after selling out during the quarter.
  • Jacobs Levy Equity Management sold 25,562 Upland Software shares in Q4 2024, an estimated $636K.
  • Jacobs Levy Equity Management first reported a position in Upland Software in Q4 2015 and held it in 17 quarters.
  • Jacobs Levy Equity Management's Upland Software position peaked at $5.06M in Q1 2022.
  • 74 funds tracked by Wall St. Rank held Upland Software as of Q4 2024.

Based on Jacobs Levy Equity Management's 13F filing for Q4 2024, filed 14 Feb 2025.