JY
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Jeff Yass’s Upland Software UPLD Stock Holding History

Jeff Yass’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
Q2 		– Sell
-3,380
Closed -$22.6K – 14588
2026
Q1 		$22.6K Sell
3,380
-1,800
-35% -$18.9K ﹤0.01% 12837
2025
Q4 		$74.1K Sell
5,180
-4,420
-46% -$84.2K ﹤0.01% 11600
2025
Q3 		$228K Buy
9,600
+4,990
+108% +$114K ﹤0.01% 10714
2025
Q2 		$89.9K Buy
+4,610
New +$103K ﹤0.01% 11854
2025
Q1 		– Sell
-2,740
Closed -$119K – 13506
2024
Q4 		$119K Buy
+2,740
New +$88.9K ﹤0.01% 11199
2024
Q1 		– Sell
-2,600
Closed -$110K – 13393
2023
Q4 		$110K Sell
2,600
-3,260
-56% -$141K ﹤0.01% 11248
2023
Q3 		$271K Sell
5,860
-2,170
-27% -$79.2K ﹤0.01% 9577
2023
Q2 		$289K Sell
8,030
-80
-1% -$2.75K ﹤0.01% 9519
2023
Q1 		$349K Buy
+8,110
New +$562K ﹤0.01% 9392
2022
Q4 		– Sell
-22,900
Closed -$1.86M – 13731
2022
Q3 		$1.86M Buy
22,900
+4,680
+26% +$518K ﹤0.01% 5059
2022
Q2 		$2.65M Buy
18,220
+14,420
+379% +$2.11M ﹤0.01% 4312
2022
Q1 		$669K Sell
3,800
-2,640
-41% -$484K ﹤0.01% 8203
2021
Q4 		$1.16M Sell
6,440
-2,200
-25% -$560K ﹤0.01% 6912
2021
Q3 		$2.89M Sell
8,640
-390
-4% -$146K ﹤0.01% 5035
2021
Q2 		$3.72M Sell
9,030
-12,650
-58% -$5.56M ﹤0.01% 4587
2021
Q1 		$10.2M Buy
21,680
+7,570
+54% +$3.65M ﹤0.01% 2734
2020
Q4 		$6.47M Buy
14,110
+3,070
+28% +$1.35M ﹤0.01% 3038
2020
Q3 		$4.16M Buy
11,040
+7,930
+255% +$2.86M ﹤0.01% 3314
2020
Q2 		$1.08M Sell
3,110
-11,110
-78% -$3.46M ﹤0.01% 5744
2020
Q1 		$3.81M Buy
14,220
+11,270
+382% +$4.07M ﹤0.01% 2932
2019
Q4 		$1.05M Sell
2,950
-2,450
-45% -$915K ﹤0.01% 5424
2019
Q3 		$1.88M Sell
5,400
-1,250
-19% -$519K ﹤0.01% 4327
2019
Q2 		$3.03M Sell
6,650
-580
-8% -$266K ﹤0.01% 3432
2019
Q1 		$3.06M Buy
+7,230
New +$2.46M ﹤0.01% 3091

Other funds holding UPLD

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return
CM
CastleKnight Management New York $7.38B AUM 133.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.41B AUM 39.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Jeff Yass's UPLD Position: Q1 2026 in Review

Jeff Yass sold out of Upland Software (UPLD) in Q1 2026, closing a stake of 1,095 shares — an estimated $11.5K sold.

Jeff Yass first reported a position in UPLD in Q4 2014 and held it in 20 quarters. The position peaked at $2.49M in Q2 2020. 43 funds tracked by Wall St. Rank hold UPLD as of Q1 2026.

  • Jeff Yass reported no remaining Upland Software position as of Q1 2026 after selling out during the quarter.
  • Jeff Yass sold 1,095 Upland Software shares in Q1 2026, an estimated $11.5K.
  • Jeff Yass first reported a position in Upland Software in Q4 2014 and held it in 20 quarters.
  • Jeff Yass's Upland Software position peaked at $2.49M in Q2 2020.
  • 43 funds tracked by Wall St. Rank held Upland Software as of Q1 2026.

Based on Susquehanna International Group's 13F filing for Q1 2026, filed 15 May 2026.