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Jefferies Financial Group’s Upland Software UPLD Stock Holding History

Jefferies Financial Group’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
-2,000
Closed -$86.8K – 2019
2024
Q4 		$86.8K Buy
+2,000
New +$64.9K ﹤0.01% 1472

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 $166B AUM 43.98% 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
NSCM
New South Capital Management Memphis, Tennessee $2.09B AUM 33.67% 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

Jefferies Financial Group's UPLD Position: Q1 2025 in Review

Jefferies Financial Group sold out of Upland Software (UPLD) in Q1 2025, closing a stake of 2,000 shares — an estimated $86.8K sold.

Jefferies Financial Group first reported a position in UPLD in Q4 2024 and held it in 1 quarter. The position peaked at $86.8K in Q4 2024. 68 funds tracked by Wall St. Rank hold UPLD as of Q1 2025.

  • Jefferies Financial Group reported no remaining Upland Software position as of Q1 2025 after selling out during the quarter.
  • Jefferies Financial Group sold 2,000 Upland Software shares in Q1 2025, an estimated $86.8K.
  • Jefferies Financial Group first reported a position in Upland Software in Q4 2024 and held it in 1 quarter.
  • Jefferies Financial Group's Upland Software position peaked at $86.8K in Q4 2024.
  • 68 funds tracked by Wall St. Rank held Upland Software as of Q1 2025.

Based on Jefferies Financial Group's 13F filing for Q1 2025, filed 8 May 2025.