Jim Simons
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Jim Simons’s Upland Software UPLD Stock Holding History

Jim Simons’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
Q1 		$161K Buy
24,239
+830
+4% +$8.71K ﹤0.01% 2953
2025
Q4 		$335K Sell
23,409
-2,362
-9% -$45K ﹤0.01% 2721
2025
Q3 		$611K Sell
25,771
-5,060
-16% -$115K ﹤0.01% 2710
2025
Q2 		$601K Buy
30,831
+2,210
+8% +$49.2K ﹤0.01% 2747
2025
Q1 		$819K Sell
28,621
-7,260
-20% -$276K ﹤0.01% 2532
2024
Q4 		$1.56M Buy
35,881
+6,669
+23% +$216K ﹤0.01% 2212
2024
Q3 		$727K Buy
29,212
+371
+1% +$8.55K ﹤0.01% 2612
2024
Q2 		$718K Buy
28,841
+18,562
+181% +$489K ﹤0.01% 2508
2024
Q1 		$318K Buy
10,279
+3,349
+48% +$121K ﹤0.01% 3069
2023
Q4 		$293K Buy
6,930
+3,449
+99% +$149K ﹤0.01% 2999
2023
Q3 		$161K Sell
3,481
-32,824
-90% -$1.2M ﹤0.01% 3139
2023
Q2 		$1.31M Buy
36,305
+1,513
+4% +$52.1K ﹤0.01% 2290
2023
Q1 		$1.5M Buy
34,792
+25,520
+275% +$1.77M ﹤0.01% 2207
2022
Q4 		$661K Sell
9,272
-33,097
-78% -$2.47M ﹤0.01% 2775
2022
Q3 		$3.44M Buy
42,369
+31,807
+301% +$3.52M ﹤0.01% 1672
2022
Q2 		$1.53M Buy
10,562
+5,790
+121% +$845K ﹤0.01% 2387
2022
Q1 		$840K Sell
4,772
-11,302
-70% -$2.07M ﹤0.01% 2846
2021
Q4 		$2.88M Buy
16,074
+9,362
+139% +$2.38M ﹤0.01% 1872
2021
Q3 		$2.24M Sell
6,712
-4,740
-41% -$1.78M ﹤0.01% 1999
2021
Q2 		$4.71M Buy
11,452
+1,730
+18% +$761K 0.01% 1671
2021
Q1 		$4.59M Buy
9,722
+5,350
+122% +$2.58M 0.01% 1699
2020
Q4 		$2.01M Buy
+4,372
New +$1.93M ﹤0.01% 2112
2019
Q4 		– Sell
-9,732
Closed -$3.39M – 3760
2019
Q3 		$3.39M Buy
9,732
+8,300
+580% +$3.45M ﹤0.01% 2011
2019
Q2 		$652K Sell
1,432
-7,068
-83% -$3.24M ﹤0.01% 2890
2019
Q1 		$3.6M Buy
8,500
+6,230
+274% +$2.12M ﹤0.01% 2013
2018
Q4 		$617K Sell
2,270
-16,510
-88% -$4.95M ﹤0.01% 2785
2018
Q3 		$6.07M Sell
18,780
-10,340
-36% -$3.58M 0.01% 1674
2018
Q2 		$10M Buy
29,120
+2,120
+8% +$665K 0.01% 1348
2018
Q1 		$7.77M Sell
27,000
-9,380
-26% -$2.31M 0.01% 1533
2017
Q4 		$7.88M Sell
36,380
-6,570
-15% -$1.44M 0.01% 1529
2017
Q3 		$9.09M Buy
42,950
+750
+2% +$172K 0.01% 1391
2017
Q2 		$9.28M Buy
42,200
+24,380
+137% +$4.98M 0.01% 1321
2017
Q1 		$2.83M Buy
17,820
+6,520
+58% +$790K ﹤0.01% 2041
2016
Q4 		$1.01M Buy
11,300
+680
+6% +$59.9K ﹤0.01% 2534
2016
Q3 		$936K Buy
10,620
+1,040
+11% +$87.2K ﹤0.01% 2598
2016
Q2 		$730K Buy
9,580
+3,233
+51% +$232K ﹤0.01% 2658
2016
Q1 		$436K Buy
6,347
+1,308
+26% +$88.1K ﹤0.01% 2879
2015
Q4 		$355K Buy
5,039
+1,999
+66% +$151K ﹤0.01% 2837
2015
Q3 		$240K Buy
3,040
+1,744
+135% +$141K ﹤0.01% 2856
2015
Q2 		$120K Buy
+1,296
New +$95.8K ﹤0.01% 3068

Other funds holding UPLD

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
RHJA
Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return
CM
CastleKnight Management New York $6B AUM 121.87% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Jim Simons's UPLD Position: Q1 2026 in Review

Jim Simons increased its Upland Software (UPLD) stake by 3.5% in Q1 2026, buying an estimated $8.71K and bringing the position to 24,239 shares worth $161K. The position accounts for ﹤0.01% of the portfolio, ranked #2953.

Jim Simons first reported a position in UPLD in Q2 2015 and has held it in 40 quarters since. The position peaked at $10M in Q2 2018. 43 funds tracked by Wall St. Rank hold UPLD as of Q1 2026.

  • Jim Simons held 24,239 shares of Upland Software worth $161K as of Q1 2026.
  • Jim Simons bought 830 Upland Software shares in Q1 2026, an estimated $8.71K.
  • Upland Software made up ﹤0.01% of Jim Simons's portfolio in Q1 2026, its #2953 holding.
  • Jim Simons first reported a position in Upland Software in Q2 2015 and has held it in 40 quarters since.
  • Jim Simons's Upland Software position peaked at $10M in Q2 2018.
  • 43 funds tracked by Wall St. Rank held Upland Software as of Q1 2026.

Based on Renaissance Technologies's 13F filing for Q1 2026, filed 14 May 2026.