JF
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Jump Financial’s Upland Software UPLD Stock Holding History

Jump Financial’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
Q1 		– Sell
-6,420
Closed -$272K – 2328
2023
Q4 		$272K Buy
6,420
+5,340
+494% +$231K 0.01% 1393
2023
Q3 		$49.9K Sell
1,080
-3,619
-77% -$132K ﹤0.01% 1747
2023
Q2 		$169K Buy
+4,699
New +$162K 0.01% 1555
2022
Q4 		– Sell
-2,940
Closed -$239K – 2043
2022
Q3 		$239K Buy
+2,940
New +$325K 0.01% 1264
2022
Q1 		– Sell
-3,656
Closed -$656K – 1930
2021
Q4 		$656K Buy
+3,656
New +$930K 0.04% 541
2021
Q3 		– Sell
-817
Closed -$337K – 1520
2021
Q2 		$337K Buy
+817
New +$359K 0.03% 621

Other funds holding UPLD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
2C
272 Capital Dallas, Texas $40M AUM 150.07% 1-Year Est. Return
NSCM
New South Capital Management Memphis, Tennessee $2.09B AUM 33.67% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
HCM
Hodges Capital Management Dallas, Texas $1.21B AUM 49% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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 $5.72T AUM 30.48% 1-Year Est. Return
BFM
Boothbay Fund Management New York $7.71B AUM 106.31% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Jump Financial's UPLD Position: Q1 2024 in Review

Jump Financial sold out of Upland Software (UPLD) in Q1 2024, closing a stake of 6,420 shares — an estimated $272K sold.

Jump Financial first reported a position in UPLD in Q2 2021 and held it in 6 quarters. The position peaked at $656K in Q4 2021. 79 funds tracked by Wall St. Rank hold UPLD as of Q1 2024.

  • Jump Financial reported no remaining Upland Software position as of Q1 2024 after selling out during the quarter.
  • Jump Financial sold 6,420 Upland Software shares in Q1 2024, an estimated $272K.
  • Jump Financial first reported a position in Upland Software in Q2 2021 and held it in 6 quarters.
  • Jump Financial's Upland Software position peaked at $656K in Q4 2021.
  • 79 funds tracked by Wall St. Rank held Upland Software as of Q1 2024.

Based on Jump Financial's 13F filing for Q1 2024, filed 13 May 2024.