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Kathmere Capital Management’s Upland Software UPLD Stock Holding History

Kathmere Capital 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
2025
Q2 		– Sell
-1,078
Closed -$30.8K – 506
2025
Q1 		$30.8K Buy
+1,078
New +$40.9K ﹤0.01% 433

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
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return
CM
CastleKnight Management New York $6B AUM 121.87% 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

Kathmere Capital Management's UPLD Position: Q2 2025 in Review

Kathmere Capital Management sold out of Upland Software (UPLD) in Q2 2025, closing a stake of 1,078 shares — an estimated $30.8K sold.

Kathmere Capital Management first reported a position in UPLD in Q1 2025 and held it in 1 quarter. The position peaked at $30.8K in Q1 2025. 64 funds tracked by Wall St. Rank hold UPLD as of Q2 2025.

  • Kathmere Capital Management reported no remaining Upland Software position as of Q2 2025 after selling out during the quarter.
  • Kathmere Capital Management sold 1,078 Upland Software shares in Q2 2025, an estimated $30.8K.
  • Kathmere Capital Management first reported a position in Upland Software in Q1 2025 and held it in 1 quarter.
  • Kathmere Capital Management's Upland Software position peaked at $30.8K in Q1 2025.
  • 64 funds tracked by Wall St. Rank held Upland Software as of Q2 2025.

Based on Kathmere Capital Management's 13F filing for Q2 2025, filed 16 Jul 2025.