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Kennedy Capital Management’s Upland Software UPLD Stock Holding History

Kennedy 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
2024
Q4 		– Sell
-9,949
Closed -$248K – 741
2024
Q3 		$248K Buy
+9,949
New +$229K 0.01% 668
2023
Q3 		– Sell
-6,027
Closed -$217K – 716
2023
Q2 		$217K Hold
6,027
– – 0.01% 648
2023
Q1 		$259K Hold
6,027
– – 0.01% 592
2022
Q4 		$430K Sell
6,027
-1
-0% -$75 0.01% 562
2022
Q3 		$490K Sell
6,028
-11
-0.2% -$1.22K 0.01% 550
2022
Q2 		$877K Sell
6,039
-58
-1% -$8.47K 0.02% 493
2022
Q1 		$1.07M Buy
+6,097
New +$1.12M 0.03% 492
2021
Q2 		– Sell
-9,357
Closed -$4.42M – 683
2021
Q1 		$4.42M Sell
9,357
-515
-5% -$248K 0.09% 396
2020
Q4 		$4.53M Sell
9,872
-16,923
-63% -$7.45M 0.1% 367
2020
Q3 		$10.1M Buy
26,795
+1,411
+6% +$509K 0.29% 93
2020
Q2 		$8.82M Buy
25,384
+20,769
+450% +$6.47M 0.26% 111
2020
Q1 		$1.24M Buy
+4,615
New +$1.67M 0.05% 530

Other funds holding UPLD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
NSCM
New South Capital Management Memphis, Tennessee $2.09B AUM 33.67% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Kennedy Capital Management's UPLD Position: Q4 2024 in Review

Kennedy Capital Management sold out of Upland Software (UPLD) in Q4 2024, closing a stake of 9,949 shares — an estimated $248K sold.

Kennedy Capital Management first reported a position in UPLD in Q1 2020 and held it in 12 quarters. The position peaked at $10.1M in Q3 2020. 74 funds tracked by Wall St. Rank hold UPLD as of Q4 2024.

  • Kennedy Capital Management reported no remaining Upland Software position as of Q4 2024 after selling out during the quarter.
  • Kennedy Capital Management sold 9,949 Upland Software shares in Q4 2024, an estimated $248K.
  • Kennedy Capital Management first reported a position in Upland Software in Q1 2020 and held it in 12 quarters.
  • Kennedy Capital Management's Upland Software position peaked at $10.1M in Q3 2020.
  • 74 funds tracked by Wall St. Rank held Upland Software as of Q4 2024.

Based on Kennedy Capital Management's 13F filing for Q4 2024, filed 13 Feb 2025.