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Leonteq Securities AG’s Upland Software UPLD Stock Holding History

Leonteq Securities AG’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
2023
Q1 		– Sell
-140
Closed -$9.97K – 1337
2022
Q4 		$9.97K Hold
140
– – ﹤0.01% 1058
2022
Q3 		$11.4K Hold
140
– – ﹤0.01% 1043
2022
Q2 		$20.3K Sell
140
-278
-67% -$40.6K ﹤0.01% 969
2022
Q1 		$73.6K Buy
+418
New +$76.7K ﹤0.01% 795

Other funds holding UPLD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
HCM
Hodges Capital Management Dallas, Texas $1.21B AUM 49% 1-Year Est. Return
2C
272 Capital Dallas, Texas $40M AUM 150.07% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
NSCM
New South Capital Management Memphis, Tennessee $2.09B AUM 33.67% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Leonteq Securities AG's UPLD Position: Q1 2023 in Review

Leonteq Securities AG sold out of Upland Software (UPLD) in Q1 2023, closing a stake of 140 shares — an estimated $9.97K sold.

Leonteq Securities AG first reported a position in UPLD in Q1 2022 and held it in 4 quarters. The position peaked at $73.6K in Q1 2022. 120 funds tracked by Wall St. Rank hold UPLD as of Q1 2023.

  • Leonteq Securities AG reported no remaining Upland Software position as of Q1 2023 after selling out during the quarter.
  • Leonteq Securities AG sold 140 Upland Software shares in Q1 2023, an estimated $9.97K.
  • Leonteq Securities AG first reported a position in Upland Software in Q1 2022 and held it in 4 quarters.
  • Leonteq Securities AG's Upland Software position peaked at $73.6K in Q1 2022.
  • 120 funds tracked by Wall St. Rank held Upland Software as of Q1 2023.

Based on Leonteq Securities AG's 13F filing for Q1 2023, filed 11 Mar 2026.