Mackenzie Financial
UPLD icon

Mackenzie Financial’s Upland Software UPLD Stock Holding History

Mackenzie 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
2025
Q3 		– Sell
-3,367
Closed -$65.6K – 1846
2025
Q2 		$65.6K Sell
3,367
-3,785
-53% -$84.2K ﹤0.01% 1642
2025
Q1 		$205K Buy
7,152
+1,117
+19% +$42.4K ﹤0.01% 1517
2024
Q4 		$262K Buy
6,035
+4,711
+356% +$153K ﹤0.01% 1440
2024
Q3 		$33K Sell
1,324
-1,695
-56% -$39.1K ﹤0.01% 1557
2024
Q2 		$75.2K Buy
3,019
+1,290
+75% +$34K ﹤0.01% 1459
2024
Q1 		$53.4K Buy
1,729
+603
+54% +$21.8K ﹤0.01% 1479
2023
Q4 		$47.6K Sell
1,126
-82
-7% -$3.54K ﹤0.01% 1448
2023
Q3 		$54.1K Buy
+1,208
New +$44.1K ﹤0.01% 1404
2018
Q2 		– Sell
-3,182
Closed -$916K – 1058
2018
Q1 		$916K Hold
3,182
– – ﹤0.01% 650
2017
Q4 		$689K Buy
3,182
+442
+16% +$97K ﹤0.01% 646
2017
Q3 		$580K Buy
+2,740
New +$629K ﹤0.01% 506

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NSCM
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RHJA
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CM
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RC
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Marshall Wace
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