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 – 1056
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

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 $84.2B AUM 55.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
NSCM
New South Capital Management Memphis, Tennessee $2.28B AUM 47.19% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return
CM
CastleKnight Management New York $7.38B AUM 133.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.41B AUM 39.41% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Mackenzie Financial's UPLD Position: Q3 2025 in Review

Mackenzie Financial sold out of Upland Software (UPLD) in Q3 2025, closing a stake of 3,367 shares — an estimated $65.6K sold.

Mackenzie Financial first reported a position in UPLD in Q3 2017 and held it in 11 quarters. The position peaked at $916K in Q1 2018. 67 funds tracked by Wall St. Rank hold UPLD as of Q3 2025.

  • Mackenzie Financial reported no remaining Upland Software position as of Q3 2025 after selling out during the quarter.
  • Mackenzie Financial sold 3,367 Upland Software shares in Q3 2025, an estimated $65.6K.
  • Mackenzie Financial first reported a position in Upland Software in Q3 2017 and held it in 11 quarters.
  • Mackenzie Financial's Upland Software position peaked at $916K in Q1 2018.
  • 67 funds tracked by Wall St. Rank held Upland Software as of Q3 2025.

Based on Mackenzie Financial's 13F filing for Q3 2025, filed 13 Nov 2025.