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MAI Capital Management’s Upland Software UPLD Stock Holding History

MAI 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
Q4 		– Sell
-21
Closed -$489 – 4485
2025
Q3 		$489 Hold
21
– – ﹤0.01% 3626
2025
Q2 		$402 Sell
21
-3
-13% -$67 ﹤0.01% 3796
2025
Q1 		$675 Hold
24
– – ﹤0.01% 3199
2024
Q4 		$1.02K Buy
+24
New +$779 ﹤0.01% 3186
2021
Q2 		– Sell
-426
Closed -$201K – 839
2021
Q1 		$201K Buy
+426
New +$206K ﹤0.01% 673

Other funds holding UPLD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 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
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
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return

MAI Capital Management's UPLD Position: Q4 2025 in Review

MAI Capital Management sold out of Upland Software (UPLD) in Q4 2025, closing a stake of 21 shares — an estimated $489 sold.

MAI Capital Management first reported a position in UPLD in Q1 2021 and held it in 5 quarters. The position peaked at $201K in Q1 2021. 56 funds tracked by Wall St. Rank hold UPLD as of Q4 2025.

  • MAI Capital Management reported no remaining Upland Software position as of Q4 2025 after selling out during the quarter.
  • MAI Capital Management sold 21 Upland Software shares in Q4 2025, an estimated $489.
  • MAI Capital Management first reported a position in Upland Software in Q1 2021 and held it in 5 quarters.
  • MAI Capital Management's Upland Software position peaked at $201K in Q1 2021.
  • 56 funds tracked by Wall St. Rank held Upland Software as of Q4 2025.

Based on MAI Capital Management's 13F filing for Q4 2025, filed 13 Feb 2026.