Marshall Wace’s Upland Software UPLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $676K | Sell |
346,588
-44,862
| -11% | -$87.5K | ﹤0.01% | 1899 |
|
|
2025
Q1 | $1.12M | Buy |
391,450
+256,019
| +189% | +$732K | ﹤0.01% | 1631 |
|
|
2024
Q4 | $588K | Buy |
135,431
+99,617
| +278% | +$432K | ﹤0.01% | 1841 |
|
|
2024
Q3 | $89.2K | Buy |
+35,814
| New | +$89.2K | ﹤0.01% | 2206 |
|
|
2024
Q1 | – | Sell |
-44,145
| Closed | -$187K | – | 2488 |
|
|
2023
Q4 | $187K | Buy |
+44,145
| New | +$187K | ﹤0.01% | 1680 |
|
|
2023
Q2 | – | Sell |
-20,900
| Closed | -$89.9K | – | 2526 |
|
|
2023
Q1 | $89.9K | Buy |
+20,900
| New | +$89.9K | ﹤0.01% | 2010 |
|
|
2022
Q2 | – | Sell |
-127,857
| Closed | -$2.25M | – | 3194 |
|
|
2022
Q1 | $2.25M | Sell |
127,857
-163,482
| -56% | -$2.88M | ﹤0.01% | 1582 |
|
|
2021
Q4 | $5.23M | Buy |
+291,339
| New | +$5.23M | 0.01% | 1170 |
|
|
2021
Q3 | – | Sell |
-36,531
| Closed | -$1.5M | – | 2847 |
|
|
2021
Q2 | $1.5M | Sell |
36,531
-85,884
| -70% | -$3.54M | 0.01% | 1255 |
|
|
2021
Q1 | $5.78M | Buy |
122,415
+25,130
| +26% | +$1.19M | 0.03% | 687 |
|
|
2020
Q4 | $4.47M | Buy |
97,285
+47,878
| +97% | +$2.2M | 0.02% | 563 |
|
|
2020
Q3 | $1.86M | Buy |
+49,407
| New | +$1.86M | 0.01% | 796 |
|
|
2020
Q1 | – | Sell |
-25,844
| Closed | -$923K | – | 2034 |
|
|
2019
Q4 | $923K | Sell |
25,844
-7,855
| -23% | -$281K | 0.01% | 963 |
|
|
2019
Q3 | $1.18M | Buy |
+33,699
| New | +$1.18M | 0.01% | 867 |
|
|
2019
Q2 | – | Sell |
-33,114
| Closed | -$1.4M | – | 1824 |
|
|
2019
Q1 | $1.4M | Sell |
33,114
-19,678
| -37% | -$834K | 0.01% | 831 |
|
|
2018
Q4 | $1.43M | Buy |
+52,792
| New | +$1.43M | 0.01% | 805 |
|
|
2018
Q2 | – | Sell |
-17,900
| Closed | -$515K | – | 843 |
|
|
2018
Q1 | $515K | Buy |
+17,900
| New | +$515K | 0.02% | 352 |
|