Marshall Wace
UPLD icon

Marshall Wace’s Upland Software UPLD Stock Holding History

Marshall Wace’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
2026
Q1 		– Sell
-47,250
Closed -$676K – 3702
2025
Q4 		$676K Buy
47,250
+2,385
+5% +$45.4K ﹤0.01% 2115
2025
Q3 		$1.06M Buy
44,865
+10,206
+29% +$232K ﹤0.01% 1917
2025
Q2 		$676K Sell
34,659
-4,486
-11% -$99.8K ﹤0.01% 2028
2025
Q1 		$1.12M Buy
39,145
+25,602
+189% +$972K ﹤0.01% 1734
2024
Q4 		$588K Buy
13,543
+9,962
+278% +$323K ﹤0.01% 1975
2024
Q3 		$89.2K Buy
+3,581
New +$82.6K ﹤0.01% 2386
2024
Q1 		– Sell
-4,415
Closed -$187K – 2818
2023
Q4 		$187K Buy
+4,415
New +$191K ﹤0.01% 1990
2023
Q2 		– Sell
-2,090
Closed -$89.9K – 2987
2023
Q1 		$89.9K Buy
+2,090
New +$145K ﹤0.01% 2508
2022
Q2 		– Sell
-12,786
Closed -$2.25M – 3875
2022
Q1 		$2.25M Sell
12,786
-16,348
-56% -$3M ﹤0.01% 1980
2021
Q4 		$5.23M Buy
+29,134
New +$7.41M 0.01% 1319
2021
Q3 		– Sell
-3,653
Closed -$1.5M – 3446
2021
Q2 		$1.5M Sell
3,653
-8,589
-70% -$3.78M 0.01% 1607
2021
Q1 		$5.78M Buy
12,242
+2,513
+26% +$1.21M 0.03% 753
2020
Q4 		$4.46M Buy
9,729
+4,788
+97% +$2.11M 0.02% 613
2020
Q3 		$1.86M Buy
+4,941
New +$1.78M 0.01% 828
2020
Q1 		– Sell
-2,584
Closed -$923K – 2075
2019
Q4 		$923K Sell
2,584
-786
-23% -$294K 0.01% 1006
2019
Q3 		$1.18M Buy
+3,370
New +$1.4M 0.01% 906
2019
Q2 		– Sell
-3,311
Closed -$1.4M – 1860
2019
Q1 		$1.4M Sell
3,311
-1,968
-37% -$669K 0.01% 839
2018
Q4 		$1.43M Buy
+5,279
New +$1.58M 0.01% 810
2018
Q2 		– Sell
-1,790
Closed -$515K – 845
2018
Q1 		$515K Buy
+1,790
New +$441K 0.02% 352

Other funds holding UPLD

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return
CM
CastleKnight Management New York $6B AUM 121.87% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Marshall Wace's UPLD Position: Q1 2026 in Review

Marshall Wace sold out of Upland Software (UPLD) in Q1 2026, closing a stake of 47,250 shares — an estimated $676K sold.

Marshall Wace first reported a position in UPLD in Q1 2018 and held it in 19 quarters. The position peaked at $5.78M in Q1 2021. 43 funds tracked by Wall St. Rank hold UPLD as of Q1 2026.

  • Marshall Wace reported no remaining Upland Software position as of Q1 2026 after selling out during the quarter.
  • Marshall Wace sold 47,250 Upland Software shares in Q1 2026, an estimated $676K.
  • Marshall Wace first reported a position in Upland Software in Q1 2018 and held it in 19 quarters.
  • Marshall Wace's Upland Software position peaked at $5.78M in Q1 2021.
  • 43 funds tracked by Wall St. Rank held Upland Software as of Q1 2026.

Based on Marshall Wace's 13F filing for Q1 2026, filed 15 May 2026.