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NBC Securities’s Upland Software UPLD Stock Holding History

NBC Securities’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
Q1 		– Sell
-2
Closed -$65 – 2146
2024
Q4 		$65 Sell
2
-1,498
-100% -$48.6K 0.01% 999
2024
Q3 		$37K Sell
1,500
-4,200
-74% -$96.8K ﹤0.01% 1271
2024
Q2 		$141K Sell
5,700
-250
-4% -$6.58K 0.01% 869
2024
Q1 		$183K Sell
5,950
-300
-5% -$10.9K 0.02% 782
2023
Q4 		$264K Buy
6,250
+1,725
+38% +$74.6K 0.03% 634
2023
Q3 		$209K Buy
+4,525
New +$165K 0.02% 670

Other funds holding UPLD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
NSCM
New South Capital Management Memphis, Tennessee $2.09B AUM 33.67% 1-Year Est. Return
CM
CastleKnight Management New York $6B AUM 121.87% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

NBC Securities's UPLD Position: Q1 2025 in Review

NBC Securities sold out of Upland Software (UPLD) in Q1 2025, closing a stake of 2 shares — an estimated $65 sold.

NBC Securities first reported a position in UPLD in Q3 2023 and held it in 6 quarters. The position peaked at $264K in Q4 2023. 68 funds tracked by Wall St. Rank hold UPLD as of Q1 2025.

  • NBC Securities reported no remaining Upland Software position as of Q1 2025 after selling out during the quarter.
  • NBC Securities sold 2 Upland Software shares in Q1 2025, an estimated $65.
  • NBC Securities first reported a position in Upland Software in Q3 2023 and held it in 6 quarters.
  • NBC Securities's Upland Software position peaked at $264K in Q4 2023.
  • 68 funds tracked by Wall St. Rank held Upland Software as of Q1 2025.

Based on NBC Securities's 13F filing for Q1 2025, filed 9 Apr 2025.