NewEdge Advisors’s Upland Software UPLD Stock Holding History

NewEdge Advisors’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	-212	Closed	-$3.04K	–	4401
2025 Q4	$3.04K	Sell	212 -1,429	-87%	-$27.2K	﹤0.01%	3797
2025 Q3	$38.9K	Buy	1,641 +425	+35%	+$9.67K	﹤0.01%	2903
2025 Q2	$23.7K	Buy	1,216 +22	+2%	+$489	﹤0.01%	2891
2025 Q1	$34.1K	Buy	1,194 +1,044	+696%	+$39.6K	﹤0.01%	2677
2024 Q4	$6.5K	Buy	150 +19	+15%	+$617	﹤0.01%	3160
2024 Q3	$3.26K	Sell	131 -1,805	-93%	-$41.6K	﹤0.01%	3292
2024 Q2	$48.2K	Buy	+1,936	New	+$51K	﹤0.01%	2362
2023 Q1	–	Sell	-2	Closed	-$128	–	4140
2022 Q4	$128	Buy	+2	New	+$149	﹤0.01%	3343

Other funds holding UPLD

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return

CastleKnight Management New York $6B AUM 121.87% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

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

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