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O'Shaughnessy Asset Management’s Upland Software UPLD Stock Holding History

O'Shaughnessy Asset 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
2026
Q1 		– Sell
-1,661
Closed -$23.7K – 2832
2025
Q4 		$23.7K Sell
1,661
-6,542
-80% -$125K ﹤0.01% 2327
2025
Q3 		$194K Buy
8,203
+151
+2% +$3.44K ﹤0.01% 1965
2025
Q2 		$157K Sell
8,052
-2,115
-21% -$47K ﹤0.01% 1883
2025
Q1 		$291K Buy
+10,167
New +$386K ﹤0.01% 1605

Other funds holding UPLD

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
RHJA
Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return
CM
CastleKnight Management New York $7.38B AUM 133.13% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.41B AUM 39.41% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

O'Shaughnessy Asset Management's UPLD Position: Q1 2026 in Review

O'Shaughnessy Asset Management sold out of Upland Software (UPLD) in Q1 2026, closing a stake of 1,661 shares — an estimated $23.7K sold.

O'Shaughnessy Asset Management first reported a position in UPLD in Q1 2025 and held it in 4 quarters. The position peaked at $291K in Q1 2025. 43 funds tracked by Wall St. Rank hold UPLD as of Q1 2026.

  • O'Shaughnessy Asset Management reported no remaining Upland Software position as of Q1 2026 after selling out during the quarter.
  • O'Shaughnessy Asset Management sold 1,661 Upland Software shares in Q1 2026, an estimated $23.7K.
  • O'Shaughnessy Asset Management first reported a position in Upland Software in Q1 2025 and held it in 4 quarters.
  • O'Shaughnessy Asset Management's Upland Software position peaked at $291K in Q1 2025.
  • 43 funds tracked by Wall St. Rank held Upland Software as of Q1 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q1 2026, filed 13 May 2026.