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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
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$157K Sell
80,519
-21,149
-21% -$41.2K ﹤0.01% 1883
2025
Q1 		$291K Buy
+101,668
New +$291K ﹤0.01% 1605