Pathstone Holdings
UPLD icon

Pathstone Holdings’s Upland Software UPLD Stock Holding History

Pathstone Holdings’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
Q4 		– Sell
-2,338
Closed -$55.4K – 2391
2025
Q3 		$55.4K Hold
2,338
– – ﹤0.01% 2303
2025
Q2 		$45.6K Hold
2,338
– – ﹤0.01% 2149
2025
Q1 		$66.9K Hold
2,338
– – ﹤0.01% 2172
2024
Q4 		$89.8K Hold
2,338
– – ﹤0.01% 2240
2024
Q3 		$58.2K Sell
2,338
-77
-3% -$1.77K ﹤0.01% 2274
2024
Q2 		$60.1K Buy
2,415
+68
+3% +$1.79K ﹤0.01% 2258
2024
Q1 		$72.5K Sell
2,347
-94
-4% -$3.41K ﹤0.01% 2240
2023
Q4 		$103K Buy
+2,441
New +$106K ﹤0.01% 2146

Other funds holding UPLD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return
NSCM
New South Capital Management Memphis, Tennessee $2.09B AUM 33.67% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return
CM
CastleKnight Management New York $2.14B AUM 121.87% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $93.4B AUM 35.1% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.04B AUM 29.64% 1-Year Est. Return