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 $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
RHJA
Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return
NSCM
New South Capital Management Memphis, Tennessee $2.28B AUM 47.19% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
CM
CastleKnight Management New York $7.38B AUM 133.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.41B AUM 39.41% 1-Year Est. Return

Pathstone Holdings's UPLD Position: Q4 2025 in Review

Pathstone Holdings sold out of Upland Software (UPLD) in Q4 2025, closing a stake of 2,338 shares — an estimated $55.4K sold.

Pathstone Holdings first reported a position in UPLD in Q4 2023 and held it in 8 quarters. The position peaked at $103K in Q4 2023. 56 funds tracked by Wall St. Rank hold UPLD as of Q4 2025.

  • Pathstone Holdings reported no remaining Upland Software position as of Q4 2025 after selling out during the quarter.
  • Pathstone Holdings sold 2,338 Upland Software shares in Q4 2025, an estimated $55.4K.
  • Pathstone Holdings first reported a position in Upland Software in Q4 2023 and held it in 8 quarters.
  • Pathstone Holdings's Upland Software position peaked at $103K in Q4 2023.
  • 56 funds tracked by Wall St. Rank held Upland Software as of Q4 2025.

Based on Pathstone Holdings's 13F filing for Q4 2025, filed 13 Feb 2026.