Prudential Financial
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Prudential Financial’s Upland Software UPLD Stock Holding History

Prudential Financial’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
Q1 		– Sell
-2,195
Closed -$95.3K – 2383
2024
Q4 		$95.3K Buy
+2,195
New +$71.2K ﹤0.01% 2152
2023
Q2 		– Sell
-29,006
Closed -$1.25M – 2713
2023
Q1 		$1.25M Sell
29,006
-19,190
-40% -$1.33M ﹤0.01% 1618
2022
Q4 		$3.44M Buy
48,196
+18,970
+65% +$1.41M 0.01% 1043
2022
Q3 		$2.38M Buy
29,226
+16,630
+132% +$1.84M ﹤0.01% 1232
2022
Q2 		$1.83M Sell
12,596
-2,680
-18% -$391K ﹤0.01% 1439
2022
Q1 		$2.69M Buy
15,276
+3,680
+32% +$675K ﹤0.01% 1333
2021
Q4 		$2.08M Buy
11,596
+2,680
+30% +$682K ﹤0.01% 1515
2021
Q3 		$2.98M Buy
8,916
+4,734
+113% +$1.77M ﹤0.01% 1263
2021
Q2 		$1.72M Buy
+4,182
New +$1.84M ﹤0.01% 1552
2019
Q3 		– Sell
-720
Closed -$328K – 2473
2019
Q2 		$328K Sell
720
-566
-44% -$259K ﹤0.01% 2200
2019
Q1 		$545K Buy
+1,286
New +$437K ﹤0.01% 2064

Other funds holding UPLD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
NSCM
New South Capital Management Memphis, Tennessee $2.09B AUM 33.67% 1-Year Est. Return
CM
CastleKnight Management New York $6B AUM 121.87% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Prudential Financial's UPLD Position: Q1 2025 in Review

Prudential Financial sold out of Upland Software (UPLD) in Q1 2025, closing a stake of 2,195 shares — an estimated $95.3K sold.

Prudential Financial first reported a position in UPLD in Q1 2019 and held it in 11 quarters. The position peaked at $3.44M in Q4 2022. 68 funds tracked by Wall St. Rank hold UPLD as of Q1 2025.

  • Prudential Financial reported no remaining Upland Software position as of Q1 2025 after selling out during the quarter.
  • Prudential Financial sold 2,195 Upland Software shares in Q1 2025, an estimated $95.3K.
  • Prudential Financial first reported a position in Upland Software in Q1 2019 and held it in 11 quarters.
  • Prudential Financial's Upland Software position peaked at $3.44M in Q4 2022.
  • 68 funds tracked by Wall St. Rank held Upland Software as of Q1 2025.

Based on Prudential Financial's 13F filing for Q1 2025, filed 13 May 2025.