R Squared’s Upland Software UPLD Stock Holding History

R Squared’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 Q2	–	Sell	-1,351	Closed	-$38.6K	–	564
2025 Q1	$38.6K	Buy	1,351 +1,170	+646%	+$44.4K	0.04%	263
2024 Q4	$7.86K	Buy	+181	New	+$5.87K	0.01%	1208

Other funds holding UPLD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

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

RHJA

Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return

CastleKnight Management New York $6B AUM 121.87% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

R Squared's UPLD Position: Q2 2025 in Review

R Squared sold out of Upland Software (UPLD) in Q2 2025, closing a stake of 1,351 shares — an estimated $38.6K sold.

R Squared first reported a position in UPLD in Q4 2024 and held it in 2 quarters. The position peaked at $38.6K in Q1 2025. 64 funds tracked by Wall St. Rank hold UPLD as of Q2 2025.

R Squared reported no remaining Upland Software position as of Q2 2025 after selling out during the quarter.
R Squared sold 1,351 Upland Software shares in Q2 2025, an estimated $38.6K.
R Squared first reported a position in Upland Software in Q4 2024 and held it in 2 quarters.
R Squared's Upland Software position peaked at $38.6K in Q1 2025.
64 funds tracked by Wall St. Rank held Upland Software as of Q2 2025.

Based on R Squared's 13F filing for Q2 2025, filed 31 Jul 2025.