Raymond James Financial
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Raymond James Financial’s Upland Software UPLD Stock Holding History

Raymond James 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
Q3 		– Sell
-10
Closed -$187 – 6679
2025
Q2 		$187 Buy
+10
New +$222 ﹤0.01% 6793

Other funds holding UPLD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 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
CM
CastleKnight Management New York $6B AUM 121.87% 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
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Raymond James Financial's UPLD Position: Q3 2025 in Review

Raymond James Financial sold out of Upland Software (UPLD) in Q3 2025, closing a stake of 10 shares — an estimated $187 sold.

Raymond James Financial first reported a position in UPLD in Q2 2025 and held it in 1 quarter. The position peaked at $187 in Q2 2025. 67 funds tracked by Wall St. Rank hold UPLD as of Q3 2025.

  • Raymond James Financial reported no remaining Upland Software position as of Q3 2025 after selling out during the quarter.
  • Raymond James Financial sold 10 Upland Software shares in Q3 2025, an estimated $187.
  • Raymond James Financial first reported a position in Upland Software in Q2 2025 and held it in 1 quarter.
  • Raymond James Financial's Upland Software position peaked at $187 in Q2 2025.
  • 67 funds tracked by Wall St. Rank held Upland Software as of Q3 2025.

Based on Raymond James Financial's 13F filing for Q3 2025, filed 14 Nov 2025.