RBF Capital’s Upland Software UPLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.01M | Hold |
519,183
| – | – | 0.05% | 299 |
|
|
2025
Q1 | $1.48M | Hold |
519,183
| – | – | 0.09% | 227 |
|
|
2024
Q4 | $2.08M | Hold |
519,183
| – | – | 0.11% | 181 |
|
|
2024
Q3 | $1.29M | Hold |
519,183
| – | – | 0.06% | 257 |
|
|
2024
Q2 | $1.29M | Hold |
519,183
| – | – | 0.07% | 240 |
|
|
2024
Q1 | $1.6M | Buy |
519,183
+30,000
| +6% | +$92.7K | 0.09% | 223 |
|
|
2023
Q4 | $2.07M | Buy |
489,183
+2,948
| +0.6% | +$12.5K | 0.13% | 170 |
|
|
2023
Q3 | $2.25M | Buy |
486,235
+42,448
| +10% | +$196K | 0.15% | 148 |
|
|
2023
Q2 | $1.6M | Buy |
+443,787
| New | +$1.6M | 0.1% | 198 |
|
|
2017
Q1 | – | Sell |
-11,717
| Closed | -$124K | – | 380 |
|
|
2016
Q4 | $124K | Hold |
11,717
| – | – | 0.02% | 330 |
|
|
2016
Q3 | $103K | Buy |
11,717
+91
| +0.8% | +$800 | 0.02% | 333 |
|
|
2016
Q2 | $89K | Buy |
+11,626
| New | +$89K | 0.02% | 342 |
|