Renaissance Technologies’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
$601K Buy
308,308
+22,100
+8% +$43.1K ﹤0.01% 2747
2025
Q1
$819K Sell
286,208
-72,600
-20% -$208K ﹤0.01% 2532
2024
Q4
$1.56M Buy
358,808
+66,684
+23% +$289K ﹤0.01% 2212
2024
Q3
$727K Buy
292,124
+3,716
+1% +$9.25K ﹤0.01% 2612
2024
Q2
$718K Buy
288,408
+185,617
+181% +$462K ﹤0.01% 2508
2024
Q1
$318K Buy
102,791
+33,491
+48% +$104K ﹤0.01% 3069
2023
Q4
$293K Buy
69,300
+34,492
+99% +$146K ﹤0.01% 2999
2023
Q3
$161K Sell
34,808
-328,239
-90% -$1.52M ﹤0.01% 3139
2023
Q2
$1.31M Buy
363,047
+15,130
+4% +$54.5K ﹤0.01% 2290
2023
Q1
$1.5M Buy
347,917
+255,200
+275% +$1.1M ﹤0.01% 2207
2022
Q4
$661K Sell
92,717
-330,969
-78% -$2.36M ﹤0.01% 2775
2022
Q3
$3.45M Buy
423,686
+318,069
+301% +$2.59M ﹤0.01% 1672
2022
Q2
$1.53M Buy
105,617
+57,900
+121% +$841K ﹤0.01% 2387
2022
Q1
$840K Sell
47,717
-113,026
-70% -$1.99M ﹤0.01% 2846
2021
Q4
$2.88M Buy
160,743
+93,626
+139% +$1.68M ﹤0.01% 1872
2021
Q3
$2.24M Sell
67,117
-47,400
-41% -$1.58M ﹤0.01% 1999
2021
Q2
$4.72M Buy
114,517
+17,300
+18% +$712K 0.01% 1671
2021
Q1
$4.59M Buy
97,217
+53,500
+122% +$2.52M 0.01% 1699
2020
Q4
$2.01M Buy
+43,717
New +$2.01M ﹤0.01% 2112
2019
Q4
Sell
-97,317
Closed -$3.39M 3760
2019
Q3
$3.39M Buy
97,317
+83,000
+580% +$2.89M ﹤0.01% 2011
2019
Q2
$652K Sell
14,317
-70,683
-83% -$3.22M ﹤0.01% 2890
2019
Q1
$3.6M Buy
85,000
+62,300
+274% +$2.64M ﹤0.01% 2013
2018
Q4
$617K Sell
22,700
-165,100
-88% -$4.49M ﹤0.01% 2785
2018
Q3
$6.07M Sell
187,800
-103,400
-36% -$3.34M 0.01% 1674
2018
Q2
$10M Buy
291,200
+21,200
+8% +$729K 0.01% 1348
2018
Q1
$7.77M Sell
270,000
-93,800
-26% -$2.7M 0.01% 1533
2017
Q4
$7.88M Sell
363,800
-65,700
-15% -$1.42M 0.01% 1529
2017
Q3
$9.09M Buy
429,500
+7,500
+2% +$159K 0.01% 1391
2017
Q2
$9.28M Buy
422,000
+243,800
+137% +$5.36M 0.01% 1321
2017
Q1
$2.83M Buy
178,200
+65,200
+58% +$1.04M ﹤0.01% 2041
2016
Q4
$1.01M Buy
113,000
+6,800
+6% +$60.8K ﹤0.01% 2534
2016
Q3
$936K Buy
106,200
+10,400
+11% +$91.7K ﹤0.01% 2598
2016
Q2
$730K Buy
95,800
+32,328
+51% +$246K ﹤0.01% 2658
2016
Q1
$436K Buy
63,472
+13,079
+26% +$89.8K ﹤0.01% 2879
2015
Q4
$355K Buy
50,393
+19,994
+66% +$141K ﹤0.01% 2837
2015
Q3
$240K Buy
30,399
+17,435
+134% +$138K ﹤0.01% 2856
2015
Q2
$120K Buy
+12,964
New +$120K ﹤0.01% 3068