Rice Hall James & Associates’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 | $1.89M | Buy |
969,914
+50,022
| +5% | +$97.5K | 0.1% | 165 |
|
|
2025
Q1 | $2.63M | Sell |
919,892
-44,732
| -5% | -$128K | 0.15% | 136 |
|
|
2024
Q4 | $4.19M | Buy |
964,624
+375,398
| +64% | +$1.63M | 0.23% | 95 |
|
|
2024
Q3 | $1.47M | Buy |
589,226
+315,651
| +115% | +$786K | 0.08% | 191 |
|
|
2024
Q2 | $681K | Buy |
273,575
+9,755
| +4% | +$24.3K | 0.04% | 216 |
|
|
2024
Q1 | $815K | Sell |
263,820
-121,113
| -31% | -$374K | 0.05% | 213 |
|
|
2023
Q4 | $1.63M | Sell |
384,933
-49,134
| -11% | -$208K | 0.09% | 186 |
|
|
2023
Q3 | $2.01M | Sell |
434,067
-7,745
| -2% | -$35.8K | 0.13% | 169 |
|
|
2023
Q2 | $1.59M | Buy |
441,812
+17,879
| +4% | +$64.4K | 0.09% | 190 |
|
|
2023
Q1 | $1.82M | Buy |
423,933
+16,849
| +4% | +$72.5K | 0.1% | 194 |
|
|
2022
Q4 | $2.9M | Buy |
407,084
+42,068
| +12% | +$300K | 0.17% | 140 |
|
|
2022
Q3 | $2.97M | Buy |
365,016
+331,543
| +990% | +$2.7M | 0.17% | 140 |
|
|
2022
Q2 | $486K | Buy |
33,473
+1,039
| +3% | +$15.1K | 0.02% | 248 |
|
|
2022
Q1 | $571K | Buy |
32,434
+1,001
| +3% | +$17.6K | 0.02% | 250 |
|
|
2021
Q4 | $564K | Sell |
31,433
-4,454
| -12% | -$79.9K | 0.02% | 254 |
|
|
2021
Q3 | $1.2M | Buy |
35,887
+839
| +2% | +$28.1K | 0.04% | 242 |
|
|
2021
Q2 | $1.44M | Sell |
35,048
-1,607
| -4% | -$66.2K | 0.05% | 239 |
|
|
2021
Q1 | $1.73M | Buy |
36,655
+10
| +0% | +$472 | 0.06% | 230 |
|
|
2020
Q4 | $1.68M | Buy |
36,645
+2,491
| +7% | +$114K | 0.06% | 217 |
|
|
2020
Q3 | $1.29M | Buy |
34,154
+10,807
| +46% | +$408K | 0.05% | 216 |
|
|
2020
Q2 | $812K | Buy |
23,347
+317
| +1% | +$11K | 0.03% | 223 |
|
|
2020
Q1 | $618K | Sell |
23,030
-923
| -4% | -$24.8K | 0.03% | 228 |
|
|
2019
Q4 | $855K | Sell |
23,953
-97
| -0.4% | -$3.46K | 0.03% | 236 |
|
|
2019
Q3 | $838K | Buy |
24,050
+552
| +2% | +$19.2K | 0.03% | 232 |
|
|
2019
Q2 | $1.07M | Buy |
23,498
+1,202
| +5% | +$54.7K | 0.04% | 237 |
|
|
2019
Q1 | $944K | Buy |
+22,296
| New | +$944K | 0.03% | 250 |
|
|
2018
Q1 | – | Sell |
-12,547
| Closed | -$272K | – | 311 |
|
|
2017
Q4 | $272K | Buy |
+12,547
| New | +$272K | 0.01% | 288 |
|