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River Global Investors’s Upland Software UPLD Stock Holding History

River Global Investors’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
2024
Q4 		– Sell
-20,405
Closed -$507K – 150
2024
Q3 		$507K Sell
20,405
-91
-0.4% -$2.1K 0.11% 134
2024
Q2 		$511K Sell
20,496
-266
-1% -$7K 0.14% 144
2024
Q1 		$641K Sell
20,762
-233
-1% -$8.44K 0.16% 161
2023
Q4 		$888K Sell
20,995
-208
-1% -$8.99K 0.17% 163
2023
Q3 		$979K Buy
21,203
+2,662
+14% +$97.1K 0.23% 132
2023
Q2 		$669K Buy
18,541
+8,558
+86% +$295K 0.13% 169
2023
Q1 		$430K Buy
9,983
+2,800
+39% +$194K 0.09% 179
2022
Q4 		$513K Buy
7,183
+2,203
+44% +$164K 0.11% 168
2022
Q3 		$405K Buy
4,980
+1,540
+45% +$170K 0.08% 165
2022
Q2 		$499K Buy
3,440
+400
+13% +$58.4K 0.09% 154
2022
Q1 		$535K Buy
+3,040
New +$558K 0.07% 151

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
NSCM
New South Capital Management Memphis, Tennessee $2.09B AUM 33.67% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CM
CastleKnight Management New York $6B AUM 121.87% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

River Global Investors's UPLD Position: Q4 2024 in Review

River Global Investors sold out of Upland Software (UPLD) in Q4 2024, closing a stake of 20,405 shares — an estimated $507K sold.

River Global Investors first reported a position in UPLD in Q1 2022 and held it in 11 quarters. The position peaked at $979K in Q3 2023. 74 funds tracked by Wall St. Rank hold UPLD as of Q4 2024.

  • River Global Investors reported no remaining Upland Software position as of Q4 2024 after selling out during the quarter.
  • River Global Investors sold 20,405 Upland Software shares in Q4 2024, an estimated $507K.
  • River Global Investors first reported a position in Upland Software in Q1 2022 and held it in 11 quarters.
  • River Global Investors's Upland Software position peaked at $979K in Q3 2023.
  • 74 funds tracked by Wall St. Rank held Upland Software as of Q4 2024.

Based on River Global Investors's 13F filing for Q4 2024, filed 7 Feb 2025.