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Royce & Associates’s Upland Software UPLD Stock Holding History

Royce & Associates’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
-24,410
Closed -$608K – 904
2024
Q3 		$608K Hold
24,410
– – 0.01% 782
2024
Q2 		$608K Hold
24,410
– – 0.01% 774
2024
Q1 		$754K Hold
24,410
– – 0.01% 749
2023
Q4 		$1.03M Hold
24,410
– – 0.01% 737
2023
Q3 		$1.13M Hold
24,410
– – 0.01% 726
2023
Q2 		$879K Hold
24,410
– – 0.01% 771
2023
Q1 		$1.05M Buy
24,410
+5,000
+26% +$346K 0.01% 755
2022
Q4 		$1.38M Sell
19,410
-3,186
-14% -$237K 0.01% 703
2022
Q3 		$1.84M Buy
22,596
+490
+2% +$54.2K 0.02% 641
2022
Q2 		$3.21M Buy
22,106
+1,050
+5% +$153K 0.03% 587
2022
Q1 		$3.71M Sell
21,056
-8,666
-29% -$1.59M 0.03% 618
2021
Q4 		$5.33M Sell
29,722
-211,580
-88% -$53.8M 0.04% 551
2021
Q3 		$80.7M Buy
241,302
+36,864
+18% +$13.8M 0.6% 17
2021
Q2 		$84.2M Buy
204,438
+82,343
+67% +$36.2M 0.58% 14
2021
Q1 		$57.6M Buy
122,095
+11,883
+11% +$5.73M 0.39% 43
2020
Q4 		$50.6M Buy
110,212
+4,860
+5% +$2.14M 0.42% 47
2020
Q3 		$39.7M Buy
105,352
+14,240
+16% +$5.13M 0.43% 46
2020
Q2 		$31.7M Buy
91,112
+10,850
+14% +$3.38M 0.35% 66
2020
Q1 		$21.5M Buy
80,262
+20,180
+34% +$7.3M 0.29% 82
2019
Q4 		$21.5M Buy
60,082
+24,140
+67% +$9.02M 0.19% 136
2019
Q3 		$12.5M Buy
35,942
+4,480
+14% +$1.86M 0.12% 253
2019
Q2 		$14.3M Buy
31,462
+6,170
+24% +$2.83M 0.13% 219
2019
Q1 		$10.7M Buy
25,292
+16,374
+184% +$5.57M 0.09% 322
2018
Q4 		$2.42M Buy
+8,918
New +$2.68M 0.02% 673

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 $1.8B AUM 36.16% 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
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Royce & Associates's UPLD Position: Q4 2024 in Review

Royce & Associates sold out of Upland Software (UPLD) in Q4 2024, closing a stake of 24,410 shares — an estimated $608K sold.

Royce & Associates first reported a position in UPLD in Q4 2018 and held it in 24 quarters. The position peaked at $84.2M in Q2 2021. 74 funds tracked by Wall St. Rank hold UPLD as of Q4 2024.

  • Royce & Associates reported no remaining Upland Software position as of Q4 2024 after selling out during the quarter.
  • Royce & Associates sold 24,410 Upland Software shares in Q4 2024, an estimated $608K.
  • Royce & Associates first reported a position in Upland Software in Q4 2018 and held it in 24 quarters.
  • Royce & Associates's Upland Software position peaked at $84.2M in Q2 2021.
  • 74 funds tracked by Wall St. Rank held Upland Software as of Q4 2024.

Based on Royce & Associates's 13F filing for Q4 2024, filed 10 Feb 2025.