Russell Investments Group’s Upland Software UPLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $178K | Buy |
26,716
+477
| +2% | +$5.01K | ﹤0.01% | 2882 |
|
|
2025
Q4 | $375K | Buy |
26,239
+7,634
| +41% | +$145K | ﹤0.01% | 2602 |
|
|
2025
Q3 | $441K | Buy |
18,605
+15,430
| +486% | +$351K | ﹤0.01% | 2526 |
|
|
2025
Q2 | $61.9K | Buy |
3,175
+3,054
| +2,524% | +$67.9K | ﹤0.01% | 2928 |
|
|
2025
Q1 | $3.45K | Sell |
121
-16
| -12% | -$607 | ﹤0.01% | 3428 |
|
|
2024
Q4 | $5.92K | Sell |
137
-28
| -17% | -$909 | ﹤0.01% | 3246 |
|
|
2024
Q3 | $4.11K | Sell |
165
-25
| -13% | -$576 | ﹤0.01% | 3262 |
|
|
2024
Q2 | $4.73K | Hold |
190
| – | – | ﹤0.01% | 3225 |
|
|
2024
Q1 | $5.86K | Sell |
190
-3
| -2% | -$109 | ﹤0.01% | 2917 |
|
|
2023
Q4 | $8.14K | Sell |
193
-7
| -4% | -$303 | ﹤0.01% | 2847 |
|
|
2023
Q3 | $9.24K | Hold |
200
| – | – | ﹤0.01% | 3026 |
|
|
2023
Q2 | $7.2K | Sell |
200
-1,070
| -84% | -$36.9K | ﹤0.01% | 3032 |
|
|
2023
Q1 | $54.6K | Sell |
1,270
-7,662
| -86% | -$531K | ﹤0.01% | 2701 |
|
|
2022
Q4 | $637K | Sell |
8,932
-6,810
| -43% | -$508K | ﹤0.01% | 2184 |
|
|
2022
Q3 | $1.28M | Buy |
15,742
+7,987
| +103% | +$884K | ﹤0.01% | 1815 |
|
|
2022
Q2 | $1.13M | Buy |
7,755
+3,602
| +87% | +$526K | ﹤0.01% | 1902 |
|
|
2022
Q1 | $730K | Buy |
4,153
+934
| +29% | +$171K | ﹤0.01% | 2106 |
|
|
2021
Q4 | $577K | Sell |
3,219
-310
| -9% | -$78.8K | ﹤0.01% | 2392 |
|
|
2021
Q3 | $1.18M | Sell |
3,529
-108
| -3% | -$40.5K | ﹤0.01% | 2115 |
|
|
2021
Q2 | $1.5M | Buy |
3,637
+321
| +10% | +$141K | ﹤0.01% | 2092 |
|
|
2021
Q1 | $1.56M | Buy |
3,316
+1,654
| +100% | +$798K | ﹤0.01% | 2013 |
|
|
2020
Q4 | $762K | Sell |
1,662
-1,024
| -38% | -$451K | ﹤0.01% | 2244 |
|
|
2020
Q3 | $1.01M | Hold |
2,686
| – | – | ﹤0.01% | 2061 |
|
|
2020
Q2 | $933K | Sell |
2,686
-314
| -10% | -$97.8K | ﹤0.01% | 2096 |
|
|
2020
Q1 | $804K | Sell |
3,000
-3,929
| -57% | -$1.42M | ﹤0.01% | 1952 |
|
|
2019
Q4 | $2.47M | Buy |
6,929
+632
| +10% | +$236K | ﹤0.01% | 1612 |
|
|
2019
Q3 | $2.19M | Sell |
6,297
-4,089
| -39% | -$1.7M | ﹤0.01% | 1623 |
|
|
2019
Q2 | $4.72M | Sell |
10,386
-877
| -8% | -$402K | 0.01% | 1256 |
|
|
2019
Q1 | $4.77M | Buy |
11,263
+7,869
| +232% | +$2.68M | 0.01% | 1245 |
|
|
2018
Q4 | $923K | Buy |
+3,394
| New | +$1.02M | ﹤0.01% | 2007 |
|
Other funds holding UPLD
VCM
RHJA
CM
RC
