SG Americas Securities
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SG Americas Securities’s Upland Software UPLD Stock Holding History

SG Americas Securities’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
2025
Q2 		– Sell
-1,090
Closed -$31K – 3623
2025
Q1 		$31K Buy
+1,090
New +$41.4K ﹤0.01% 3335
2023
Q2 		– Sell
-1,152
Closed -$50K – 3192
2023
Q1 		$50K Buy
+1,152
New +$79.8K ﹤0.01% 3071
2022
Q3 		– Sell
-1,085
Closed -$158K – 3576
2022
Q2 		$158K Buy
+1,085
New +$158K ﹤0.01% 2839
2021
Q4 		– Sell
-1,076
Closed -$360K – 3822
2021
Q3 		$360K Buy
+1,076
New +$403K ﹤0.01% 2785
2021
Q2 		– Sell
-442
Closed -$209K – 3257
2021
Q1 		$209K Buy
442
+150
+51% +$72.4K ﹤0.01% 2653
2020
Q4 		$134K Buy
+292
New +$129K ﹤0.01% 2884
2020
Q3 		– Sell
-1,239
Closed -$431K – 3473
2020
Q2 		$431K Buy
1,239
+439
+55% +$137K ﹤0.01% 2217
2020
Q1 		$215K Buy
800
+422
+112% +$153K ﹤0.01% 2454
2019
Q4 		$135K Buy
+378
New +$141K ﹤0.01% 2766
2019
Q1 		– Sell
-6,229
Closed -$1.69M – 3636
2018
Q4 		$1.69M Sell
6,229
-1,268
-17% -$380K 0.01% 982
2018
Q3 		$2.42M Buy
+7,497
New +$2.59M 0.02% 1021

Other funds holding UPLD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
NSCM
New South Capital Management Memphis, Tennessee $2.09B AUM 33.67% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return
CM
CastleKnight Management New York $6B AUM 121.87% 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

SG Americas Securities's UPLD Position: Q2 2025 in Review

SG Americas Securities sold out of Upland Software (UPLD) in Q2 2025, closing a stake of 1,090 shares — an estimated $31K sold.

SG Americas Securities first reported a position in UPLD in Q3 2018 and held it in 11 quarters. The position peaked at $2.42M in Q3 2018. 64 funds tracked by Wall St. Rank hold UPLD as of Q2 2025.

  • SG Americas Securities reported no remaining Upland Software position as of Q2 2025 after selling out during the quarter.
  • SG Americas Securities sold 1,090 Upland Software shares in Q2 2025, an estimated $31K.
  • SG Americas Securities first reported a position in Upland Software in Q3 2018 and held it in 11 quarters.
  • SG Americas Securities's Upland Software position peaked at $2.42M in Q3 2018.
  • 64 funds tracked by Wall St. Rank held Upland Software as of Q2 2025.

Based on SG Americas Securities's 13F filing for Q2 2025, filed 8 Aug 2025.