Simplex Trading
UPLD icon

Simplex Trading’s Upland Software UPLD Stock Holding History

Simplex Trading’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
Q4 		– Sell
-2,236
Closed -$42.6K – 10148
2025
Q3 		$52K Buy
2,236
+404
+22% +$9.19K ﹤0.01% 6433
2025
Q2 		$35K Buy
+1,832
New +$40.8K ﹤0.01% 6277
2024
Q4 		– Sell
-78
Closed -$2.53K – 9687
2024
Q3 		$1K Buy
+78
New +$1.8K ﹤0.01% 8295
2024
Q2 		– Sell
-23
Closed -$605 – 9884
2024
Q1 		$0 Sell
23
-1,348
-98% -$48.8K ﹤0.01% 9959
2023
Q4 		$58K Buy
+1,371
New +$59.3K ﹤0.01% 5948
2023
Q1 		– Sell
-2,381
Closed -$165K – 10198
2022
Q4 		$169K Sell
2,381
-1,178
-33% -$87.8K ﹤0.01% 4435
2022
Q3 		$289K Buy
+3,559
New +$394K ﹤0.01% 4129
2021
Q4 		– Sell
-28
Closed -$7.12K – 11488
2021
Q3 		$11K Hold
28
– – ﹤0.01% 8889
2021
Q2 		$11K Buy
+28
New +$12.3K ﹤0.01% 9055
2021
Q1 		– Sell
-586
Closed -$283K – 10105
2020
Q4 		$268K Buy
586
+280
+92% +$123K ﹤0.01% 4232
2020
Q3 		$115K Sell
306
-518
-63% -$187K ﹤0.01% 4752
2020
Q2 		$286K Sell
824
-1,365
-62% -$425K ﹤0.01% 3585
2020
Q1 		$587K Buy
2,189
+235
+12% +$85K ﹤0.01% 2427
2019
Q4 		$697K Sell
1,954
-333
-15% -$124K ﹤0.01% 2410
2019
Q3 		$797K Buy
+2,287
New +$950K ﹤0.01% 2166
2019
Q2 		– Sell
-1,161
Closed -$532K – 7833
2019
Q1 		$491K Buy
1,161
+1,072
+1,204% +$364K ﹤0.01% 2687
2018
Q4 		$24K Sell
89
-164
-65% -$49.2K ﹤0.01% 5196
2018
Q3 		$81K Sell
253
-1,648
-87% -$570K ﹤0.01% 4658
2018
Q2 		$653K Buy
1,901
+1,891
+18,910% +$593K ﹤0.01% 2197
2018
Q1 		$2K Buy
+10
New +$2.46K ﹤0.01% 5358

Other funds holding UPLD

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Simplex Trading's UPLD Position: Q4 2025 in Review

Simplex Trading sold out of Upland Software (UPLD) in Q4 2025, closing a stake of 2,236 shares — an estimated $42.6K sold.

Simplex Trading first reported a position in UPLD in Q1 2018 and held it in 20 quarters. The position peaked at $797K in Q3 2019. 56 funds tracked by Wall St. Rank hold UPLD as of Q4 2025.

  • Simplex Trading reported no remaining Upland Software position as of Q4 2025 after selling out during the quarter.
  • Simplex Trading sold 2,236 Upland Software shares in Q4 2025, an estimated $42.6K.
  • Simplex Trading first reported a position in Upland Software in Q1 2018 and held it in 20 quarters.
  • Simplex Trading's Upland Software position peaked at $797K in Q3 2019.
  • 56 funds tracked by Wall St. Rank held Upland Software as of Q4 2025.

Based on Simplex Trading's 13F filing for Q4 2025, filed 11 Feb 2026.