Simplex Trading’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 | $12.6K | Sell |
1,890
-70
| -4% | -$735 | ﹤0.01% | 7152 |
|
|
2025
Q4 | $28K | Sell |
1,960
-2,190
| -53% | -$41.7K | ﹤0.01% | 6167 |
|
|
2025
Q3 | $98K | Buy |
+4,150
| New | +$94.4K | ﹤0.01% | 5775 |
|
|
2025
Q1 | – | Sell |
-2,380
| Closed | -$103K | – | 9742 |
|
|
2024
Q4 | $103K | Buy |
2,380
+2,290
| +2,544% | +$74.3K | ﹤0.01% | 5152 |
|
|
2024
Q3 | $2K | Sell |
90
-100
| -53% | -$2.31K | ﹤0.01% | 8087 |
|
|
2024
Q2 | $4K | Sell |
190
-460
| -71% | -$12.1K | ﹤0.01% | 8035 |
|
|
2024
Q1 | $20K | Sell |
650
-420
| -39% | -$15.2K | ﹤0.01% | 7101 |
|
|
2023
Q4 | $45K | Sell |
1,070
-2,210
| -67% | -$95.5K | ﹤0.01% | 6182 |
|
|
2023
Q3 | $151K | Sell |
3,280
-2,660
| -45% | -$97K | ﹤0.01% | 4657 |
|
|
2023
Q2 | $213K | Buy |
5,940
+3,190
| +116% | +$110K | ﹤0.01% | 4233 |
|
|
2023
Q1 | $118K | Buy |
2,750
+1,620
| +143% | +$112K | ﹤0.01% | 4970 |
|
|
2022
Q4 | $80K | Sell |
1,130
-4,880
| -81% | -$364K | ﹤0.01% | 5341 |
|
|
2022
Q3 | $488K | Sell |
6,010
-10,190
| -63% | -$1.13M | ﹤0.01% | 3502 |
|
|
2022
Q2 | $2.35M | Buy |
16,200
+12,920
| +394% | +$1.89M | ﹤0.01% | 1707 |
|
|
2022
Q1 | $577K | Buy |
3,280
+3,080
| +1,540% | +$565K | ﹤0.01% | 3657 |
|
|
2021
Q4 | $35K | Buy |
200
+20
| +11% | +$5.09K | ﹤0.01% | 7708 |
|
|
2021
Q3 | $75K | Hold |
180
| – | – | ﹤0.01% | 7020 |
|
|
2021
Q2 | $74K | Buy |
180
+176
| +4,400% | +$77.4K | ﹤0.01% | 7153 |
|
|
2021
Q1 | $169K | Sell |
4
-13
| -76% | -$6.27K | ﹤0.01% | 5009 |
|
|
2020
Q4 | $766K | Sell |
17
-18
| -51% | -$7.93K | ﹤0.01% | 2892 |
|
|
2020
Q3 | $1.33M | Buy |
35
+21
| +150% | +$7.57K | ﹤0.01% | 1928 |
|
|
2020
Q2 | $483K | Buy |
14
+6
| +75% | +$1.87K | ﹤0.01% | 2954 |
|
|
2020
Q1 | $211K | Sell |
8
-5
| -38% | -$1.81K | ﹤0.01% | 3526 |
|
|
2019
Q4 | $464K | Sell |
13
-2
| -13% | -$747 | ﹤0.01% | 2817 |
|
|
2019
Q3 | $536K | Sell |
15
-11
| -42% | -$4.57K | ﹤0.01% | 2546 |
|
|
2019
Q2 | $1.2M | Buy |
26
+6
| +30% | +$2.75K | ﹤0.01% | 1747 |
|
|
2019
Q1 | $847K | Buy |
+20
| New | +$6.8K | ﹤0.01% | 2135 |
|
|
2018
Q3 | – | Sell |
-4
| Closed | -$123K | – | 8105 |
|
|
2018
Q2 | $123K | Buy |
+4
| New | +$1.25K | ﹤0.01% | 4048 |
|
Other funds holding UPLD
VCM
RHJA
CM
RC
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.