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 | $66 | Hold |
10
| – | – | ﹤0.01% | 8891 |
|
|
2025
Q4 | $143 | Sell |
10
-90
| -90% | -$1.72K | ﹤0.01% | 8281 |
|
|
2025
Q3 | $2K | Hold |
100
| – | – | ﹤0.01% | 8734 |
|
|
2025
Q2 | $1K | Buy |
+100
| New | +$2.23K | ﹤0.01% | 8451 |
|
|
2025
Q1 | – | Sell |
-1,750
| Closed | -$75K | – | 9743 |
|
|
2024
Q4 | $75K | Buy |
1,750
+1,450
| +483% | +$47K | ﹤0.01% | 5459 |
|
|
2024
Q3 | $7K | Buy |
300
+10
| +3% | +$231 | ﹤0.01% | 7466 |
|
|
2024
Q2 | $7K | Buy |
290
+100
| +53% | +$2.63K | ﹤0.01% | 7708 |
|
|
2024
Q1 | $5K | Sell |
190
-3,160
| -94% | -$114K | ﹤0.01% | 8046 |
|
|
2023
Q4 | $141K | Buy |
3,350
+3,260
| +3,622% | +$141K | ﹤0.01% | 5035 |
|
|
2023
Q3 | $4K | Sell |
90
-30
| -25% | -$1.09K | ﹤0.01% | 7818 |
|
|
2023
Q2 | $4K | Sell |
120
-20
| -14% | -$689 | ﹤0.01% | 8102 |
|
|
2023
Q1 | $6K | Sell |
140
-1,890
| -93% | -$131K | ﹤0.01% | 7956 |
|
|
2022
Q4 | $144K | Sell |
2,030
-22,980
| -92% | -$1.71M | ﹤0.01% | 4646 |
|
|
2022
Q3 | $2.03M | Buy |
25,010
+980
| +4% | +$108K | ﹤0.01% | 1938 |
|
|
2022
Q2 | $3.49M | Buy |
24,030
+14,090
| +142% | +$2.06M | ﹤0.01% | 1377 |
|
|
2022
Q1 | $1.75M | Buy |
9,940
+9,920
| +49,600% | +$1.82M | ﹤0.01% | 2244 |
|
|
2021
Q4 | $3K | Hold |
20
| – | – | ﹤0.01% | 9883 |
|
|
2021
Q3 | $8K | Hold |
20
| – | – | ﹤0.01% | 9075 |
|
|
2021
Q2 | $8K | Buy |
20
+19
| +1,900% | +$8.36K | ﹤0.01% | 9251 |
|
|
2021
Q1 | $47K | Hold |
1
| – | – | ﹤0.01% | 6704 |
|
|
2020
Q4 | $59K | Sell |
1
-8
| -89% | -$3.52K | ﹤0.01% | 6010 |
|
|
2020
Q3 | $324K | Buy |
9
+4
| +80% | +$1.44K | ﹤0.01% | 3520 |
|
|
2020
Q2 | $180K | Sell |
5
-22
| -81% | -$6.86K | ﹤0.01% | 4112 |
|
|
2020
Q1 | $724K | Sell |
27
-19
| -41% | -$6.87K | ﹤0.01% | 2211 |
|
|
2019
Q4 | $1.63M | Buy |
46
+16
| +53% | +$5.98K | ﹤0.01% | 1656 |
|
|
2019
Q3 | $1.04M | Buy |
30
+26
| +650% | +$10.8K | ﹤0.01% | 1903 |
|
|
2019
Q2 | $173K | Buy |
+4
| New | +$1.83K | ﹤0.01% | 3612 |
|
|
2019
Q1 | – | Sell |
-3
| Closed | -$78K | – | 7897 |
|
|
2018
Q4 | $78K | Buy |
+3
| New | +$900 | ﹤0.01% | 4097 |
|
|
2018
Q3 | – | Hold |
0
| – | -$6K | – | 8106 |
|
|
2018
Q2 | – | Hold |
0
| – | – | – | 6641 |
|
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.