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SJS Investment Consulting’s Upland Software UPLD Stock Holding History

SJS Investment Consulting’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
-30
Closed -$858 – 1664
2025
Q1 		$858 Buy
+30
New +$1.14K ﹤0.01% 1051
2022
Q4 		– Sell
-3
Closed – – 1710
2022
Q3 		$0 Buy
+3
New +$332 ﹤0.01% 1568

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

SJS Investment Consulting's UPLD Position: Q2 2025 in Review

SJS Investment Consulting sold out of Upland Software (UPLD) in Q2 2025, closing a stake of 30 shares — an estimated $858 sold.

SJS Investment Consulting first reported a position in UPLD in Q3 2022 and held it in 2 quarters. The position peaked at $858 in Q1 2025. 64 funds tracked by Wall St. Rank hold UPLD as of Q2 2025.

  • SJS Investment Consulting reported no remaining Upland Software position as of Q2 2025 after selling out during the quarter.
  • SJS Investment Consulting sold 30 Upland Software shares in Q2 2025, an estimated $858.
  • SJS Investment Consulting first reported a position in Upland Software in Q3 2022 and held it in 2 quarters.
  • SJS Investment Consulting's Upland Software position peaked at $858 in Q1 2025.
  • 64 funds tracked by Wall St. Rank held Upland Software as of Q2 2025.

Based on SJS Investment Consulting's 13F filing for Q2 2025, filed 15 Jul 2025.