Squarepoint’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 | – | Sell |
-13,920
| Closed | -$199K | – | 5125 |
|
|
2025
Q4 | $199K | Buy |
13,920
+3,588
| +35% | +$68.4K | ﹤0.01% | 3880 |
|
|
2025
Q3 | $245K | Buy |
10,332
+1,803
| +21% | +$41K | ﹤0.01% | 3811 |
|
|
2025
Q2 | $166K | Buy |
+8,529
| New | +$190K | ﹤0.01% | 4035 |
|
|
2023
Q4 | – | Sell |
-3,065
| Closed | -$142K | – | 4621 |
|
|
2023
Q3 | $142K | Sell |
3,065
-9,450
| -76% | -$345K | ﹤0.01% | 3503 |
|
|
2023
Q2 | $451K | Buy |
12,515
+6,507
| +108% | +$224K | ﹤0.01% | 2681 |
|
|
2023
Q1 | $258K | Buy |
6,008
+3,846
| +178% | +$266K | ﹤0.01% | 2653 |
|
|
2022
Q4 | $154K | Buy |
+2,162
| New | +$161K | ﹤0.01% | 2867 |
|
|
2022
Q2 | – | Sell |
-1,791
| Closed | -$315K | – | 3453 |
|
|
2022
Q1 | $315K | Sell |
1,791
-809
| -31% | -$148K | ﹤0.01% | 2252 |
|
|
2021
Q4 | $466K | Buy |
+2,600
| New | +$661K | ﹤0.01% | 2183 |
|
|
2021
Q3 | – | Sell |
-524
| Closed | -$216K | – | 3461 |
|
|
2021
Q2 | $216K | Buy |
+524
| New | +$230K | ﹤0.01% | 2772 |
|
|
2021
Q1 | – | Sell |
-1,122
| Closed | -$515K | – | 3662 |
|
|
2020
Q4 | $515K | Sell |
1,122
-3,006
| -73% | -$1.32M | ﹤0.01% | 1796 |
|
|
2020
Q3 | $1.56M | Buy |
4,128
+3,474
| +531% | +$1.25M | 0.02% | 768 |
|
|
2020
Q2 | $227K | Buy |
+654
| New | +$204K | ﹤0.01% | 1763 |
|
|
2019
Q4 | – | Sell |
-9,199
| Closed | -$3.21M | – | 2833 |
|
|
2019
Q3 | $3.21M | Buy |
9,199
+3,899
| +74% | +$1.62M | 0.03% | 634 |
|
|
2019
Q2 | $2.41M | Buy |
5,300
+2,476
| +88% | +$1.13M | 0.02% | 741 |
|
|
2019
Q1 | $1.2M | Buy |
2,824
+886
| +46% | +$301K | 0.01% | 1011 |
|
|
2018
Q4 | $527K | Sell |
1,938
-700
| -27% | -$210K | 0.01% | 1216 |
|
|
2018
Q3 | $852K | Buy |
2,638
+1,148
| +77% | +$397K | 0.01% | 1067 |
|
|
2018
Q2 | $512K | Sell |
1,490
-264
| -15% | -$82.8K | 0.01% | 1184 |
|
|
2018
Q1 | $505K | Sell |
1,754
-870
| -33% | -$214K | 0.01% | 1090 |
|
|
2017
Q4 | $568K | Buy |
2,624
+1,441
| +122% | +$316K | 0.01% | 1136 |
|
|
2017
Q3 | $250K | Buy |
+1,183
| New | +$272K | ﹤0.01% | 1268 |
|
Other funds holding UPLD
VCM
RHJA
CM
RC
