State Street’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 | $73.2K | Hold |
10,995
| – | – | ﹤0.01% | 4080 |
|
|
2025
Q4 | $157K | Hold |
10,995
| – | – | ﹤0.01% | 3956 |
|
|
2025
Q3 | $261K | Hold |
10,995
| – | – | ﹤0.01% | 3829 |
|
|
2025
Q2 | $214K | Hold |
10,995
| – | – | ﹤0.01% | 3812 |
|
|
2025
Q1 | $314K | Hold |
10,995
| – | – | ﹤0.01% | 3720 |
|
|
2024
Q4 | $477K | Buy |
10,995
+790
| +8% | +$25.6K | ﹤0.01% | 3627 |
|
|
2024
Q3 | $254K | Hold |
10,205
| – | – | ﹤0.01% | 3770 |
|
|
2024
Q2 | $254K | Buy |
10,205
+380
| +4% | +$10K | ﹤0.01% | 3751 |
|
|
2024
Q1 | $304K | Sell |
9,825
-280
| -3% | -$10.1K | ﹤0.01% | 3773 |
|
|
2023
Q4 | $427K | Hold |
10,105
| – | – | ﹤0.01% | 3677 |
|
|
2023
Q3 | $467K | Sell |
10,105
-100
| -1% | -$3.65K | ﹤0.01% | 3678 |
|
|
2023
Q2 | $367K | Sell |
10,205
-42,481
| -81% | -$1.46M | ﹤0.01% | 3787 |
|
|
2023
Q1 | $2.27M | Buy |
52,686
+1,141
| +2% | +$79K | ﹤0.01% | 3296 |
|
|
2022
Q4 | $3.68M | Sell |
51,545
-28,195
| -35% | -$2.1M | ﹤0.01% | 3173 |
|
|
2022
Q3 | $6.48M | Buy |
79,740
+2,078
| +3% | +$230K | ﹤0.01% | 2932 |
|
|
2022
Q2 | $11.3M | Buy |
77,662
+1,850
| +2% | +$270K | ﹤0.01% | 2651 |
|
|
2022
Q1 | $13.3M | Sell |
75,812
-2,174
| -3% | -$399K | ﹤0.01% | 2661 |
|
|
2021
Q4 | $14M | Buy |
77,986
+8,332
| +12% | +$2.12M | ﹤0.01% | 2707 |
|
|
2021
Q3 | $23.3M | Buy |
69,654
+2,930
| +4% | +$1.1M | ﹤0.01% | 2373 |
|
|
2021
Q2 | $27.5M | Buy |
66,724
+3,937
| +6% | +$1.73M | ﹤0.01% | 2299 |
|
|
2021
Q1 | $29.6M | Sell |
62,787
-1,487
| -2% | -$717K | ﹤0.01% | 2107 |
|
|
2020
Q4 | $29.5M | Buy |
64,274
+8,110
| +14% | +$3.57M | ﹤0.01% | 1990 |
|
|
2020
Q3 | $21.2M | Buy |
56,164
+679
| +1% | +$245K | ﹤0.01% | 2008 |
|
|
2020
Q2 | $19.3M | Buy |
55,485
+3,723
| +7% | +$1.16M | ﹤0.01% | 2052 |
|
|
2020
Q1 | $13.9M | Sell |
51,762
-229
| -0.4% | -$82.8K | ﹤0.01% | 2068 |
|
|
2019
Q4 | $18.6M | Buy |
51,991
+4,606
| +10% | +$1.72M | ﹤0.01% | 2187 |
|
|
2019
Q3 | $16.5M | Sell |
47,385
-1,138
| -2% | -$473K | ﹤0.01% | 2173 |
|
|
2019
Q2 | $22.1M | Buy |
48,523
+14,727
| +44% | +$6.74M | ﹤0.01% | 2039 |
|
|
2019
Q1 | $14.3M | Buy |
33,796
+3,598
| +12% | +$1.22M | ﹤0.01% | 2275 |
|
|
2018
Q4 | $8.21M | Buy |
30,198
+257
| +0.9% | +$77.1K | ﹤0.01% | 2517 |
|
|
2018
Q3 | $9.68M | Buy |
29,941
+6,314
| +27% | +$2.19M | ﹤0.01% | 2571 |
|
|
2018
Q2 | $8.12M | Buy |
23,627
+11,612
| +97% | +$3.64M | ﹤0.01% | 2629 |
|
|
2018
Q1 | $3.46M | Sell |
12,015
-60
| -0.5% | -$14.8K | ﹤0.01% | 2951 |
|
|
2017
Q4 | $2.61M | Buy |
12,075
+1,746
| +17% | +$383K | ﹤0.01% | 3080 |
|
|
2017
Q3 | $2.18M | Buy |
10,329
+1,720
| +20% | +$395K | ﹤0.01% | 3174 |
|
|
2017
Q2 | $1.9M | Buy |
+8,609
| New | +$1.76M | ﹤0.01% | 3154 |
|
Other funds holding UPLD
VCM
RHJA
CM
RC
