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Steve Schonfeld’s Upland Software UPLD Stock Holding History

Steve Schonfeld’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
-3,035
Closed -$86.8K – 2561
2025
Q1 		$86.8K Buy
+3,035
New +$115K ﹤0.01% 2032
2024
Q1 		– Sell
-1,411
Closed -$59.7K – 2429
2023
Q4 		$59.7K Buy
+1,411
New +$61K ﹤0.01% 1659
2023
Q3 		– Sell
-1,110
Closed -$40K – 2313
2023
Q2 		$40K Sell
1,110
-780
-41% -$26.9K ﹤0.01% 1837
2023
Q1 		$81.3K Buy
+1,890
New +$131K ﹤0.01% 1726
2022
Q3 		– Sell
-1,297
Closed -$188K – 3176
2022
Q2 		$188K Sell
1,297
-1,033
-44% -$151K ﹤0.01% 1928
2022
Q1 		$411K Buy
+2,330
New +$427K ﹤0.01% 1493
2020
Q3 		– Sell
-991
Closed -$345K – 1668
2020
Q2 		$345K Buy
+991
New +$309K 0.01% 945
2019
Q4 		– Sell
-666
Closed -$232K – 1494
2019
Q3 		$232K Buy
+666
New +$277K 0.01% 867

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 $210B AUM 57.28% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
NSCM
New South Capital Management Memphis, Tennessee $2.28B AUM 47.19% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return
CM
CastleKnight Management New York $7.38B AUM 133.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.41B AUM 39.41% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Steve Schonfeld's UPLD Position: Q2 2025 in Review

Steve Schonfeld sold out of Upland Software (UPLD) in Q2 2025, closing a stake of 3,035 shares — an estimated $86.8K sold.

Steve Schonfeld first reported a position in UPLD in Q3 2019 and held it in 8 quarters. The position peaked at $411K in Q1 2022. 64 funds tracked by Wall St. Rank hold UPLD as of Q2 2025.

  • Steve Schonfeld reported no remaining Upland Software position as of Q2 2025 after selling out during the quarter.
  • Steve Schonfeld sold 3,035 Upland Software shares in Q2 2025, an estimated $86.8K.
  • Steve Schonfeld first reported a position in Upland Software in Q3 2019 and held it in 8 quarters.
  • Steve Schonfeld's Upland Software position peaked at $411K in Q1 2022.
  • 64 funds tracked by Wall St. Rank held Upland Software as of Q2 2025.

Based on Schonfeld Strategic Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.