UBS Group’s Upland Software UPLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $387K | Buy |
198,452
+155,197
| +359% | +$303K | ﹤0.01% | 5037 |
|
|
2025
Q1 | $124K | Sell |
43,255
-30,100
| -41% | -$86.1K | ﹤0.01% | 5624 |
|
|
2024
Q4 | $318K | Buy |
73,355
+40,477
| +123% | +$176K | ﹤0.01% | 4993 |
|
|
2024
Q3 | $81.9K | Buy |
32,878
+32,826
| +63,127% | +$81.7K | ﹤0.01% | 5299 |
|
|
2024
Q2 | $129 | Sell |
52
-12,440
| -100% | -$30.9K | ﹤0.01% | 7961 |
|
|
2024
Q1 | $38.6K | Buy |
12,492
+8,385
| +204% | +$25.9K | ﹤0.01% | 5466 |
|
|
2023
Q4 | $17.4K | Buy |
4,107
+1,057
| +35% | +$4.47K | ﹤0.01% | 5983 |
|
|
2023
Q3 | $14.1K | Sell |
3,050
-41,157
| -93% | -$190K | ﹤0.01% | 5831 |
|
|
2023
Q2 | $159K | Buy |
44,207
+2,672
| +6% | +$9.62K | ﹤0.01% | 4598 |
|
|
2023
Q1 | $179K | Buy |
41,535
+12,435
| +43% | +$53.5K | ﹤0.01% | 4428 |
|
|
2022
Q4 | $207K | Buy |
29,100
+19,194
| +194% | +$137K | ﹤0.01% | 4335 |
|
|
2022
Q3 | $80K | Buy |
9,906
+7,474
| +307% | +$60.4K | ﹤0.01% | 4851 |
|
|
2022
Q2 | $36K | Sell |
2,432
-1,983
| -45% | -$29.4K | ﹤0.01% | 5178 |
|
|
2022
Q1 | $78K | Sell |
4,415
-9,283
| -68% | -$164K | ﹤0.01% | 5079 |
|
|
2021
Q4 | $246K | Buy |
13,698
+11,785
| +616% | +$212K | ﹤0.01% | 4481 |
|
|
2021
Q3 | $64K | Buy |
1,913
+795
| +71% | +$26.6K | ﹤0.01% | 5051 |
|
|
2021
Q2 | $46K | Sell |
1,118
-6,088
| -84% | -$250K | ﹤0.01% | 5450 |
|
|
2021
Q1 | $340K | Sell |
7,206
-1,372
| -16% | -$64.7K | ﹤0.01% | 4182 |
|
|
2020
Q4 | $393K | Buy |
8,578
+5,982
| +230% | +$274K | ﹤0.01% | 3857 |
|
|
2020
Q3 | $98K | Buy |
2,596
+382
| +17% | +$14.4K | ﹤0.01% | 4365 |
|
|
2020
Q2 | $77K | Sell |
2,214
-13,046
| -85% | -$454K | ﹤0.01% | 4690 |
|
|
2020
Q1 | $410K | Sell |
15,260
-16,721
| -52% | -$449K | ﹤0.01% | 3371 |
|
|
2019
Q4 | $1.14M | Buy |
31,981
+10,815
| +51% | +$386K | ﹤0.01% | 3222 |
|
|
2019
Q3 | $738K | Buy |
21,166
+2,254
| +12% | +$78.6K | ﹤0.01% | 3430 |
|
|
2019
Q2 | $861K | Buy |
18,912
+18,619
| +6,355% | +$848K | ﹤0.01% | 3149 |
|
|
2019
Q1 | $12K | Sell |
293
-7,322
| -96% | -$300K | ﹤0.01% | 5862 |
|
|
2018
Q4 | $207K | Buy |
7,615
+408
| +6% | +$11.1K | ﹤0.01% | 4090 |
|
|
2018
Q3 | $232K | Buy |
7,207
+4,675
| +185% | +$150K | ﹤0.01% | 4131 |
|
|
2018
Q2 | $87K | Buy |
2,532
+703
| +38% | +$24.2K | ﹤0.01% | 4673 |
|
|
2018
Q1 | $52K | Buy |
1,829
+463
| +34% | +$13.2K | ﹤0.01% | 4843 |
|
|
2017
Q4 | $30K | Sell |
1,366
-3,207
| -70% | -$70.4K | ﹤0.01% | 5275 |
|
|
2017
Q3 | $97K | Buy |
4,573
+714
| +19% | +$15.1K | ﹤0.01% | 4463 |
|
|
2017
Q2 | $85K | Buy |
3,859
+2,485
| +181% | +$54.7K | ﹤0.01% | 4386 |
|
|
2017
Q1 | $22K | Sell |
1,374
-26,646
| -95% | -$427K | ﹤0.01% | 5166 |
|
|
2016
Q4 | $251K | Buy |
28,020
+3,379
| +14% | +$30.3K | ﹤0.01% | 3787 |
|
|
2016
Q3 | $217K | Buy |
24,641
+1,869
| +8% | +$16.5K | ﹤0.01% | 3683 |
|
|
2016
Q2 | $174K | Buy |
+22,772
| New | +$174K | ﹤0.01% | 3825 |
|
|
2016
Q1 | – | Sell |
-939
| Closed | -$7K | – | 6877 |
|
|
2015
Q4 | $7K | Sell |
939
-2,024
| -68% | -$15.1K | ﹤0.01% | 6197 |
|
|
2015
Q3 | $23K | Buy |
+2,963
| New | +$23K | ﹤0.01% | 5350 |
|
|
2015
Q2 | – | Sell |
-1,084
| Closed | -$8K | – | 6891 |
|
|
2015
Q1 | $8K | Buy |
1,084
+449
| +71% | +$3.31K | ﹤0.01% | 5997 |
|
|
2014
Q4 | $6K | Buy |
+635
| New | +$6K | ﹤0.01% | 6271 |
|