Vontobel Holding’s Upland Software UPLD Stock Holding History

Vontobel Holding’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 Q1	–	Sell	-1,700	Closed	-$73.8K	–	1161
2024 Q4	$73.8K	Hold	1,700	–	–	﹤0.01%	1054
2024 Q3	$42.3K	Hold	1,700	–	–	﹤0.01%	1065
2024 Q2	$42.3K	Hold	1,700	–	–	﹤0.01%	1051
2024 Q1	$52.5K	Hold	1,700	–	–	﹤0.01%	1052
2023 Q4	$71.9K	Hold	1,700	–	–	﹤0.01%	1057
2023 Q3	$78.5K	Hold	1,700	–	–	﹤0.01%	1029
2023 Q2	$61.2K	Hold	1,700	–	–	﹤0.01%	1069
2023 Q1	$73.1K	Buy	+1,700	New	+$118K	﹤0.01%	1036

Other funds holding UPLD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

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

CastleKnight Management New York $6B AUM 121.87% 1-Year Est. Return

RHJA

Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Vontobel Holding's UPLD Position: Q1 2025 in Review

Vontobel Holding sold out of Upland Software (UPLD) in Q1 2025, closing a stake of 1,700 shares — an estimated $73.8K sold.

Vontobel Holding first reported a position in UPLD in Q1 2023 and held it in 8 quarters. The position peaked at $78.5K in Q3 2023. 68 funds tracked by Wall St. Rank hold UPLD as of Q1 2025.

Vontobel Holding reported no remaining Upland Software position as of Q1 2025 after selling out during the quarter.
Vontobel Holding sold 1,700 Upland Software shares in Q1 2025, an estimated $73.8K.
Vontobel Holding first reported a position in Upland Software in Q1 2023 and held it in 8 quarters.
Vontobel Holding's Upland Software position peaked at $78.5K in Q3 2023.
68 funds tracked by Wall St. Rank held Upland Software as of Q1 2025.

Based on Vontobel Holding's 13F filing for Q1 2025, filed 28 Apr 2025.