Walleye Capital
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Walleye Capital’s Upland Software UPLD Stock Holding History

Walleye Capital’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
2026
Q1 		– Sell
-1,335
Closed -$19.1K – 5018
2025
Q4 		$19.1K Sell
1,335
-600
-31% -$11.4K ﹤0.01% 4255
2025
Q3 		$45.9K Sell
1,935
-4,452
-70% -$101K ﹤0.01% 4027
2025
Q2 		$125K Sell
6,387
-2,681
-30% -$59.6K ﹤0.01% 3664
2025
Q1 		$259K Sell
9,068
-2,415
-21% -$91.7K ﹤0.01% 3068
2024
Q4 		$498K Buy
+11,483
New +$373K ﹤0.01% 2985
2024
Q2 		– Sell
-3,317
Closed -$103K – 6032
2024
Q1 		$103K Sell
3,317
-1,300
-28% -$47.1K ﹤0.01% 4383
2023
Q4 		$195K Sell
4,617
-15,979
-78% -$691K ﹤0.01% 3695
2023
Q3 		$952K Sell
20,596
-11,921
-37% -$435K ﹤0.01% 2289
2023
Q2 		$1.17M Buy
32,517
+21,482
+195% +$740K ﹤0.01% 1727
2023
Q1 		$475K Buy
+11,035
New +$764K 0.01% 1759
2019
Q3 		– Sell
-10
Closed -$4.15K – 2278
2019
Q2 		$5K Buy
+10
New +$4.58K ﹤0.01% 1635

Other funds holding UPLD

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.41B AUM 39.41% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Walleye Capital's UPLD Position: Q1 2026 in Review

Walleye Capital sold out of Upland Software (UPLD) in Q1 2026, closing a stake of 1,335 shares — an estimated $19.1K sold.

Walleye Capital first reported a position in UPLD in Q2 2019 and held it in 11 quarters. The position peaked at $1.17M in Q2 2023. 43 funds tracked by Wall St. Rank hold UPLD as of Q1 2026.

  • Walleye Capital reported no remaining Upland Software position as of Q1 2026 after selling out during the quarter.
  • Walleye Capital sold 1,335 Upland Software shares in Q1 2026, an estimated $19.1K.
  • Walleye Capital first reported a position in Upland Software in Q2 2019 and held it in 11 quarters.
  • Walleye Capital's Upland Software position peaked at $1.17M in Q2 2023.
  • 43 funds tracked by Wall St. Rank held Upland Software as of Q1 2026.

Based on Walleye Capital's 13F filing for Q1 2026, filed 11 May 2026.