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
2020 Q1	–	Sell	-330	Closed	-$118K	–	1687
2019 Q4	$118K	Sell	330 -400	-55%	-$149K	0.01%	1315
2019 Q3	$254K	Buy	+730	New	+$303K	0.02%	1073

Other funds holding UPLD

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

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

CastleKnight Management New York $7.38B AUM 133.13% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

RBF Capital San Francisco, California $2.41B AUM 39.41% 1-Year Est. Return

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.