Wolverine Trading
UPLD icon

Wolverine Trading’s Upland Software UPLD Stock Holding History

Wolverine Trading’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
Q3 		$27.1K Buy
+1,085
New +$24.7K ﹤0.01% 5510
2024
Q2 		– Sell
-1,002
Closed -$31K – 5246
2024
Q1 		$31K Buy
+1,002
New +$36.3K ﹤0.01% 4294
2023
Q2 		– Sell
-2,417
Closed -$83.2K – 4979
2023
Q1 		$98K Sell
2,417
-171
-7% -$11.8K ﹤0.01% 3670
2022
Q4 		$185K Buy
+2,588
New +$193K ﹤0.01% 3185
2022
Q2 		– Sell
-1,402
Closed -$205K – 5786
2022
Q1 		$251K Sell
1,402
-783
-36% -$144K ﹤0.01% 4129
2021
Q4 		$407K Buy
2,185
+777
+55% +$198K ﹤0.01% 3730
2021
Q3 		$480K Buy
+1,408
New +$528K ﹤0.01% 3996
2021
Q1 		– Sell
-645
Closed -$301K – 6434
2020
Q4 		$301K Buy
+645
New +$284K ﹤0.01% 3743
2020
Q1 		– Sell
-1,107
Closed -$400K – 5324
2019
Q4 		$401K Sell
1,107
-419
-27% -$157K ﹤0.01% 3281
2019
Q3 		$514K Sell
1,526
-5,414
-78% -$2.25M ﹤0.01% 2597
2019
Q2 		$3.16M Buy
6,940
+4,860
+234% +$2.23M 0.01% 1195
2019
Q1 		$881K Buy
+2,080
New +$707K ﹤0.01% 2205

Other funds holding UPLD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
NSCM
New South Capital Management Memphis, Tennessee $2.09B AUM 33.67% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return
CM
CastleKnight Management New York $6B AUM 121.87% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Wolverine Trading's UPLD Position: Q3 2025 in Review

Wolverine Trading opened a new position in Upland Software (UPLD) in Q3 2025: 1,085 shares worth $27.1K. The stake represents ﹤0.01% of the portfolio and ranks #5510 among its holdings. This is a return to the name: Wolverine Trading previously reported a position in UPLD as recently as Q1 2024.

Wolverine Trading first reported a position in UPLD in Q1 2019 and has held it in 12 quarters since. The position peaked at $3.16M in Q2 2019. 67 funds tracked by Wall St. Rank hold UPLD as of Q3 2025.

  • Wolverine Trading held 1,085 shares of Upland Software worth $27.1K as of Q3 2025.
  • Upland Software was a new Wolverine Trading position in Q3 2025.
  • Upland Software made up ﹤0.01% of Wolverine Trading's portfolio in Q3 2025, its #5510 holding.
  • Wolverine Trading first reported a position in Upland Software in Q1 2019 and has held it in 12 quarters since.
  • Wolverine Trading's Upland Software position peaked at $3.16M in Q2 2019.
  • 67 funds tracked by Wall St. Rank held Upland Software as of Q3 2025.

Based on Wolverine Trading's 13F filing for Q3 2025, filed 14 Nov 2025.