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 		$25.3K Buy
+1,010
New +$23K ﹤0.01% 5517
2023
Q4 		– Sell
-4,720
Closed -$218K – 5262
2023
Q3 		$218K Sell
4,720
-420
-8% -$15.3K ﹤0.01% 3649
2023
Q2 		$186K Sell
5,140
-1,690
-25% -$58.2K ﹤0.01% 3556
2023
Q1 		$278K Buy
6,830
+30
+0.4% +$2.08K ﹤0.01% 3090
2022
Q4 		$485K Buy
6,800
+4,320
+174% +$322K ﹤0.01% 2356
2022
Q3 		$207K Sell
2,480
-2,340
-49% -$259K ﹤0.01% 3584
2022
Q2 		$694K Buy
4,820
+1,730
+56% +$253K ﹤0.01% 2239
2022
Q1 		$553K Sell
3,090
-2,800
-48% -$514K ﹤0.01% 3107
2021
Q4 		$1.1M Buy
5,890
+2,140
+57% +$544K ﹤0.01% 2512
2021
Q3 		$1.28M Buy
+3,750
New +$1.41M ﹤0.01% 2677
2021
Q1 		– Sell
-3,310
Closed -$1.55M – 6433
2020
Q4 		$1.55M Sell
3,310
-280
-8% -$123K ﹤0.01% 1946
2020
Q3 		$1.35M Buy
3,590
+1,680
+88% +$606K ﹤0.01% 1790
2020
Q2 		$634K Buy
1,910
+910
+91% +$284K ﹤0.01% 2488
2020
Q1 		$255K Buy
+1,000
New +$362K ﹤0.01% 3404
2019
Q4 		– Sell
-6,390
Closed -$2.15M – 5241
2019
Q3 		$2.15M Buy
6,390
+800
+14% +$332K 0.01% 1385
2019
Q2 		$2.54M Buy
5,590
+3,690
+194% +$1.69M 0.01% 1342
2019
Q1 		$805K Buy
+1,900
New +$646K ﹤0.01% 2294

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.