XTX Topco’s Upland Software UPLD Stock Holding History

XTX Topco’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	$28.4K	Buy	4,260 +361	+9%	+$3.79K	﹤0.01%	3472
2025 Q4	$55.8K	Buy	+3,899	New	+$74.3K	﹤0.01%	2801
2025 Q3	–	Sell	-2,880	Closed	-$56.2K	–	3314
2025 Q2	$56.2K	Buy	2,880 +1,119	+64%	+$24.9K	﹤0.01%	1998
2025 Q1	$50.4K	Buy	1,761 +398	+29%	+$15.1K	﹤0.01%	1998
2024 Q4	$59.2K	Sell	1,363 -369	-21%	-$12K	0.01%	1869
2024 Q3	$43.1K	Buy	+1,732	New	+$39.9K	﹤0.01%	1717
2023 Q4	–	Sell	-7,742	Closed	-$358K	–	2178
2023 Q3	$358K	Sell	7,742 -10,544	-58%	-$385K	0.06%	609
2023 Q2	$658K	Buy	18,286 +8,276	+83%	+$285K	0.12%	229
2023 Q1	$430K	Buy	+10,010	New	+$693K	0.09%	389
2022 Q4	–	Sell	-1,652	Closed	-$134K	–	1529
2022 Q3	$134K	Buy	+1,652	New	+$183K	0.03%	887

Other funds holding UPLD

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Acadian Asset Management

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

CastleKnight Management New York $2.14B AUM 121.87% 1-Year Est. Return

D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

RBF Capital San Francisco, California $2.04B AUM 29.64% 1-Year Est. Return

Two Sigma Investments

Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return