Jim Simons Upland Software, Inc. Transaction History

Renaissance Technologies LLC

$70.6 Billion
Q2 2025

A detailed history of Jim Simons (Renaissance Technologies LLC) transactions in Upland Software, Inc. stock. As of the latest transaction made, Renaissance Technologies LLC holds 308,308 shares of UPLD stock, worth $776,936. This represents 0.0% of its overall portfolio holdings.

Number of Shares

308,308

Previous 286,208 7.72%

Holding current value

$776,936

Previous $818,000 26.53%

% of portfolio

0.0%

Previous 0.0%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	BUY	$1.73 - $2.97 $38,233 - $65,637	22,100 Added 7.72%	308,308 $601,000
Q1 2025 May 14, 2025	SELL	$2.69 - $4.79 $195,294 - $347,754	-72,600 Reduced 20.23%	286,208 $818,000
Q4 2024 Feb 13, 2025	BUY	$2.13 - $5.31 $142,036 - $354,092	66,684 Added 22.83%	358,808 $1.56 Million
Q3 2024 Nov 13, 2024	BUY	$1.89 - $2.66 $7,023 - $9,884	3,716 Added 1.29%	292,124 $727,000
Q2 2024 Aug 09, 2024	BUY	$2.02 - $3.36 $374,946 - $623,673	185,617 Added 180.58%	288,408 $718,000
Q1 2024 May 13, 2024	BUY	$2.36 - $4.89 $79,038 - $163,770	33,491 Added 48.33%	102,791 $318,000
Q4 2023 Feb 13, 2024	BUY	$3.32 - $4.98 $114,513 - $171,770	34,492 Added 99.09%	69,300 $293,000
Q3 2023 Nov 14, 2023	SELL	$2.5 - $4.62 $820,597 - $1.52 Million	-328,239 Reduced 90.41%	34,808 $161,000
Q2 2023 Aug 11, 2023	BUY	$2.81 - $4.11 $42,515 - $62,184	15,130 Added 4.35%	363,047 $1.31 Million
Q1 2023 May 12, 2023	BUY	$3.99 - $9.25 $1.02 Million - $2.36 Million	255,200 Added 275.25%	347,917 $1.5 Million
Q4 2022 Feb 13, 2023	SELL	$6.34 - $8.72 $2.1 Million - $2.89 Million	-330,969 Reduced 78.12%	92,717 $661,000
Q3 2022 Nov 14, 2022	BUY	$8.12 - $15.23 $2.58 Million - $4.84 Million	318,069 Added 301.15%	423,686 $3.45 Million
Q2 2022 Aug 12, 2022	BUY	$12.62 - $17.88 $730,698 - $1.04 Million	57,900 Added 121.34%	105,617 $1.53 Million
Q1 2022 May 13, 2022	SELL	$15.9 - $21.11 $1.8 Million - $2.39 Million	-113,026 Reduced 70.31%	47,717 $840,000
Q4 2021 Feb 11, 2022	BUY	$17.94 - $34.13 $1.68 Million - $3.2 Million	93,626 Added 139.5%	160,743 $2.88 Million
Q3 2021 Nov 12, 2021	SELL	$33.44 - $41.68 $1.59 Million - $1.98 Million	-47,400 Reduced 41.39%	67,117 $2.24 Million
Q2 2021 Aug 13, 2021	BUY	$38.95 - $51.09 $673,835 - $883,857	17,300 Added 17.8%	114,517 $4.72 Million
Q1 2021 May 13, 2021	BUY	$44.42 - $51.89 $2.38 Million - $2.78 Million	53,500 Added 122.38%	97,217 $4.59 Million
Q4 2020 Feb 10, 2021	BUY	$39.26 - $49.6 $1.72 Million - $2.17 Million	43,717 New	43,717 $2.01 Million
Q4 2019 Feb 13, 2020	SELL	$34.8 - $40.85 $3.39 Million - $3.98 Million	-97,317 Closed	0 $0
Q3 2019 Nov 13, 2019	BUY	$33.68 - $47.74 $2.8 Million - $3.96 Million	83,000 Added 579.73%	97,317 $3.39 Million
Q2 2019 Aug 12, 2019	SELL	$40.03 - $52.77 $2.83 Million - $3.73 Million	-70,683 Reduced 83.16%	14,317 $652,000
Q1 2019 May 14, 2019	BUY	$26.6 - $43.55 $1.66 Million - $2.71 Million	62,300 Added 274.45%	85,000 $3.6 Million
Q4 2018 Feb 13, 2019	BUY	$25.54 - $36.67 $579,758 - $832,409	22,700 New	22,700 $617,000

Others Institutions Holding UPLD

# of Institutions

Shares Held

14.7M

Call Options Held

70K

Put Options Held

46.1K

View Full List

About Upland Software, Inc.

Ticker UPLD
Exchange NASDAQ
Sector Technology
Industry Software—Application
Shares Outstandng 31,778,000
Market Cap $80.1M
Description
Upland Software, Inc. provides cloud-based enterprise work management software in the United States, the United Kingdom, Canada, and internationally. It offers a family of software applications under the Upland brand in the areas of marketing, sales, contact center, project management, information technology, business operations, and human resou...

More about UPLD

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