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Proequities, Inc.

SEC CIK
0000752798
Latest filing
Aug 12, 2025

UPLD holding history

Upland Software, Inc. in every 13F filed by Proequities, Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

UPLD overviewAll 13F holders of UPLDFull Q2 2025 holdings

Shares (Q1 2022)
0
Sold out in Q1 2022
Value
$0
% of portfolio
0.0%
Quarters held
4
Since Q1 2021
Holdings of UPLD by Proequities, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20220$00.0%−428−100.0%Sold outHolders
Q4 2021428$8.00K<0.1%+114+36.3%AddedHolders
Q3 2021314$11.0K<0.1%+114+57.0%AddedHolders
Q2 2021200$8.00K<0.1%+50+33.3%AddedHolders
Q1 2021150$7.00K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.