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A.R.T. Advisors’s Upland Software UPLD Stock Holding History

A.R.T. Advisors’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
2019
Q4 		– Sell
-1,314
Closed -$458K – 1739
2019
Q3 		$458K Buy
+1,314
New +$546K 0.02% 897
2018
Q4 		– Sell
-1,838
Closed -$593K – 1670
2018
Q3 		$593K Buy
+1,838
New +$636K 0.03% 780
2018
Q2 		– Sell
-1,617
Closed -$465K – 1762
2018
Q1 		$465K Sell
1,617
-1,374
-46% -$339K 0.02% 988
2017
Q4 		$647K Buy
+2,991
New +$657K 0.03% 786

Other funds holding UPLD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CU
CDAM (UK) London, United Kingdom $451M AUM 6.84% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PCM
Portolan Capital Management Boston, Massachusetts $1.88B AUM 115.74% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
GEH
General Equity Holdings Brooklyn, New York $135M AUM 32.96% 1-Year Est. Return
RCM
Raging Capital Management Rocky Hill, New Jersey $18.2M AUM 17.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

A.R.T. Advisors's UPLD Position: Q4 2019 in Review

A.R.T. Advisors sold out of Upland Software (UPLD) in Q4 2019, closing a stake of 1,314 shares — an estimated $458K sold.

A.R.T. Advisors first reported a position in UPLD in Q4 2017 and held it in 4 quarters. The position peaked at $647K in Q4 2017. 163 funds tracked by Wall St. Rank hold UPLD as of Q4 2019.

  • A.R.T. Advisors reported no remaining Upland Software position as of Q4 2019 after selling out during the quarter.
  • A.R.T. Advisors sold 1,314 Upland Software shares in Q4 2019, an estimated $458K.
  • A.R.T. Advisors first reported a position in Upland Software in Q4 2017 and held it in 4 quarters.
  • A.R.T. Advisors's Upland Software position peaked at $647K in Q4 2017.
  • 163 funds tracked by Wall St. Rank held Upland Software as of Q4 2019.

Based on A.R.T. Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.