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Ahrens Investment Partners’s Upland Software UPLD Stock Holding History

Ahrens Investment Partners’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
2023
Q1 		$581 Buy
+14
New +$970 ﹤0.01% 962
2022
Q3 		– Sell
-14
Closed -$2K – 860
2022
Q2 		$2K Buy
+14
New +$2.04K ﹤0.01% 893

Other funds holding UPLD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
HCM
Hodges Capital Management Dallas, Texas $1.21B AUM 49% 1-Year Est. Return
2C
272 Capital Dallas, Texas $40M AUM 150.07% 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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Ahrens Investment Partners's UPLD Position: Q1 2023 in Review

Ahrens Investment Partners opened a new position in Upland Software (UPLD) in Q1 2023: 14 shares worth $581. The stake represents ﹤0.01% of the portfolio and ranks #962 among its holdings. This is a return to the name: Ahrens Investment Partners previously reported a position in UPLD as recently as Q2 2022.

Ahrens Investment Partners first reported a position in UPLD in Q2 2022 and has held it in 2 quarters since. The position peaked at $2K in Q2 2022. 120 funds tracked by Wall St. Rank hold UPLD as of Q1 2023.

  • Ahrens Investment Partners held 14 shares of Upland Software worth $581 as of Q1 2023.
  • Upland Software was a new Ahrens Investment Partners position in Q1 2023.
  • Upland Software made up ﹤0.01% of Ahrens Investment Partners's portfolio in Q1 2023, its #962 holding.
  • Ahrens Investment Partners first reported a position in Upland Software in Q2 2022 and has held it in 2 quarters since.
  • Ahrens Investment Partners's Upland Software position peaked at $2K in Q2 2022.
  • 120 funds tracked by Wall St. Rank held Upland Software as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.