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AJOVista’s Upland Software UPLD Stock Holding History

AJOVista’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
2024
Q3 		$26.6K Buy
+1,069
New +$24.6K 0.11% 109

Other funds holding UPLD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NSCM
New South Capital Management Memphis, Tennessee $2.09B AUM 33.67% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CM
CastleKnight Management New York $6B AUM 121.87% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return
KLP
Kent Lake PR Anasco, Puerto Rico $198M AUM 5.21% 1-Year Est. Return
2C
272 Capital Dallas, Texas $40M AUM 150.07% 1-Year Est. Return

AJOVista's UPLD Position: Q3 2024 in Review

AJOVista opened a new position in Upland Software (UPLD) in Q3 2024: 1,069 shares worth $26.6K. The stake represents 0.11% of the portfolio and ranks #109 among its holdings.

68 funds tracked by Wall St. Rank hold UPLD as of Q3 2024.

  • AJOVista held 1,069 shares of Upland Software worth $26.6K as of Q3 2024.
  • Upland Software was a new AJOVista position in Q3 2024.
  • Upland Software made up 0.11% of AJOVista's portfolio in Q3 2024, its #109 holding.
  • 68 funds tracked by Wall St. Rank held Upland Software as of Q3 2024.

Based on AJOVista's 13F filing for Q3 2024, filed 12 Nov 2024.