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Alambic Investment Management’s Upland Software UPLD Stock Holding History

Alambic Investment Management’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
2018
Q2 		– Sell
-2,634
Closed -$758K – 455
2018
Q1 		$758K Sell
2,634
-5,271
-67% -$1.3M 0.11% 269
2017
Q4 		$1.71M Buy
7,905
+3,455
+78% +$759K 0.21% 173
2017
Q3 		$942K Buy
+4,450
New +$1.02M 0.1% 277

Other funds holding UPLD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PM
Pembroke Management Montreal, Quebec, Canada $691M AUM 27.96% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PWAM
Park West Asset Management San Francisco, California $1.18B AUM 47.25% 1-Year Est. Return
GIPM
G2 Investment Partners Management New York $406M AUM 164.47% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
DMK
David M. Knott $275M AUM 59.23% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
CM
Castleark Management Chicago, Illinois $3.02B AUM 53.92% 1-Year Est. Return

Alambic Investment Management's UPLD Position: Q2 2018 in Review

Alambic Investment Management sold out of Upland Software (UPLD) in Q2 2018, closing a stake of 2,634 shares — an estimated $758K sold.

Alambic Investment Management first reported a position in UPLD in Q3 2017 and held it in 3 quarters. The position peaked at $1.71M in Q4 2017. 140 funds tracked by Wall St. Rank hold UPLD as of Q2 2018.

  • Alambic Investment Management reported no remaining Upland Software position as of Q2 2018 after selling out during the quarter.
  • Alambic Investment Management sold 2,634 Upland Software shares in Q2 2018, an estimated $758K.
  • Alambic Investment Management first reported a position in Upland Software in Q3 2017 and held it in 3 quarters.
  • Alambic Investment Management's Upland Software position peaked at $1.71M in Q4 2017.
  • 140 funds tracked by Wall St. Rank held Upland Software as of Q2 2018.

Based on Alambic Investment Management's 13F filing for Q2 2018, filed 14 Aug 2018.