AllianceBernstein
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AllianceBernstein’s Upland Software UPLD Stock Holding History

AllianceBernstein’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
Q2 		– Sell
-3,570
Closed -$154K – 3248
2023
Q1 		$154K Hold
3,570
– – ﹤0.01% 2966
2022
Q4 		$255K Buy
3,570
+340
+11% +$25.3K ﹤0.01% 2920
2022
Q3 		$263K Buy
3,230
+250
+8% +$27.7K ﹤0.01% 2920
2022
Q2 		$433K Buy
2,980
+360
+14% +$52.6K ﹤0.01% 2738
2022
Q1 		$461K Hold
2,620
– – ﹤0.01% 2716
2021
Q4 		$470K Hold
2,620
– – ﹤0.01% 2772
2021
Q3 		$876K Hold
2,620
– – ﹤0.01% 2540
2021
Q2 		$1.08M Hold
2,620
– – ﹤0.01% 2499
2021
Q1 		$1.24M Hold
2,620
– – ﹤0.01% 2329
2020
Q4 		$1.2M Hold
2,620
– – ﹤0.01% 2220
2020
Q3 		$988K Sell
2,620
-80
-3% -$28.8K ﹤0.01% 2189
2020
Q2 		$939K Hold
2,700
– – ﹤0.01% 2235
2020
Q1 		$724K Sell
2,700
-60
-2% -$21.7K ﹤0.01% 2183
2019
Q4 		$986K Buy
2,760
+60
+2% +$22.4K ﹤0.01% 2290
2019
Q3 		$941K Hold
2,700
– – ﹤0.01% 2278
2019
Q2 		$1.23M Buy
2,700
+1,120
+71% +$513K ﹤0.01% 2218
2019
Q1 		$669K Buy
1,580
+610
+63% +$207K ﹤0.01% 2417
2018
Q4 		$264K Sell
970
-10
-1% -$3K ﹤0.01% 2788
2018
Q3 		$317K Buy
980
+370
+61% +$128K ﹤0.01% 2825
2018
Q2 		$210K Buy
+610
New +$191K ﹤0.01% 2952

Other funds holding UPLD

HCM
Hodges Capital Management Dallas, Texas $1.21B AUM 49% 1-Year Est. Return
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
2C
272 Capital Dallas, Texas $40M AUM 150.07% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

AllianceBernstein's UPLD Position: Q2 2023 in Review

AllianceBernstein sold out of Upland Software (UPLD) in Q2 2023, closing a stake of 3,570 shares — an estimated $154K sold.

AllianceBernstein first reported a position in UPLD in Q2 2018 and held it in 20 quarters. The position peaked at $1.24M in Q1 2021. 89 funds tracked by Wall St. Rank hold UPLD as of Q2 2023.

  • AllianceBernstein reported no remaining Upland Software position as of Q2 2023 after selling out during the quarter.
  • AllianceBernstein sold 3,570 Upland Software shares in Q2 2023, an estimated $154K.
  • AllianceBernstein first reported a position in Upland Software in Q2 2018 and held it in 20 quarters.
  • AllianceBernstein's Upland Software position peaked at $1.24M in Q1 2021.
  • 89 funds tracked by Wall St. Rank held Upland Software as of Q2 2023.

Based on AllianceBernstein's 13F filing for Q2 2023, filed 15 Aug 2023.