AF
UPLD icon

Amalgamated Financial’s Upland Software UPLD Stock Holding History

Amalgamated Financial’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
2022
Q1 		$83K Buy
+471
New +$86.4K ﹤0.01% 2225

Other funds holding UPLD

MAMU
Marathon Asset Management (UK) London, United Kingdom $2.61B AUM 27.14% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
NSCM
New South Capital Management Memphis, Tennessee $2.09B AUM 33.67% 1-Year Est. Return
BCA
Bernzott Capital Advisors Camarillo, California $250M AUM 26.89% 1-Year Est. Return
PCP
P2 Capital Partners New York $210M AUM 1.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
CI
Cooper Investors Melbourne, Victoria, Australia $218M AUM 0.39% 1-Year Est. Return

Amalgamated Financial's UPLD Position: Q1 2022 in Review

Amalgamated Financial opened a new position in Upland Software (UPLD) in Q1 2022: 471 shares worth $83K. The stake represents ﹤0.01% of the portfolio and ranks #2225 among its holdings.

149 funds tracked by Wall St. Rank hold UPLD as of Q1 2022.

  • Amalgamated Financial held 471 shares of Upland Software worth $83K as of Q1 2022.
  • Upland Software was a new Amalgamated Financial position in Q1 2022.
  • Upland Software made up ﹤0.01% of Amalgamated Financial's portfolio in Q1 2022, its #2225 holding.
  • 149 funds tracked by Wall St. Rank held Upland Software as of Q1 2022.

Based on Amalgamated Financial's 13F filing for Q1 2022, filed 16 May 2022.