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Apogem Capital’s Upland Software UPLD Stock Holding History

Apogem Capital’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
2021
Q4 		– Sell
-970
Closed -$324K – 211
2021
Q3 		$324K Sell
970
-301
-24% -$113K 0.21% 142
2021
Q2 		$523K Sell
1,271
-236
-16% -$104K 0.33% 101
2021
Q1 		$711K Sell
1,507
-1,901
-56% -$917K 0.48% 70
2020
Q4 		$1.56M Buy
+3,408
New +$1.5M 1.04% 29

Other funds holding UPLD

MAMU
Marathon Asset Management (UK) London, United Kingdom $2.61B AUM 27.14% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
BCA
Bernzott Capital Advisors Camarillo, California $209M AUM 9.57% 1-Year Est. Return
PCP
P2 Capital Partners New York $210M AUM 1.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 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

Apogem Capital's UPLD Position: Q4 2021 in Review

Apogem Capital sold out of Upland Software (UPLD) in Q4 2021, closing a stake of 970 shares — an estimated $324K sold.

Apogem Capital first reported a position in UPLD in Q4 2020 and held it in 4 quarters. The position peaked at $1.56M in Q4 2020. 155 funds tracked by Wall St. Rank hold UPLD as of Q4 2021.

  • Apogem Capital reported no remaining Upland Software position as of Q4 2021 after selling out during the quarter.
  • Apogem Capital sold 970 Upland Software shares in Q4 2021, an estimated $324K.
  • Apogem Capital first reported a position in Upland Software in Q4 2020 and held it in 4 quarters.
  • Apogem Capital's Upland Software position peaked at $1.56M in Q4 2020.
  • 155 funds tracked by Wall St. Rank held Upland Software as of Q4 2021.

Based on Apogem Capital's 13F filing for Q4 2021, filed 14 Feb 2022.