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Aquatic Capital Management’s Upland Software UPLD Stock Holding History

Aquatic Capital 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
2022
Q4 		– Sell
-40
Closed -$3K – 1849
2022
Q3 		$3K Sell
40
-10
-20% -$1.11K ﹤0.01% 1111
2022
Q2 		$7K Buy
+50
New +$7.3K ﹤0.01% 1019

Other funds holding UPLD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MAMU
Marathon Asset Management (UK) London, United Kingdom $2.61B AUM 27.14% 1-Year Est. Return
HCM
Hodges Capital Management Dallas, Texas $1.21B AUM 49% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 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
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Aquatic Capital Management's UPLD Position: Q4 2022 in Review

Aquatic Capital Management sold out of Upland Software (UPLD) in Q4 2022, closing a stake of 40 shares — an estimated $3K sold.

Aquatic Capital Management first reported a position in UPLD in Q2 2022 and held it in 2 quarters. The position peaked at $7K in Q2 2022. 131 funds tracked by Wall St. Rank hold UPLD as of Q4 2022.

  • Aquatic Capital Management reported no remaining Upland Software position as of Q4 2022 after selling out during the quarter.
  • Aquatic Capital Management sold 40 Upland Software shares in Q4 2022, an estimated $3K.
  • Aquatic Capital Management first reported a position in Upland Software in Q2 2022 and held it in 2 quarters.
  • Aquatic Capital Management's Upland Software position peaked at $7K in Q2 2022.
  • 131 funds tracked by Wall St. Rank held Upland Software as of Q4 2022.

Based on Aquatic Capital Management's 13F filing for Q4 2022, filed 14 Feb 2023.