Ardsley Advisory Partners’s Upland Software UPLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-256,000
| Closed | -$8.56M | – | 134 |
|
|
2021
Q3 | $8.56M | Sell |
256,000
-94,000
| -27% | -$3.14M | 1.31% | 19 |
|
|
2021
Q2 | $14.4M | Sell |
350,000
-30,000
| -8% | -$1.24M | 1.69% | 12 |
|
|
2021
Q1 | $17.9M | Sell |
380,000
-500
| -0.1% | -$23.6K | 2.18% | 12 |
|
|
2020
Q4 | $17.5M | Sell |
380,500
-21,000
| -5% | -$964K | 2.87% | 9 |
|
|
2020
Q3 | $15.1M | Buy |
401,500
+54,000
| +16% | +$2.04M | 2.92% | 8 |
|
|
2020
Q2 | $12.1M | Sell |
347,500
-75,000
| -18% | -$2.61M | 2.57% | 11 |
|
|
2020
Q1 | $11.3M | Buy |
422,500
+7,500
| +2% | +$201K | 4.44% | 5 |
|
|
2019
Q4 | $14.8M | Sell |
415,000
-5,000
| -1% | -$179K | 2.36% | 9 |
|
|
2019
Q3 | $14.6M | Buy |
420,000
+32,500
| +8% | +$1.13M | 3.28% | 9 |
|
|
2019
Q2 | $17.6M | Buy |
387,500
+2,200
| +0.6% | +$100K | 2.78% | 10 |
|
|
2019
Q1 | $16.3M | Sell |
385,300
-24,700
| -6% | -$1.05M | 3.13% | 7 |
|
|
2018
Q4 | $11.1M | Buy |
410,000
+50,000
| +14% | +$1.36M | 2.8% | 13 |
|
|
2018
Q3 | $11.6M | Buy |
360,000
+125,000
| +53% | +$4.04M | 1.57% | 17 |
|
|
2018
Q2 | $8.08M | Buy |
235,000
+25,000
| +12% | +$859K | 1.22% | 29 |
|
|
2018
Q1 | $6.04M | Buy |
+210,000
| New | +$6.04M | 0.91% | 35 |
|