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Argent Capital Management’s Upland Software UPLD Stock Holding History

Argent 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
2021
Q2 		– Sell
-969
Closed -$457K – 195
2021
Q1 		$457K Sell
969
-60
-6% -$28.9K 0.02% 157
2020
Q4 		$472K Sell
1,029
-3,783
-79% -$1.67M 0.02% 155
2020
Q3 		$1.81M Sell
4,812
-502
-9% -$181K 0.07% 86
2020
Q2 		$1.85M Sell
5,314
-1,823
-26% -$568K 0.08% 75
2020
Q1 		$1.91M Sell
7,137
-4,505
-39% -$1.63M 0.09% 69
2019
Q4 		$4.16M Hold
11,642
– – 0.14% 71
2019
Q3 		$4.06M Hold
11,642
– – 0.15% 67
2019
Q2 		$5.3M Buy
11,642
+2,549
+28% +$1.17M 0.2% 59
2019
Q1 		$3.85M Sell
9,093
-1,200
-12% -$408K 0.14% 68
2018
Q4 		$2.8M Sell
10,293
-18
-0.2% -$5.4K 0.14% 79
2018
Q3 		$3.33M Hold
10,311
– – 0.11% 87
2018
Q2 		$3.54M Hold
10,311
– – 0.13% 86
2018
Q1 		$2.97M Buy
10,311
+2,657
+35% +$655K 0.11% 94
2017
Q4 		$1.77M Buy
+7,654
New +$1.68M 0.06% 120

Other funds holding UPLD

RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
CU
CDAM (UK) London, United Kingdom $451M AUM 6.84% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PCP
P2 Capital Partners New York $210M AUM 1.23% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BCA
Bernzott Capital Advisors Camarillo, California $209M AUM 9.57% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Argent Capital Management's UPLD Position: Q2 2021 in Review

Argent Capital Management sold out of Upland Software (UPLD) in Q2 2021, closing a stake of 969 shares — an estimated $457K sold.

Argent Capital Management first reported a position in UPLD in Q4 2017 and held it in 14 quarters. The position peaked at $5.3M in Q2 2019. 157 funds tracked by Wall St. Rank hold UPLD as of Q2 2021.

  • Argent Capital Management reported no remaining Upland Software position as of Q2 2021 after selling out during the quarter.
  • Argent Capital Management sold 969 Upland Software shares in Q2 2021, an estimated $457K.
  • Argent Capital Management first reported a position in Upland Software in Q4 2017 and held it in 14 quarters.
  • Argent Capital Management's Upland Software position peaked at $5.3M in Q2 2019.
  • 157 funds tracked by Wall St. Rank held Upland Software as of Q2 2021.

Based on Argent Capital Management's 13F filing for Q2 2021, filed 10 Aug 2021.