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Aristides Capital’s Upland Software UPLD Stock Holding History

Aristides 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
2023
Q1 		– Sell
-2,909
Closed -$207K – 248
2022
Q4 		$207K Buy
+2,909
New +$217K 0.11% 177
2022
Q1 		– Sell
-1,189
Closed -$213K – 293
2021
Q4 		$213K Buy
+1,189
New +$302K 0.1% 196

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
HCM
Hodges Capital Management Dallas, Texas $1.21B AUM 49% 1-Year Est. Return
2C
272 Capital Dallas, Texas $40M AUM 150.07% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
NSCM
New South Capital Management Memphis, Tennessee $2.09B AUM 33.67% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Aristides Capital's UPLD Position: Q1 2023 in Review

Aristides Capital sold out of Upland Software (UPLD) in Q1 2023, closing a stake of 2,909 shares — an estimated $207K sold.

Aristides Capital first reported a position in UPLD in Q4 2021 and held it in 2 quarters. The position peaked at $213K in Q4 2021. 120 funds tracked by Wall St. Rank hold UPLD as of Q1 2023.

  • Aristides Capital reported no remaining Upland Software position as of Q1 2023 after selling out during the quarter.
  • Aristides Capital sold 2,909 Upland Software shares in Q1 2023, an estimated $207K.
  • Aristides Capital first reported a position in Upland Software in Q4 2021 and held it in 2 quarters.
  • Aristides Capital's Upland Software position peaked at $213K in Q4 2021.
  • 120 funds tracked by Wall St. Rank held Upland Software as of Q1 2023.

Based on Aristides Capital's 13F filing for Q1 2023, filed 12 May 2023.