Arlington Partners’s Upland Software UPLD Stock Holding History

Arlington Partners’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	-245	Closed	-$116K	–	382
2021 Q1	$116K	Buy	+245	New	+$118K	0.04%	136

Other funds holding UPLD

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

CDAM (UK) London, United Kingdom $451M AUM 6.84% 1-Year Est. Return

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 Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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 Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Arlington Partners's UPLD Position: Q2 2021 in Review

Arlington Partners sold out of Upland Software (UPLD) in Q2 2021, closing a stake of 245 shares — an estimated $116K sold.

Arlington Partners first reported a position in UPLD in Q1 2021 and held it in 1 quarter. The position peaked at $116K in Q1 2021. 157 funds tracked by Wall St. Rank hold UPLD as of Q2 2021.

Arlington Partners reported no remaining Upland Software position as of Q2 2021 after selling out during the quarter.
Arlington Partners sold 245 Upland Software shares in Q2 2021, an estimated $116K.
Arlington Partners first reported a position in Upland Software in Q1 2021 and held it in 1 quarter.
Arlington Partners's Upland Software position peaked at $116K in Q1 2021.
157 funds tracked by Wall St. Rank held Upland Software as of Q2 2021.

Based on Arlington Partners's 13F filing for Q2 2021, filed 7 Jul 2021.