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AWM Investment Company’s Upland Software UPLD Stock Holding History

AWM Investment Company’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
2015
Q1 		– Sell
-16,106
Closed -$1.54M – 138
2014
Q4 		$1.54M Buy
+16,106
New +$1.69M 0.21% 97

Other funds holding UPLD

GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
TAM
THB Asset Management Norwalk, Connecticut $440M AUM 59.59% 1-Year Est. Return
SC
Skylands Capital Milwaukee, Wisconsin $763M AUM 26.49% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
PCM
Palisade Capital Management Fort Lee, New Jersey $3B AUM 14% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BCM
Bourgeon Capital Management Darien, Connecticut $578M AUM 41.69% 1-Year Est. Return

AWM Investment Company's UPLD Position: Q1 2015 in Review

AWM Investment Company sold out of Upland Software (UPLD) in Q1 2015, closing a stake of 16,106 shares — an estimated $1.54M sold.

AWM Investment Company first reported a position in UPLD in Q4 2014 and held it in 1 quarter. The position peaked at $1.54M in Q4 2014. 20 funds tracked by Wall St. Rank hold UPLD as of Q1 2015.

  • AWM Investment Company reported no remaining Upland Software position as of Q1 2015 after selling out during the quarter.
  • AWM Investment Company sold 16,106 Upland Software shares in Q1 2015, an estimated $1.54M.
  • AWM Investment Company first reported a position in Upland Software in Q4 2014 and held it in 1 quarter.
  • AWM Investment Company's Upland Software position peaked at $1.54M in Q4 2014.
  • 20 funds tracked by Wall St. Rank held Upland Software as of Q1 2015.

Based on AWM Investment Company's 13F filing for Q1 2015, filed 8 May 2015.