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Axiom Investment Management’s Upland Software UPLD Stock Holding History

Axiom Investment 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
Q3 		– Sell
-529
Closed -$218K – 167
2021
Q2 		$218K Buy
+529
New +$233K 0.17% 119
2021
Q1 		– Sell
-9
Closed -$229 – 210
2020
Q4 		$229 Buy
+9
New +$3.96K 0.21% 108

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
CU
CDAM (UK) London, United Kingdom $451M AUM 6.84% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 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
BCA
Bernzott Capital Advisors Camarillo, California $209M AUM 9.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
NSCM
New South Capital Management Memphis, Tennessee $2.09B AUM 33.67% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Axiom Investment Management's UPLD Position: Q3 2021 in Review

Axiom Investment Management sold out of Upland Software (UPLD) in Q3 2021, closing a stake of 529 shares — an estimated $218K sold.

Axiom Investment Management first reported a position in UPLD in Q4 2020 and held it in 2 quarters. The position peaked at $218K in Q2 2021. 153 funds tracked by Wall St. Rank hold UPLD as of Q3 2021.

  • Axiom Investment Management reported no remaining Upland Software position as of Q3 2021 after selling out during the quarter.
  • Axiom Investment Management sold 529 Upland Software shares in Q3 2021, an estimated $218K.
  • Axiom Investment Management first reported a position in Upland Software in Q4 2020 and held it in 2 quarters.
  • Axiom Investment Management's Upland Software position peaked at $218K in Q2 2021.
  • 153 funds tracked by Wall St. Rank held Upland Software as of Q3 2021.

Based on Axiom Investment Management's 13F filing for Q3 2021, filed 18 Oct 2021.