BMSSC
UPLD icon

B. Metzler seel. Sohn & Co’s Upland Software UPLD Stock Holding History

B. Metzler seel. Sohn & Co’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
2022
Q2 		– Sell
-2,651
Closed -$467K – 771
2022
Q1 		$467K Buy
+2,651
New +$486K 0.01% 610
2021
Q4 		– Sell
-2,631
Closed -$880K – 738
2021
Q3 		$880K Sell
2,631
-191
-7% -$71.6K 0.01% 463
2021
Q2 		$1.16M Buy
2,822
+369
+15% +$162K 0.02% 402
2021
Q1 		$1.16M Buy
2,453
+727
+42% +$351K 0.02% 397
2020
Q4 		$806K Buy
+1,726
New +$760K 0.02% 440

Other funds holding UPLD

MAMU
Marathon Asset Management (UK) London, United Kingdom $2.61B AUM 27.14% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NSCM
New South Capital Management Memphis, Tennessee $2.09B AUM 33.67% 1-Year Est. Return
BCA
Bernzott Capital Advisors Camarillo, California $209M AUM 9.57% 1-Year Est. Return
PCP
P2 Capital Partners New York $210M AUM 1.23% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HCM
Hodges Capital Management Dallas, Texas $1.21B AUM 49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

B. Metzler seel. Sohn & Co's UPLD Position: Q2 2022 in Review

B. Metzler seel. Sohn & Co sold out of Upland Software (UPLD) in Q2 2022, closing a stake of 2,651 shares — an estimated $467K sold.

B. Metzler seel. Sohn & Co first reported a position in UPLD in Q4 2020 and held it in 5 quarters. The position peaked at $1.16M in Q2 2021. 127 funds tracked by Wall St. Rank hold UPLD as of Q2 2022.

  • B. Metzler seel. Sohn & Co reported no remaining Upland Software position as of Q2 2022 after selling out during the quarter.
  • B. Metzler seel. Sohn & Co sold 2,651 Upland Software shares in Q2 2022, an estimated $467K.
  • B. Metzler seel. Sohn & Co first reported a position in Upland Software in Q4 2020 and held it in 5 quarters.
  • B. Metzler seel. Sohn & Co's Upland Software position peaked at $1.16M in Q2 2021.
  • 127 funds tracked by Wall St. Rank held Upland Software as of Q2 2022.

Based on B. Metzler seel. Sohn & Co's 13F filing for Q2 2022, filed 12 Aug 2022.