Baird Financial Group
UPLD icon

Baird Financial Group’s Upland Software UPLD Stock Holding History

Baird Financial Group’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
-1,466
Closed -$258K – 1867
2022
Q1 		$258K Buy
1,466
+146
+11% +$26.8K ﹤0.01% 1680
2021
Q4 		$237K Sell
1,320
-29
-2% -$7.38K ﹤0.01% 1766
2021
Q3 		$451K Sell
1,349
-1,838
-58% -$689K ﹤0.01% 1510
2021
Q2 		$1.31M Buy
3,187
+973
+44% +$428K ﹤0.01% 1070
2021
Q1 		$1.04M Buy
2,214
+552
+33% +$266K ﹤0.01% 1113
2020
Q4 		$763K Buy
1,662
+256
+18% +$113K ﹤0.01% 1105
2020
Q3 		$530K Buy
1,406
+208
+17% +$75K ﹤0.01% 1134
2020
Q2 		$416K Buy
1,198
+121
+11% +$37.7K ﹤0.01% 1191
2020
Q1 		$289K Buy
1,077
+357
+50% +$129K ﹤0.01% 1219
2019
Q4 		$257K Buy
720
+110
+18% +$41.1K ﹤0.01% 1379
2019
Q3 		$213K Buy
610
+65
+12% +$27K ﹤0.01% 1427
2019
Q2 		$248K Buy
+545
New +$250K ﹤0.01% 1392

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

Baird Financial Group's UPLD Position: Q2 2022 in Review

Baird Financial Group sold out of Upland Software (UPLD) in Q2 2022, closing a stake of 1,466 shares — an estimated $258K sold.

Baird Financial Group first reported a position in UPLD in Q2 2019 and held it in 12 quarters. The position peaked at $1.31M in Q2 2021. 127 funds tracked by Wall St. Rank hold UPLD as of Q2 2022.

  • Baird Financial Group reported no remaining Upland Software position as of Q2 2022 after selling out during the quarter.
  • Baird Financial Group sold 1,466 Upland Software shares in Q2 2022, an estimated $258K.
  • Baird Financial Group first reported a position in Upland Software in Q2 2019 and held it in 12 quarters.
  • Baird Financial Group's Upland Software position peaked at $1.31M in Q2 2021.
  • 127 funds tracked by Wall St. Rank held Upland Software as of Q2 2022.

Based on Baird Financial Group's 13F filing for Q2 2022, filed 8 Aug 2022.