Bank of Montreal
UPLD icon

Bank of Montreal’s Upland Software UPLD Stock Holding History

Bank of Montreal’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
2024
Q2 		– Sell
-4,100
Closed -$127K – 4263
2024
Q1 		$127K Buy
+4,100
New +$149K ﹤0.01% 3222
2021
Q4 		– Sell
-3,797
Closed -$1.33M – 3892
2021
Q3 		$1.33M Buy
3,797
+441
+13% +$165K ﹤0.01% 2313
2021
Q2 		$1.41M Buy
3,356
+3,272
+3,895% +$1.44M ﹤0.01% 2275
2021
Q1 		$40K Sell
84
-1,273
-94% -$614K ﹤0.01% 3798
2020
Q4 		$624K Buy
1,357
+1,231
+977% +$542K ﹤0.01% 2580
2020
Q3 		$52K Sell
126
-62
-33% -$22.3K ﹤0.01% 3409
2020
Q2 		$67K Buy
+188
New +$58.6K ﹤0.01% 3278
2020
Q1 		– Sell
-290
Closed -$104K – 4732
2019
Q4 		$104K Buy
290
+89
+44% +$33.3K ﹤0.01% 3472
2019
Q3 		$70K Buy
201
+13
+7% +$5.4K ﹤0.01% 3474
2019
Q2 		$86K Buy
+188
New +$86.1K ﹤0.01% 3436
2019
Q1 		– Sell
-22
Closed -$7.48K – 4766
2018
Q4 		$6K Buy
22
+11
+100% +$3.3K ﹤0.01% 4052
2018
Q3 		$3K Hold
11
– – ﹤0.01% 4265
2018
Q2 		$4K Buy
+11
New +$3.45K ﹤0.01% 4193
2017
Q3 		– Sell
-18,550
Closed -$4.08M – 4331
2017
Q2 		$4.08M Buy
18,550
+970
+6% +$198K ﹤0.01% 1254
2017
Q1 		$2.79M Buy
17,580
+14,864
+547% +$1.8M ﹤0.01% 1351
2016
Q4 		$256K Buy
+2,716
New +$239K ﹤0.01% 2384

Other funds holding UPLD

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
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CM
CastleKnight Management New York $6B AUM 121.87% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
HCM
Hodges Capital Management Dallas, Texas $1.21B AUM 49% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
2C
272 Capital Dallas, Texas $40M AUM 150.07% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return

Bank of Montreal's UPLD Position: Q2 2024 in Review

Bank of Montreal sold out of Upland Software (UPLD) in Q2 2024, closing a stake of 4,100 shares — an estimated $127K sold.

Bank of Montreal first reported a position in UPLD in Q4 2016 and held it in 16 quarters. The position peaked at $4.08M in Q2 2017. 63 funds tracked by Wall St. Rank hold UPLD as of Q2 2024.

  • Bank of Montreal reported no remaining Upland Software position as of Q2 2024 after selling out during the quarter.
  • Bank of Montreal sold 4,100 Upland Software shares in Q2 2024, an estimated $127K.
  • Bank of Montreal first reported a position in Upland Software in Q4 2016 and held it in 16 quarters.
  • Bank of Montreal's Upland Software position peaked at $4.08M in Q2 2017.
  • 63 funds tracked by Wall St. Rank held Upland Software as of Q2 2024.

Based on Bank of Montreal's 13F filing for Q2 2024, filed 14 Aug 2024.