Bank of Montreal
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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
2020
Q3 		– Sell
-10,000
Closed -$3.57M – 4944
2020
Q2 		$3.57M Buy
+10,000
New +$3.12M ﹤0.01% 1337
2019
Q2 		– Sell
-2,000
Closed -$847K – 5073
2019
Q1 		$847K Buy
+2,000
New +$680K ﹤0.01% 2079

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 $2.28B AUM 47.19% 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 $1.51B AUM 85.85% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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.