Bank of New York Mellon’s Upland Software UPLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-4,675
| Closed | -$116K | – | 4171 |
|
|
2024
Q3 | $116K | Sell |
4,675
-1,399
| -23% | -$32.3K | ﹤0.01% | 3995 |
|
|
2024
Q2 | $151K | Sell |
6,074
-257
| -4% | -$6.76K | ﹤0.01% | 3986 |
|
|
2024
Q1 | $196K | Sell |
6,331
-535
| -8% | -$19.4K | ﹤0.01% | 3940 |
|
|
2023
Q4 | $290K | Sell |
6,866
-1,009
| -13% | -$43.6K | ﹤0.01% | 3810 |
|
|
2023
Q3 | $364K | Buy |
7,875
+278
| +4% | +$10.1K | ﹤0.01% | 3715 |
|
|
2023
Q2 | $273K | Sell |
7,597
-9,164
| -55% | -$316K | ﹤0.01% | 3876 |
|
|
2023
Q1 | $721K | Sell |
16,761
-997
| -6% | -$69.1K | ﹤0.01% | 3290 |
|
|
2022
Q4 | $1.27M | Buy |
17,758
+4,060
| +30% | +$303K | ﹤0.01% | 3081 |
|
|
2022
Q3 | $1.11M | Buy |
13,698
+1,069
| +8% | +$118K | ﹤0.01% | 3151 |
|
|
2022
Q2 | $1.83M | Sell |
12,629
-38
| -0.3% | -$5.55K | ﹤0.01% | 2884 |
|
|
2022
Q1 | $2.23M | Buy |
12,667
+443
| +4% | +$81.3K | ﹤0.01% | 2866 |
|
|
2021
Q4 | $2.19M | Buy |
12,224
+3,040
| +33% | +$773K | ﹤0.01% | 2936 |
|
|
2021
Q3 | $3.07M | Sell |
9,184
-2,797
| -23% | -$1.05M | ﹤0.01% | 2757 |
|
|
2021
Q2 | $4.93M | Sell |
11,981
-3,595
| -23% | -$1.58M | ﹤0.01% | 2490 |
|
|
2021
Q1 | $7.35M | Sell |
15,576
-74
| -0.5% | -$35.7K | ﹤0.01% | 2260 |
|
|
2020
Q4 | $7.18M | Buy |
15,650
+5,921
| +61% | +$2.61M | ﹤0.01% | 2176 |
|
|
2020
Q3 | $3.67M | Sell |
9,729
-234
| -2% | -$84.3K | ﹤0.01% | 2379 |
|
|
2020
Q2 | $3.46M | Buy |
9,963
+825
| +9% | +$257K | ﹤0.01% | 2393 |
|
|
2020
Q1 | $2.45M | Sell |
9,138
-1,364
| -13% | -$493K | ﹤0.01% | 2456 |
|
|
2019
Q4 | $3.75M | Buy |
10,502
+280
| +3% | +$105K | ﹤0.01% | 2482 |
|
|
2019
Q3 | $3.56M | Sell |
10,222
-2,701
| -21% | -$1.12M | ﹤0.01% | 2448 |
|
|
2019
Q2 | $5.88M | Buy |
12,923
+3,083
| +31% | +$1.41M | ﹤0.01% | 2249 |
|
|
2019
Q1 | $4.17M | Buy |
9,840
+484
| +5% | +$165K | ﹤0.01% | 2423 |
|
|
2018
Q4 | $2.54M | Sell |
9,356
-61
| -0.6% | -$18.3K | ﹤0.01% | 2616 |
|
|
2018
Q3 | $3.04M | Buy |
9,417
+428
| +5% | +$148K | ﹤0.01% | 2630 |
|
|
2018
Q2 | $3.09M | Buy |
8,989
+6,403
| +248% | +$2.01M | ﹤0.01% | 2624 |
|
|
2018
Q1 | $744K | Buy |
2,586
+86
| +3% | +$21.2K | ﹤0.01% | 3370 |
|
|
2017
Q4 | $542K | Sell |
2,500
-398
| -14% | -$87.4K | ﹤0.01% | 3587 |
|
|
2017
Q3 | $613K | Buy |
2,898
+676
| +30% | +$155K | ﹤0.01% | 3482 |
|
|
2017
Q2 | $489K | Buy |
+2,222
| New | +$454K | ﹤0.01% | 3611 |
|
|
2015
Q1 | – | Sell |
-6,162
| Closed | -$589K | – | 4282 |
|
|
2014
Q4 | $589K | Buy |
+6,162
| New | +$647K | ﹤0.01% | 3551 |
|
Other funds holding UPLD
NSCM
CM
RHJA
RC
Bank of New York Mellon's UPLD Position: Q4 2024 in Review
Bank of New York Mellon sold out of Upland Software (UPLD) in Q4 2024, closing a stake of 4,675 shares — an estimated $116K sold.
Bank of New York Mellon first reported a position in UPLD in Q4 2014 and held it in 31 quarters. The position peaked at $7.35M in Q1 2021. 74 funds tracked by Wall St. Rank hold UPLD as of Q4 2024.
- Bank of New York Mellon reported no remaining Upland Software position as of Q4 2024 after selling out during the quarter.
- Bank of New York Mellon sold 4,675 Upland Software shares in Q4 2024, an estimated $116K.
- Bank of New York Mellon first reported a position in Upland Software in Q4 2014 and held it in 31 quarters.
- Bank of New York Mellon's Upland Software position peaked at $7.35M in Q1 2021.
- 74 funds tracked by Wall St. Rank held Upland Software as of Q4 2024.
Based on Bank of New York Mellon's 13F filing for Q4 2024, filed 4 Feb 2025.