Bessemer Group
UPLD icon

Bessemer Group’s Upland Software UPLD Stock Holding History

Bessemer 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
2020
Q3 		– Sell
-1,646
Closed -$572K – 1670
2020
Q2 		$572K Hold
1,646
– – ﹤0.01% 932
2020
Q1 		$441K Buy
+1,646
New +$595K ﹤0.01% 812
2019
Q2 		– Sell
-345
Closed -$146K – 1821
2019
Q1 		$146K Buy
+345
New +$117K ﹤0.01% 1058
2018
Q3 		– Sell
-950
Closed -$327K – 1893
2018
Q2 		$327K Sell
950
-610
-39% -$191K ﹤0.01% 884
2018
Q1 		$449K Hold
1,560
– – ﹤0.01% 814
2017
Q4 		$338K Buy
1,560
+600
+63% +$132K ﹤0.01% 899
2017
Q3 		$203K Buy
+960
New +$220K ﹤0.01% 1058

Other funds holding UPLD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CU
CDAM (UK) London, United Kingdom $451M AUM 6.84% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
GEH
General Equity Holdings Brooklyn, New York $135M AUM 32.96% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
PCP
P2 Capital Partners New York $210M AUM 1.23% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
ACM
Ashford Capital Management Wilmington, Delaware $809M AUM 35.1% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Bessemer Group's UPLD Position: Q3 2020 in Review

Bessemer Group sold out of Upland Software (UPLD) in Q3 2020, closing a stake of 1,646 shares — an estimated $572K sold.

Bessemer Group first reported a position in UPLD in Q3 2017 and held it in 7 quarters. The position peaked at $572K in Q2 2020. 163 funds tracked by Wall St. Rank hold UPLD as of Q3 2020.

  • Bessemer Group reported no remaining Upland Software position as of Q3 2020 after selling out during the quarter.
  • Bessemer Group sold 1,646 Upland Software shares in Q3 2020, an estimated $572K.
  • Bessemer Group first reported a position in Upland Software in Q3 2017 and held it in 7 quarters.
  • Bessemer Group's Upland Software position peaked at $572K in Q2 2020.
  • 163 funds tracked by Wall St. Rank held Upland Software as of Q3 2020.

Based on Bessemer Group's 13F filing for Q3 2020, filed 12 Nov 2020.