BCM
UPLD icon

Bluefin Capital Management’s Upland Software UPLD Stock Holding History

Bluefin Capital Management’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
Q4 		– Sell
-2,820
Closed -$229K – 660
2022
Q3 		$229K Sell
2,820
-5,047
-64% -$558K 0.02% 267
2022
Q2 		$1.13M Buy
7,867
+988
+14% +$144K 0.13% 119
2022
Q1 		$1.21M Buy
6,879
+2,828
+70% +$519K 0.11% 104
2021
Q4 		$727K Buy
+4,051
New +$1.03M 0.05% 266
2021
Q2 		– Sell
-2,922
Closed -$1.28M – 880
2021
Q1 		$1.38M Sell
2,922
-2,164
-43% -$1.04M 0.06% 154
2020
Q4 		$2.33M Buy
+5,086
New +$2.24M 0.14% 88
2020
Q2 		– Sell
-958
Closed -$257K – 478
2020
Q1 		$257K Buy
+958
New +$346K 0.03% 230
2019
Q1 		– Sell
-3,159
Closed -$858K – 503
2018
Q4 		$858K Buy
3,159
+535
+20% +$160K 0.09% 118
2018
Q3 		$848K Buy
+2,624
New +$908K 0.08% 179

Other funds holding UPLD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MAMU
Marathon Asset Management (UK) London, United Kingdom $2.61B AUM 27.14% 1-Year Est. Return
HCM
Hodges Capital Management Dallas, Texas $1.21B AUM 49% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
NSCM
New South Capital Management Memphis, Tennessee $2.09B AUM 33.67% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Bluefin Capital Management's UPLD Position: Q4 2022 in Review

Bluefin Capital Management sold out of Upland Software (UPLD) in Q4 2022, closing a stake of 2,820 shares — an estimated $229K sold.

Bluefin Capital Management first reported a position in UPLD in Q3 2018 and held it in 9 quarters. The position peaked at $2.33M in Q4 2020. 131 funds tracked by Wall St. Rank hold UPLD as of Q4 2022.

  • Bluefin Capital Management reported no remaining Upland Software position as of Q4 2022 after selling out during the quarter.
  • Bluefin Capital Management sold 2,820 Upland Software shares in Q4 2022, an estimated $229K.
  • Bluefin Capital Management first reported a position in Upland Software in Q3 2018 and held it in 9 quarters.
  • Bluefin Capital Management's Upland Software position peaked at $2.33M in Q4 2020.
  • 131 funds tracked by Wall St. Rank held Upland Software as of Q4 2022.

Based on Bluefin Capital Management's 13F filing for Q4 2022, filed 14 Feb 2023.