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	-2,700	Closed	-$60K	–	661
2022 Q3	$60K	Sell	2,700 -50,310	-95%	-$5.57M	0.01%	372
2022 Q2	$1.01M	Hold	53,010	–	–	0.11%	129
2022 Q1	$742K	Buy	53,010 +2,010	+4%	+$369K	0.07%	161
2021 Q4	$833K	Buy	+51,000	New	+$13M	0.06%	249
2021 Q2	–	Sell	-16,000	Closed	-$2K	–	881
2021 Q1	$2K	Hold	16,000	–	–	﹤0.01%	750
2020 Q4	$176K	Buy	+16,000	New	+$7.05M	0.01%	451
2020 Q2	–	Sell	-6,000	Closed	-$517K	–	479
2020 Q1	$517K	Buy	+6,000	New	+$2.17M	0.07%	174
2019 Q1	–	Sell	-4,000	Closed	-$20K	–	504
2018 Q4	$20K	Sell	4,000 -1,000	-20%	-$300K	﹤0.01%	361
2018 Q3	$20K	Buy	+5,000	New	+$1.73M	﹤0.01%	449

Other funds holding UPLD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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.