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Brainard Capital Management’s Upland Software UPLD Stock Holding History

Brainard 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
2023
Q1 		$101K Hold
2,338
– – 0.08% 90
2022
Q4 		$167K Buy
+2,338
New +$174K 0.14% 94

Other funds holding UPLD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
HCM
Hodges Capital Management Dallas, Texas $1.51B AUM 85.85% 1-Year Est. Return
2C
272 Capital Dallas, Texas $40M AUM 150.07% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
NSCM
New South Capital Management Memphis, Tennessee $2.28B AUM 47.19% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Brainard Capital Management's UPLD Position: Q1 2023 in Review

Brainard Capital Management held its Upland Software (UPLD) position steady in Q1 2023 at 2,338 shares worth $101K. The position accounts for 0.08% of the portfolio, ranked #90.

Brainard Capital Management first reported a position in UPLD in Q4 2022 and has held it in 2 quarters since. The position peaked at $167K in Q4 2022. 120 funds tracked by Wall St. Rank hold UPLD as of Q1 2023.

  • Brainard Capital Management held 2,338 shares of Upland Software worth $101K as of Q1 2023.
  • Brainard Capital Management left its Upland Software share count unchanged in Q1 2023.
  • Upland Software made up 0.08% of Brainard Capital Management's portfolio in Q1 2023, its #90 holding.
  • Brainard Capital Management first reported a position in Upland Software in Q4 2022 and has held it in 2 quarters since.
  • Brainard Capital Management's Upland Software position peaked at $167K in Q4 2022.
  • 120 funds tracked by Wall St. Rank held Upland Software as of Q1 2023.

Based on Brainard Capital Management's 13F filing for Q1 2023, filed 9 May 2023.