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Bridgeworth’s Upland Software UPLD Stock Holding History

Bridgeworth’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
Q4 		$57.1K Hold
1,350
– – 0.01% 176
2023
Q3 		$62.4K Hold
1,350
– – 0.01% 166
2023
Q2 		$48.6K Buy
+1,350
New +$46.5K 0.01% 171

Other funds holding UPLD

HCM
Hodges Capital Management Dallas, Texas $1.21B AUM 49% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
2C
272 Capital Dallas, Texas $40M AUM 150.07% 1-Year Est. Return
NSCM
New South Capital Management Memphis, Tennessee $2.09B AUM 33.67% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BFM
Boothbay Fund Management New York $7.71B AUM 106.31% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Bridgeworth's UPLD Position: Q4 2023 in Review

Bridgeworth held its Upland Software (UPLD) position steady in Q4 2023 at 1,350 shares worth $57.1K. The position accounts for 0.01% of the portfolio, ranked #176.

Bridgeworth first reported a position in UPLD in Q2 2023 and has held it in 3 quarters since. The position peaked at $62.4K in Q3 2023. 94 funds tracked by Wall St. Rank hold UPLD as of Q4 2023.

  • Bridgeworth held 1,350 shares of Upland Software worth $57.1K as of Q4 2023.
  • Bridgeworth left its Upland Software share count unchanged in Q4 2023.
  • Upland Software made up 0.01% of Bridgeworth's portfolio in Q4 2023, its #176 holding.
  • Bridgeworth first reported a position in Upland Software in Q2 2023 and has held it in 3 quarters since.
  • Bridgeworth's Upland Software position peaked at $62.4K in Q3 2023.
  • 94 funds tracked by Wall St. Rank held Upland Software as of Q4 2023.

Based on Bridgeworth's 13F filing for Q4 2023, filed 26 Jan 2024.