Brown Advisory’s Upland Software UPLD Stock Holding History

Brown Advisory’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
2021 Q2	–	Sell	-12,089	Closed	-$5.71M	–	1132
2021 Q1	$5.71M	Buy	+12,089	New	+$5.83M	0.01%	441

Other funds holding UPLD

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

CDAM (UK) London, United Kingdom $451M AUM 6.84% 1-Year Est. Return

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

PCP

P2 Capital Partners New York $210M AUM 1.23% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BCA

Bernzott Capital Advisors Camarillo, California $209M AUM 9.57% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Brown Advisory's UPLD Position: Q2 2021 in Review

Brown Advisory sold out of Upland Software (UPLD) in Q2 2021, closing a stake of 12,089 shares — an estimated $5.71M sold.

Brown Advisory first reported a position in UPLD in Q1 2021 and held it in 1 quarter. The position peaked at $5.71M in Q1 2021. 157 funds tracked by Wall St. Rank hold UPLD as of Q2 2021.

Brown Advisory reported no remaining Upland Software position as of Q2 2021 after selling out during the quarter.
Brown Advisory sold 12,089 Upland Software shares in Q2 2021, an estimated $5.71M.
Brown Advisory first reported a position in Upland Software in Q1 2021 and held it in 1 quarter.
Brown Advisory's Upland Software position peaked at $5.71M in Q1 2021.
157 funds tracked by Wall St. Rank held Upland Software as of Q2 2021.

Based on Brown Advisory's 13F filing for Q2 2021, filed 29 Jul 2021.