Cadence Capital Management’s Upland Software UPLD Stock Holding History

Cadence 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
2020 Q3	$380K	Buy	+1,009	New	+$364K	0.09%	192
2019 Q4	–	Sell	-7,865	Closed	-$2.74M	–	459
2019 Q3	$2.74M	Buy	7,865 +1,974	+34%	+$820K	0.39%	73
2019 Q2	$2.68M	Sell	5,891 -197	-3%	-$90.2K	0.27%	102
2019 Q1	$2.58M	Sell	6,088 -6,412	-51%	-$2.18M	0.23%	121
2018 Q4	$3.4M	Buy	12,500 +969	+8%	+$291K	0.34%	70
2018 Q3	$3.73M	Buy	11,531 +1,926	+20%	+$667K	0.2%	117
2018 Q2	$3.3M	Buy	9,605 +2,264	+31%	+$710K	0.2%	122
2018 Q1	$2.11M	Buy	+7,341	New	+$1.81M	0.14%	178

Other funds holding UPLD

BlackRock New York $5.72T AUM 30.48% 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

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

GEH

General Equity Holdings Brooklyn, New York $135M AUM 32.96% 1-Year Est. Return

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

PCP

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

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

ACM

Ashford Capital Management Wilmington, Delaware $809M AUM 35.1% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Cadence Capital Management's UPLD Position: Q3 2020 in Review

Cadence Capital Management opened a new position in Upland Software (UPLD) in Q3 2020: 1,009 shares worth $380K. The stake represents 0.09% of the portfolio and ranks #192 among its holdings. This is a return to the name: Cadence Capital Management previously reported a position in UPLD as recently as Q3 2019.

Cadence Capital Management first reported a position in UPLD in Q1 2018 and has held it in 8 quarters since. The position peaked at $3.73M in Q3 2018. 163 funds tracked by Wall St. Rank hold UPLD as of Q3 2020.

Cadence Capital Management held 1,009 shares of Upland Software worth $380K as of Q3 2020.
Upland Software was a new Cadence Capital Management position in Q3 2020.
Upland Software made up 0.09% of Cadence Capital Management's portfolio in Q3 2020, its #192 holding.
Cadence Capital Management first reported a position in Upland Software in Q1 2018 and has held it in 8 quarters since.
Cadence Capital Management's Upland Software position peaked at $3.73M in Q3 2018.
163 funds tracked by Wall St. Rank held Upland Software as of Q3 2020.

Based on Cadence Capital Management's 13F filing for Q3 2020, filed 16 Oct 2020.