Calamos Advisors’s Upland Software UPLD Stock Holding History

Calamos Advisors’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
2019 Q1	–	Sell	-962	Closed	-$261K	–	717
2018 Q4	$261K	Hold	962	–	–	﹤0.01%	635
2018 Q3	$311K	Buy	+962	New	+$333K	﹤0.01%	634

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

PCM

Portolan Capital Management Boston, Massachusetts $1.88B AUM 115.74% 1-Year Est. Return

Pembroke Management Montreal, Quebec, Canada $691M AUM 27.96% 1-Year Est. Return

DMK

David M. Knott $275M AUM 59.23% 1-Year Est. Return

GIPM

G2 Investment Partners Management New York $406M AUM 164.47% 1-Year Est. Return

AAP

Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Calamos Advisors's UPLD Position: Q1 2019 in Review

Calamos Advisors sold out of Upland Software (UPLD) in Q1 2019, closing a stake of 962 shares — an estimated $261K sold.

Calamos Advisors first reported a position in UPLD in Q3 2018 and held it in 2 quarters. The position peaked at $311K in Q3 2018. 165 funds tracked by Wall St. Rank hold UPLD as of Q1 2019.

Calamos Advisors reported no remaining Upland Software position as of Q1 2019 after selling out during the quarter.
Calamos Advisors sold 962 Upland Software shares in Q1 2019, an estimated $261K.
Calamos Advisors first reported a position in Upland Software in Q3 2018 and held it in 2 quarters.
Calamos Advisors's Upland Software position peaked at $311K in Q3 2018.
165 funds tracked by Wall St. Rank held Upland Software as of Q1 2019.

Based on Calamos Advisors's 13F filing for Q1 2019, filed 12 Apr 2019.