California Public Employees Retirement System
UPLD icon

California Public Employees Retirement System’s Upland Software UPLD Stock Holding History

California Public Employees Retirement System’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
-5,300
Closed -$2.5M – 2861
2021
Q1 		$2.5M Hold
5,300
– – ﹤0.01% 1879
2020
Q4 		$2.43M Sell
5,300
-110
-2% -$48.4K ﹤0.01% 1874
2020
Q3 		$2.04M Buy
5,410
+790
+17% +$285K ﹤0.01% 1820
2020
Q2 		$1.61M Sell
4,620
-473
-9% -$147K ﹤0.01% 1919
2020
Q1 		$1.37M Sell
5,093
-3,600
-41% -$1.3M ﹤0.01% 1819
2019
Q4 		$3.1M Buy
8,693
+4,027
+86% +$1.5M ﹤0.01% 1773
2019
Q3 		$1.63M Buy
4,666
+3,920
+525% +$1.63M ﹤0.01% 2010
2019
Q2 		$340K Buy
+746
New +$342K ﹤0.01% 2689
2015
Q2 		– Sell
-4,972
Closed -$399K – 3763
2015
Q1 		$399K Hold
4,972
– – ﹤0.01% 3103
2014
Q4 		$399K Buy
+4,972
New +$522K ﹤0.01% 3103

Other funds holding UPLD

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BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
CU
CDAM (UK) London, United Kingdom $451M AUM 6.84% 1-Year Est. Return
Vanguard Group
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
Swedbank Stockholm, Sweden $95.1B AUM 30.55% 1-Year Est. Return
State Street
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
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return