California State Teachers Retirement System (CalSTRS)
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California State Teachers Retirement System (CalSTRS)’s Upland Software UPLD Stock Holding History

California State Teachers Retirement System (CalSTRS)’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
Q2 		– Sell
-1,099
Closed -$47.3K – 3207
2023
Q1 		$47.3K Sell
1,099
-81
-7% -$5.61K ﹤0.01% 2858
2022
Q4 		$84.1K Sell
1,180
-2,396
-67% -$179K ﹤0.01% 2813
2022
Q3 		$291K Sell
3,576
-2
-0.1% -$221 ﹤0.01% 2542
2022
Q2 		$520K Buy
3,578
+134
+4% +$19.6K ﹤0.01% 2376
2022
Q1 		$606K Sell
3,444
-316
-8% -$58K ﹤0.01% 2313
2021
Q4 		$675K Buy
3,760
+122
+3% +$31K ﹤0.01% 2390
2021
Q3 		$1.22M Sell
3,638
-307
-8% -$115K ﹤0.01% 2019
2021
Q2 		$1.62M Sell
3,945
-62
-2% -$27.3K ﹤0.01% 1901
2021
Q1 		$1.89M Sell
4,007
-12
-0.3% -$5.79K ﹤0.01% 1767
2020
Q4 		$1.84M Buy
4,019
+78
+2% +$34.3K ﹤0.01% 1700
2020
Q3 		$1.49M Buy
3,941
+483
+14% +$174K ﹤0.01% 1666
2020
Q2 		$1.2M Hold
3,458
– – ﹤0.01% 1761
2020
Q1 		$927K Sell
3,458
-39
-1% -$14.1K ﹤0.01% 1719
2019
Q4 		$1.25M Sell
3,497
-71
-2% -$26.5K ﹤0.01% 1833
2019
Q3 		$1.24M Buy
3,568
+108
+3% +$44.9K ﹤0.01% 1799
2019
Q2 		$1.57M Buy
3,460
+1,052
+44% +$482K ﹤0.01% 1701
2019
Q1 		$1.02M Sell
2,408
-56
-2% -$19K ﹤0.01% 1931
2018
Q4 		$670K Buy
2,464
+57
+2% +$17.1K ﹤0.01% 2117
2018
Q3 		$778K Hold
2,407
– – ﹤0.01% 2194
2018
Q2 		$827K Buy
2,407
+1,151
+92% +$361K ﹤0.01% 2174
2018
Q1 		$362K Sell
1,256
-34
-3% -$8.38K ﹤0.01% 2533
2017
Q4 		$279K Sell
1,290
-30
-2% -$6.59K ﹤0.01% 2702
2017
Q3 		$279K Buy
1,320
+30
+2% +$6.88K ﹤0.01% 2744
2017
Q2 		$284K Buy
+1,290
New +$263K ﹤0.01% 2779

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
NSCM
New South Capital Management Memphis, Tennessee $2.09B AUM 33.67% 1-Year Est. Return
2C
272 Capital Dallas, Texas $40M AUM 150.07% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

California State Teachers Retirement System (CalSTRS)'s UPLD Position: Q2 2023 in Review

California State Teachers Retirement System (CalSTRS) sold out of Upland Software (UPLD) in Q2 2023, closing a stake of 1,099 shares — an estimated $47.3K sold.

California State Teachers Retirement System (CalSTRS) first reported a position in UPLD in Q2 2017 and held it in 24 quarters. The position peaked at $1.89M in Q1 2021. 89 funds tracked by Wall St. Rank hold UPLD as of Q2 2023.

  • California State Teachers Retirement System (CalSTRS) reported no remaining Upland Software position as of Q2 2023 after selling out during the quarter.
  • California State Teachers Retirement System (CalSTRS) sold 1,099 Upland Software shares in Q2 2023, an estimated $47.3K.
  • California State Teachers Retirement System (CalSTRS) first reported a position in Upland Software in Q2 2017 and held it in 24 quarters.
  • California State Teachers Retirement System (CalSTRS)'s Upland Software position peaked at $1.89M in Q1 2021.
  • 89 funds tracked by Wall St. Rank held Upland Software as of Q2 2023.

Based on California State Teachers Retirement System (CalSTRS)'s 13F filing for Q2 2023, filed 21 Aug 2023.