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Catalyst Funds Management’s Upland Software UPLD Stock Holding History

Catalyst Funds 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
2024
Q2 		– Sell
-720
Closed -$22.2K – 1623
2024
Q1 		$22.2K Buy
+720
New +$26.1K 0.01% 738

Other funds holding UPLD

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
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CM
CastleKnight Management New York $6B AUM 121.87% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
HCM
Hodges Capital Management Dallas, Texas $1.21B AUM 49% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
2C
272 Capital Dallas, Texas $40M AUM 150.07% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return

Catalyst Funds Management's UPLD Position: Q2 2024 in Review

Catalyst Funds Management sold out of Upland Software (UPLD) in Q2 2024, closing a stake of 720 shares — an estimated $22.2K sold.

Catalyst Funds Management first reported a position in UPLD in Q1 2024 and held it in 1 quarter. The position peaked at $22.2K in Q1 2024. 63 funds tracked by Wall St. Rank hold UPLD as of Q2 2024.

  • Catalyst Funds Management reported no remaining Upland Software position as of Q2 2024 after selling out during the quarter.
  • Catalyst Funds Management sold 720 Upland Software shares in Q2 2024, an estimated $22.2K.
  • Catalyst Funds Management first reported a position in Upland Software in Q1 2024 and held it in 1 quarter.
  • Catalyst Funds Management's Upland Software position peaked at $22.2K in Q1 2024.
  • 63 funds tracked by Wall St. Rank held Upland Software as of Q2 2024.

Based on Catalyst Funds Management's 13F filing for Q2 2024, filed 18 Dec 2024.