CU
UPLD icon

CDAM (UK)’s Upland Software UPLD Stock Holding History

CDAM (UK)’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
Q4 		– Sell
-164,889
Closed -$55.1M – 13
2021
Q3 		$55.1M Buy
164,889
+3,013
+2% +$1.13M 6.79% 11
2021
Q2 		$66.6M Buy
161,876
+305
+0.2% +$134K 8.6% 6
2021
Q1 		$76.2M Buy
161,571
+5,655
+4% +$2.73M 10.09% 1
2020
Q4 		$71.5M Buy
155,916
+9,078
+6% +$4M 10.92% 1
2020
Q3 		$55.4M Sell
146,838
-77
-0.1% -$27.8K 9.26% 2
2020
Q2 		$51.1M Sell
146,915
-97
-0.1% -$30.2K 9.2% 3
2020
Q1 		$39.4M Buy
147,012
+20,830
+17% +$7.53M 8.76% 5
2019
Q4 		$45.1M Buy
126,182
+10,731
+9% +$4.01M 7.65% 6
2019
Q3 		$40.2M Buy
115,451
+23,948
+26% +$9.95M 7.17% 6
2019
Q2 		$41.7M Sell
91,503
-4,255
-4% -$1.95M 8.11% 5
2019
Q1 		$40.6M Buy
95,758
+3,807
+4% +$1.29M 7.7% 7
2018
Q4 		$25M Buy
91,951
+7,041
+8% +$2.11M 5.47% 7
2018
Q3 		$27.4M Buy
+84,910
New +$29.4M 5.19% 11

Other funds holding UPLD

MAMU
Marathon Asset Management (UK) London, United Kingdom $2.61B AUM 27.14% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
BCA
Bernzott Capital Advisors Camarillo, California $209M AUM 9.57% 1-Year Est. Return
PCP
P2 Capital Partners New York $210M AUM 1.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

CDAM (UK)'s UPLD Position: Q4 2021 in Review

CDAM (UK) sold out of Upland Software (UPLD) in Q4 2021, closing a stake of 164,889 shares — an estimated $55.1M sold.

CDAM (UK) first reported a position in UPLD in Q3 2018 and held it in 13 quarters. The position peaked at $76.2M in Q1 2021. 155 funds tracked by Wall St. Rank hold UPLD as of Q4 2021.

  • CDAM (UK) reported no remaining Upland Software position as of Q4 2021 after selling out during the quarter.
  • CDAM (UK) sold 164,889 Upland Software shares in Q4 2021, an estimated $55.1M.
  • CDAM (UK) first reported a position in Upland Software in Q3 2018 and held it in 13 quarters.
  • CDAM (UK)'s Upland Software position peaked at $76.2M in Q1 2021.
  • 155 funds tracked by Wall St. Rank held Upland Software as of Q4 2021.

Based on CDAM (UK)'s 13F filing for Q4 2021, filed 14 Feb 2022.