CCM
UPLD icon

Channing Capital Management’s Upland Software UPLD Stock Holding History

Channing Capital 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
2021
Q3 		– Sell
-51,026
Closed -$21M – 120
2021
Q2 		$21M Sell
51,026
-33,098
-39% -$14.6M 0.69% 42
2021
Q1 		$39.7M Buy
84,124
+2,087
+3% +$1.01M 1.36% 36
2020
Q4 		$37.6M Buy
+82,037
New +$36.1M 1.53% 32

Other funds holding UPLD

RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CU
CDAM (UK) London, United Kingdom $387M AUM 4.05% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 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 $246M AUM 17.67% 1-Year Est. Return
BCA
Bernzott Capital Advisors Camarillo, California $250M AUM 26.89% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
NSCM
New South Capital Management Memphis, Tennessee $2.28B AUM 47.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Channing Capital Management's UPLD Position: Q3 2021 in Review

Channing Capital Management sold out of Upland Software (UPLD) in Q3 2021, closing a stake of 51,026 shares — an estimated $21M sold.

Channing Capital Management first reported a position in UPLD in Q4 2020 and held it in 3 quarters. The position peaked at $39.7M in Q1 2021. 153 funds tracked by Wall St. Rank hold UPLD as of Q3 2021.

  • Channing Capital Management reported no remaining Upland Software position as of Q3 2021 after selling out during the quarter.
  • Channing Capital Management sold 51,026 Upland Software shares in Q3 2021, an estimated $21M.
  • Channing Capital Management first reported a position in Upland Software in Q4 2020 and held it in 3 quarters.
  • Channing Capital Management's Upland Software position peaked at $39.7M in Q1 2021.
  • 153 funds tracked by Wall St. Rank held Upland Software as of Q3 2021.

Based on Channing Capital Management's 13F filing for Q3 2021, filed 12 Nov 2021.