ClearBridge Investments
UPLD icon

ClearBridge Investments’s Upland Software UPLD Stock Holding History

ClearBridge Investments’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
-1,135
Closed -$467K – 842
2021
Q2 		$467K Buy
+1,135
New +$499K ﹤0.01% 774

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CU
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WA
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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
BCA
Bernzott Capital Advisors Camarillo, California $209M AUM 9.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
NSCM
New South Capital Management Memphis, Tennessee $2.09B AUM 33.67% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

ClearBridge Investments's UPLD Position: Q3 2021 in Review

ClearBridge Investments sold out of Upland Software (UPLD) in Q3 2021, closing a stake of 1,135 shares — an estimated $467K sold.

ClearBridge Investments first reported a position in UPLD in Q2 2021 and held it in 1 quarter. The position peaked at $467K in Q2 2021. 153 funds tracked by Wall St. Rank hold UPLD as of Q3 2021.

  • ClearBridge Investments reported no remaining Upland Software position as of Q3 2021 after selling out during the quarter.
  • ClearBridge Investments sold 1,135 Upland Software shares in Q3 2021, an estimated $467K.
  • ClearBridge Investments first reported a position in Upland Software in Q2 2021 and held it in 1 quarter.
  • ClearBridge Investments's Upland Software position peaked at $467K in Q2 2021.
  • 153 funds tracked by Wall St. Rank held Upland Software as of Q3 2021.

Based on ClearBridge Investments's 13F filing for Q3 2021, filed 12 Nov 2021.