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Cliff Asness’s Upland Software UPLD Stock Holding History

Cliff Asness’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
-9,527
Closed -$294K – 2683
2024
Q1 		$294K Sell
9,527
-22,490
-70% -$815K ﹤0.01% 2135
2023
Q4 		$1.35M Sell
32,017
-44,329
-58% -$1.92M ﹤0.01% 1496
2023
Q3 		$3.53M Sell
76,346
-24,469
-24% -$893K 0.01% 1073
2023
Q2 		$3.63M Buy
100,815
+24,329
+32% +$838K 0.01% 1026
2023
Q1 		$3.29M Buy
76,486
+19,284
+34% +$1.34M 0.01% 1060
2022
Q4 		$4.08M Buy
57,202
+34,810
+155% +$2.59M 0.01% 982
2022
Q3 		$1.82M Buy
22,392
+17,237
+334% +$1.91M ﹤0.01% 1249
2022
Q2 		$748K Sell
5,155
-956
-16% -$140K ﹤0.01% 1533
2022
Q1 		$1.08M Buy
6,111
+258
+4% +$47.3K ﹤0.01% 1504
2021
Q4 		$1.05M Buy
+5,853
New +$1.49M ﹤0.01% 1535
2020
Q2 		– Sell
-984
Closed -$264K – 2166
2020
Q1 		$264K Sell
984
-151
-13% -$54.6K ﹤0.01% 1809
2019
Q4 		$405K Sell
1,135
-6
-0.5% -$2.24K ﹤0.01% 1820
2019
Q3 		$398K Buy
1,141
+2
+0.2% +$831 ﹤0.01% 1830
2019
Q2 		$519K Sell
1,139
-329
-22% -$151K ﹤0.01% 1719
2019
Q1 		$622K Sell
1,468
-166
-10% -$56.4K ﹤0.01% 1728
2018
Q4 		$444K Sell
1,634
-167
-9% -$50.1K ﹤0.01% 1820
2018
Q3 		$582K Sell
1,801
-236
-12% -$81.7K ﹤0.01% 1901
2018
Q2 		$700K Hold
2,037
– – ﹤0.01% 1864
2018
Q1 		$586K Sell
2,037
-4,362
-68% -$1.07M ﹤0.01% 1862
2017
Q4 		$1.39M Buy
6,399
+4,080
+176% +$896K ﹤0.01% 1538
2017
Q3 		$491K Buy
+2,319
New +$532K ﹤0.01% 1942

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 $2.28B AUM 47.19% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CM
CastleKnight Management New York $7.38B AUM 133.13% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
HCM
Hodges Capital Management Dallas, Texas $1.51B AUM 85.85% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
2C
272 Capital Dallas, Texas $40M AUM 150.07% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.41B AUM 39.41% 1-Year Est. Return

Cliff Asness's UPLD Position: Q2 2024 in Review

Cliff Asness sold out of Upland Software (UPLD) in Q2 2024, closing a stake of 9,527 shares — an estimated $294K sold.

Cliff Asness first reported a position in UPLD in Q3 2017 and held it in 21 quarters. The position peaked at $4.08M in Q4 2022. 63 funds tracked by Wall St. Rank hold UPLD as of Q2 2024.

  • Cliff Asness reported no remaining Upland Software position as of Q2 2024 after selling out during the quarter.
  • Cliff Asness sold 9,527 Upland Software shares in Q2 2024, an estimated $294K.
  • Cliff Asness first reported a position in Upland Software in Q3 2017 and held it in 21 quarters.
  • Cliff Asness's Upland Software position peaked at $4.08M in Q4 2022.
  • 63 funds tracked by Wall St. Rank held Upland Software as of Q2 2024.

Based on AQR Capital Management's 13F filing for Q2 2024, filed 14 Aug 2024.