Connor, Clark & Lunn Investment Management (CC&L)’s Upland Software UPLD Stock Holding History

Connor, Clark & Lunn Investment Management (CC&L)’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	-1,390	Closed	-$465K	–	1213
2021 Q3	$465K	Buy	+1,390	New	+$521K	﹤0.01%	784
2020 Q1	–	Sell	-3,954	Closed	-$1.41M	–	1175
2019 Q4	$1.41M	Sell	3,954 -5,532	-58%	-$2.07M	0.01%	476
2019 Q3	$3.31M	Sell	9,486 -403	-4%	-$167K	0.02%	326
2019 Q2	$4.5M	Buy	9,889 +3,285	+50%	+$1.5M	0.03%	306
2019 Q1	$2.8M	Buy	6,604 +823	+14%	+$280K	0.02%	361
2018 Q4	$1.57M	Buy	5,781 +610	+12%	+$183K	0.01%	460
2018 Q3	$1.67M	Buy	5,171 +3,383	+189%	+$1.17M	0.01%	468
2018 Q2	$614K	Buy	+1,788	New	+$560K	﹤0.01%	727

Other funds holding UPLD

MAMU

Marathon Asset Management (UK) London, United Kingdom $2.61B AUM 27.14% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 $250M AUM 26.89% 1-Year Est. Return

PCP

P2 Capital Partners New York $210M AUM 1.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L)'s UPLD Position: Q4 2021 in Review

Connor, Clark & Lunn Investment Management (CC&L) sold out of Upland Software (UPLD) in Q4 2021, closing a stake of 1,390 shares — an estimated $465K sold.

Connor, Clark & Lunn Investment Management (CC&L) first reported a position in UPLD in Q2 2018 and held it in 8 quarters. The position peaked at $4.5M in Q2 2019. 155 funds tracked by Wall St. Rank hold UPLD as of Q4 2021.

Connor, Clark & Lunn Investment Management (CC&L) reported no remaining Upland Software position as of Q4 2021 after selling out during the quarter.
Connor, Clark & Lunn Investment Management (CC&L) sold 1,390 Upland Software shares in Q4 2021, an estimated $465K.
Connor, Clark & Lunn Investment Management (CC&L) first reported a position in Upland Software in Q2 2018 and held it in 8 quarters.
Connor, Clark & Lunn Investment Management (CC&L)'s Upland Software position peaked at $4.5M in Q2 2019.
155 funds tracked by Wall St. Rank held Upland Software as of Q4 2021.

Based on Connor, Clark & Lunn Investment Management (CC&L)'s 13F filing for Q4 2021, filed 10 Feb 2022.