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Cooper Investors’s Upland Software UPLD Stock Holding History

Cooper Investors’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
2022
Q2 		– Sell
-58,502
Closed -$10.3M – 46
2022
Q1 		$10.3M Buy
58,502
+4,343
+8% +$797K 0.72% 26
2021
Q4 		$9.72M Buy
54,159
+3,055
+6% +$777K 0.61% 27
2021
Q3 		$17.1M Buy
51,104
+5,759
+13% +$2.16M 1.13% 31
2021
Q2 		$18.7M Buy
45,345
+16,806
+59% +$7.39M 1.22% 32
2021
Q1 		$13.5M Buy
28,539
+19,661
+221% +$9.49M 1% 31
2020
Q4 		$4.07M Hold
8,878
– – 0.33% 32
2020
Q3 		$3.35M Buy
8,878
+1,910
+27% +$688K 0.31% 31
2020
Q2 		$2.42M Sell
6,968
-421
-6% -$131K 0.25% 34
2020
Q1 		$1.98M Buy
7,389
+2,324
+46% +$840K 0.25% 33
2019
Q4 		$1.81M Buy
5,065
+4,963
+4,866% +$1.85M 0.19% 37
2019
Q3 		$35.7K Buy
+102
New +$42.4K ﹤0.01% 39

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 $250M AUM 26.89% 1-Year Est. Return
PCP
P2 Capital Partners New York $210M AUM 1.23% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HCM
Hodges Capital Management Dallas, Texas $1.21B AUM 49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Cooper Investors's UPLD Position: Q2 2022 in Review

Cooper Investors sold out of Upland Software (UPLD) in Q2 2022, closing a stake of 58,502 shares — an estimated $10.3M sold.

Cooper Investors first reported a position in UPLD in Q3 2019 and held it in 11 quarters. The position peaked at $18.7M in Q2 2021. 127 funds tracked by Wall St. Rank hold UPLD as of Q2 2022.

  • Cooper Investors reported no remaining Upland Software position as of Q2 2022 after selling out during the quarter.
  • Cooper Investors sold 58,502 Upland Software shares in Q2 2022, an estimated $10.3M.
  • Cooper Investors first reported a position in Upland Software in Q3 2019 and held it in 11 quarters.
  • Cooper Investors's Upland Software position peaked at $18.7M in Q2 2021.
  • 127 funds tracked by Wall St. Rank held Upland Software as of Q2 2022.

Based on Cooper Investors's 13F filing for Q2 2022, filed 10 Apr 2025.