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Counterpoint Mutual Funds’s Upland Software UPLD Stock Holding History

Counterpoint Mutual Funds’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
Q4 		– Sell
-1,285
Closed -$104K – 424
2022
Q3 		$104K Buy
+1,285
New +$142K 0.25% 184
2022
Q1 		– Sell
-130
Closed -$23K – 304
2021
Q4 		$23K Buy
+130
New +$33.1K 0.02% 148

Other funds holding UPLD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MAMU
Marathon Asset Management (UK) London, United Kingdom $2.61B AUM 27.14% 1-Year Est. Return
HCM
Hodges Capital Management Dallas, Texas $1.21B AUM 49% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
NSCM
New South Capital Management Memphis, Tennessee $2.09B AUM 33.67% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Counterpoint Mutual Funds's UPLD Position: Q4 2022 in Review

Counterpoint Mutual Funds sold out of Upland Software (UPLD) in Q4 2022, closing a stake of 1,285 shares — an estimated $104K sold.

Counterpoint Mutual Funds first reported a position in UPLD in Q4 2021 and held it in 2 quarters. The position peaked at $104K in Q3 2022. 131 funds tracked by Wall St. Rank hold UPLD as of Q4 2022.

  • Counterpoint Mutual Funds reported no remaining Upland Software position as of Q4 2022 after selling out during the quarter.
  • Counterpoint Mutual Funds sold 1,285 Upland Software shares in Q4 2022, an estimated $104K.
  • Counterpoint Mutual Funds first reported a position in Upland Software in Q4 2021 and held it in 2 quarters.
  • Counterpoint Mutual Funds's Upland Software position peaked at $104K in Q3 2022.
  • 131 funds tracked by Wall St. Rank held Upland Software as of Q4 2022.

Based on Counterpoint Mutual Funds's 13F filing for Q4 2022, filed 19 Jan 2023.