Creative Planning
UPLD icon

Creative Planning’s Upland Software UPLD Stock Holding History

Creative Planning’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
Q2 		– Sell
-787
Closed -$371K – 2575
2021
Q1 		$371K Buy
787
+3
+0.4% +$1.45K ﹤0.01% 1644
2020
Q4 		$360K Sell
784
-110
-12% -$48.4K ﹤0.01% 1508
2020
Q3 		$337K Sell
894
-376
-30% -$136K ﹤0.01% 1346
2020
Q2 		$441K Buy
1,270
+120
+10% +$37.4K ﹤0.01% 1096
2020
Q1 		$308K Buy
1,150
+100
+10% +$36.2K ﹤0.01% 1171
2019
Q4 		$375K Sell
1,050
-300
-22% -$112K ﹤0.01% 1267
2019
Q3 		$471K Buy
1,350
+140
+12% +$58.1K ﹤0.01% 1099
2019
Q2 		$551K Buy
1,210
+110
+10% +$50.4K ﹤0.01% 1024
2019
Q1 		$466K Hold
1,100
– – ﹤0.01% 1070
2018
Q4 		$299K Hold
1,100
– – ﹤0.01% 1231
2018
Q3 		$355K Hold
1,100
– – ﹤0.01% 1292
2018
Q2 		$378K Buy
1,100
+200
+22% +$62.7K ﹤0.01% 1237
2018
Q1 		$259K Buy
+900
New +$222K ﹤0.01% 1437
2016
Q1 		– Sell
-2,596
Closed -$183K – 4540
2015
Q4 		$183K Buy
+2,596
New +$196K ﹤0.01% 1255

Other funds holding UPLD

RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
CU
CDAM (UK) London, United Kingdom $451M AUM 6.84% 1-Year Est. Return
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
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BCA
Bernzott Capital Advisors Camarillo, California $209M AUM 9.57% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Creative Planning's UPLD Position: Q2 2021 in Review

Creative Planning sold out of Upland Software (UPLD) in Q2 2021, closing a stake of 787 shares — an estimated $371K sold.

Creative Planning first reported a position in UPLD in Q4 2015 and held it in 14 quarters. The position peaked at $551K in Q2 2019. 157 funds tracked by Wall St. Rank hold UPLD as of Q2 2021.

  • Creative Planning reported no remaining Upland Software position as of Q2 2021 after selling out during the quarter.
  • Creative Planning sold 787 Upland Software shares in Q2 2021, an estimated $371K.
  • Creative Planning first reported a position in Upland Software in Q4 2015 and held it in 14 quarters.
  • Creative Planning's Upland Software position peaked at $551K in Q2 2019.
  • 157 funds tracked by Wall St. Rank held Upland Software as of Q2 2021.

Based on Creative Planning's 13F filing for Q2 2021, filed 4 Aug 2021.