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
2019 Q4	–	Sell	-100	Closed	-$2K	–	2116
2019 Q3	$2K	Buy	+100	New	+$41.5K	﹤0.01%	1958

Other funds holding UPLD

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

CDAM (UK) London, United Kingdom $451M AUM 6.84% 1-Year Est. Return

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 Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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 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.