CS
UPLD icon

Credit Suisse’s Upland Software UPLD Stock Holding History

Credit Suisse’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
2023
Q1 		– Sell
-3
Closed -$178 – 3721
2022
Q4 		$178 Sell
3
-1,713
-100% -$128K ﹤0.01% 3603
2022
Q3 		$141K Sell
1,716
-46
-3% -$5.09K ﹤0.01% 3349
2022
Q2 		$256K Sell
1,762
-104
-6% -$15.2K ﹤0.01% 3233
2022
Q1 		$328K Buy
1,866
+140
+8% +$25.7K ﹤0.01% 3184
2021
Q4 		$310K Sell
1,726
-201
-10% -$51.1K ﹤0.01% 4107
2021
Q3 		$645K Buy
1,927
+110
+6% +$41.2K ﹤0.01% 3646
2021
Q2 		$748K Sell
1,817
-381
-17% -$168K ﹤0.01% 3583
2021
Q1 		$1.04M Sell
2,198
-862
-28% -$416K ﹤0.01% 3299
2020
Q4 		$1.4M Buy
3,060
+926
+43% +$408K ﹤0.01% 3087
2020
Q3 		$805K Buy
2,134
+297
+16% +$107K ﹤0.01% 3092
2020
Q2 		$639K Buy
1,837
+126
+7% +$39.3K ﹤0.01% 3179
2020
Q1 		$459K Sell
1,711
-883
-34% -$319K ﹤0.01% 3168
2019
Q4 		$927K Buy
2,594
+519
+25% +$194K ﹤0.01% 3188
2019
Q3 		$723K Buy
2,075
+516
+33% +$214K ﹤0.01% 3223
2019
Q2 		$709K Buy
1,559
+74
+5% +$33.9K ﹤0.01% 3175
2019
Q1 		$628K Sell
1,485
-19
-1% -$6.46K ﹤0.01% 3213
2018
Q4 		$409K Buy
1,504
+83
+6% +$24.9K ﹤0.01% 3362
2018
Q3 		$459K Sell
1,421
-74
-5% -$25.6K ﹤0.01% 3350
2018
Q2 		$514K Buy
+1,495
New +$469K ﹤0.01% 3406

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
HCM
Hodges Capital Management Dallas, Texas $1.21B AUM 49% 1-Year Est. Return
2C
272 Capital Dallas, Texas $40M AUM 150.07% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
NSCM
New South Capital Management Memphis, Tennessee $2.09B AUM 33.67% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Credit Suisse's UPLD Position: Q1 2023 in Review

Credit Suisse sold out of Upland Software (UPLD) in Q1 2023, closing a stake of 3 shares — an estimated $178 sold.

Credit Suisse first reported a position in UPLD in Q2 2018 and held it in 19 quarters. The position peaked at $1.4M in Q4 2020. 120 funds tracked by Wall St. Rank hold UPLD as of Q1 2023.

  • Credit Suisse reported no remaining Upland Software position as of Q1 2023 after selling out during the quarter.
  • Credit Suisse sold 3 Upland Software shares in Q1 2023, an estimated $178.
  • Credit Suisse first reported a position in Upland Software in Q2 2018 and held it in 19 quarters.
  • Credit Suisse's Upland Software position peaked at $1.4M in Q4 2020.
  • 120 funds tracked by Wall St. Rank held Upland Software as of Q1 2023.

Based on Credit Suisse's 13F filing for Q1 2023, filed 10 May 2023.