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Cutler Group’s Upland Software UPLD Stock Holding History

Cutler Group’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
Q1 		– Sell
-1,230
Closed -$22K – 6088
2021
Q4 		$22K Hold
1,230
– – ﹤0.01% 3056
2021
Q3 		$1K Hold
1,230
– – ﹤0.01% 5460
2021
Q2 		$1K Hold
1,230
– – ﹤0.01% 5448
2021
Q1 		$3K Sell
1,230
-1,570
-56% -$758K ﹤0.01% 4770
2020
Q4 		$10K Sell
2,800
-20
-0.7% -$8.81K ﹤0.01% 3225
2020
Q3 		$31K Buy
+2,820
New +$1.02M ﹤0.01% 2138
2020
Q2 		– Sell
-250
Closed -$4K – 4915
2020
Q1 		$4K Sell
250
-900
-78% -$325K ﹤0.01% 3237
2019
Q4 		$8K Buy
1,150
+150
+15% +$56K ﹤0.01% 2785
2019
Q3 		$37K Buy
+1,000
New +$415K ﹤0.01% 1758

Other funds holding UPLD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
2C
272 Capital Dallas, Texas $40M AUM 150.07% 1-Year Est. Return
NSCM
New South Capital Management Memphis, Tennessee $2.09B AUM 33.67% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
HCM
Hodges Capital Management Dallas, Texas $1.21B AUM 49% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BFM
Boothbay Fund Management New York $7.71B AUM 106.31% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Cutler Group's UPLD Position: Q1 2024 in Review

Cutler Group sold out of Upland Software (UPLD) in Q1 2024, closing a stake of 10 shares.

Cutler Group first reported a position in UPLD in Q3 2019 and held it in 10 quarters. The position peaked at $232K in Q2 2020. 79 funds tracked by Wall St. Rank hold UPLD as of Q1 2024.

  • Cutler Group reported no remaining Upland Software position as of Q1 2024 after selling out during the quarter.
  • Cutler Group sold 10 Upland Software shares in Q1 2024.
  • Cutler Group first reported a position in Upland Software in Q3 2019 and held it in 10 quarters.
  • Cutler Group's Upland Software position peaked at $232K in Q2 2020.
  • 79 funds tracked by Wall St. Rank held Upland Software as of Q1 2024.

Based on Cutler Group's 13F filing for Q1 2024, filed 19 Apr 2024.