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Dana Investment Advisors’s Upland Software UPLD Stock Holding History

Dana Investment Advisors’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
-3,366
Closed -$1.59M – 336
2021
Q1 		$1.59M Sell
3,366
-370
-10% -$179K 0.07% 172
2020
Q4 		$1.72M Buy
3,736
+8
+0.2% +$3.52K 0.09% 155
2020
Q3 		$1.41M Sell
3,728
-1,493
-29% -$538K 0.08% 153
2020
Q2 		$1.81M Buy
5,221
+1,121
+27% +$349K 0.1% 123
2020
Q1 		$1.1M Sell
4,100
-48
-1% -$17.4K 0.07% 168
2019
Q4 		$1.48M Sell
4,148
-18
-0.4% -$6.72K 0.07% 173
2019
Q3 		$1.45M Sell
4,166
-125
-3% -$51.9K 0.07% 169
2019
Q2 		$1.95M Sell
4,291
-1,793
-29% -$821K 0.1% 153
2019
Q1 		$2.58M Sell
6,084
-400
-6% -$136K 0.12% 115
2018
Q4 		$1.76M Sell
6,484
-378
-6% -$113K 0.09% 164
2018
Q3 		$2.22M Sell
6,862
-131
-2% -$45.3K 0.09% 171
2018
Q2 		$2.4M Buy
+6,993
New +$2.19M 0.11% 151

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

Dana Investment Advisors's UPLD Position: Q2 2021 in Review

Dana Investment Advisors sold out of Upland Software (UPLD) in Q2 2021, closing a stake of 3,366 shares — an estimated $1.59M sold.

Dana Investment Advisors first reported a position in UPLD in Q2 2018 and held it in 12 quarters. The position peaked at $2.58M in Q1 2019. 157 funds tracked by Wall St. Rank hold UPLD as of Q2 2021.

  • Dana Investment Advisors reported no remaining Upland Software position as of Q2 2021 after selling out during the quarter.
  • Dana Investment Advisors sold 3,366 Upland Software shares in Q2 2021, an estimated $1.59M.
  • Dana Investment Advisors first reported a position in Upland Software in Q2 2018 and held it in 12 quarters.
  • Dana Investment Advisors's Upland Software position peaked at $2.58M in Q1 2019.
  • 157 funds tracked by Wall St. Rank held Upland Software as of Q2 2021.

Based on Dana Investment Advisors's 13F filing for Q2 2021, filed 10 Aug 2021.