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David M. Knott’s Upland Software UPLD Stock Holding History

David M. Knott’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
Q3 		$10M Hold
30,000
– – 3.65% 7
2021
Q2 		$12.4M Hold
30,000
– – 4.39% 6
2021
Q1 		$14.2M Sell
30,000
-10,650
-26% -$5.14M 6.06% 2
2020
Q4 		$18.7M Hold
40,650
– – 8.44% 2
2020
Q3 		$15.3M Hold
40,650
– – 8.99% 2
2020
Q2 		$14.1M Sell
40,650
-650
-2% -$203K 7.71% 4
2020
Q1 		$11.1M Sell
41,300
-2,500
-6% -$904K 6.99% 4
2019
Q4 		$15.6M Hold
43,800
– – 6.34% 4
2019
Q3 		$15.3M Hold
43,800
– – 6.41% 3
2019
Q2 		$19.9M Hold
43,800
– – 8.41% 2
2019
Q1 		$18.6M Buy
43,800
+1,800
+4% +$612K 7.4% 2
2018
Q4 		$11.4M Buy
42,000
+7,000
+20% +$2.1M 5.36% 3
2018
Q3 		$11.3M Hold
35,000
– – 3.67% 4
2018
Q2 		$12M Hold
35,000
– – 4.51% 3
2018
Q1 		$10.1M Buy
35,000
+17,000
+94% +$4.19M 4.15% 3
2017
Q4 		$3.9M Buy
+18,000
New +$3.95M 1.55% 11

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
CU
CDAM (UK) London, United Kingdom $451M AUM 6.84% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 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
BCA
Bernzott Capital Advisors Camarillo, California $250M AUM 26.89% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
NSCM
New South Capital Management Memphis, Tennessee $2.09B AUM 33.67% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

David M. Knott's UPLD Position: Q3 2021 in Review

David M. Knott held its Upland Software (UPLD) position steady in Q3 2021 at 30,000 shares worth $10M. The position accounts for 3.65% of the portfolio, ranked #7.

David M. Knott first reported a position in UPLD in Q4 2017 and has held it in 16 quarters since. The position peaked at $19.9M in Q2 2019. 153 funds tracked by Wall St. Rank hold UPLD as of Q3 2021.

  • David M. Knott held 30,000 shares of Upland Software worth $10M as of Q3 2021.
  • David M. Knott left its Upland Software share count unchanged in Q3 2021.
  • Upland Software made up 3.65% of David M. Knott's portfolio in Q3 2021, its #7 holding.
  • David M. Knott first reported a position in Upland Software in Q4 2017 and has held it in 16 quarters since.
  • David M. Knott's Upland Software position peaked at $19.9M in Q2 2019.
  • 153 funds tracked by Wall St. Rank held Upland Software as of Q3 2021.

Based on David M. Knott's 13F filing for Q3 2021, filed 12 Nov 2021.