DU
UPLD icon

Delphia (USA)’s Upland Software UPLD Stock Holding History

Delphia (USA)’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
Q3 		– Sell
-1,107
Closed -$39.9K – 188
2023
Q2 		$39.9K Sell
1,107
-472
-30% -$16.3K 0.06% 211
2023
Q1 		$67.9K Buy
1,579
+264
+20% +$18.3K 0.08% 241
2022
Q4 		$93.7K Buy
+1,315
New +$98K 0.11% 252

Other funds holding UPLD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HCM
Hodges Capital Management Dallas, Texas $1.51B AUM 85.85% 1-Year Est. Return
NSCM
New South Capital Management Memphis, Tennessee $2.09B AUM 33.67% 1-Year Est. Return
2C
272 Capital Dallas, Texas $40M AUM 150.07% 1-Year Est. Return
FDS
First Dallas Securities Dallas, Texas $303M AUM 47.81% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 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
CM
CastleKnight Management New York $6B AUM 121.87% 1-Year Est. Return

Delphia (USA)'s UPLD Position: Q3 2023 in Review

Delphia (USA) sold out of Upland Software (UPLD) in Q3 2023, closing a stake of 1,107 shares — an estimated $39.9K sold.

Delphia (USA) first reported a position in UPLD in Q4 2022 and held it in 3 quarters. The position peaked at $93.7K in Q4 2022. 78 funds tracked by Wall St. Rank hold UPLD as of Q3 2023.

  • Delphia (USA) reported no remaining Upland Software position as of Q3 2023 after selling out during the quarter.
  • Delphia (USA) sold 1,107 Upland Software shares in Q3 2023, an estimated $39.9K.
  • Delphia (USA) first reported a position in Upland Software in Q4 2022 and held it in 3 quarters.
  • Delphia (USA)'s Upland Software position peaked at $93.7K in Q4 2022.
  • 78 funds tracked by Wall St. Rank held Upland Software as of Q3 2023.

Based on Delphia (USA)'s 13F filing for Q3 2023, filed 15 Nov 2023.