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EAM Investors’s Upland Software UPLD Stock Holding History

EAM Investors’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
2019
Q3 		– Sell
-5,932
Closed -$2.7M – 297
2019
Q2 		$2.7M Sell
5,932
-789
-12% -$361K 0.66% 35
2019
Q1 		$2.85M Buy
6,721
+4,526
+206% +$1.54M 0.7% 30
2018
Q4 		$597K Sell
2,195
-1,034
-32% -$310K 0.16% 229
2018
Q3 		$1.04M Hold
3,229
– – 0.16% 218
2018
Q2 		$1.11M Sell
3,229
-379
-11% -$119K 0.18% 191
2018
Q1 		$1.04M Sell
3,608
-2,109
-37% -$520K 0.17% 202
2017
Q4 		$1.24M Sell
5,717
-5,027
-47% -$1.1M 0.22% 178
2017
Q3 		$2.27M Buy
10,744
+5,544
+107% +$1.27M 0.3% 154
2017
Q2 		$1.14M Buy
5,200
+783
+18% +$160K 0.19% 188
2017
Q1 		$702K Buy
+4,417
New +$535K 0.11% 246

Other funds holding UPLD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PCM
Portolan Capital Management Boston, Massachusetts $1.88B AUM 115.74% 1-Year Est. Return
CU
CDAM (UK) London, United Kingdom $451M AUM 6.84% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GEH
General Equity Holdings Brooklyn, New York $135M AUM 32.96% 1-Year Est. Return
PM
Pembroke Management Montreal, Quebec, Canada $691M AUM 27.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GIPM
G2 Investment Partners Management New York $406M AUM 164.47% 1-Year Est. Return

EAM Investors's UPLD Position: Q3 2019 in Review

EAM Investors sold out of Upland Software (UPLD) in Q3 2019, closing a stake of 5,932 shares — an estimated $2.7M sold.

EAM Investors first reported a position in UPLD in Q1 2017 and held it in 10 quarters. The position peaked at $2.85M in Q1 2019. 181 funds tracked by Wall St. Rank hold UPLD as of Q3 2019.

  • EAM Investors reported no remaining Upland Software position as of Q3 2019 after selling out during the quarter.
  • EAM Investors sold 5,932 Upland Software shares in Q3 2019, an estimated $2.7M.
  • EAM Investors first reported a position in Upland Software in Q1 2017 and held it in 10 quarters.
  • EAM Investors's Upland Software position peaked at $2.85M in Q1 2019.
  • 181 funds tracked by Wall St. Rank held Upland Software as of Q3 2019.

Based on EAM Investors's 13F filing for Q3 2019, filed 13 Nov 2019.