EGM
UPLD icon

Engineers Gate Manager’s Upland Software UPLD Stock Holding History

Engineers Gate Manager’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
2024
Q4 		– Sell
-2,310
Closed -$57.5K – 2592
2024
Q3 		$57.5K Sell
2,310
-1,278
-36% -$29.5K ﹤0.01% 1973
2024
Q2 		$89.3K Sell
3,588
-686
-16% -$18.1K ﹤0.01% 1761
2024
Q1 		$132K Sell
4,274
-1,983
-32% -$71.8K ﹤0.01% 1711
2023
Q4 		$265K Sell
6,257
-361
-5% -$15.6K 0.01% 1518
2023
Q3 		$306K Sell
6,618
-1,673
-20% -$61K 0.01% 1309
2023
Q2 		$298K Sell
8,291
-2,078
-20% -$71.6K 0.01% 1309
2023
Q1 		$446K Buy
10,369
+6,284
+154% +$435K 0.02% 1034
2022
Q4 		$291K Sell
4,085
-3,537
-46% -$264K 0.02% 1200
2022
Q3 		$620K Buy
7,622
+2,070
+37% +$229K 0.04% 667
2022
Q2 		$806K Buy
+5,552
New +$811K 0.03% 840
2022
Q1 		– Sell
-7,910
Closed -$1.42M – 2324
2021
Q4 		$1.42M Buy
+7,910
New +$2.01M 0.06% 422
2019
Q3 		– Sell
-6,555
Closed -$2.98M – 1629
2019
Q2 		$2.98M Buy
6,555
+4,449
+211% +$2.04M 0.16% 188
2019
Q1 		$892K Sell
2,106
-287
-12% -$97.6K 0.05% 473
2018
Q4 		$650K Sell
2,393
-209
-8% -$62.7K 0.05% 468
2018
Q3 		$841K Sell
2,602
-601
-19% -$208K 0.06% 386
2018
Q2 		$1.1M Buy
+3,203
New +$1M 0.09% 345

Other funds holding UPLD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
NSCM
New South Capital Management Memphis, Tennessee $2.09B AUM 33.67% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CM
CastleKnight Management New York $6B AUM 121.87% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Engineers Gate Manager's UPLD Position: Q4 2024 in Review

Engineers Gate Manager sold out of Upland Software (UPLD) in Q4 2024, closing a stake of 2,310 shares — an estimated $57.5K sold.

Engineers Gate Manager first reported a position in UPLD in Q2 2018 and held it in 16 quarters. The position peaked at $2.98M in Q2 2019. 74 funds tracked by Wall St. Rank hold UPLD as of Q4 2024.

  • Engineers Gate Manager reported no remaining Upland Software position as of Q4 2024 after selling out during the quarter.
  • Engineers Gate Manager sold 2,310 Upland Software shares in Q4 2024, an estimated $57.5K.
  • Engineers Gate Manager first reported a position in Upland Software in Q2 2018 and held it in 16 quarters.
  • Engineers Gate Manager's Upland Software position peaked at $2.98M in Q2 2019.
  • 74 funds tracked by Wall St. Rank held Upland Software as of Q4 2024.

Based on Engineers Gate Manager's 13F filing for Q4 2024, filed 14 Feb 2025.