Ensign Peak Advisors
UPLD icon

Ensign Peak Advisors’s Upland Software UPLD Stock Holding History

Ensign Peak 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
2022
Q4 		– Sell
-985
Closed -$80K – 2206
2022
Q3 		$80K Buy
985
+491
+99% +$54.3K ﹤0.01% 2139
2022
Q2 		$72K Hold
494
– – ﹤0.01% 2022
2022
Q1 		$87K Buy
+494
New +$90.6K ﹤0.01% 2055
2020
Q1 		– Sell
-1,160
Closed -$414K – 1686
2019
Q4 		$414K Buy
+1,160
New +$433K ﹤0.01% 1542

Other funds holding UPLD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MAMU
Marathon Asset Management (UK) London, United Kingdom $2.61B AUM 27.14% 1-Year Est. Return
HCM
Hodges Capital Management Dallas, Texas $1.21B AUM 49% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
NSCM
New South Capital Management Memphis, Tennessee $2.09B AUM 33.67% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Ensign Peak Advisors's UPLD Position: Q4 2022 in Review

Ensign Peak Advisors sold out of Upland Software (UPLD) in Q4 2022, closing a stake of 985 shares — an estimated $80K sold.

Ensign Peak Advisors first reported a position in UPLD in Q4 2019 and held it in 4 quarters. The position peaked at $414K in Q4 2019. 131 funds tracked by Wall St. Rank hold UPLD as of Q4 2022.

  • Ensign Peak Advisors reported no remaining Upland Software position as of Q4 2022 after selling out during the quarter.
  • Ensign Peak Advisors sold 985 Upland Software shares in Q4 2022, an estimated $80K.
  • Ensign Peak Advisors first reported a position in Upland Software in Q4 2019 and held it in 4 quarters.
  • Ensign Peak Advisors's Upland Software position peaked at $414K in Q4 2019.
  • 131 funds tracked by Wall St. Rank held Upland Software as of Q4 2022.

Based on Ensign Peak Advisors's 13F filing for Q4 2022, filed 13 Feb 2023.