Envestnet Asset Management
UPLD icon

Envestnet Asset Management’s Upland Software UPLD Stock Holding History

Envestnet Asset Management’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
Q4 		– Sell
-1,134
Closed -$379K – 3949
2021
Q3 		$379K Sell
1,134
-94
-8% -$35.2K ﹤0.01% 3148
2021
Q2 		$506K Sell
1,228
-884
-42% -$389K ﹤0.01% 2972
2021
Q1 		$996K Buy
2,112
+160
+8% +$77.2K ﹤0.01% 2402
2020
Q4 		$896K Buy
1,952
+8
+0.4% +$3.52K ﹤0.01% 2289
2020
Q3 		$733K Sell
1,944
-92
-5% -$33.2K ﹤0.01% 2223
2020
Q2 		$708K Buy
2,036
+119
+6% +$37.1K ﹤0.01% 2180
2020
Q1 		$514K Sell
1,917
-198
-9% -$71.6K ﹤0.01% 2219
2019
Q4 		$755K Sell
2,115
-158
-7% -$59K ﹤0.01% 2199
2019
Q3 		$792K Buy
2,273
+103
+5% +$42.8K ﹤0.01% 2103
2019
Q2 		$988K Sell
2,170
-288
-12% -$132K ﹤0.01% 1951
2019
Q1 		$1.04M Buy
2,458
+344
+16% +$117K ﹤0.01% 1887
2018
Q4 		$575K Buy
+2,114
New +$634K ﹤0.01% 2065
2018
Q3 		– Sell
-468
Closed -$161K – 2555
2018
Q2 		$161K Buy
+468
New +$147K ﹤0.01% 1769

Other funds holding UPLD

MAMU
Marathon Asset Management (UK) London, United Kingdom $2.61B AUM 27.14% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NSCM
New South Capital Management Memphis, Tennessee $2.09B AUM 33.67% 1-Year Est. Return
BCA
Bernzott Capital Advisors Camarillo, California $209M AUM 9.57% 1-Year Est. Return
PCP
P2 Capital Partners New York $210M AUM 1.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Envestnet Asset Management's UPLD Position: Q4 2021 in Review

Envestnet Asset Management sold out of Upland Software (UPLD) in Q4 2021, closing a stake of 1,134 shares — an estimated $379K sold.

Envestnet Asset Management first reported a position in UPLD in Q2 2018 and held it in 13 quarters. The position peaked at $1.04M in Q1 2019. 155 funds tracked by Wall St. Rank hold UPLD as of Q4 2021.

  • Envestnet Asset Management reported no remaining Upland Software position as of Q4 2021 after selling out during the quarter.
  • Envestnet Asset Management sold 1,134 Upland Software shares in Q4 2021, an estimated $379K.
  • Envestnet Asset Management first reported a position in Upland Software in Q2 2018 and held it in 13 quarters.
  • Envestnet Asset Management's Upland Software position peaked at $1.04M in Q1 2019.
  • 155 funds tracked by Wall St. Rank held Upland Software as of Q4 2021.

Based on Envestnet Asset Management's 13F filing for Q4 2021, filed 4 Feb 2022.