Ergoteles’s Upland Software UPLD Stock Holding History

Ergoteles’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 Q2	–	Sell	-1,027	Closed	-$181K	–	2023
2022 Q1	$181K	Buy	+1,027	New	+$188K	0.01%	1025

Other funds holding UPLD

MAMU

Marathon Asset Management (UK) London, United Kingdom $2.61B AUM 27.14% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

HCM

Hodges Capital Management Dallas, Texas $1.21B AUM 49% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Ergoteles's UPLD Position: Q2 2022 in Review

Ergoteles sold out of Upland Software (UPLD) in Q2 2022, closing a stake of 1,027 shares — an estimated $181K sold.

Ergoteles first reported a position in UPLD in Q1 2022 and held it in 1 quarter. The position peaked at $181K in Q1 2022. 127 funds tracked by Wall St. Rank hold UPLD as of Q2 2022.

Ergoteles reported no remaining Upland Software position as of Q2 2022 after selling out during the quarter.
Ergoteles sold 1,027 Upland Software shares in Q2 2022, an estimated $181K.
Ergoteles first reported a position in Upland Software in Q1 2022 and held it in 1 quarter.
Ergoteles's Upland Software position peaked at $181K in Q1 2022.
127 funds tracked by Wall St. Rank held Upland Software as of Q2 2022.

Based on Ergoteles's 13F filing for Q2 2022, filed 12 Aug 2022.