FGC
UPLD icon

Financial Gravity Companies’s Upland Software UPLD Stock Holding History

Financial Gravity Companies’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
2018
Q4 		$1K Buy
+4
New +$1.2K ﹤0.01% 1244
2018
Q1 		$2K Buy
+7
New +$1.73K ﹤0.01% 1009

Other funds holding UPLD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CU
CDAM (UK) London, United Kingdom $451M AUM 6.84% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PCM
Portolan Capital Management Boston, Massachusetts $1.88B AUM 115.74% 1-Year Est. Return
PM
Pembroke Management Montreal, Quebec, Canada $691M AUM 27.96% 1-Year Est. Return
GIPM
G2 Investment Partners Management New York $406M AUM 164.47% 1-Year Est. Return
DMK
David M. Knott $275M AUM 59.23% 1-Year Est. Return
AAP
Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Financial Gravity Companies's UPLD Position: Q4 2018 in Review

Financial Gravity Companies opened a new position in Upland Software (UPLD) in Q4 2018: 4 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #1244 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in UPLD as recently as Q1 2018.

Financial Gravity Companies first reported a position in UPLD in Q1 2018 and has held it in 2 quarters since. The position peaked at $2K in Q1 2018. 152 funds tracked by Wall St. Rank hold UPLD as of Q4 2018.

  • Financial Gravity Companies held 4 shares of Upland Software worth $1K as of Q4 2018.
  • Upland Software was a new Financial Gravity Companies position in Q4 2018.
  • Upland Software made up ﹤0.01% of Financial Gravity Companies's portfolio in Q4 2018, its #1244 holding.
  • Financial Gravity Companies first reported a position in Upland Software in Q1 2018 and has held it in 2 quarters since.
  • Financial Gravity Companies's Upland Software position peaked at $2K in Q1 2018.
  • 152 funds tracked by Wall St. Rank held Upland Software as of Q4 2018.

Based on Financial Gravity Companies's 13F filing for Q4 2018, filed 4 Feb 2019.