First Eagle Investment Management
UPLD icon

First Eagle Investment Management’s Upland Software UPLD Stock Holding History

First Eagle Investment 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
2024
Q2 		– Sell
-59,482
Closed -$1.84M – 415
2024
Q1 		$1.84M Sell
59,482
-24,436
-29% -$885K ﹤0.01% 331
2023
Q4 		$3.55M Buy
83,918
+14,540
+21% +$628K 0.01% 283
2023
Q3 		$3.21M Buy
69,378
+28,884
+71% +$1.05M 0.01% 267
2023
Q2 		$1.46M Buy
40,494
+7,674
+23% +$264K ﹤0.01% 315
2023
Q1 		$1.41M Buy
32,820
+1,670
+5% +$116K ﹤0.01% 317
2022
Q4 		$2.22M Buy
+31,150
New +$2.32M 0.01% 248

Other funds holding UPLD

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
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 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
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
HCM
Hodges Capital Management Dallas, Texas $1.21B AUM 49% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
2C
272 Capital Dallas, Texas $40M AUM 150.07% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return

First Eagle Investment Management's UPLD Position: Q2 2024 in Review

First Eagle Investment Management sold out of Upland Software (UPLD) in Q2 2024, closing a stake of 59,482 shares — an estimated $1.84M sold.

First Eagle Investment Management first reported a position in UPLD in Q4 2022 and held it in 6 quarters. The position peaked at $3.55M in Q4 2023. 63 funds tracked by Wall St. Rank hold UPLD as of Q2 2024.

  • First Eagle Investment Management reported no remaining Upland Software position as of Q2 2024 after selling out during the quarter.
  • First Eagle Investment Management sold 59,482 Upland Software shares in Q2 2024, an estimated $1.84M.
  • First Eagle Investment Management first reported a position in Upland Software in Q4 2022 and held it in 6 quarters.
  • First Eagle Investment Management's Upland Software position peaked at $3.55M in Q4 2023.
  • 63 funds tracked by Wall St. Rank held Upland Software as of Q2 2024.

Based on First Eagle Investment Management's 13F filing for Q2 2024, filed 12 Aug 2024.