FHC
UPLD icon

First Horizon Corporation’s Upland Software UPLD Stock Holding History

First Horizon Corporation’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
Q2 		$15K Hold
37
– – ﹤0.01% 607
2021
Q1 		$17K Buy
37
+19
+106% +$9.17K ﹤0.01% 569
2020
Q4 		$8K Sell
18
-6
-25% -$2.64K ﹤0.01% 710
2020
Q3 		$8K Buy
+24
New +$8.65K ﹤0.01% 678

Other funds holding UPLD

RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 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
PCP
P2 Capital Partners New York $210M AUM 1.23% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BCA
Bernzott Capital Advisors Camarillo, California $209M AUM 9.57% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

First Horizon Corporation's UPLD Position: Q2 2021 in Review

First Horizon Corporation held its Upland Software (UPLD) position steady in Q2 2021 at 37 shares worth $15K. The position accounts for ﹤0.01% of the portfolio, ranked #607.

First Horizon Corporation first reported a position in UPLD in Q3 2020 and has held it in 4 quarters since. The position peaked at $17K in Q1 2021. 157 funds tracked by Wall St. Rank hold UPLD as of Q2 2021.

  • First Horizon Corporation held 37 shares of Upland Software worth $15K as of Q2 2021.
  • First Horizon Corporation left its Upland Software share count unchanged in Q2 2021.
  • Upland Software made up ﹤0.01% of First Horizon Corporation's portfolio in Q2 2021, its #607 holding.
  • First Horizon Corporation first reported a position in Upland Software in Q3 2020 and has held it in 4 quarters since.
  • First Horizon Corporation's Upland Software position peaked at $17K in Q1 2021.
  • 157 funds tracked by Wall St. Rank held Upland Software as of Q2 2021.

Based on First Horizon Corporation's 13F filing for Q2 2021, filed 9 Aug 2021.