First Trust Advisors
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First Trust Advisors’s Upland Software UPLD Stock Holding History

First Trust Advisors’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
-1,248
Closed -$417K – 2599
2021
Q3 		$417K Sell
1,248
-2,491
-67% -$934K ﹤0.01% 2324
2021
Q2 		$1.54M Sell
3,739
-1,912
-34% -$841K ﹤0.01% 1901
2021
Q1 		$2.67M Buy
5,651
+413
+8% +$199K ﹤0.01% 1608
2020
Q4 		$2.4M Buy
5,238
+1,319
+34% +$581K ﹤0.01% 1484
2020
Q3 		$1.48M Buy
3,919
+658
+20% +$237K ﹤0.01% 1542
2020
Q2 		$1.13M Buy
3,261
+967
+42% +$301K ﹤0.01% 1677
2020
Q1 		$615K Sell
2,294
-540
-19% -$195K ﹤0.01% 1859
2019
Q4 		$1.01M Buy
+2,834
New +$1.06M ﹤0.01% 1879

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

First Trust Advisors's UPLD Position: Q4 2021 in Review

First Trust Advisors sold out of Upland Software (UPLD) in Q4 2021, closing a stake of 1,248 shares — an estimated $417K sold.

First Trust Advisors first reported a position in UPLD in Q4 2019 and held it in 8 quarters. The position peaked at $2.67M in Q1 2021. 155 funds tracked by Wall St. Rank hold UPLD as of Q4 2021.

  • First Trust Advisors reported no remaining Upland Software position as of Q4 2021 after selling out during the quarter.
  • First Trust Advisors sold 1,248 Upland Software shares in Q4 2021, an estimated $417K.
  • First Trust Advisors first reported a position in Upland Software in Q4 2019 and held it in 8 quarters.
  • First Trust Advisors's Upland Software position peaked at $2.67M in Q1 2021.
  • 155 funds tracked by Wall St. Rank held Upland Software as of Q4 2021.

Based on First Trust Advisors's 13F filing for Q4 2021, filed 8 Feb 2022.