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FNY Investment Advisers’s Upland Software UPLD Stock Holding History

FNY Investment Advisers’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
2020
Q1 		– Sell
-30
Closed -$10K – 819
2019
Q4 		$10K Hold
30
– – ﹤0.01% 635
2019
Q3 		$10K Hold
30
– – ﹤0.01% 589
2019
Q2 		$13K Buy
+30
New +$13.7K ﹤0.01% 575

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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
PCM
Portolan Capital Management Boston, Massachusetts $1.88B AUM 115.74% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
GEH
General Equity Holdings Brooklyn, New York $135M AUM 32.96% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
GIPM
G2 Investment Partners Management New York $406M AUM 164.47% 1-Year Est. Return
ACM
Ashford Capital Management Wilmington, Delaware $809M AUM 35.1% 1-Year Est. Return

FNY Investment Advisers's UPLD Position: Q1 2020 in Review

FNY Investment Advisers sold out of Upland Software (UPLD) in Q1 2020, closing a stake of 30 shares — an estimated $10K sold.

FNY Investment Advisers first reported a position in UPLD in Q2 2019 and held it in 3 quarters. The position peaked at $13K in Q2 2019. 151 funds tracked by Wall St. Rank hold UPLD as of Q1 2020.

  • FNY Investment Advisers reported no remaining Upland Software position as of Q1 2020 after selling out during the quarter.
  • FNY Investment Advisers sold 30 Upland Software shares in Q1 2020, an estimated $10K.
  • FNY Investment Advisers first reported a position in Upland Software in Q2 2019 and held it in 3 quarters.
  • FNY Investment Advisers's Upland Software position peaked at $13K in Q2 2019.
  • 151 funds tracked by Wall St. Rank held Upland Software as of Q1 2020.

Based on FNY Investment Advisers's 13F filing for Q1 2020, filed 9 Apr 2020.