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Friess Associates’s Upland Software UPLD Stock Holding History

Friess Associates’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 		– Sell
-7,886
Closed -$3.72M – 111
2021
Q1 		$3.72M Sell
7,886
-1,299
-14% -$627K 1.45% 23
2020
Q4 		$4.21M Sell
9,185
-625
-6% -$275K 0.31% 63
2020
Q3 		$3.7M Buy
9,810
+2,556
+35% +$921K 0.32% 60
2020
Q2 		$2.52M Sell
7,254
-6,469
-47% -$2.02M 0.24% 74
2020
Q1 		$3.68M Sell
13,723
-501
-4% -$181K 0.37% 72
2019
Q4 		$5.08M Buy
14,224
+1,005
+8% +$375K 0.35% 79
2019
Q3 		$4.61M Sell
13,219
-586
-4% -$243K 0.36% 70
2019
Q2 		$6.29M Sell
13,805
-1,366
-9% -$625K 0.46% 72
2019
Q1 		$6.43M Buy
15,171
+778
+5% +$265K 0.47% 69
2018
Q4 		$3.91M Buy
14,393
+2,786
+24% +$836K 0.33% 79
2018
Q3 		$3.75M Buy
11,607
+2,506
+28% +$867K 0.26% 82
2018
Q2 		$3.13M Sell
9,101
-1,411
-13% -$442K 0.25% 84
2018
Q1 		$3.03M Buy
10,512
+512
+5% +$126K 0.25% 84
2017
Q4 		$2.17M Buy
+10,000
New +$2.2M 0.18% 94

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

Friess Associates's UPLD Position: Q2 2021 in Review

Friess Associates sold out of Upland Software (UPLD) in Q2 2021, closing a stake of 7,886 shares — an estimated $3.72M sold.

Friess Associates first reported a position in UPLD in Q4 2017 and held it in 14 quarters. The position peaked at $6.43M in Q1 2019. 157 funds tracked by Wall St. Rank hold UPLD as of Q2 2021.

  • Friess Associates reported no remaining Upland Software position as of Q2 2021 after selling out during the quarter.
  • Friess Associates sold 7,886 Upland Software shares in Q2 2021, an estimated $3.72M.
  • Friess Associates first reported a position in Upland Software in Q4 2017 and held it in 14 quarters.
  • Friess Associates's Upland Software position peaked at $6.43M in Q1 2019.
  • 157 funds tracked by Wall St. Rank held Upland Software as of Q2 2021.

Based on Friess Associates's 13F filing for Q2 2021, filed 11 Aug 2021.