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G2 Investment Partners Management’s Upland Software UPLD Stock Holding History

G2 Investment Partners 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
2022
Q3 		– Sell
-41,871
Closed -$6.08M – 95
2022
Q2 		$6.08M Buy
41,871
+7,222
+21% +$1.05M 1.94% 19
2022
Q1 		$6.1M Buy
34,649
+26,449
+323% +$4.85M 1.45% 30
2021
Q4 		$1.47M Sell
8,200
-18,300
-69% -$4.65M 0.25% 62
2021
Q3 		$8.86M Sell
26,500
-2,500
-9% -$937K 1.54% 28
2021
Q2 		$11.9M Sell
29,000
-5,866
-17% -$2.58M 1.97% 22
2021
Q1 		$16.5M Buy
34,866
+2,220
+7% +$1.07M 2.61% 9
2020
Q4 		$15M Sell
32,646
-5,838
-15% -$2.57M 2.75% 9
2020
Q3 		$14.5M Buy
38,484
+198
+0.5% +$71.4K 3.5% 6
2020
Q2 		$13.3M Sell
38,286
-17,341
-31% -$5.4M 3.15% 6
2020
Q1 		$14.9M Buy
55,627
+30,723
+123% +$11.1M 4.94% 4
2019
Q4 		$8.89M Sell
24,904
-21,030
-46% -$7.86M 2.87% 7
2019
Q3 		$16M Buy
45,934
+27,685
+152% +$11.5M 4.55% 1
2019
Q2 		$8.31M Sell
18,249
-21,470
-54% -$9.83M 2.61% 14
2019
Q1 		$16.8M Sell
39,719
-10,065
-20% -$3.42M 5.18% 3
2018
Q4 		$13.5M Buy
49,784
+795
+2% +$238K 5.63% 5
2018
Q3 		$15.8M Buy
48,989
+1,192
+2% +$413K 5.76% 2
2018
Q2 		$16.4M Buy
47,797
+5,457
+13% +$1.71M 5.43% 2
2018
Q1 		$12.2M Sell
42,340
-5,561
-12% -$1.37M 4.8% 5
2017
Q4 		$10.4M Sell
47,901
-16,190
-25% -$3.55M 4% 9
2017
Q3 		$13.6M Buy
64,091
+16,641
+35% +$3.82M 5.37% 1
2017
Q2 		$10.4M Buy
47,450
+30,968
+188% +$6.32M 4.63% 4
2017
Q1 		$2.62M Buy
+16,482
New +$2M 1.03% 40

Other funds holding UPLD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MAMU
Marathon Asset Management (UK) London, United Kingdom $2.46B AUM 30.05% 1-Year Est. Return
NSCM
New South Capital Management Memphis, Tennessee $2.28B AUM 47.19% 1-Year Est. Return
PCP
P2 Capital Partners New York $246M AUM 17.67% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
NIM
Needham Investment Management New York $3.33B AUM 163.16% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

G2 Investment Partners Management's UPLD Position: Q3 2022 in Review

G2 Investment Partners Management sold out of Upland Software (UPLD) in Q3 2022, closing a stake of 41,871 shares — an estimated $6.08M sold.

G2 Investment Partners Management first reported a position in UPLD in Q1 2017 and held it in 22 quarters. The position peaked at $16.8M in Q1 2019. 134 funds tracked by Wall St. Rank hold UPLD as of Q3 2022.

  • G2 Investment Partners Management reported no remaining Upland Software position as of Q3 2022 after selling out during the quarter.
  • G2 Investment Partners Management sold 41,871 Upland Software shares in Q3 2022, an estimated $6.08M.
  • G2 Investment Partners Management first reported a position in Upland Software in Q1 2017 and held it in 22 quarters.
  • G2 Investment Partners Management's Upland Software position peaked at $16.8M in Q1 2019.
  • 134 funds tracked by Wall St. Rank held Upland Software as of Q3 2022.

Based on G2 Investment Partners Management's 13F filing for Q3 2022, filed 14 Nov 2022.