GEH
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General Equity Holdings’s Upland Software UPLD Stock Holding History

General Equity Holdings’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
Q3 		– Sell
-17,263
Closed -$7.11M – 14
2021
Q2 		$7.11M Sell
17,263
-21,000
-55% -$9.24M 4.1% 12
2021
Q1 		$18.1M Sell
38,263
-35,837
-48% -$17.3M 10.73% 4
2020
Q4 		$34M Sell
74,100
-24,101
-25% -$10.6M 17.71% 1
2020
Q3 		$37M Buy
98,201
+7,886
+9% +$2.84M 20.3% 1
2020
Q2 		$31.4M Buy
90,315
+18,416
+26% +$5.74M 20.07% 1
2020
Q1 		$19.3M Buy
71,899
+17,345
+32% +$6.27M 12.58% 2
2019
Q4 		$19.5M Sell
54,554
-4,089
-7% -$1.53M 13.06% 2
2019
Q3 		$20.4M Buy
58,643
+34,584
+144% +$14.4M 16.31% 1
2019
Q2 		$11M Buy
24,059
+12,989
+117% +$5.95M 13.69% 4
2019
Q1 		$4.69M Buy
+11,070
New +$3.76M 3.74% 11

Other funds holding UPLD

RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CU
CDAM (UK) London, United Kingdom $387M AUM 4.05% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 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 $246M AUM 17.67% 1-Year Est. Return
BCA
Bernzott Capital Advisors Camarillo, California $250M AUM 26.89% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
NSCM
New South Capital Management Memphis, Tennessee $2.28B AUM 47.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

General Equity Holdings's UPLD Position: Q3 2021 in Review

General Equity Holdings sold out of Upland Software (UPLD) in Q3 2021, closing a stake of 17,263 shares — an estimated $7.11M sold.

General Equity Holdings first reported a position in UPLD in Q1 2019 and held it in 10 quarters. The position peaked at $37M in Q3 2020. 153 funds tracked by Wall St. Rank hold UPLD as of Q3 2021.

  • General Equity Holdings reported no remaining Upland Software position as of Q3 2021 after selling out during the quarter.
  • General Equity Holdings sold 17,263 Upland Software shares in Q3 2021, an estimated $7.11M.
  • General Equity Holdings first reported a position in Upland Software in Q1 2019 and held it in 10 quarters.
  • General Equity Holdings's Upland Software position peaked at $37M in Q3 2020.
  • 153 funds tracked by Wall St. Rank held Upland Software as of Q3 2021.

Based on General Equity Holdings's 13F filing for Q3 2021, filed 15 Nov 2021.