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Gilder Gagnon Howe & Co’s Upland Software UPLD Stock Holding History

Gilder Gagnon Howe & Co’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
2016
Q3 		– Sell
-165
Closed -$13K – 286
2016
Q2 		$13K Hold
165
– – ﹤0.01% 274
2016
Q1 		$11K Hold
165
– – ﹤0.01% 232
2015
Q4 		$12K Hold
165
– – ﹤0.01% 247
2015
Q3 		$13K Hold
165
– – ﹤0.01% 254
2015
Q2 		$15K Hold
165
– – ﹤0.01% 275
2015
Q1 		$12K Hold
165
– – ﹤0.01% 264
2014
Q4 		$16K Buy
+165
New +$17.3K ﹤0.01% 269

Other funds holding UPLD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SC
Skylands Capital Milwaukee, Wisconsin $763M AUM 26.49% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
SGCA
Steel Grove Capital Advisors Memphis, Tennessee $949M AUM 23.78% 1-Year Est. Return
EM
Emancipation Management New York $22.4M AUM 18.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Gilder Gagnon Howe & Co's UPLD Position: Q3 2016 in Review

Gilder Gagnon Howe & Co sold out of Upland Software (UPLD) in Q3 2016, closing a stake of 165 shares — an estimated $13K sold.

Gilder Gagnon Howe & Co first reported a position in UPLD in Q4 2014 and held it in 7 quarters. The position peaked at $16K in Q4 2014. 22 funds tracked by Wall St. Rank hold UPLD as of Q3 2016.

  • Gilder Gagnon Howe & Co reported no remaining Upland Software position as of Q3 2016 after selling out during the quarter.
  • Gilder Gagnon Howe & Co sold 165 Upland Software shares in Q3 2016, an estimated $13K.
  • Gilder Gagnon Howe & Co first reported a position in Upland Software in Q4 2014 and held it in 7 quarters.
  • Gilder Gagnon Howe & Co's Upland Software position peaked at $16K in Q4 2014.
  • 22 funds tracked by Wall St. Rank held Upland Software as of Q3 2016.

Based on Gilder Gagnon Howe & Co's 13F filing for Q3 2016, filed 1 Nov 2016.