Granahan Investment Management’s Upland Software UPLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-454,065
| Closed | -$17.1M | – | 200 |
|
|
2020
Q3 | $17.1M | Buy |
454,065
+106,951
| +31% | +$4.03M | 0.58% | 54 |
|
|
2020
Q2 | $12.1M | Sell |
347,114
-22,217
| -6% | -$772K | 0.44% | 65 |
|
|
2020
Q1 | $9.91M | Buy |
369,331
+45,120
| +14% | +$1.21M | 0.53% | 52 |
|
|
2019
Q4 | $11.6M | Buy |
324,211
+32,972
| +11% | +$1.18M | 0.53% | 55 |
|
|
2019
Q3 | $10.2M | Buy |
291,239
+76,268
| +35% | +$2.66M | 0.56% | 51 |
|
|
2019
Q2 | $9.79M | Buy |
214,971
+19,998
| +10% | +$911K | 0.48% | 57 |
|
|
2019
Q1 | $8.26M | Buy |
194,973
+21,873
| +13% | +$927K | 0.44% | 65 |
|
|
2018
Q4 | $4.71M | Sell |
173,100
-45,053
| -21% | -$1.22M | 0.33% | 84 |
|
|
2018
Q3 | $7.05M | Buy |
218,153
+7,933
| +4% | +$256K | 0.38% | 82 |
|
|
2018
Q2 | $7.23M | Sell |
210,220
-32,805
| -13% | -$1.13M | 0.44% | 76 |
|
|
2018
Q1 | $7M | Buy |
243,025
+41,716
| +21% | +$1.2M | 0.51% | 68 |
|
|
2017
Q4 | $4.36M | Buy |
+201,309
| New | +$4.36M | 0.34% | 98 |
|
|
2015
Q3 | – | Sell |
-231,782
| Closed | -$2.14M | – | 265 |
|
|
2015
Q2 | $2.14M | Sell |
231,782
-454,141
| -66% | -$4.19M | 0.06% | 214 |
|
|
2015
Q1 | $4.81M | Sell |
685,923
-27,900
| -4% | -$196K | 0.14% | 176 |
|
|
2014
Q4 | $6.82M | Buy |
+713,823
| New | +$6.82M | 0.2% | 147 |
|