GIM
UPLD icon

Granahan Investment Management’s Upland Software UPLD Stock Holding History

Granahan Investment 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
2020
Q4 		– Sell
-45,407
Closed -$17.1M – 200
2020
Q3 		$17.1M Buy
45,407
+10,696
+31% +$3.86M 0.58% 54
2020
Q2 		$12.1M Sell
34,711
-2,222
-6% -$692K 0.44% 65
2020
Q1 		$9.9M Buy
36,933
+4,512
+14% +$1.63M 0.53% 52
2019
Q4 		$11.6M Buy
32,421
+3,297
+11% +$1.23M 0.53% 55
2019
Q3 		$10.2M Buy
29,124
+7,627
+35% +$3.17M 0.56% 51
2019
Q2 		$9.79M Buy
21,497
+2,000
+10% +$916K 0.48% 57
2019
Q1 		$8.26M Buy
19,497
+2,187
+13% +$744K 0.44% 65
2018
Q4 		$4.71M Sell
17,310
-4,505
-21% -$1.35M 0.33% 84
2018
Q3 		$7.05M Buy
21,815
+793
+4% +$274K 0.38% 82
2018
Q2 		$7.22M Sell
21,022
-3,281
-14% -$1.03M 0.44% 76
2018
Q1 		$7M Buy
24,303
+4,172
+21% +$1.03M 0.51% 68
2017
Q4 		$4.36M Buy
+20,131
New +$4.42M 0.34% 98
2015
Q3 		– Sell
-23,178
Closed -$2.14M – 265
2015
Q2 		$2.14M Sell
23,178
-45,414
-66% -$3.36M 0.06% 214
2015
Q1 		$4.81M Sell
68,592
-2,790
-4% -$217K 0.14% 176
2014
Q4 		$6.82M Buy
+71,382
New +$7.49M 0.2% 147

Other funds holding UPLD

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return
GEH
General Equity Holdings Brooklyn, New York $135M AUM 32.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
NSCM
New South Capital Management Memphis, Tennessee $2.09B AUM 33.67% 1-Year Est. Return
PCP
P2 Capital Partners New York $210M AUM 1.23% 1-Year Est. Return

Granahan Investment Management's UPLD Position: Q4 2020 in Review

Granahan Investment Management sold out of Upland Software (UPLD) in Q4 2020, closing a stake of 45,407 shares — an estimated $17.1M sold.

Granahan Investment Management first reported a position in UPLD in Q4 2014 and held it in 15 quarters. The position peaked at $17.1M in Q3 2020. 188 funds tracked by Wall St. Rank hold UPLD as of Q4 2020.

  • Granahan Investment Management reported no remaining Upland Software position as of Q4 2020 after selling out during the quarter.
  • Granahan Investment Management sold 45,407 Upland Software shares in Q4 2020, an estimated $17.1M.
  • Granahan Investment Management first reported a position in Upland Software in Q4 2014 and held it in 15 quarters.
  • Granahan Investment Management's Upland Software position peaked at $17.1M in Q3 2020.
  • 188 funds tracked by Wall St. Rank held Upland Software as of Q4 2020.

Based on Granahan Investment Management's 13F filing for Q4 2020, filed 12 Feb 2021.