HCM
Hodges Capital Management’s Upland Software UPLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-42,500
| Closed | -$185K | – | 226 |
|
|
2024
Q4 | $185K | Sell |
42,500
-63,369
| -60% | -$276K | 0.01% | 201 |
|
|
2024
Q3 | $264K | Sell |
105,869
-1,118,781
| -91% | -$2.79M | 0.02% | 201 |
|
|
2024
Q2 | $3.05M | Sell |
1,224,650
-100,863
| -8% | -$251K | 0.2% | 124 |
|
|
2024
Q1 | $4.1M | Sell |
1,325,513
-2,658,508
| -67% | -$8.22M | 0.26% | 107 |
|
|
2023
Q4 | $16.9M | Buy |
3,984,021
+2,307,344
| +138% | +$9.76M | 0.89% | 41 |
|
|
2023
Q3 | $7.75M | Sell |
1,676,677
-713,590
| -30% | -$3.3M | 0.92% | 32 |
|
|
2023
Q2 | $12.3M | Buy |
2,390,267
+1,256,281
| +111% | +$6.48M | 0.72% | 43 |
|
|
2023
Q1 | $8.42M | Sell |
1,133,986
-80,272
| -7% | -$596K | 0.69% | 45 |
|
|
2022
Q4 | $8.66M | Buy |
1,214,258
+753,448
| +164% | +$5.37M | 0.75% | 41 |
|
|
2022
Q3 | $3.75M | Sell |
460,810
-263,778
| -36% | -$2.14M | 0.62% | 51 |
|
|
2022
Q2 | $10.5M | Buy |
724,588
+186,699
| +35% | +$2.71M | 1.06% | 29 |
|
|
2022
Q1 | $9.47M | Buy |
537,889
+306,645
| +133% | +$5.4M | 0.75% | 39 |
|
|
2021
Q4 | $4.15M | Sell |
231,244
-17,538
| -7% | -$315K | 0.3% | 94 |
|
|
2021
Q3 | $8.32M | Buy |
248,782
+118,570
| +91% | +$3.97M | 0.61% | 57 |
|
|
2021
Q2 | $5.36M | Buy |
130,212
+39,335
| +43% | +$1.62M | 0.6% | 61 |
|
|
2021
Q1 | $4.29M | Buy |
90,877
+2,498
| +3% | +$118K | 0.59% | 62 |
|
|
2020
Q4 | $4.06M | Buy |
88,379
+7,304
| +9% | +$335K | 0.64% | 53 |
|
|
2020
Q3 | $3.06M | Buy |
+81,075
| New | +$3.06M | 0.59% | 62 |
|
|
2020
Q2 | – | Sell |
-77,019
| Closed | -$2.07M | – | 213 |
|
|
2020
Q1 | $2.07M | Sell |
77,019
-52,500
| -41% | -$1.41M | 0.53% | 63 |
|
|
2019
Q4 | $4.63M | Buy |
129,519
+342
| +0.3% | +$12.2K | 0.61% | 56 |
|
|
2019
Q3 | $4.5M | Buy |
129,177
+27,580
| +27% | +$961K | 0.52% | 65 |
|
|
2019
Q2 | $4.63M | Buy |
101,597
+28,500
| +39% | +$1.3M | 0.5% | 68 |
|
|
2019
Q1 | $3.1M | Buy |
73,097
+1,100
| +2% | +$46.6K | 0.31% | 92 |
|
|
2018
Q4 | $1.96M | Buy |
+71,997
| New | +$1.96M | 0.22% | 95 |
|