Holocene Advisors
UPLD icon

Holocene Advisors’s Upland Software UPLD Stock Holding History

Holocene Advisors’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
Q4 		– Sell
-833
Closed -$279K – 982
2021
Q3 		$279K Sell
833
-211
-20% -$79.1K ﹤0.01% 777
2021
Q2 		$430K Buy
+1,044
New +$459K ﹤0.01% 758

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NSCM
New South Capital Management Memphis, Tennessee $2.09B AUM 33.67% 1-Year Est. Return
BCA
Bernzott Capital Advisors Camarillo, California $209M AUM 9.57% 1-Year Est. Return
PCP
P2 Capital Partners New York $210M AUM 1.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Holocene Advisors's UPLD Position: Q4 2021 in Review

Holocene Advisors sold out of Upland Software (UPLD) in Q4 2021, closing a stake of 833 shares — an estimated $279K sold.

Holocene Advisors first reported a position in UPLD in Q2 2021 and held it in 2 quarters. The position peaked at $430K in Q2 2021. 155 funds tracked by Wall St. Rank hold UPLD as of Q4 2021.

  • Holocene Advisors reported no remaining Upland Software position as of Q4 2021 after selling out during the quarter.
  • Holocene Advisors sold 833 Upland Software shares in Q4 2021, an estimated $279K.
  • Holocene Advisors first reported a position in Upland Software in Q2 2021 and held it in 2 quarters.
  • Holocene Advisors's Upland Software position peaked at $430K in Q2 2021.
  • 155 funds tracked by Wall St. Rank held Upland Software as of Q4 2021.

Based on Holocene Advisors's 13F filing for Q4 2021, filed 14 Feb 2022.