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HRT Financial’s Upland Software UPLD Stock Holding History

HRT Financial’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
2024
Q1 		– Sell
-5,123
Closed -$216K – 3132
2023
Q4 		$216K Buy
+5,123
New +$221K ﹤0.01% 1768
2022
Q3 		– Sell
-1,140
Closed -$165K – 3529
2022
Q2 		$165K Buy
+1,140
New +$166K ﹤0.01% 2306
2021
Q4 		– Sell
-710
Closed -$237K – 4120
2021
Q3 		$237K Sell
710
-1,218
-63% -$457K ﹤0.01% 2567
2021
Q2 		$793K Buy
+1,928
New +$848K 0.01% 1294

Other funds holding UPLD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
2C
272 Capital Dallas, Texas $40M AUM 150.07% 1-Year Est. Return
NSCM
New South Capital Management Memphis, Tennessee $2.09B AUM 33.67% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
HCM
Hodges Capital Management Dallas, Texas $1.21B AUM 49% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BFM
Boothbay Fund Management New York $7.71B AUM 106.31% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

HRT Financial's UPLD Position: Q1 2024 in Review

HRT Financial sold out of Upland Software (UPLD) in Q1 2024, closing a stake of 5,123 shares — an estimated $216K sold.

HRT Financial first reported a position in UPLD in Q2 2021 and held it in 4 quarters. The position peaked at $793K in Q2 2021. 79 funds tracked by Wall St. Rank hold UPLD as of Q1 2024.

  • HRT Financial reported no remaining Upland Software position as of Q1 2024 after selling out during the quarter.
  • HRT Financial sold 5,123 Upland Software shares in Q1 2024, an estimated $216K.
  • HRT Financial first reported a position in Upland Software in Q2 2021 and held it in 4 quarters.
  • HRT Financial's Upland Software position peaked at $793K in Q2 2021.
  • 79 funds tracked by Wall St. Rank held Upland Software as of Q1 2024.

Based on HRT Financial's 13F filing for Q1 2024, filed 13 May 2024.