IA
UPLD icon

IFP Advisors’s Upland Software UPLD Stock Holding History

IFP 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
2023
Q3 		– Sell
-10
Closed -$374 – 3561
2023
Q2 		$374 Buy
+10
New +$344 ﹤0.01% 3240
2021
Q1 		– Sell
-7
Closed -$3.38K – 3235
2020
Q4 		$3K Hold
7
– – ﹤0.01% 2533
2020
Q3 		$3K Sell
7
-2
-22% -$721 ﹤0.01% 2394
2020
Q2 		$3K Buy
9
+1
+13% +$312 ﹤0.01% 2297
2020
Q1 		$3K Hold
8
– – ﹤0.01% 2279
2019
Q4 		$3K Sell
8
-1
-11% -$374 ﹤0.01% 2412
2019
Q3 		$3K Buy
+9
New +$3.74K ﹤0.01% 2586
2019
Q1 		– Sell
-13
Closed -$3K – 3401
2018
Q4 		$3K Sell
13
-2
-13% -$600 ﹤0.01% 3076
2018
Q3 		$5K Sell
15
-1
-6% -$346 ﹤0.01% 3234
2018
Q2 		$6K Buy
+16
New +$5.01K ﹤0.01% 3191

Other funds holding UPLD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HCM
Hodges Capital Management Dallas, Texas $1.21B AUM 49% 1-Year Est. Return
NSCM
New South Capital Management Memphis, Tennessee $2.09B AUM 33.67% 1-Year Est. Return
2C
272 Capital Dallas, Texas $40M AUM 150.07% 1-Year Est. Return
FDS
First Dallas Securities Dallas, Texas $270M AUM 39.24% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 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
CM
CastleKnight Management New York $6B AUM 121.87% 1-Year Est. Return

IFP Advisors's UPLD Position: Q3 2023 in Review

IFP Advisors sold out of Upland Software (UPLD) in Q3 2023, closing a stake of 10 shares — an estimated $374 sold.

IFP Advisors first reported a position in UPLD in Q2 2018 and held it in 10 quarters. The position peaked at $6K in Q2 2018. 78 funds tracked by Wall St. Rank hold UPLD as of Q3 2023.

  • IFP Advisors reported no remaining Upland Software position as of Q3 2023 after selling out during the quarter.
  • IFP Advisors sold 10 Upland Software shares in Q3 2023, an estimated $374.
  • IFP Advisors first reported a position in Upland Software in Q2 2018 and held it in 10 quarters.
  • IFP Advisors's Upland Software position peaked at $6K in Q2 2018.
  • 78 funds tracked by Wall St. Rank held Upland Software as of Q3 2023.

Based on IFP Advisors's 13F filing for Q3 2023, filed 12 Oct 2023.