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Intrinsic Edge Capital Management’s Upland Software UPLD Stock Holding History

Intrinsic Edge Capital 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
-31,441
Closed -$11.9M – 286
2020
Q3 		$11.9M Buy
31,441
+24,941
+384% +$8.99M 0.8% 18
2020
Q2 		$2.26M Buy
+6,500
New +$2.03M 0.21% 158

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

Intrinsic Edge Capital Management's UPLD Position: Q4 2020 in Review

Intrinsic Edge Capital Management sold out of Upland Software (UPLD) in Q4 2020, closing a stake of 31,441 shares — an estimated $11.9M sold.

Intrinsic Edge Capital Management first reported a position in UPLD in Q2 2020 and held it in 2 quarters. The position peaked at $11.9M in Q3 2020. 188 funds tracked by Wall St. Rank hold UPLD as of Q4 2020.

  • Intrinsic Edge Capital Management reported no remaining Upland Software position as of Q4 2020 after selling out during the quarter.
  • Intrinsic Edge Capital Management sold 31,441 Upland Software shares in Q4 2020, an estimated $11.9M.
  • Intrinsic Edge Capital Management first reported a position in Upland Software in Q2 2020 and held it in 2 quarters.
  • Intrinsic Edge Capital Management's Upland Software position peaked at $11.9M in Q3 2020.
  • 188 funds tracked by Wall St. Rank held Upland Software as of Q4 2020.

Based on Intrinsic Edge Capital Management's 13F filing for Q4 2020, filed 16 Feb 2021.