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Intrust Bank’s Upland Software UPLD Stock Holding History

Intrust Bank’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
Q2 		– Sell
-446
Closed -$210K – 391
2021
Q1 		$210K Buy
446
+2
+0.5% +$965 0.03% 365
2020
Q4 		$204K Buy
+444
New +$196K 0.03% 348
2020
Q1 		– Sell
-981
Closed -$351K – 360
2019
Q4 		$351K Sell
981
-125
-11% -$46.7K 0.08% 245
2019
Q3 		$386K Sell
1,106
-75
-6% -$31.2K 0.1% 223
2019
Q2 		$538K Sell
1,181
-705
-37% -$323K 0.13% 183
2019
Q1 		$799K Sell
1,886
-77
-4% -$26.2K 0.2% 129
2018
Q4 		$534K Buy
+1,963
New +$589K 0.16% 164

Other funds holding UPLD

RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 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
PCP
P2 Capital Partners New York $210M AUM 1.23% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BCA
Bernzott Capital Advisors Camarillo, California $209M AUM 9.57% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Intrust Bank's UPLD Position: Q2 2021 in Review

Intrust Bank sold out of Upland Software (UPLD) in Q2 2021, closing a stake of 446 shares — an estimated $210K sold.

Intrust Bank first reported a position in UPLD in Q4 2018 and held it in 7 quarters. The position peaked at $799K in Q1 2019. 157 funds tracked by Wall St. Rank hold UPLD as of Q2 2021.

  • Intrust Bank reported no remaining Upland Software position as of Q2 2021 after selling out during the quarter.
  • Intrust Bank sold 446 Upland Software shares in Q2 2021, an estimated $210K.
  • Intrust Bank first reported a position in Upland Software in Q4 2018 and held it in 7 quarters.
  • Intrust Bank's Upland Software position peaked at $799K in Q1 2019.
  • 157 funds tracked by Wall St. Rank held Upland Software as of Q2 2021.

Based on Intrust Bank's 13F filing for Q2 2021, filed 5 Aug 2021.