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Joel Greenblatt’s Upland Software UPLD Stock Holding History

Joel Greenblatt’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
Q1 		– Sell
-643
Closed -$230K – 1213
2019
Q4 		$230K Sell
643
-2,102
-77% -$785K ﹤0.01% 1013
2019
Q3 		$957K Sell
2,745
-1,640
-37% -$681K 0.02% 600
2019
Q2 		$2M Buy
4,385
+3,468
+378% +$1.59M 0.03% 505
2019
Q1 		$388K Sell
917
-95
-9% -$32.3K 0.01% 924
2018
Q4 		$275K Sell
1,012
-111
-10% -$33.3K ﹤0.01% 877
2018
Q3 		$363K Buy
1,123
+202
+22% +$69.9K 0.01% 801
2018
Q2 		$317K Buy
+921
New +$289K ﹤0.01% 771

Other funds holding UPLD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CU
CDAM (UK) London, United Kingdom $387M AUM 4.05% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
PCM
Portolan Capital Management Boston, Massachusetts $2.67B AUM 169.09% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
GEH
General Equity Holdings Brooklyn, New York $167M AUM 4.07% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
GIPM
G2 Investment Partners Management New York $549M AUM 179.59% 1-Year Est. Return
ACM
Ashford Capital Management Wilmington, Delaware $933M AUM 56.2% 1-Year Est. Return

Joel Greenblatt's UPLD Position: Q1 2020 in Review

Joel Greenblatt sold out of Upland Software (UPLD) in Q1 2020, closing a stake of 643 shares — an estimated $230K sold.

Joel Greenblatt first reported a position in UPLD in Q2 2018 and held it in 7 quarters. The position peaked at $2M in Q2 2019. 151 funds tracked by Wall St. Rank hold UPLD as of Q1 2020.

  • Joel Greenblatt reported no remaining Upland Software position as of Q1 2020 after selling out during the quarter.
  • Joel Greenblatt sold 643 Upland Software shares in Q1 2020, an estimated $230K.
  • Joel Greenblatt first reported a position in Upland Software in Q2 2018 and held it in 7 quarters.
  • Joel Greenblatt's Upland Software position peaked at $2M in Q2 2019.
  • 151 funds tracked by Wall St. Rank held Upland Software as of Q1 2020.

Based on Gotham Asset Management's 13F filing for Q1 2020, filed 15 May 2020.