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Jupiter Asset Management’s Upland Software UPLD Stock Holding History

Jupiter Asset 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
2021
Q3 		– Sell
-12,089
Closed -$4.97M – 655
2021
Q2 		$4.97M Hold
12,089
– – 0.05% 297
2021
Q1 		$5.7M Hold
12,089
– – 0.06% 300
2020
Q4 		$5.55M Hold
12,089
– – 0.06% 297
2020
Q3 		$4.56M Hold
12,089
– – 0.05% 310
2020
Q2 		$4.2M Buy
12,089
+1,200
+11% +$374K 0.14% 146
2020
Q1 		$2.9M Hold
10,889
– – 0.13% 150
2019
Q4 		$3.89M Buy
+10,889
New +$4.07M 0.12% 162

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
CU
CDAM (UK) London, United Kingdom $451M AUM 6.84% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 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
BCA
Bernzott Capital Advisors Camarillo, California $209M AUM 9.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
NSCM
New South Capital Management Memphis, Tennessee $2.09B AUM 33.67% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Jupiter Asset Management's UPLD Position: Q3 2021 in Review

Jupiter Asset Management sold out of Upland Software (UPLD) in Q3 2021, closing a stake of 12,089 shares — an estimated $4.97M sold.

Jupiter Asset Management first reported a position in UPLD in Q4 2019 and held it in 7 quarters. The position peaked at $5.7M in Q1 2021. 153 funds tracked by Wall St. Rank hold UPLD as of Q3 2021.

  • Jupiter Asset Management reported no remaining Upland Software position as of Q3 2021 after selling out during the quarter.
  • Jupiter Asset Management sold 12,089 Upland Software shares in Q3 2021, an estimated $4.97M.
  • Jupiter Asset Management first reported a position in Upland Software in Q4 2019 and held it in 7 quarters.
  • Jupiter Asset Management's Upland Software position peaked at $5.7M in Q1 2021.
  • 153 funds tracked by Wall St. Rank held Upland Software as of Q3 2021.

Based on Jupiter Asset Management's 13F filing for Q3 2021, filed 10 Nov 2021.