Kennedy Capital Management’s Upland Software UPLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-99,488
| Closed | -$248K | – | 741 |
|
|
2024
Q3 | $248K | Buy |
+99,488
| New | +$248K | 0.01% | 668 |
|
|
2023
Q3 | – | Sell |
-60,271
| Closed | -$217K | – | 716 |
|
|
2023
Q2 | $217K | Hold |
60,271
| – | – | 0.01% | 648 |
|
|
2023
Q1 | $259K | Hold |
60,271
| – | – | 0.01% | 592 |
|
|
2022
Q4 | $430K | Sell |
60,271
-9
| -0% | -$64 | 0.01% | 562 |
|
|
2022
Q3 | $490K | Sell |
60,280
-112
| -0.2% | -$910 | 0.01% | 550 |
|
|
2022
Q2 | $877K | Sell |
60,392
-574
| -0.9% | -$8.34K | 0.02% | 493 |
|
|
2022
Q1 | $1.07M | Buy |
+60,966
| New | +$1.07M | 0.03% | 492 |
|
|
2021
Q2 | – | Sell |
-93,571
| Closed | -$4.42M | – | 683 |
|
|
2021
Q1 | $4.42M | Sell |
93,571
-5,146
| -5% | -$243K | 0.09% | 396 |
|
|
2020
Q4 | $4.53M | Sell |
98,717
-169,228
| -63% | -$7.77M | 0.1% | 367 |
|
|
2020
Q3 | $10.1M | Buy |
267,945
+14,102
| +6% | +$532K | 0.29% | 93 |
|
|
2020
Q2 | $8.82M | Buy |
253,843
+207,689
| +450% | +$7.22M | 0.26% | 111 |
|
|
2020
Q1 | $1.24M | Buy |
+46,154
| New | +$1.24M | 0.05% | 530 |
|