KMC
UPLD icon

Kirr Marbach & Co’s Upland Software UPLD Stock Holding History

Kirr Marbach & Co’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
Q4 		– Sell
-690
Closed -$231K – 62
2021
Q3 		$231K Hold
690
– – 0.07% 52
2021
Q2 		$284K Hold
690
– – 0.08% 48
2021
Q1 		$326K Buy
+690
New +$333K 0.09% 49
2020
Q4 		– Sell
-710
Closed -$268K – 54
2020
Q3 		$268K Buy
710
+20
+3% +$7.21K 0.1% 42
2020
Q2 		$240K Buy
+690
New +$215K 0.09% 46
2020
Q1 		– Sell
-690
Closed -$246K – 62
2019
Q4 		$246K Buy
+690
New +$258K 0.06% 49

Other funds holding UPLD

MAMU
Marathon Asset Management (UK) London, United Kingdom $2.61B AUM 27.14% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NSCM
New South Capital Management Memphis, Tennessee $2.09B AUM 33.67% 1-Year Est. Return
BCA
Bernzott Capital Advisors Camarillo, California $250M AUM 26.89% 1-Year Est. Return
PCP
P2 Capital Partners New York $210M AUM 1.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Kirr Marbach & Co's UPLD Position: Q4 2021 in Review

Kirr Marbach & Co sold out of Upland Software (UPLD) in Q4 2021, closing a stake of 690 shares — an estimated $231K sold.

Kirr Marbach & Co first reported a position in UPLD in Q4 2019 and held it in 6 quarters. The position peaked at $326K in Q1 2021. 155 funds tracked by Wall St. Rank hold UPLD as of Q4 2021.

  • Kirr Marbach & Co reported no remaining Upland Software position as of Q4 2021 after selling out during the quarter.
  • Kirr Marbach & Co sold 690 Upland Software shares in Q4 2021, an estimated $231K.
  • Kirr Marbach & Co first reported a position in Upland Software in Q4 2019 and held it in 6 quarters.
  • Kirr Marbach & Co's Upland Software position peaked at $326K in Q1 2021.
  • 155 funds tracked by Wall St. Rank held Upland Software as of Q4 2021.

Based on Kirr Marbach & Co's 13F filing for Q4 2021, filed 21 Jan 2022.