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Kopp Investment Advisors’s Upland Software UPLD Stock Holding History

Kopp Investment Advisors’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
2019
Q3 		$2.46M Sell
7,054
-4,007
-36% -$1.66M 4.52% 7
2019
Q2 		$5.04M Sell
11,061
-2,745
-20% -$1.26M 5.74% 5
2019
Q1 		$5.85M Buy
13,806
+7,117
+106% +$2.42M 4.73% 4
2018
Q4 		$1.82M Buy
+6,689
New +$2.01M 1.77% 22

Other funds holding UPLD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PCM
Portolan Capital Management Boston, Massachusetts $1.88B AUM 115.74% 1-Year Est. Return
CU
CDAM (UK) London, United Kingdom $451M AUM 6.84% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GEH
General Equity Holdings Brooklyn, New York $135M AUM 32.96% 1-Year Est. Return
PM
Pembroke Management Montreal, Quebec, Canada $691M AUM 27.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GIPM
G2 Investment Partners Management New York $406M AUM 164.47% 1-Year Est. Return

Kopp Investment Advisors's UPLD Position: Q3 2019 in Review

Kopp Investment Advisors reduced its Upland Software (UPLD) stake by 36% in Q3 2019, selling an estimated $1.66M and leaving 7,054 shares worth $2.46M. The position accounts for 4.52% of the portfolio, ranked #7.

Kopp Investment Advisors first reported a position in UPLD in Q4 2018 and has held it in 4 quarters since. The position peaked at $5.85M in Q1 2019. 181 funds tracked by Wall St. Rank hold UPLD as of Q3 2019.

  • Kopp Investment Advisors held 7,054 shares of Upland Software worth $2.46M as of Q3 2019.
  • Kopp Investment Advisors sold 4,007 Upland Software shares in Q3 2019, an estimated $1.66M.
  • Upland Software made up 4.52% of Kopp Investment Advisors's portfolio in Q3 2019, its #7 holding.
  • Kopp Investment Advisors first reported a position in Upland Software in Q4 2018 and has held it in 4 quarters since.
  • Kopp Investment Advisors's Upland Software position peaked at $5.85M in Q1 2019.
  • 181 funds tracked by Wall St. Rank held Upland Software as of Q3 2019.

Based on Kopp Investment Advisors's 13F filing for Q3 2019, filed 14 Nov 2019.