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Ladenburg Thalmann Financial Services’s Upland Software UPLD Stock Holding History

Ladenburg Thalmann Financial Services’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
Q4 		$156K Buy
434
+375
+636% +$140K ﹤0.01% 2696
2019
Q3 		$20K Sell
59
-18
-23% -$7.48K ﹤0.01% 4053
2019
Q2 		$36K Sell
77
-30
-28% -$13.7K ﹤0.01% 3676
2019
Q1 		$45K Sell
107
-45
-30% -$15.3K ﹤0.01% 3478
2018
Q4 		$42K Buy
152
+86
+130% +$25.8K ﹤0.01% 3385
2018
Q3 		$21K Buy
+66
New +$22.8K ﹤0.01% 3876

Other funds holding UPLD

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PCM
Portolan Capital Management Boston, Massachusetts $1.88B AUM 115.74% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
GEH
General Equity Holdings Brooklyn, New York $135M AUM 32.96% 1-Year Est. Return
RCM
Raging Capital Management Rocky Hill, New Jersey $18.2M AUM 17.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Ladenburg Thalmann Financial Services's UPLD Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services increased its Upland Software (UPLD) stake by 636% in Q4 2019, buying an estimated $140K and bringing the position to 434 shares worth $156K. The position accounts for ﹤0.01% of the portfolio, ranked #2696.

Ladenburg Thalmann Financial Services first reported a position in UPLD in Q3 2018 and has held it in 6 quarters since. 163 funds tracked by Wall St. Rank hold UPLD as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 434 shares of Upland Software worth $156K as of Q4 2019.
  • Ladenburg Thalmann Financial Services bought 375 Upland Software shares in Q4 2019, an estimated $140K.
  • Upland Software made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #2696 holding.
  • Ladenburg Thalmann Financial Services first reported a position in Upland Software in Q3 2018 and has held it in 6 quarters since.
  • 163 funds tracked by Wall St. Rank held Upland Software as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.