Lannebo Fonder’s Upland Software UPLD Stock Holding History

Lannebo Fonder’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
2023 Q2	–	Sell	-14,587	Closed	-$627K	–	33
2023 Q1	$627K	Hold	14,587	–	–	0.1%	33
2022 Q4	$1.04M	Hold	14,587	–	–	0.2%	32
2022 Q3	$1.19M	Hold	14,587	–	–	0.24%	32
2022 Q2	$2.12M	Hold	14,587	–	–	0.39%	32
2022 Q1	$2.57M	Buy	14,587 +887	+6%	+$163K	0.36%	33
2021 Q4	$2.46M	Buy	13,700 +1,000	+8%	+$254K	0.3%	33
2021 Q3	$4.25M	Buy	12,700 +2,700	+27%	+$1.01M	0.53%	27
2021 Q2	$4.12M	Sell	10,000 -800	-7%	-$352K	0.51%	28
2021 Q1	$5.1M	Buy	10,800 +1,200	+13%	+$579K	0.68%	28
2020 Q4	$4.41M	Buy	9,600 +800	+9%	+$352K	0.59%	27
2020 Q3	$3.32M	Buy	8,800 +2,150	+32%	+$775K	0.47%	29
2020 Q2	$2.31M	Buy	6,650 +3,380	+103%	+$1.05M	0.39%	28
2020 Q1	$877K	Buy	3,270 +1,670	+104%	+$604K	0.25%	27
2019 Q4	$571K	Buy	+1,600	New	+$598K	0.15%	27

Other funds holding UPLD

HCM

Hodges Capital Management Dallas, Texas $1.21B AUM 49% 1-Year Est. Return

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

272 Capital Dallas, Texas $40M AUM 150.07% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Lannebo Fonder's UPLD Position: Q2 2023 in Review

Lannebo Fonder sold out of Upland Software (UPLD) in Q2 2023, closing a stake of 14,587 shares — an estimated $627K sold.

Lannebo Fonder first reported a position in UPLD in Q4 2019 and held it in 14 quarters. The position peaked at $5.1M in Q1 2021. 89 funds tracked by Wall St. Rank hold UPLD as of Q2 2023.

Lannebo Fonder reported no remaining Upland Software position as of Q2 2023 after selling out during the quarter.
Lannebo Fonder sold 14,587 Upland Software shares in Q2 2023, an estimated $627K.
Lannebo Fonder first reported a position in Upland Software in Q4 2019 and held it in 14 quarters.
Lannebo Fonder's Upland Software position peaked at $5.1M in Q1 2021.
89 funds tracked by Wall St. Rank held Upland Software as of Q2 2023.

Based on Lannebo Fonder's 13F filing for Q2 2023, filed 13 Jul 2023.