Lazard Asset Management
UPLD icon

Lazard Asset Management’s Upland Software UPLD Stock Holding History

Lazard Asset Management’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
Q2 		– Sell
-165
Closed -$78K – 2081
2021
Q1 		$78K Buy
+165
New +$79.6K ﹤0.01% 1269
2020
Q3 		– Sell
-9
Closed -$3K – 1745
2020
Q2 		$3K Buy
+9
New +$2.8K ﹤0.01% 1546
2019
Q4 		– Sell
-8
Closed -$2K – 1673
2019
Q3 		$2K Buy
+8
New +$3.32K ﹤0.01% 1414

Other funds holding UPLD

RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 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
PCP
P2 Capital Partners New York $210M AUM 1.23% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BCA
Bernzott Capital Advisors Camarillo, California $209M AUM 9.57% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Lazard Asset Management's UPLD Position: Q2 2021 in Review

Lazard Asset Management sold out of Upland Software (UPLD) in Q2 2021, closing a stake of 165 shares — an estimated $78K sold.

Lazard Asset Management first reported a position in UPLD in Q3 2019 and held it in 3 quarters. The position peaked at $78K in Q1 2021. 157 funds tracked by Wall St. Rank hold UPLD as of Q2 2021.

  • Lazard Asset Management reported no remaining Upland Software position as of Q2 2021 after selling out during the quarter.
  • Lazard Asset Management sold 165 Upland Software shares in Q2 2021, an estimated $78K.
  • Lazard Asset Management first reported a position in Upland Software in Q3 2019 and held it in 3 quarters.
  • Lazard Asset Management's Upland Software position peaked at $78K in Q1 2021.
  • 157 funds tracked by Wall St. Rank held Upland Software as of Q2 2021.

Based on Lazard Asset Management's 13F filing for Q2 2021, filed 12 Aug 2021.