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Lisanti Capital Growth’s Upland Software UPLD Stock Holding History

Lisanti Capital Growth’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
2020
Q3 		– Sell
-8,415
Closed -$2.92M – 146
2020
Q2 		$2.92M Buy
+8,415
New +$2.62M 0.6% 77
2019
Q4 		– Sell
-2,222
Closed -$774K – 138
2019
Q3 		$774K Sell
2,222
-4,278
-66% -$1.78M 0.25% 86
2019
Q2 		$2.96M Buy
6,500
+69
+1% +$31.6K 0.96% 45
2019
Q1 		$2.72M Buy
6,431
+2,965
+86% +$1.01M 0.97% 43
2018
Q4 		$942K Sell
3,466
-1,399
-29% -$420K 0.38% 79
2018
Q3 		$1.57M Buy
4,865
+565
+13% +$196K 0.55% 79
2018
Q2 		$1.48M Buy
4,300
+191
+5% +$59.9K 0.57% 74
2018
Q1 		$1.18M Buy
+4,109
New +$1.01M 0.57% 75

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
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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
PCP
P2 Capital Partners New York $210M AUM 1.23% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
ACM
Ashford Capital Management Wilmington, Delaware $809M AUM 35.1% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Lisanti Capital Growth's UPLD Position: Q3 2020 in Review

Lisanti Capital Growth sold out of Upland Software (UPLD) in Q3 2020, closing a stake of 8,415 shares — an estimated $2.92M sold.

Lisanti Capital Growth first reported a position in UPLD in Q1 2018 and held it in 8 quarters. The position peaked at $2.96M in Q2 2019. 163 funds tracked by Wall St. Rank hold UPLD as of Q3 2020.

  • Lisanti Capital Growth reported no remaining Upland Software position as of Q3 2020 after selling out during the quarter.
  • Lisanti Capital Growth sold 8,415 Upland Software shares in Q3 2020, an estimated $2.92M.
  • Lisanti Capital Growth first reported a position in Upland Software in Q1 2018 and held it in 8 quarters.
  • Lisanti Capital Growth's Upland Software position peaked at $2.96M in Q2 2019.
  • 163 funds tracked by Wall St. Rank held Upland Software as of Q3 2020.

Based on Lisanti Capital Growth's 13F filing for Q3 2020, filed 5 Nov 2020.