Lord, Abbett & Co
UPLD icon

Lord, Abbett & Co’s Upland Software UPLD Stock Holding History

Lord, Abbett & Co’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
-16,766
Closed -$7.91M – 715
2021
Q1 		$7.91M Buy
16,766
+1,961
+13% +$946K 0.02% 558
2020
Q4 		$6.79M Sell
14,805
-438
-3% -$193K 0.02% 581
2020
Q3 		$5.75M Sell
15,243
-5,162
-25% -$1.86M 0.02% 553
2020
Q2 		$7.09M Sell
20,405
-4,674
-19% -$1.46M 0.02% 526
2020
Q1 		$6.73M Sell
25,079
-3,426
-12% -$1.24M 0.03% 499
2019
Q4 		$10.2M Sell
28,505
-2,939
-9% -$1.1M 0.03% 516
2019
Q3 		$11M Sell
31,444
-37,517
-54% -$15.6M 0.04% 511
2019
Q2 		$31.4M Buy
68,961
+39,815
+137% +$18.2M 0.1% 336
2019
Q1 		$12.3M Sell
29,146
-1,206
-4% -$410K 0.04% 519
2018
Q4 		$8.25M Buy
30,352
+738
+2% +$221K 0.03% 574
2018
Q3 		$9.57M Buy
29,614
+13,313
+82% +$4.61M 0.03% 634
2018
Q2 		$5.6M Buy
+16,301
New +$5.11M 0.02% 723

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

Lord, Abbett & Co's UPLD Position: Q2 2021 in Review

Lord, Abbett & Co sold out of Upland Software (UPLD) in Q2 2021, closing a stake of 16,766 shares — an estimated $7.91M sold.

Lord, Abbett & Co first reported a position in UPLD in Q2 2018 and held it in 12 quarters. The position peaked at $31.4M in Q2 2019. 157 funds tracked by Wall St. Rank hold UPLD as of Q2 2021.

  • Lord, Abbett & Co reported no remaining Upland Software position as of Q2 2021 after selling out during the quarter.
  • Lord, Abbett & Co sold 16,766 Upland Software shares in Q2 2021, an estimated $7.91M.
  • Lord, Abbett & Co first reported a position in Upland Software in Q2 2018 and held it in 12 quarters.
  • Lord, Abbett & Co's Upland Software position peaked at $31.4M in Q2 2019.
  • 157 funds tracked by Wall St. Rank held Upland Software as of Q2 2021.

Based on Lord, Abbett & Co's 13F filing for Q2 2021, filed 11 Aug 2021.