Los Angeles Capital Management
UPLD icon

Los Angeles Capital Management’s Upland Software UPLD Stock Holding History

Los Angeles Capital 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
2020
Q3 		– Sell
-833
Closed -$290K – 1529
2020
Q2 		$290K Sell
833
-15
-2% -$4.67K ﹤0.01% 1295
2020
Q1 		$227K Sell
848
-63
-7% -$22.8K ﹤0.01% 1142
2019
Q4 		$325K Sell
911
-192
-17% -$71.7K ﹤0.01% 1108
2019
Q3 		$385K Buy
1,103
+138
+14% +$57.3K ﹤0.01% 1065
2019
Q2 		$439K Buy
965
+335
+53% +$153K ﹤0.01% 1084
2019
Q1 		$267K Buy
+630
New +$214K ﹤0.01% 1227

Other funds holding UPLD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CU
CDAM (UK) London, United Kingdom $387M AUM 4.05% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Royce & Associates
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
GEH
General Equity Holdings Brooklyn, New York $167M AUM 4.07% 1-Year Est. Return
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
PCP
P2 Capital Partners New York $246M AUM 17.67% 1-Year Est. Return
Silvercrest Asset Management
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return
ACM
Ashford Capital Management Wilmington, Delaware $933M AUM 56.2% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Los Angeles Capital Management's UPLD Position: Q3 2020 in Review

Los Angeles Capital Management sold out of Upland Software (UPLD) in Q3 2020, closing a stake of 833 shares — an estimated $290K sold.

Los Angeles Capital Management first reported a position in UPLD in Q1 2019 and held it in 6 quarters. The position peaked at $439K in Q2 2019. 163 funds tracked by Wall St. Rank hold UPLD as of Q3 2020.

  • Los Angeles Capital Management reported no remaining Upland Software position as of Q3 2020 after selling out during the quarter.
  • Los Angeles Capital Management sold 833 Upland Software shares in Q3 2020, an estimated $290K.
  • Los Angeles Capital Management first reported a position in Upland Software in Q1 2019 and held it in 6 quarters.
  • Los Angeles Capital Management's Upland Software position peaked at $439K in Q2 2019.
  • 163 funds tracked by Wall St. Rank held Upland Software as of Q3 2020.

Based on Los Angeles Capital Management's 13F filing for Q3 2020, filed 2 Nov 2020.