LPL Financial
UPLD icon

LPL Financial’s Upland Software UPLD Stock Holding History

LPL Financial’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
Q4 		– Sell
-4,024
Closed -$1.35M – 4457
2021
Q3 		$1.35M Buy
4,024
+823
+26% +$308K ﹤0.01% 2373
2021
Q2 		$1.32M Sell
3,201
-85
-3% -$37.4K ﹤0.01% 2335
2021
Q1 		$1.55M Sell
3,286
-62
-2% -$29.9K ﹤0.01% 2033
2020
Q4 		$1.54M Buy
3,348
+521
+18% +$229K ﹤0.01% 1863
2020
Q3 		$1.07M Buy
2,827
+99
+4% +$35.7K ﹤0.01% 1906
2020
Q2 		$948K Buy
2,728
+1,738
+176% +$542K ﹤0.01% 1859
2020
Q1 		$265K Buy
990
+92
+10% +$33.3K ﹤0.01% 2595
2019
Q4 		$321K Buy
898
+8
+0.9% +$2.99K ﹤0.01% 2717
2019
Q3 		$310K Buy
890
+43
+5% +$17.9K ﹤0.01% 2650
2019
Q2 		$386K Hold
847
– – ﹤0.01% 2491
2019
Q1 		$359K Buy
847
+110
+15% +$37.4K ﹤0.01% 2487
2018
Q4 		$200K Buy
+737
New +$221K ﹤0.01% 2811

Other funds holding UPLD

MAMU
Marathon Asset Management (UK) London, United Kingdom $2.61B AUM 27.14% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
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
BCA
Bernzott Capital Advisors Camarillo, California $209M AUM 9.57% 1-Year Est. Return
PCP
P2 Capital Partners New York $210M AUM 1.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

LPL Financial's UPLD Position: Q4 2021 in Review

LPL Financial sold out of Upland Software (UPLD) in Q4 2021, closing a stake of 4,024 shares — an estimated $1.35M sold.

LPL Financial first reported a position in UPLD in Q4 2018 and held it in 12 quarters. The position peaked at $1.55M in Q1 2021. 155 funds tracked by Wall St. Rank hold UPLD as of Q4 2021.

  • LPL Financial reported no remaining Upland Software position as of Q4 2021 after selling out during the quarter.
  • LPL Financial sold 4,024 Upland Software shares in Q4 2021, an estimated $1.35M.
  • LPL Financial first reported a position in Upland Software in Q4 2018 and held it in 12 quarters.
  • LPL Financial's Upland Software position peaked at $1.55M in Q1 2021.
  • 155 funds tracked by Wall St. Rank held Upland Software as of Q4 2021.

Based on LPL Financial's 13F filing for Q4 2021, filed 14 Feb 2022.