Luther King Capital Management (LKCM)’s Upland Software UPLD Stock Holding History

Luther King Capital Management (LKCM)’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	-716	Closed	-$240K	–	635
2021 Q3	$240K	Hold	716	–	–	﹤0.01%	569
2021 Q2	$295K	Hold	716	–	–	﹤0.01%	553
2021 Q1	$338K	Hold	716	–	–	﹤0.01%	492
2020 Q4	$329K	Hold	716	–	–	﹤0.01%	486
2020 Q3	$270K	Hold	716	–	–	﹤0.01%	473
2020 Q2	$249K	Buy	+716	New	+$223K	﹤0.01%	473
2020 Q1	–	Sell	-716	Closed	-$256K	–	540
2019 Q4	$256K	Hold	716	–	–	﹤0.01%	503
2019 Q3	$250K	Hold	716	–	–	﹤0.01%	494
2019 Q2	$326K	Sell	716 -235	-25%	-$108K	﹤0.01%	448
2019 Q1	$403K	Hold	951	–	–	﹤0.01%	431
2018 Q4	$259K	Hold	951	–	–	﹤0.01%	468
2018 Q3	$307K	Hold	951	–	–	﹤0.01%	465
2018 Q2	$327K	Sell	951 -476	-33%	-$149K	﹤0.01%	458
2018 Q1	$411K	Hold	1,427	–	–	﹤0.01%	428
2017 Q4	$309K	Hold	1,427	–	–	﹤0.01%	461
2017 Q3	$302K	Hold	1,427	–	–	﹤0.01%	446
2017 Q2	$314K	Hold	1,427	–	–	﹤0.01%	432
2017 Q1	$227K	Hold	1,427	–	–	﹤0.01%	484
2016 Q4	$128K	Hold	1,427	–	–	﹤0.01%	494
2016 Q3	$126K	Hold	1,427	–	–	﹤0.01%	484
2016 Q2	$109K	Hold	1,427	–	–	﹤0.01%	504
2016 Q1	$98K	Hold	1,427	–	–	﹤0.01%	497
2015 Q4	$101K	Buy	1,427 +295	+26%	+$22.3K	﹤0.01%	509
2015 Q3	$89K	Buy	+1,132	New	+$91.3K	﹤0.01%	514

Other funds holding UPLD

MAMU

Marathon Asset Management (UK) London, United Kingdom $2.61B AUM 27.14% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Luther King Capital Management (LKCM)'s UPLD Position: Q4 2021 in Review

Luther King Capital Management (LKCM) sold out of Upland Software (UPLD) in Q4 2021, closing a stake of 716 shares — an estimated $240K sold.

Luther King Capital Management (LKCM) first reported a position in UPLD in Q3 2015 and held it in 24 quarters. The position peaked at $411K in Q1 2018. 155 funds tracked by Wall St. Rank hold UPLD as of Q4 2021.

Luther King Capital Management (LKCM) reported no remaining Upland Software position as of Q4 2021 after selling out during the quarter.
Luther King Capital Management (LKCM) sold 716 Upland Software shares in Q4 2021, an estimated $240K.
Luther King Capital Management (LKCM) first reported a position in Upland Software in Q3 2015 and held it in 24 quarters.
Luther King Capital Management (LKCM)'s Upland Software position peaked at $411K in Q1 2018.
155 funds tracked by Wall St. Rank held Upland Software as of Q4 2021.

Based on Luther King Capital Management (LKCM)'s 13F filing for Q4 2021, filed 14 Feb 2022.