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Lyon Street Capital’s Upland Software UPLD Stock Holding History

Lyon Street Capital’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 		$615K Buy
+1,631
New +$588K 1.83% 22
2020
Q1 		– Sell
-3,100
Closed -$1.11M – 82
2019
Q4 		$1.11M Sell
3,100
-900
-23% -$336K 1.88% 27
2019
Q3 		$1.39M Buy
4,000
+1,216
+44% +$505K 2.57% 7
2019
Q2 		$1.27M Buy
2,784
+475
+21% +$217K 2.16% 19
2019
Q1 		$978K Sell
2,309
-19,140
-89% -$6.51M 3.01% 7
2018
Q4 		$5.83M Buy
21,449
+6,891
+47% +$2.07M 5.86% 3
2018
Q3 		$4.7M Sell
14,558
-8,169
-36% -$2.83M 2.93% 10
2018
Q2 		$7.81M Sell
22,727
-12,016
-35% -$3.77M 2.78% 9
2018
Q1 		$10M Sell
34,743
-8,995
-21% -$2.22M 3.22% 10
2017
Q4 		$9.47M Buy
43,738
+4,847
+12% +$1.06M 3.16% 9
2017
Q3 		$8.23M Buy
38,891
+5,596
+17% +$1.28M 3.17% 6
2017
Q2 		$7.32M Buy
+33,295
New +$6.8M 2.95% 11

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

Lyon Street Capital's UPLD Position: Q3 2020 in Review

Lyon Street Capital opened a new position in Upland Software (UPLD) in Q3 2020: 1,631 shares worth $615K. The stake represents 1.83% of the portfolio and ranks #22 among its holdings. This is a return to the name: Lyon Street Capital previously reported a position in UPLD as recently as Q4 2019.

Lyon Street Capital first reported a position in UPLD in Q2 2017 and has held it in 12 quarters since. The position peaked at $10M in Q1 2018. 163 funds tracked by Wall St. Rank hold UPLD as of Q3 2020.

  • Lyon Street Capital held 1,631 shares of Upland Software worth $615K as of Q3 2020.
  • Upland Software was a new Lyon Street Capital position in Q3 2020.
  • Upland Software made up 1.83% of Lyon Street Capital's portfolio in Q3 2020, its #22 holding.
  • Lyon Street Capital first reported a position in Upland Software in Q2 2017 and has held it in 12 quarters since.
  • Lyon Street Capital's Upland Software position peaked at $10M in Q1 2018.
  • 163 funds tracked by Wall St. Rank held Upland Software as of Q3 2020.

Based on Lyon Street Capital's 13F filing for Q3 2020, filed 16 Nov 2020.