M&T Bank
UPLD icon

M&T Bank’s Upland Software UPLD Stock Holding History

M&T Bank’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
2023
Q1 		– Sell
-7,221
Closed -$515K – 1748
2022
Q4 		$515K Buy
7,221
+2,408
+50% +$179K ﹤0.01% 1091
2022
Q3 		$392K Buy
4,813
+1,396
+41% +$154K ﹤0.01% 1185
2022
Q2 		$496K Buy
3,417
+1,854
+119% +$271K ﹤0.01% 1011
2022
Q1 		$275K Buy
1,563
+130
+9% +$23.8K ﹤0.01% 1238
2021
Q4 		$257K Buy
1,433
+670
+88% +$170K ﹤0.01% 1322
2021
Q3 		$255K Buy
763
+181
+31% +$67.8K ﹤0.01% 1319
2021
Q2 		$239K Hold
582
– – ﹤0.01% 1377
2021
Q1 		$274K Buy
582
+141
+32% +$68K ﹤0.01% 1271
2020
Q4 		$202K Buy
+441
New +$194K ﹤0.01% 1514

Other funds holding UPLD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
HCM
Hodges Capital Management Dallas, Texas $1.21B AUM 49% 1-Year Est. Return
2C
272 Capital Dallas, Texas $40M AUM 150.07% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
NSCM
New South Capital Management Memphis, Tennessee $2.09B AUM 33.67% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

M&T Bank's UPLD Position: Q1 2023 in Review

M&T Bank sold out of Upland Software (UPLD) in Q1 2023, closing a stake of 7,221 shares — an estimated $515K sold.

M&T Bank first reported a position in UPLD in Q4 2020 and held it in 9 quarters. The position peaked at $515K in Q4 2022. 120 funds tracked by Wall St. Rank hold UPLD as of Q1 2023.

  • M&T Bank reported no remaining Upland Software position as of Q1 2023 after selling out during the quarter.
  • M&T Bank sold 7,221 Upland Software shares in Q1 2023, an estimated $515K.
  • M&T Bank first reported a position in Upland Software in Q4 2020 and held it in 9 quarters.
  • M&T Bank's Upland Software position peaked at $515K in Q4 2022.
  • 120 funds tracked by Wall St. Rank held Upland Software as of Q1 2023.

Based on M&T Bank's 13F filing for Q1 2023, filed 11 May 2023.