Macquarie Group
UPLD icon

Macquarie Group’s Upland Software UPLD Stock Holding History

Macquarie Group’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
2022
Q3 		– Sell
-67
Closed -$7.41K – 2448
2022
Q2 		$10K Hold
67
– – ﹤0.01% 2450
2022
Q1 		$12 Hold
67
– – ﹤0.01% 2496
2021
Q4 		$12K Hold
67
– – ﹤0.01% 2490
2021
Q3 		$22K Hold
67
– – ﹤0.01% 2440
2021
Q2 		$28K Hold
67
– – ﹤0.01% 2291
2021
Q1 		$32K Buy
+67
New +$32.3K ﹤0.01% 2177

Other funds holding UPLD

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
MAMU
Marathon Asset Management (UK) London, United Kingdom $2.61B AUM 27.14% 1-Year Est. Return
NSCM
New South Capital Management Memphis, Tennessee $2.09B AUM 33.67% 1-Year Est. Return
PCP
P2 Capital Partners New York $210M AUM 1.23% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
NIM
Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Macquarie Group's UPLD Position: Q3 2022 in Review

Macquarie Group sold out of Upland Software (UPLD) in Q3 2022, closing a stake of 67 shares — an estimated $7.41K sold.

Macquarie Group first reported a position in UPLD in Q1 2021 and held it in 6 quarters. The position peaked at $32K in Q1 2021. 134 funds tracked by Wall St. Rank hold UPLD as of Q3 2022.

  • Macquarie Group reported no remaining Upland Software position as of Q3 2022 after selling out during the quarter.
  • Macquarie Group sold 67 Upland Software shares in Q3 2022, an estimated $7.41K.
  • Macquarie Group first reported a position in Upland Software in Q1 2021 and held it in 6 quarters.
  • Macquarie Group's Upland Software position peaked at $32K in Q1 2021.
  • 134 funds tracked by Wall St. Rank held Upland Software as of Q3 2022.

Based on Macquarie Group's 13F filing for Q3 2022, filed 14 Nov 2022.