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Marathon Asset Management (UK)’s Upland Software UPLD Stock Holding History

Marathon Asset Management (UK)’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
Q2 		– Sell
-64,000
Closed -$2.75M – 92
2023
Q1 		$2.75M Sell
64,000
-63,390
-50% -$4.39M 0.08% 90
2022
Q4 		$9.08M Sell
127,390
-5,312
-4% -$396K 0.24% 86
2022
Q3 		$10.8M Sell
132,702
-112,468
-46% -$12.4M 0.32% 81
2022
Q2 		$35.6M Sell
245,170
-10,347
-4% -$1.51M 0.59% 71
2022
Q1 		$45M Sell
255,517
-25,598
-9% -$4.7M 0.61% 69
2021
Q4 		$50.4M Buy
+281,115
New +$71.5M 0.62% 70

Other funds holding UPLD

HCM
Hodges Capital Management Dallas, Texas $1.51B AUM 85.85% 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 $2.28B AUM 47.19% 1-Year Est. Return
2C
272 Capital Dallas, Texas $40M AUM 150.07% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Marathon Asset Management (UK)'s UPLD Position: Q2 2023 in Review

Marathon Asset Management (UK) sold out of Upland Software (UPLD) in Q2 2023, closing a stake of 64,000 shares — an estimated $2.75M sold.

Marathon Asset Management (UK) first reported a position in UPLD in Q4 2021 and held it in 6 quarters. The position peaked at $50.4M in Q4 2021. 89 funds tracked by Wall St. Rank hold UPLD as of Q2 2023.

  • Marathon Asset Management (UK) reported no remaining Upland Software position as of Q2 2023 after selling out during the quarter.
  • Marathon Asset Management (UK) sold 64,000 Upland Software shares in Q2 2023, an estimated $2.75M.
  • Marathon Asset Management (UK) first reported a position in Upland Software in Q4 2021 and held it in 6 quarters.
  • Marathon Asset Management (UK)'s Upland Software position peaked at $50.4M in Q4 2021.
  • 89 funds tracked by Wall St. Rank held Upland Software as of Q2 2023.

Based on Marathon Asset Management (UK)'s 13F filing for Q2 2023, filed 4 Aug 2023.