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Marshall Wace North America’s Upland Software UPLD Stock Holding History

Marshall Wace North America’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
Q3 		– Sell
-1,395
Closed -$574K – 1735
2021
Q2 		$574K Sell
1,395
-2,428
-64% -$1.07M ﹤0.01% 1138
2021
Q1 		$1.8M Sell
3,823
-4,658
-55% -$2.25M 0.01% 854
2020
Q4 		$3.89M Buy
8,481
+4,109
+94% +$1.81M 0.02% 598
2020
Q3 		$1.65M Buy
+4,372
New +$1.58M 0.01% 649
2020
Q1 		– Sell
-2,548
Closed -$911K – 1615
2019
Q4 		$911K Sell
2,548
-1,762
-41% -$658K ﹤0.01% 733
2019
Q3 		$1.5M Buy
+4,310
New +$1.79M 0.01% 606
2019
Q2 		– Sell
-3
Closed -$1K – 1629
2019
Q1 		$1K Sell
3
-1,418
-100% -$482K ﹤0.01% 1510
2018
Q4 		$386K Buy
+1,421
New +$426K ﹤0.01% 827
2018
Q3 		– Sell
-687
Closed -$236K – 1382
2018
Q2 		$236K Buy
+687
New +$215K ﹤0.01% 1234

Other funds holding UPLD

RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CU
CDAM (UK) London, United Kingdom $387M AUM 4.05% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PCP
P2 Capital Partners New York $246M AUM 17.67% 1-Year Est. Return
BCA
Bernzott Capital Advisors Camarillo, California $250M AUM 26.89% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
NSCM
New South Capital Management Memphis, Tennessee $2.28B AUM 47.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Marshall Wace North America's UPLD Position: Q3 2021 in Review

Marshall Wace North America sold out of Upland Software (UPLD) in Q3 2021, closing a stake of 1,395 shares — an estimated $574K sold.

Marshall Wace North America first reported a position in UPLD in Q2 2018 and held it in 9 quarters. The position peaked at $3.89M in Q4 2020. 153 funds tracked by Wall St. Rank hold UPLD as of Q3 2021.

  • Marshall Wace North America reported no remaining Upland Software position as of Q3 2021 after selling out during the quarter.
  • Marshall Wace North America sold 1,395 Upland Software shares in Q3 2021, an estimated $574K.
  • Marshall Wace North America first reported a position in Upland Software in Q2 2018 and held it in 9 quarters.
  • Marshall Wace North America's Upland Software position peaked at $3.89M in Q4 2020.
  • 153 funds tracked by Wall St. Rank held Upland Software as of Q3 2021.

Based on Marshall Wace North America's 13F filing for Q3 2021, filed 15 Nov 2021.