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Martingale Asset Management’s Upland Software UPLD Stock Holding History

Martingale Asset Management’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
Q4 		– Sell
-2,777
Closed -$930K – 896
2021
Q3 		$930K Buy
2,777
+1,835
+195% +$688K 0.01% 524
2021
Q2 		$389K Buy
942
+182
+24% +$80K ﹤0.01% 667
2021
Q1 		$359K Buy
760
+80
+12% +$38.6K ﹤0.01% 704
2020
Q4 		$313K Sell
680
-950
-58% -$418K ﹤0.01% 733
2020
Q3 		$616K Sell
1,630
-1,646
-50% -$593K 0.01% 757
2020
Q2 		$1.14M Hold
3,276
– – 0.01% 698
2020
Q1 		$880K Buy
+3,276
New +$1.18M 0.01% 714
2019
Q2 		– Sell
-1,010
Closed -$429K – 1067
2019
Q1 		$429K Buy
+1,010
New +$343K ﹤0.01% 902
2018
Q3 		– Sell
-2,591
Closed -$891K – 1014
2018
Q2 		$891K Sell
2,591
-1,050
-29% -$329K 0.01% 768
2018
Q1 		$1.05M Buy
3,641
+320
+10% +$78.9K 0.01% 720
2017
Q4 		$720K Buy
3,321
+1,221
+58% +$268K 0.01% 765
2017
Q3 		$445K Buy
+2,100
New +$482K 0.01% 858

Other funds holding UPLD

MAMU
Marathon Asset Management (UK) London, United Kingdom $2.61B AUM 27.14% 1-Year Est. Return
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
NSCM
New South Capital Management Memphis, Tennessee $2.09B AUM 33.67% 1-Year Est. Return
BCA
Bernzott Capital Advisors Camarillo, California $209M AUM 9.57% 1-Year Est. Return
PCP
P2 Capital Partners New York $210M AUM 1.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Martingale Asset Management's UPLD Position: Q4 2021 in Review

Martingale Asset Management sold out of Upland Software (UPLD) in Q4 2021, closing a stake of 2,777 shares — an estimated $930K sold.

Martingale Asset Management first reported a position in UPLD in Q3 2017 and held it in 12 quarters. The position peaked at $1.14M in Q2 2020. 155 funds tracked by Wall St. Rank hold UPLD as of Q4 2021.

  • Martingale Asset Management reported no remaining Upland Software position as of Q4 2021 after selling out during the quarter.
  • Martingale Asset Management sold 2,777 Upland Software shares in Q4 2021, an estimated $930K.
  • Martingale Asset Management first reported a position in Upland Software in Q3 2017 and held it in 12 quarters.
  • Martingale Asset Management's Upland Software position peaked at $1.14M in Q2 2020.
  • 155 funds tracked by Wall St. Rank held Upland Software as of Q4 2021.

Based on Martingale Asset Management's 13F filing for Q4 2021, filed 11 Feb 2022.