Meeder Asset Management’s Upland Software UPLD Stock Holding History

Meeder 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	Closed	-$1K	–	2290
2021 Q3	$1K	Hold	2	–	–	﹤0.01%	2384
2021 Q2	$1K	Hold	2	–	–	﹤0.01%	2401
2021 Q1	$1K	Hold	2	–	–	﹤0.01%	2273
2020 Q4	$1K	Sell	2 -2	-50%	-$881	﹤0.01%	1755
2020 Q3	$2K	Sell	4 -1	-20%	-$360	﹤0.01%	1877
2020 Q2	$2K	Hold	5	–	–	﹤0.01%	1810
2020 Q1	$1K	Buy	5 +2	+67%	+$723	﹤0.01%	2242
2019 Q4	$1K	Buy	3 +1	+50%	+$374	﹤0.01%	2172
2019 Q3	$1K	Sell	2 -206	-99%	-$85.6K	﹤0.01%	2092
2019 Q2	$95K	Buy	208 +178	+593%	+$81.5K	0.01%	775
2019 Q1	$13K	Sell	30 -33	-52%	-$11.2K	﹤0.01%	1174
2018 Q4	$17K	Buy	63 +47	+294%	+$14.1K	﹤0.01%	1110
2018 Q3	$5K	Buy	+16	New	+$5.54K	﹤0.01%	1340

Other funds holding UPLD

MAMU

Marathon Asset Management (UK) London, United Kingdom $2.61B AUM 27.14% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

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

Meeder Asset Management sold out of Upland Software (UPLD) in Q4 2021, closing a stake of 2 shares — an estimated $1K sold.

Meeder Asset Management first reported a position in UPLD in Q3 2018 and held it in 13 quarters. The position peaked at $95K in Q2 2019. 155 funds tracked by Wall St. Rank hold UPLD as of Q4 2021.

Meeder Asset Management reported no remaining Upland Software position as of Q4 2021 after selling out during the quarter.
Meeder Asset Management sold 2 Upland Software shares in Q4 2021, an estimated $1K.
Meeder Asset Management first reported a position in Upland Software in Q3 2018 and held it in 13 quarters.
Meeder Asset Management's Upland Software position peaked at $95K in Q2 2019.
155 funds tracked by Wall St. Rank held Upland Software as of Q4 2021.

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