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Menta Capital’s Upland Software UPLD Stock Holding History

Menta Capital’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
2018
Q4 		– Sell
-838
Closed -$271K – 676
2018
Q3 		$271K Sell
838
-1,323
-61% -$458K 0.09% 408
2018
Q2 		$743K Buy
2,161
+106
+5% +$33.2K 0.17% 226
2018
Q1 		$592K Buy
+2,055
New +$506K 0.13% 299
2017
Q3 		– Sell
-1,130
Closed -$249K – 874
2017
Q2 		$249K Buy
+1,130
New +$231K 0.03% 681

Other funds holding UPLD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CU
CDAM (UK) London, United Kingdom $451M AUM 6.84% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PCM
Portolan Capital Management Boston, Massachusetts $1.88B AUM 115.74% 1-Year Est. Return
PM
Pembroke Management Montreal, Quebec, Canada $691M AUM 27.96% 1-Year Est. Return
GIPM
G2 Investment Partners Management New York $406M AUM 164.47% 1-Year Est. Return
DMK
David M. Knott $275M AUM 59.23% 1-Year Est. Return
AAP
Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Menta Capital's UPLD Position: Q4 2018 in Review

Menta Capital sold out of Upland Software (UPLD) in Q4 2018, closing a stake of 838 shares — an estimated $271K sold.

Menta Capital first reported a position in UPLD in Q2 2017 and held it in 4 quarters. The position peaked at $743K in Q2 2018. 152 funds tracked by Wall St. Rank hold UPLD as of Q4 2018.

  • Menta Capital reported no remaining Upland Software position as of Q4 2018 after selling out during the quarter.
  • Menta Capital sold 838 Upland Software shares in Q4 2018, an estimated $271K.
  • Menta Capital first reported a position in Upland Software in Q2 2017 and held it in 4 quarters.
  • Menta Capital's Upland Software position peaked at $743K in Q2 2018.
  • 152 funds tracked by Wall St. Rank held Upland Software as of Q4 2018.

Based on Menta Capital's 13F filing for Q4 2018, filed 14 Feb 2019.