Mesirow Financial Investment Management - Fixed Income’s Upland Software UPLD Stock Holding History

Mesirow Financial Investment Management - Fixed Income’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 Q1	–	Sell	-11,597	Closed	-$5.32M	–	145
2020 Q4	$5.32M	Sell	11,597 -1,950	-14%	-$859K	0.71%	79
2020 Q3	$5.11M	Buy	13,547 +492	+4%	+$177K	0.87%	58
2020 Q2	$4.54M	Sell	13,055 -697	-5%	-$217K	0.83%	63
2020 Q1	$3.69M	Sell	13,752 -3,960	-22%	-$1.43M	0.88%	58
2019 Q4	$6.33M	Buy	17,712 +1,624	+10%	+$607K	0.98%	61
2019 Q3	$5.61M	Buy	16,088 +727	+5%	+$302K	0.93%	65
2019 Q2	$6.99M	Sell	15,361 -1,206	-7%	-$552K	1.08%	47
2019 Q1	$7.02M	Sell	16,567 -12,819	-44%	-$4.36M	1.08%	44
2018 Q4	$7.99M	Sell	29,386 -5,916	-17%	-$1.77M	1.07%	56
2018 Q3	$11.4M	Buy	+35,302	New	+$12.2M	1.03%	56

Other funds holding UPLD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

CDAM (UK) London, United Kingdom $451M AUM 6.84% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

PCP

P2 Capital Partners New York $210M AUM 1.23% 1-Year Est. Return

CCM

Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Mesirow Financial Investment Management - Fixed Income's UPLD Position: Q1 2021 in Review

Mesirow Financial Investment Management - Fixed Income sold out of Upland Software (UPLD) in Q1 2021, closing a stake of 11,597 shares — an estimated $5.32M sold.

Mesirow Financial Investment Management - Fixed Income first reported a position in UPLD in Q3 2018 and held it in 10 quarters. The position peaked at $11.4M in Q3 2018. 175 funds tracked by Wall St. Rank hold UPLD as of Q1 2021.

Mesirow Financial Investment Management - Fixed Income reported no remaining Upland Software position as of Q1 2021 after selling out during the quarter.
Mesirow Financial Investment Management - Fixed Income sold 11,597 Upland Software shares in Q1 2021, an estimated $5.32M.
Mesirow Financial Investment Management - Fixed Income first reported a position in Upland Software in Q3 2018 and held it in 10 quarters.
Mesirow Financial Investment Management - Fixed Income's Upland Software position peaked at $11.4M in Q3 2018.
175 funds tracked by Wall St. Rank held Upland Software as of Q1 2021.

Based on Mesirow Financial Investment Management - Fixed Income's 13F filing for Q1 2021, filed 3 May 2021.