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

Mesirow Financial Investment 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
Q2 		– Sell
-881
Closed -$416K – 129
2021
Q1 		$416K Sell
881
-28
-3% -$13.5K 1.13% 52
2020
Q4 		$417K Buy
909
+3
+0.3% +$1.32K 1.32% 32
2020
Q3 		$341K Buy
906
+67
+8% +$24.1K 1.46% 27
2020
Q2 		$292K Sell
839
-21
-2% -$6.54K 1.37% 41
2020
Q1 		$231K Buy
+860
New +$311K 1.46% 47

Other funds holding UPLD

RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 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
PCP
P2 Capital Partners New York $210M AUM 1.23% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BCA
Bernzott Capital Advisors Camarillo, California $250M AUM 26.89% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Mesirow Financial Investment Management's UPLD Position: Q2 2021 in Review

Mesirow Financial Investment Management sold out of Upland Software (UPLD) in Q2 2021, closing a stake of 881 shares — an estimated $416K sold.

Mesirow Financial Investment Management first reported a position in UPLD in Q1 2020 and held it in 5 quarters. The position peaked at $417K in Q4 2020. 157 funds tracked by Wall St. Rank hold UPLD as of Q2 2021.

  • Mesirow Financial Investment Management reported no remaining Upland Software position as of Q2 2021 after selling out during the quarter.
  • Mesirow Financial Investment Management sold 881 Upland Software shares in Q2 2021, an estimated $416K.
  • Mesirow Financial Investment Management first reported a position in Upland Software in Q1 2020 and held it in 5 quarters.
  • Mesirow Financial Investment Management's Upland Software position peaked at $417K in Q4 2020.
  • 157 funds tracked by Wall St. Rank held Upland Software as of Q2 2021.

Based on Mesirow Financial Investment Management's 13F filing for Q2 2021, filed 23 Jul 2021.