MetLife Investment Management’s Upland Software UPLD Stock Holding History

MetLife 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
2023 Q2	–	Sell	-776	Closed	-$33.4K	–	2990
2023 Q1	$33.4K	Sell	776 -812	-51%	-$56.2K	﹤0.01%	2745
2022 Q4	$113K	Hold	1,588	–	–	﹤0.01%	2542
2022 Q3	$129K	Hold	1,588	–	–	﹤0.01%	2552
2022 Q2	$231K	Hold	1,588	–	–	﹤0.01%	2216
2022 Q1	$280K	Buy	1,588 +574	+57%	+$105K	﹤0.01%	2135
2021 Q4	$182K	Hold	1,014	–	–	﹤0.01%	2106
2021 Q3	$339K	Hold	1,014	–	–	﹤0.01%	1758
2021 Q2	$417K	Hold	1,014	–	–	﹤0.01%	1678
2021 Q1	$478K	Hold	1,014	–	–	﹤0.01%	1552
2020 Q4	$465K	Hold	1,014	–	–	﹤0.01%	1521
2020 Q3	$382K	Hold	1,014	–	–	﹤0.01%	1510
2020 Q2	$352K	Hold	1,014	–	–	﹤0.01%	1569
2020 Q1	$272K	Hold	1,014	–	–	﹤0.01%	1529
2019 Q4	$362K	Hold	1,014	–	–	﹤0.01%	1631
2019 Q3	$353K	Hold	1,014	–	–	﹤0.01%	1605
2019 Q2	$462K	Buy	1,014 +264	+35%	+$121K	﹤0.01%	1527
2019 Q1	$318K	Hold	750	–	–	﹤0.01%	1721
2018 Q4	$204K	Hold	750	–	–	﹤0.01%	1896
2018 Q3	$242K	Hold	750	–	–	﹤0.01%	1973
2018 Q2	$258K	Buy	+750	New	+$235K	﹤0.01%	1793

Other funds holding UPLD

HCM

Hodges Capital Management Dallas, Texas $1.21B AUM 49% 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

272 Capital Dallas, Texas $40M AUM 150.07% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

MetLife Investment Management's UPLD Position: Q2 2023 in Review

MetLife Investment Management sold out of Upland Software (UPLD) in Q2 2023, closing a stake of 776 shares — an estimated $33.4K sold.

MetLife Investment Management first reported a position in UPLD in Q2 2018 and held it in 20 quarters. The position peaked at $478K in Q1 2021. 89 funds tracked by Wall St. Rank hold UPLD as of Q2 2023.

MetLife Investment Management reported no remaining Upland Software position as of Q2 2023 after selling out during the quarter.
MetLife Investment Management sold 776 Upland Software shares in Q2 2023, an estimated $33.4K.
MetLife Investment Management first reported a position in Upland Software in Q2 2018 and held it in 20 quarters.
MetLife Investment Management's Upland Software position peaked at $478K in Q1 2021.
89 funds tracked by Wall St. Rank held Upland Software as of Q2 2023.

Based on MetLife Investment Management's 13F filing for Q2 2023, filed 10 Aug 2023.