Michael Gelband’s Upland Software UPLD Stock Holding History

Michael Gelband’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
2024 Q1	–	Sell	-1,155	Closed	-$49K	–	1982
2023 Q4	$49K	Buy	+1,155	New	+$49.9K	﹤0.01%	1383
2022 Q2	–	Sell	-1,174	Closed	-$207K	–	2480
2022 Q1	$207K	Sell	1,174 -5,046	-81%	-$926K	﹤0.01%	1901
2021 Q4	$1.12M	Buy	+6,220	New	+$1.58M	0.01%	1013
2020 Q4	–	Sell	-4,627	Closed	-$1.75M	–	2395
2020 Q3	$1.75M	Buy	+4,627	New	+$1.67M	0.03%	449
2020 Q1	–	Sell	-955	Closed	-$341K	–	1663
2019 Q4	$341K	Buy	955 +169	+22%	+$63.1K	0.01%	1077
2019 Q3	$274K	Buy	+786	New	+$326K	0.01%	943

Other funds holding UPLD

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

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

NSCM

New South Capital Management Memphis, Tennessee $2.28B AUM 47.19% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

HCM

Hodges Capital Management Dallas, Texas $1.51B AUM 85.85% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

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

BFM

Boothbay Fund Management New York $7.6B AUM 109.3% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Michael Gelband's UPLD Position: Q1 2024 in Review

Michael Gelband sold out of Upland Software (UPLD) in Q1 2024, closing a stake of 1,155 shares — an estimated $49K sold.

Michael Gelband first reported a position in UPLD in Q3 2019 and held it in 6 quarters. The position peaked at $1.75M in Q3 2020. 79 funds tracked by Wall St. Rank hold UPLD as of Q1 2024.

Michael Gelband reported no remaining Upland Software position as of Q1 2024 after selling out during the quarter.
Michael Gelband sold 1,155 Upland Software shares in Q1 2024, an estimated $49K.
Michael Gelband first reported a position in Upland Software in Q3 2019 and held it in 6 quarters.
Michael Gelband's Upland Software position peaked at $1.75M in Q3 2020.
79 funds tracked by Wall St. Rank held Upland Software as of Q1 2024.

Based on ExodusPoint Capital Management's 13F filing for Q1 2024, filed 14 May 2024.