MPAM
UPLD icon

Monarch Partners Asset Management’s Upland Software UPLD Stock Holding History

Monarch Partners Asset 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
2022
Q4 		$1.29M Buy
18,063
+132
+0.7% +$9.84K 0.38% 120
2022
Q3 		$1.46M Sell
17,931
-17,886
-50% -$1.98M 0.44% 113
2022
Q2 		$5.2M Buy
35,817
+7,539
+27% +$1.1M 1.45% 6
2022
Q1 		$4.98M Buy
28,278
+15,542
+122% +$2.85M 1.11% 21
2021
Q4 		$2.29M Sell
12,736
-13,281
-51% -$3.38M 0.46% 106
2021
Q3 		$8.7M Buy
26,017
+6,762
+35% +$2.53M 1.27% 20
2021
Q2 		$7.93M Buy
19,255
+4,093
+27% +$1.8M 1.14% 27
2021
Q1 		$7.16M Sell
15,162
-806
-5% -$389K 1.08% 29
2020
Q4 		$7.33M Buy
15,968
+13,789
+633% +$6.07M 1.28% 18
2020
Q3 		$821K Buy
+2,179
New +$785K 0.18% 129
2020
Q1 		– Sell
-10,820
Closed -$3.86M – 192
2019
Q4 		$3.86M Buy
+10,820
New +$4.04M 0.86% 52
2019
Q2 		– Sell
-2,093
Closed -$887K – 189
2019
Q1 		$887K Hold
2,093
– – 0.13% 105
2018
Q4 		$569K Buy
2,093
+331
+19% +$99.3K 0.08% 143
2018
Q3 		$569K Buy
+1,762
New +$610K 0.05% 167

Other funds holding UPLD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MAMU
Marathon Asset Management (UK) London, United Kingdom $2.61B AUM 27.14% 1-Year Est. Return
HCM
Hodges Capital Management Dallas, Texas $1.21B AUM 49% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
NSCM
New South Capital Management Memphis, Tennessee $2.09B AUM 33.67% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Monarch Partners Asset Management's UPLD Position: Q4 2022 in Review

Monarch Partners Asset Management increased its Upland Software (UPLD) stake by 0.74% in Q4 2022, buying an estimated $9.84K and bringing the position to 18,063 shares worth $1.29M. The position accounts for 0.38% of the portfolio, ranked #120.

Monarch Partners Asset Management first reported a position in UPLD in Q3 2018 and has held it in 14 quarters since. The position peaked at $8.7M in Q3 2021. 131 funds tracked by Wall St. Rank hold UPLD as of Q4 2022.

  • Monarch Partners Asset Management held 18,063 shares of Upland Software worth $1.29M as of Q4 2022.
  • Monarch Partners Asset Management bought 132 Upland Software shares in Q4 2022, an estimated $9.84K.
  • Upland Software made up 0.38% of Monarch Partners Asset Management's portfolio in Q4 2022, its #120 holding.
  • Monarch Partners Asset Management first reported a position in Upland Software in Q3 2018 and has held it in 14 quarters since.
  • Monarch Partners Asset Management's Upland Software position peaked at $8.7M in Q3 2021.
  • 131 funds tracked by Wall St. Rank held Upland Software as of Q4 2022.

Based on Monarch Partners Asset Management's 13F filing for Q4 2022, filed 2 Feb 2023.