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Motley Fool Asset Management’s Upland Software UPLD Stock Holding History

Motley Fool 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
2023
Q1 		– Sell
-16,944
Closed -$1.21M – 201
2022
Q4 		$1.21M Buy
16,944
+9,775
+136% +$729K 0.14% 115
2022
Q3 		$583K Sell
7,169
-355
-5% -$39.3K 0.06% 159
2022
Q2 		$1.15M Sell
7,524
-770
-9% -$112K 0.11% 127
2022
Q1 		$1.46M Sell
8,294
-2,013
-20% -$369K 0.11% 123
2021
Q4 		$1.85M Sell
10,307
-532
-5% -$135K 0.12% 111
2021
Q3 		$3.63M Sell
10,839
-178
-2% -$66.7K 0.24% 87
2021
Q2 		$4.54M Buy
+11,017
New +$4.84M 0.3% 80

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
HCM
Hodges Capital Management Dallas, Texas $1.21B AUM 49% 1-Year Est. Return
2C
272 Capital Dallas, Texas $40M AUM 150.07% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
NSCM
New South Capital Management Memphis, Tennessee $2.09B AUM 33.67% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Motley Fool Asset Management's UPLD Position: Q1 2023 in Review

Motley Fool Asset Management sold out of Upland Software (UPLD) in Q1 2023, closing a stake of 16,944 shares — an estimated $1.21M sold.

Motley Fool Asset Management first reported a position in UPLD in Q2 2021 and held it in 7 quarters. The position peaked at $4.54M in Q2 2021. 120 funds tracked by Wall St. Rank hold UPLD as of Q1 2023.

  • Motley Fool Asset Management reported no remaining Upland Software position as of Q1 2023 after selling out during the quarter.
  • Motley Fool Asset Management sold 16,944 Upland Software shares in Q1 2023, an estimated $1.21M.
  • Motley Fool Asset Management first reported a position in Upland Software in Q2 2021 and held it in 7 quarters.
  • Motley Fool Asset Management's Upland Software position peaked at $4.54M in Q2 2021.
  • 120 funds tracked by Wall St. Rank held Upland Software as of Q1 2023.

Based on Motley Fool Asset Management's 13F filing for Q1 2023, filed 10 May 2023.