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Nantahala Capital Management’s Upland Software UPLD Stock Holding History

Nantahala Capital 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
Q1 		– Sell
-50,110
Closed -$23M – 133
2020
Q4 		$23M Buy
50,110
+2,258
+5% +$994K 0.71% 38
2020
Q3 		$18M Sell
47,852
-4,543
-9% -$1.64M 0.55% 42
2020
Q2 		$18.2M Buy
52,395
+660
+1% +$206K 0.55% 40
2020
Q1 		$13.9M Buy
+51,735
New +$18.7M 0.52% 39

Other funds holding UPLD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CU
CDAM (UK) London, United Kingdom $451M AUM 6.84% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
PCP
P2 Capital Partners New York $210M AUM 1.23% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Nantahala Capital Management's UPLD Position: Q1 2021 in Review

Nantahala Capital Management sold out of Upland Software (UPLD) in Q1 2021, closing a stake of 50,110 shares — an estimated $23M sold.

Nantahala Capital Management first reported a position in UPLD in Q1 2020 and held it in 4 quarters. The position peaked at $23M in Q4 2020. 175 funds tracked by Wall St. Rank hold UPLD as of Q1 2021.

  • Nantahala Capital Management reported no remaining Upland Software position as of Q1 2021 after selling out during the quarter.
  • Nantahala Capital Management sold 50,110 Upland Software shares in Q1 2021, an estimated $23M.
  • Nantahala Capital Management first reported a position in Upland Software in Q1 2020 and held it in 4 quarters.
  • Nantahala Capital Management's Upland Software position peaked at $23M in Q4 2020.
  • 175 funds tracked by Wall St. Rank held Upland Software as of Q1 2021.

Based on Nantahala Capital Management's 13F filing for Q1 2021, filed 14 May 2021.