NIM
Needham Investment Management’s Upland Software UPLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-100,000
| Closed | -$360K | – | 124 |
|
|
2023
Q2 | $360K | Sell |
100,000
-550,000
| -85% | -$1.98M | 0.06% | 111 |
|
|
2023
Q1 | $2.8M | Buy |
650,000
+107,500
| +20% | +$462K | 0.48% | 59 |
|
|
2022
Q4 | $3.87M | Sell |
542,500
-182,500
| -25% | -$1.3M | 0.7% | 48 |
|
|
2022
Q3 | $5.89M | Buy |
725,000
+290,000
| +67% | +$2.36M | 1.15% | 33 |
|
|
2022
Q2 | $6.32M | Buy |
435,000
+365,000
| +521% | +$5.3M | 1.18% | 30 |
|
|
2022
Q1 | $1.23M | Sell |
70,000
-110,000
| -61% | -$1.94M | 0.18% | 87 |
|
|
2021
Q4 | $3.23M | Buy |
+180,000
| New | +$3.23M | 0.41% | 64 |
|