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Needham Investment Management’s Upland Software UPLD Stock Holding History

Needham Investment 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
Q3 		– Sell
-10,000
Closed -$360K – 124
2023
Q2 		$360K Sell
10,000
-55,000
-85% -$1.89M 0.06% 111
2023
Q1 		$2.79M Buy
65,000
+10,750
+20% +$745K 0.48% 59
2022
Q4 		$3.87M Sell
54,250
-18,250
-25% -$1.36M 0.7% 48
2022
Q3 		$5.89M Buy
72,500
+29,000
+67% +$3.21M 1.15% 33
2022
Q2 		$6.32M Buy
43,500
+36,500
+521% +$5.33M 1.18% 30
2022
Q1 		$1.23M Sell
7,000
-11,000
-61% -$2.02M 0.18% 87
2021
Q4 		$3.23M Buy
+18,000
New +$4.58M 0.41% 64

Other funds holding UPLD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HCM
Hodges Capital Management Dallas, Texas $1.21B AUM 49% 1-Year Est. Return
NSCM
New South Capital Management Memphis, Tennessee $2.09B AUM 33.67% 1-Year Est. Return
2C
272 Capital Dallas, Texas $40M AUM 150.07% 1-Year Est. Return
FDS
First Dallas Securities Dallas, Texas $270M AUM 39.24% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CM
CastleKnight Management New York $6B AUM 121.87% 1-Year Est. Return

Needham Investment Management's UPLD Position: Q3 2023 in Review

Needham Investment Management sold out of Upland Software (UPLD) in Q3 2023, closing a stake of 10,000 shares — an estimated $360K sold.

Needham Investment Management first reported a position in UPLD in Q4 2021 and held it in 7 quarters. The position peaked at $6.32M in Q2 2022. 78 funds tracked by Wall St. Rank hold UPLD as of Q3 2023.

  • Needham Investment Management reported no remaining Upland Software position as of Q3 2023 after selling out during the quarter.
  • Needham Investment Management sold 10,000 Upland Software shares in Q3 2023, an estimated $360K.
  • Needham Investment Management first reported a position in Upland Software in Q4 2021 and held it in 7 quarters.
  • Needham Investment Management's Upland Software position peaked at $6.32M in Q2 2022.
  • 78 funds tracked by Wall St. Rank held Upland Software as of Q3 2023.

Based on Needham Investment Management's 13F filing for Q3 2023, filed 14 Nov 2023.