Neuberger Berman Group
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Neuberger Berman Group’s Upland Software UPLD Stock Holding History

Neuberger Berman Group’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
-8,200
Closed -$3.76M – 1821
2020
Q4 		$3.76M Buy
+8,200
New +$3.61M ﹤0.01% 982
2019
Q3 		– Sell
-4,110
Closed -$1.87M – 1599
2019
Q2 		$1.87M Buy
+4,110
New +$1.88M ﹤0.01% 1048
2018
Q4 		– Sell
-2,150
Closed -$695K – 1656
2018
Q3 		$695K Sell
2,150
-100
-4% -$34.6K ﹤0.01% 1267
2018
Q2 		$773K Buy
+2,250
New +$705K ﹤0.01% 1308

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

Neuberger Berman Group's UPLD Position: Q1 2021 in Review

Neuberger Berman Group sold out of Upland Software (UPLD) in Q1 2021, closing a stake of 8,200 shares — an estimated $3.76M sold.

Neuberger Berman Group first reported a position in UPLD in Q2 2018 and held it in 4 quarters. The position peaked at $3.76M in Q4 2020. 175 funds tracked by Wall St. Rank hold UPLD as of Q1 2021.

  • Neuberger Berman Group reported no remaining Upland Software position as of Q1 2021 after selling out during the quarter.
  • Neuberger Berman Group sold 8,200 Upland Software shares in Q1 2021, an estimated $3.76M.
  • Neuberger Berman Group first reported a position in Upland Software in Q2 2018 and held it in 4 quarters.
  • Neuberger Berman Group's Upland Software position peaked at $3.76M in Q4 2020.
  • 175 funds tracked by Wall St. Rank held Upland Software as of Q1 2021.

Based on Neuberger Berman Group's 13F filing for Q1 2021, filed 13 May 2021.