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UPLD icon

Neuburgh Advisers’s Upland Software UPLD Stock Holding History

Neuburgh Advisers’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
2019
Q3 		$24K Hold
68
– – ﹤0.01% 879
2019
Q2 		$31K Hold
68
– – ﹤0.01% 877
2019
Q1 		$29K Buy
68
+7
+11% +$2.38K ﹤0.01% 874
2018
Q4 		$17K Buy
+61
New +$18.3K ﹤0.01% 867

Other funds holding UPLD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PCM
Portolan Capital Management Boston, Massachusetts $1.88B AUM 115.74% 1-Year Est. Return
CU
CDAM (UK) London, United Kingdom $451M AUM 6.84% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GEH
General Equity Holdings Brooklyn, New York $135M AUM 32.96% 1-Year Est. Return
PM
Pembroke Management Montreal, Quebec, Canada $637M AUM 40.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GIPM
G2 Investment Partners Management New York $406M AUM 164.47% 1-Year Est. Return

Neuburgh Advisers's UPLD Position: Q3 2019 in Review

Neuburgh Advisers held its Upland Software (UPLD) position steady in Q3 2019 at 68 shares worth $24K. The position accounts for ﹤0.01% of the portfolio, ranked #879.

Neuburgh Advisers first reported a position in UPLD in Q4 2018 and has held it in 4 quarters since. The position peaked at $31K in Q2 2019. 181 funds tracked by Wall St. Rank hold UPLD as of Q3 2019.

  • Neuburgh Advisers held 68 shares of Upland Software worth $24K as of Q3 2019.
  • Neuburgh Advisers left its Upland Software share count unchanged in Q3 2019.
  • Upland Software made up ﹤0.01% of Neuburgh Advisers's portfolio in Q3 2019, its #879 holding.
  • Neuburgh Advisers first reported a position in Upland Software in Q4 2018 and has held it in 4 quarters since.
  • Neuburgh Advisers's Upland Software position peaked at $31K in Q2 2019.
  • 181 funds tracked by Wall St. Rank held Upland Software as of Q3 2019.

Based on Neuburgh Advisers's 13F filing for Q3 2019, filed 14 Nov 2019.