NFG
UPLD icon

Next Financial Group’s Upland Software UPLD Stock Holding History

Next Financial 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
Q4 		$9K Hold
52
– – ﹤0.01% 2241
2021
Q3 		$18K Buy
+52
New +$19.5K ﹤0.01% 1842

Other funds holding UPLD

MAMU
Marathon Asset Management (UK) London, United Kingdom $2.61B AUM 27.14% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NSCM
New South Capital Management Memphis, Tennessee $2.09B AUM 33.67% 1-Year Est. Return
BCA
Bernzott Capital Advisors Camarillo, California $250M AUM 26.89% 1-Year Est. Return
PCP
P2 Capital Partners New York $210M AUM 1.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Next Financial Group's UPLD Position: Q4 2021 in Review

Next Financial Group held its Upland Software (UPLD) position steady in Q4 2021 at 52 shares worth $9K. The position accounts for ﹤0.01% of the portfolio, ranked #2241.

Next Financial Group first reported a position in UPLD in Q3 2021 and has held it in 2 quarters since. The position peaked at $18K in Q3 2021. 155 funds tracked by Wall St. Rank hold UPLD as of Q4 2021.

  • Next Financial Group held 52 shares of Upland Software worth $9K as of Q4 2021.
  • Next Financial Group left its Upland Software share count unchanged in Q4 2021.
  • Upland Software made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2241 holding.
  • Next Financial Group first reported a position in Upland Software in Q3 2021 and has held it in 2 quarters since.
  • Next Financial Group's Upland Software position peaked at $18K in Q3 2021.
  • 155 funds tracked by Wall St. Rank held Upland Software as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.