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Nicholas Investment Partners’s Upland Software UPLD Stock Holding History

Nicholas Investment Partners’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
2020
Q3 		– Sell
-2,293
Closed -$797K – 194
2020
Q2 		$797K Buy
+2,293
New +$715K 0.16% 144
2020
Q1 		– Sell
-3,409
Closed -$1.22M – 204
2019
Q4 		$1.22M Sell
3,409
-3,546
-51% -$1.32M 0.13% 168
2019
Q3 		$2.42M Sell
6,955
-9,799
-58% -$4.07M 0.2% 164
2019
Q2 		$7.63M Buy
16,754
+12,022
+254% +$5.5M 0.7% 41
2019
Q1 		$2M Buy
+4,732
New +$1.61M 0.18% 172
2015
Q1 		– Sell
-27,218
Closed -$2.6M – 348
2014
Q4 		$2.6M Buy
+27,218
New +$2.86M 0.16% 217

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
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
GEH
General Equity Holdings Brooklyn, New York $135M AUM 32.96% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
PCP
P2 Capital Partners New York $210M AUM 1.23% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
ACM
Ashford Capital Management Wilmington, Delaware $809M AUM 35.1% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Nicholas Investment Partners's UPLD Position: Q3 2020 in Review

Nicholas Investment Partners sold out of Upland Software (UPLD) in Q3 2020, closing a stake of 2,293 shares — an estimated $797K sold.

Nicholas Investment Partners first reported a position in UPLD in Q4 2014 and held it in 6 quarters. The position peaked at $7.63M in Q2 2019. 163 funds tracked by Wall St. Rank hold UPLD as of Q3 2020.

  • Nicholas Investment Partners reported no remaining Upland Software position as of Q3 2020 after selling out during the quarter.
  • Nicholas Investment Partners sold 2,293 Upland Software shares in Q3 2020, an estimated $797K.
  • Nicholas Investment Partners first reported a position in Upland Software in Q4 2014 and held it in 6 quarters.
  • Nicholas Investment Partners's Upland Software position peaked at $7.63M in Q2 2019.
  • 163 funds tracked by Wall St. Rank held Upland Software as of Q3 2020.

Based on Nicholas Investment Partners's 13F filing for Q3 2020, filed 13 Nov 2020.