Nisa Investment Advisors
UPLD icon

Nisa Investment Advisors’s Upland Software UPLD Stock Holding History

Nisa Investment Advisors’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
2022
Q2 		– Sell
-100
Closed -$18K – 2512
2022
Q1 		$18K Buy
+100
New +$18.3K ﹤0.01% 2082
2021
Q4 		– Sell
-245
Closed -$82 – 2328
2021
Q3 		$82 Hold
245
– – ﹤0.01% 1787
2021
Q2 		$101 Hold
245
– – ﹤0.01% 1690
2021
Q1 		$116 Hold
245
– – ﹤0.01% 1687
2020
Q4 		$112K Buy
245
+30
+14% +$13.2K ﹤0.01% 1690
2020
Q3 		$81K Buy
215
+95
+79% +$34.2K ﹤0.01% 1609
2020
Q2 		$42K Buy
120
+60
+100% +$18.7K ﹤0.01% 1621
2020
Q1 		$16K Hold
60
– – ﹤0.01% 1763
2019
Q4 		$21K Hold
60
– – ﹤0.01% 1684
2019
Q3 		$21K Buy
+60
New +$24.9K ﹤0.01% 1634

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 $209M AUM 9.57% 1-Year Est. Return
PCP
P2 Capital Partners New York $210M AUM 1.23% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HCM
Hodges Capital Management Dallas, Texas $1.21B AUM 49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Nisa Investment Advisors's UPLD Position: Q2 2022 in Review

Nisa Investment Advisors sold out of Upland Software (UPLD) in Q2 2022, closing a stake of 100 shares — an estimated $18K sold.

Nisa Investment Advisors first reported a position in UPLD in Q3 2019 and held it in 10 quarters. The position peaked at $112K in Q4 2020. 127 funds tracked by Wall St. Rank hold UPLD as of Q2 2022.

  • Nisa Investment Advisors reported no remaining Upland Software position as of Q2 2022 after selling out during the quarter.
  • Nisa Investment Advisors sold 100 Upland Software shares in Q2 2022, an estimated $18K.
  • Nisa Investment Advisors first reported a position in Upland Software in Q3 2019 and held it in 10 quarters.
  • Nisa Investment Advisors's Upland Software position peaked at $112K in Q4 2020.
  • 127 funds tracked by Wall St. Rank held Upland Software as of Q2 2022.

Based on Nisa Investment Advisors's 13F filing for Q2 2022, filed 3 Aug 2022.