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UPLD icon

Nuveen’s Upland Software UPLD Stock Holding History

Nuveen’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
2023
Q2 		– Sell
-17,327
Closed -$745K – 3296
2023
Q1 		$745K Buy
17,327
+4,843
+39% +$335K ﹤0.01% 2704
2022
Q4 		$890K Buy
12,484
+2,358
+23% +$176K ﹤0.01% 2727
2022
Q3 		$823K Sell
10,126
-407
-4% -$45K ﹤0.01% 2829
2022
Q2 		$1.53M Sell
10,533
-1,239
-11% -$181K ﹤0.01% 2580
2022
Q1 		$2.01M Sell
11,772
-347
-3% -$63.7K ﹤0.01% 2503
2021
Q4 		$2.24M Sell
12,119
-817
-6% -$208K ﹤0.01% 2522
2021
Q3 		$4.74M Sell
12,936
-64
-0.5% -$24K ﹤0.01% 2246
2021
Q2 		$5.35M Buy
13,000
+2,669
+26% +$1.17M ﹤0.01% 2207
2021
Q1 		$4.88M Sell
10,331
-116
-1% -$56K ﹤0.01% 2180
2020
Q4 		$4.79M Sell
10,447
-31
-0.3% -$13.7K ﹤0.01% 2099
2020
Q3 		$3.95M Sell
10,478
-26,644
-72% -$9.6M ﹤0.01% 2046
2020
Q2 		$12.9M Sell
37,122
-1,618
-4% -$504K 0.01% 1312
2020
Q1 		$10.4M Buy
38,740
+1,616
+4% +$584K 0.01% 1265
2019
Q4 		$13.3M Sell
37,124
-1,047
-3% -$391K 0.01% 1419
2019
Q3 		$13.3M Buy
38,171
+10,229
+37% +$4.25M 0.01% 1383
2019
Q2 		$12.7M Buy
27,942
+26,847
+2,452% +$12.3M 0.01% 1452
2019
Q1 		$464K Sell
1,095
-398
-27% -$135K ﹤0.01% 846
2018
Q4 		$406K Sell
1,493
-51
-3% -$15.3K ﹤0.01% 847
2018
Q3 		$499K Sell
1,544
-1,737
-53% -$601K ﹤0.01% 864
2018
Q2 		$1.13M Sell
3,281
-1,109
-25% -$348K 0.01% 711
2018
Q1 		$1.26M Buy
+4,390
New +$1.08M 0.01% 705

Other funds holding UPLD

HCM
Hodges Capital Management Dallas, Texas $1.21B AUM 49% 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
2C
272 Capital Dallas, Texas $40M AUM 150.07% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Nuveen's UPLD Position: Q2 2023 in Review

Nuveen sold out of Upland Software (UPLD) in Q2 2023, closing a stake of 17,327 shares — an estimated $745K sold.

Nuveen first reported a position in UPLD in Q1 2018 and held it in 21 quarters. The position peaked at $13.3M in Q3 2019. 89 funds tracked by Wall St. Rank hold UPLD as of Q2 2023.

  • Nuveen reported no remaining Upland Software position as of Q2 2023 after selling out during the quarter.
  • Nuveen sold 17,327 Upland Software shares in Q2 2023, an estimated $745K.
  • Nuveen first reported a position in Upland Software in Q1 2018 and held it in 21 quarters.
  • Nuveen's Upland Software position peaked at $13.3M in Q3 2019.
  • 89 funds tracked by Wall St. Rank held Upland Software as of Q2 2023.

Based on Nuveen's 13F filing for Q2 2023, filed 14 Aug 2023.