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Oak Ridge Investments’s Upland Software UPLD Stock Holding History

Oak Ridge Investments’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 		– Sell
-13,729
Closed -$4.59M – 181
2021
Q3 		$4.59M Sell
13,729
-1,221
-8% -$458K 0.4% 83
2021
Q2 		$6.16M Sell
14,950
-480
-3% -$211K 0.54% 69
2021
Q1 		$7.28M Sell
15,430
-25
-0.2% -$12.1K 0.68% 52
2020
Q4 		$7.09M Sell
15,455
-3,116
-17% -$1.37M 0.62% 51
2020
Q3 		$7M Sell
18,571
-2,322
-11% -$837K 0.55% 62
2020
Q2 		$7.26M Sell
20,893
-2,136
-9% -$666K 0.61% 61
2020
Q1 		$6.18M Sell
23,029
-572
-2% -$207K 0.63% 61
2019
Q4 		$8.43M Sell
23,601
-3,696
-14% -$1.38M 0.62% 66
2019
Q3 		$9.52M Buy
27,297
+9,095
+50% +$3.78M 0.72% 61
2019
Q2 		$8.29M Buy
+18,202
New +$8.33M 0.57% 75

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

Oak Ridge Investments's UPLD Position: Q4 2021 in Review

Oak Ridge Investments sold out of Upland Software (UPLD) in Q4 2021, closing a stake of 13,729 shares — an estimated $4.59M sold.

Oak Ridge Investments first reported a position in UPLD in Q2 2019 and held it in 10 quarters. The position peaked at $9.52M in Q3 2019. 155 funds tracked by Wall St. Rank hold UPLD as of Q4 2021.

  • Oak Ridge Investments reported no remaining Upland Software position as of Q4 2021 after selling out during the quarter.
  • Oak Ridge Investments sold 13,729 Upland Software shares in Q4 2021, an estimated $4.59M.
  • Oak Ridge Investments first reported a position in Upland Software in Q2 2019 and held it in 10 quarters.
  • Oak Ridge Investments's Upland Software position peaked at $9.52M in Q3 2019.
  • 155 funds tracked by Wall St. Rank held Upland Software as of Q4 2021.

Based on Oak Ridge Investments's 13F filing for Q4 2021, filed 1 Feb 2022.