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Oberweis Asset Management’s Upland Software UPLD Stock Holding History

Oberweis Asset Management’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
Q2 		– Sell
-2,860
Closed -$1.35M – 188
2021
Q1 		$1.35M Hold
2,860
– – 0.28% 54
2020
Q4 		$1.31M Sell
2,860
-110
-4% -$48.4K 0.35% 41
2020
Q3 		$1.12M Buy
2,970
+420
+16% +$151K 0.38% 43
2020
Q2 		$886K Sell
2,550
-1,154
-31% -$360K 0.35% 51
2020
Q1 		$993K Sell
3,704
-8,300
-69% -$3M 0.55% 32
2019
Q4 		$4.29M Sell
12,004
-10,978
-48% -$4.1M 1.43% 12
2019
Q3 		$8.01M Buy
22,982
+3,972
+21% +$1.65M 1.81% 12
2019
Q2 		$8.65M Buy
19,010
+2,771
+17% +$1.27M 1.57% 12
2019
Q1 		$6.88M Buy
16,239
+11,149
+219% +$3.79M 1.38% 15
2018
Q4 		$1.38M Buy
5,090
+2,840
+126% +$852K 0.31% 54
2018
Q3 		$727K Sell
2,250
-550
-20% -$190K 0.14% 128
2018
Q2 		$962K Buy
+2,800
New +$878K 0.24% 97

Other funds holding UPLD

RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 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
PCP
P2 Capital Partners New York $210M AUM 1.23% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BCA
Bernzott Capital Advisors Camarillo, California $209M AUM 9.57% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Oberweis Asset Management's UPLD Position: Q2 2021 in Review

Oberweis Asset Management sold out of Upland Software (UPLD) in Q2 2021, closing a stake of 2,860 shares — an estimated $1.35M sold.

Oberweis Asset Management first reported a position in UPLD in Q2 2018 and held it in 12 quarters. The position peaked at $8.65M in Q2 2019. 157 funds tracked by Wall St. Rank hold UPLD as of Q2 2021.

  • Oberweis Asset Management reported no remaining Upland Software position as of Q2 2021 after selling out during the quarter.
  • Oberweis Asset Management sold 2,860 Upland Software shares in Q2 2021, an estimated $1.35M.
  • Oberweis Asset Management first reported a position in Upland Software in Q2 2018 and held it in 12 quarters.
  • Oberweis Asset Management's Upland Software position peaked at $8.65M in Q2 2019.
  • 157 funds tracked by Wall St. Rank held Upland Software as of Q2 2021.

Based on Oberweis Asset Management's 13F filing for Q2 2021, filed 16 Aug 2021.