Oppenheimer & Co’s Upland Software UPLD Stock Holding History

Oppenheimer & Co’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	-1,335	Closed	-$630K	–	1566
2021 Q1	$630K	Buy	1,335 +330	+33%	+$159K	0.01%	872
2020 Q4	$461K	Buy	+1,005	New	+$443K	0.01%	926

Other funds holding UPLD

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

CDAM (UK) London, United Kingdom $451M AUM 6.84% 1-Year Est. Return

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 Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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 Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Oppenheimer & Co's UPLD Position: Q2 2021 in Review

Oppenheimer & Co sold out of Upland Software (UPLD) in Q2 2021, closing a stake of 1,335 shares — an estimated $630K sold.

Oppenheimer & Co first reported a position in UPLD in Q4 2020 and held it in 2 quarters. The position peaked at $630K in Q1 2021. 157 funds tracked by Wall St. Rank hold UPLD as of Q2 2021.

Oppenheimer & Co reported no remaining Upland Software position as of Q2 2021 after selling out during the quarter.
Oppenheimer & Co sold 1,335 Upland Software shares in Q2 2021, an estimated $630K.
Oppenheimer & Co first reported a position in Upland Software in Q4 2020 and held it in 2 quarters.
Oppenheimer & Co's Upland Software position peaked at $630K in Q1 2021.
157 funds tracked by Wall St. Rank held Upland Software as of Q2 2021.

Based on Oppenheimer & Co's 13F filing for Q2 2021, filed 3 Aug 2021.