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Oxford Asset Management’s Upland Software UPLD Stock Holding History

Oxford 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
2024
Q2 		– Sell
-1,263
Closed -$39K – 419
2024
Q1 		$39K Buy
1,263
+24
+2% +$870 0.04% 249
2023
Q4 		$52.4K Buy
+1,239
New +$53.6K 0.08% 175
2020
Q1 		– Sell
-1,099
Closed -$393K – 1250
2019
Q4 		$393K Sell
1,099
-3,431
-76% -$1.28M 0.01% 1344
2019
Q3 		$1.58M Buy
+4,530
New +$1.88M 0.04% 685
2018
Q3 		– Sell
-4,032
Closed -$1.39M – 1934
2018
Q2 		$1.39M Sell
4,032
-593
-13% -$186K 0.03% 867
2018
Q1 		$1.33M Buy
4,625
+687
+17% +$169K 0.03% 791
2017
Q4 		$865K Buy
+3,938
New +$865K 0.02% 992

Other funds holding UPLD

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
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CM
CastleKnight Management New York $6B AUM 121.87% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
HCM
Hodges Capital Management Dallas, Texas $1.21B AUM 49% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
2C
272 Capital Dallas, Texas $40M AUM 150.07% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return

Oxford Asset Management's UPLD Position: Q2 2024 in Review

Oxford Asset Management sold out of Upland Software (UPLD) in Q2 2024, closing a stake of 1,263 shares — an estimated $39K sold.

Oxford Asset Management first reported a position in UPLD in Q4 2017 and held it in 7 quarters. The position peaked at $1.58M in Q3 2019. 63 funds tracked by Wall St. Rank hold UPLD as of Q2 2024.

  • Oxford Asset Management reported no remaining Upland Software position as of Q2 2024 after selling out during the quarter.
  • Oxford Asset Management sold 1,263 Upland Software shares in Q2 2024, an estimated $39K.
  • Oxford Asset Management first reported a position in Upland Software in Q4 2017 and held it in 7 quarters.
  • Oxford Asset Management's Upland Software position peaked at $1.58M in Q3 2019.
  • 63 funds tracked by Wall St. Rank held Upland Software as of Q2 2024.

Based on Oxford Asset Management's 13F filing for Q2 2024, filed 14 Aug 2024.