P2 Capital Partners’s Upland Software UPLD Stock Holding History

P2 Capital Partners’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
2022 Q4	–	Sell	-95,000	Closed	-$7.72M	–	19
2022 Q3	$7.72M	Hold	95,000	–	–	0.95%	19
2022 Q2	$13.8M	Hold	95,000	–	–	1.56%	18
2022 Q1	$16.7M	Hold	95,000	–	–	1.58%	19
2021 Q4	$17M	Sell	95,000 -21,500	-18%	-$5.47M	1.33%	19
2021 Q3	$39M	Sell	116,500 -11,000	-9%	-$4.12M	3.28%	15
2021 Q2	$52.5M	Buy	127,500 +21,192	+20%	+$9.32M	3.94%	13
2021 Q1	$50.2M	Buy	106,308 +46,508	+78%	+$22.4M	3.33%	15
2020 Q4	$27.4M	Sell	59,800 -10,200	-15%	-$4.49M	1.86%	18
2020 Q3	$26.4M	Buy	+70,000	New	+$25.2M	2.07%	16

Other funds holding UPLD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

MAMU

Marathon Asset Management (UK) London, United Kingdom $2.61B AUM 27.14% 1-Year Est. Return

HCM

Hodges Capital Management Dallas, Texas $1.21B AUM 49% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

NSCM

New South Capital Management Memphis, Tennessee $2.09B AUM 33.67% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

P2 Capital Partners's UPLD Position: Q4 2022 in Review

P2 Capital Partners sold out of Upland Software (UPLD) in Q4 2022, closing a stake of 95,000 shares — an estimated $7.72M sold.

P2 Capital Partners first reported a position in UPLD in Q3 2020 and held it in 9 quarters. The position peaked at $52.5M in Q2 2021. 131 funds tracked by Wall St. Rank hold UPLD as of Q4 2022.

P2 Capital Partners reported no remaining Upland Software position as of Q4 2022 after selling out during the quarter.
P2 Capital Partners sold 95,000 Upland Software shares in Q4 2022, an estimated $7.72M.
P2 Capital Partners first reported a position in Upland Software in Q3 2020 and held it in 9 quarters.
P2 Capital Partners's Upland Software position peaked at $52.5M in Q2 2021.
131 funds tracked by Wall St. Rank held Upland Software as of Q4 2022.

Based on P2 Capital Partners's 13F filing for Q4 2022, filed 23 Feb 2023.