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PA Capital’s Upland Software UPLD Stock Holding History

PA Capital’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
2020
Q3 		$1.5M Hold
3,972
– – 1.05% 22
2020
Q2 		$1.38M Sell
3,972
-888
-18% -$277K 1% 25
2020
Q1 		$1.3M Buy
4,860
+770
+19% +$278K 1.15% 19
2019
Q4 		$1.46M Sell
4,090
-55
-1% -$20.5K 1.29% 19
2019
Q3 		$1.45M Buy
4,145
+457
+12% +$190K 1.42% 16
2019
Q2 		$1.68M Buy
3,688
+327
+10% +$150K 1.53% 14
2019
Q1 		$1.42M Hold
3,361
– – 1.27% 21
2018
Q4 		$914K Buy
+3,361
New +$1.01M 0.97% 32

Other funds holding UPLD

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
GEH
General Equity Holdings Brooklyn, New York $135M AUM 32.96% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
PCP
P2 Capital Partners New York $210M AUM 1.23% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
ACM
Ashford Capital Management Wilmington, Delaware $809M AUM 35.1% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

PA Capital's UPLD Position: Q3 2020 in Review

PA Capital held its Upland Software (UPLD) position steady in Q3 2020 at 3,972 shares worth $1.5M. The position accounts for 1.05% of the portfolio, ranked #22.

PA Capital first reported a position in UPLD in Q4 2018 and has held it in 8 quarters since. The position peaked at $1.68M in Q2 2019. 163 funds tracked by Wall St. Rank hold UPLD as of Q3 2020.

  • PA Capital held 3,972 shares of Upland Software worth $1.5M as of Q3 2020.
  • PA Capital left its Upland Software share count unchanged in Q3 2020.
  • Upland Software made up 1.05% of PA Capital's portfolio in Q3 2020, its #22 holding.
  • PA Capital first reported a position in Upland Software in Q4 2018 and has held it in 8 quarters since.
  • PA Capital's Upland Software position peaked at $1.68M in Q2 2019.
  • 163 funds tracked by Wall St. Rank held Upland Software as of Q3 2020.

Based on PA Capital's 13F filing for Q3 2020, filed 13 Nov 2020.