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Paloma Partners’s Upland Software UPLD Stock Holding History

Paloma 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
Q1 		– Sell
-3,119
Closed -$560K – 2250
2021
Q4 		$560K Buy
+3,119
New +$793K 0.01% 1048
2020
Q1 		– Sell
-853
Closed -$305K – 2096
2019
Q4 		$305K Sell
853
-1,394
-62% -$521K ﹤0.01% 1740
2019
Q3 		$783K Buy
+2,247
New +$933K 0.02% 885

Other funds holding UPLD

MAMU
Marathon Asset Management (UK) London, United Kingdom $2.61B AUM 27.14% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
NSCM
New South Capital Management Memphis, Tennessee $2.09B AUM 33.67% 1-Year Est. Return
BCA
Bernzott Capital Advisors Camarillo, California $209M AUM 9.57% 1-Year Est. Return
PCP
P2 Capital Partners New York $210M AUM 1.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
CI
Cooper Investors Melbourne, Victoria, Australia $218M AUM 0.39% 1-Year Est. Return

Paloma Partners's UPLD Position: Q1 2022 in Review

Paloma Partners sold out of Upland Software (UPLD) in Q1 2022, closing a stake of 3,119 shares — an estimated $560K sold.

Paloma Partners first reported a position in UPLD in Q3 2019 and held it in 3 quarters. The position peaked at $783K in Q3 2019. 149 funds tracked by Wall St. Rank hold UPLD as of Q1 2022.

  • Paloma Partners reported no remaining Upland Software position as of Q1 2022 after selling out during the quarter.
  • Paloma Partners sold 3,119 Upland Software shares in Q1 2022, an estimated $560K.
  • Paloma Partners first reported a position in Upland Software in Q3 2019 and held it in 3 quarters.
  • Paloma Partners's Upland Software position peaked at $783K in Q3 2019.
  • 149 funds tracked by Wall St. Rank held Upland Software as of Q1 2022.

Based on Paloma Partners's 13F filing for Q1 2022, filed 16 May 2022.