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Panagora Asset Management’s Upland Software UPLD Stock Holding History

Panagora 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
2023
Q2 		– Sell
-11,920
Closed -$513K – 1487
2023
Q1 		$513K Buy
11,920
+3,358
+39% +$233K ﹤0.01% 1106
2022
Q4 		$610K Buy
8,562
+4,168
+95% +$311K ﹤0.01% 1079
2022
Q3 		$357K Buy
+4,394
New +$486K ﹤0.01% 1229
2019
Q1 		– Sell
-3,876
Closed -$1.05M – 2576
2018
Q4 		$1.05M Sell
3,876
-3,075
-44% -$922K ﹤0.01% 1056
2018
Q3 		$2.25M Hold
6,951
– – 0.01% 792
2018
Q2 		$2.39M Buy
+6,951
New +$2.18M 0.01% 808

Other funds holding UPLD

HCM
Hodges Capital Management Dallas, Texas $1.21B AUM 49% 1-Year Est. Return
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
2C
272 Capital Dallas, Texas $40M AUM 150.07% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Panagora Asset Management's UPLD Position: Q2 2023 in Review

Panagora Asset Management sold out of Upland Software (UPLD) in Q2 2023, closing a stake of 11,920 shares — an estimated $513K sold.

Panagora Asset Management first reported a position in UPLD in Q2 2018 and held it in 6 quarters. The position peaked at $2.39M in Q2 2018. 89 funds tracked by Wall St. Rank hold UPLD as of Q2 2023.

  • Panagora Asset Management reported no remaining Upland Software position as of Q2 2023 after selling out during the quarter.
  • Panagora Asset Management sold 11,920 Upland Software shares in Q2 2023, an estimated $513K.
  • Panagora Asset Management first reported a position in Upland Software in Q2 2018 and held it in 6 quarters.
  • Panagora Asset Management's Upland Software position peaked at $2.39M in Q2 2018.
  • 89 funds tracked by Wall St. Rank held Upland Software as of Q2 2023.

Based on Panagora Asset Management's 13F filing for Q2 2023, filed 11 Aug 2023.