PDT Partners’s Upland Software UPLD Stock Holding History

PDT 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	-1,033	Closed	-$185K	–	1127
2021 Q4	$185K	Buy	+1,033	New	+$263K	0.01%	775

Other funds holding UPLD

MAMU

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

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

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 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 Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Cooper Investors Melbourne, Victoria, Australia $218M AUM 0.39% 1-Year Est. Return

PDT Partners's UPLD Position: Q1 2022 in Review

PDT Partners sold out of Upland Software (UPLD) in Q1 2022, closing a stake of 1,033 shares — an estimated $185K sold.

PDT Partners first reported a position in UPLD in Q4 2021 and held it in 1 quarter. The position peaked at $185K in Q4 2021. 149 funds tracked by Wall St. Rank hold UPLD as of Q1 2022.

PDT Partners reported no remaining Upland Software position as of Q1 2022 after selling out during the quarter.
PDT Partners sold 1,033 Upland Software shares in Q1 2022, an estimated $185K.
PDT Partners first reported a position in Upland Software in Q4 2021 and held it in 1 quarter.
PDT Partners's Upland Software position peaked at $185K in Q4 2021.
149 funds tracked by Wall St. Rank held Upland Software as of Q1 2022.

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