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PEAK6 Investments’s Upland Software UPLD Stock Holding History

PEAK6 Investments’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
Q4 		– Sell
-1,500
Closed -$69.3K – 4866
2023
Q3 		$69.3K Hold
1,500
– – ﹤0.01% 3543
2023
Q2 		$54K Sell
1,500
-3,260
-68% -$112K ﹤0.01% 3432
2023
Q1 		$205K Buy
4,760
+810
+21% +$56.1K ﹤0.01% 3100
2022
Q4 		$282K Buy
+3,950
New +$294K ﹤0.01% 3023
2022
Q3 		– Sell
-1,500
Closed -$54K – 6176
2022
Q2 		$54K Buy
+1,500
New +$219K ﹤0.01% 5500
2022
Q1 		– Sell
-140
Closed -$25K – 5974
2021
Q4 		$25K Sell
140
-130
-48% -$33.1K ﹤0.01% 4768
2021
Q3 		$90K Buy
270
+90
+50% +$33.7K ﹤0.01% 4392
2021
Q2 		$74K Hold
180
– – ﹤0.01% 4511
2021
Q1 		$85K Sell
180
-940
-84% -$454K ﹤0.01% 4350
2020
Q4 		$514K Buy
+1,120
New +$493K ﹤0.01% 3058
2020
Q3 		– Sell
-440
Closed -$153K – 4912
2020
Q2 		$153K Sell
440
-20
-4% -$6.23K ﹤0.01% 3577
2020
Q1 		$123K Sell
460
-2,770
-86% -$1M ﹤0.01% 3178
2019
Q4 		$1.15M Buy
+3,230
New +$1.21M 0.01% 1436
2019
Q3 		– Sell
-3,010
Closed -$1.37M – 4326
2019
Q2 		$1.37M Sell
3,010
-2,880
-49% -$1.32M 0.01% 1564
2019
Q1 		$2.5M Buy
+5,890
New +$2M 0.01% 1148

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
2C
272 Capital Dallas, Texas $40M AUM 150.07% 1-Year Est. Return
NSCM
New South Capital Management Memphis, Tennessee $2.09B AUM 33.67% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BFM
Boothbay Fund Management New York $7.71B AUM 106.31% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

PEAK6 Investments's UPLD Position: Q3 2022 in Review

PEAK6 Investments sold out of Upland Software (UPLD) in Q3 2022, closing a stake of 7,438 shares — an estimated $1.08M sold.

PEAK6 Investments first reported a position in UPLD in Q2 2019 and held it in 10 quarters. The position peaked at $3.56M in Q4 2021. 134 funds tracked by Wall St. Rank hold UPLD as of Q3 2022.

  • PEAK6 Investments reported no remaining Upland Software position as of Q3 2022 after selling out during the quarter.
  • PEAK6 Investments sold 7,438 Upland Software shares in Q3 2022, an estimated $1.08M.
  • PEAK6 Investments first reported a position in Upland Software in Q2 2019 and held it in 10 quarters.
  • PEAK6 Investments's Upland Software position peaked at $3.56M in Q4 2021.
  • 134 funds tracked by Wall St. Rank held Upland Software as of Q3 2022.

Based on PEAK6 Investments's 13F filing for Q3 2022, filed 14 Nov 2022.