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UPLD icon

Pitcairn’s Upland Software UPLD Stock Holding History

Pitcairn’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
2021
Q2 		– Sell
-793
Closed -$374K – 631
2021
Q1 		$374K Buy
793
+5
+0.6% +$2.41K 0.03% 422
2020
Q4 		$361K Sell
788
-59
-7% -$26K 0.03% 386
2020
Q3 		$319K Sell
847
-100
-11% -$36K 0.03% 351
2020
Q2 		$329K Buy
+947
New +$295K 0.03% 328
2020
Q1 		– Sell
-579
Closed -$207K – 543
2019
Q4 		$207K Sell
579
-17
-3% -$6.35K 0.02% 518
2019
Q3 		$208K Sell
596
-121
-17% -$50.3K 0.02% 504
2019
Q2 		$327K Buy
717
+16
+2% +$7.33K 0.03% 355
2019
Q1 		$297K Buy
+701
New +$238K 0.03% 362
2018
Q4 		– Sell
-825
Closed -$267K – 535
2018
Q3 		$267K Sell
825
-76
-8% -$26.3K 0.03% 445
2018
Q2 		$309K Buy
+901
New +$282K 0.03% 387

Other funds holding UPLD

RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 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
PCP
P2 Capital Partners New York $210M AUM 1.23% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BCA
Bernzott Capital Advisors Camarillo, California $209M AUM 9.57% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Pitcairn's UPLD Position: Q2 2021 in Review

Pitcairn sold out of Upland Software (UPLD) in Q2 2021, closing a stake of 793 shares — an estimated $374K sold.

Pitcairn first reported a position in UPLD in Q2 2018 and held it in 10 quarters. The position peaked at $374K in Q1 2021. 157 funds tracked by Wall St. Rank hold UPLD as of Q2 2021.

  • Pitcairn reported no remaining Upland Software position as of Q2 2021 after selling out during the quarter.
  • Pitcairn sold 793 Upland Software shares in Q2 2021, an estimated $374K.
  • Pitcairn first reported a position in Upland Software in Q2 2018 and held it in 10 quarters.
  • Pitcairn's Upland Software position peaked at $374K in Q1 2021.
  • 157 funds tracked by Wall St. Rank held Upland Software as of Q2 2021.

Based on Pitcairn's 13F filing for Q2 2021, filed 11 Aug 2021.