Portolan Capital Management’s Upland Software UPLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-175,676
| Closed | -$8.29M | – | 158 |
|
|
2021
Q1 | $8.29M | Sell |
175,676
-44,805
| -20% | -$2.11M | 0.65% | 65 |
|
|
2020
Q4 | $10.1M | Sell |
220,481
-255,596
| -54% | -$11.7M | 0.92% | 38 |
|
|
2020
Q3 | $17.9M | Sell |
476,077
-146,370
| -24% | -$5.52M | 2.03% | 9 |
|
|
2020
Q2 | $21.6M | Sell |
622,447
-379,219
| -38% | -$13.2M | 2.47% | 3 |
|
|
2020
Q1 | $26.9M | Buy |
1,001,666
+5,101
| +0.5% | +$137K | 4.03% | 1 |
|
|
2019
Q4 | $35.6M | Sell |
996,565
-210,856
| -17% | -$7.53M | 3.59% | 4 |
|
|
2019
Q3 | $42.1M | Buy |
1,207,421
+196,300
| +19% | +$6.84M | 4.75% | 1 |
|
|
2019
Q2 | $46M | Buy |
1,011,121
+181,530
| +22% | +$8.27M | 4.95% | 2 |
|
|
2019
Q1 | $35.1M | Buy |
829,591
+123,021
| +17% | +$5.21M | 3.62% | 2 |
|
|
2018
Q4 | $19.2M | Buy |
706,570
+395,418
| +127% | +$10.7M | 2.38% | 12 |
|
|
2018
Q3 | $10.1M | Buy |
311,152
+79,763
| +34% | +$2.58M | 0.99% | 39 |
|
|
2018
Q2 | $7.95M | Buy |
231,389
+94,412
| +69% | +$3.25M | 0.81% | 50 |
|
|
2018
Q1 | $3.94M | Buy |
+136,977
| New | +$3.94M | 0.43% | 73 |
|