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Prelude Capital Management’s Upland Software UPLD Stock Holding History

Prelude Capital 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
2024
Q1 		– Sell
-1,528
Closed -$64.6K – 1539
2023
Q4 		$64.6K Sell
1,528
-1,166
-43% -$50.4K ﹤0.01% 1060
2023
Q3 		$124K Sell
2,694
-1,096
-29% -$40K 0.01% 966
2023
Q2 		$136K Buy
3,790
+1,078
+40% +$37.1K 0.01% 898
2023
Q1 		$117K Buy
2,712
+1,236
+84% +$85.6K 0.01% 937
2022
Q4 		$105K Buy
+1,476
New +$110K 0.01% 1068
2018
Q4 		– Sell
-34
Closed -$11K – 2177
2018
Q3 		$11K Sell
34
-34
-50% -$11.8K ﹤0.01% 1441
2018
Q2 		$23K Sell
68
-69
-50% -$21.6K ﹤0.01% 1327
2018
Q1 		$39K Sell
137
-290
-68% -$71.5K ﹤0.01% 1140
2017
Q4 		$92K Buy
427
+30
+8% +$6.59K 0.01% 804
2017
Q3 		$84K Buy
+397
New +$91.1K 0.01% 939
2015
Q4 		– Sell
-40
Closed -$3K – 1697
2015
Q3 		$3K Buy
+40
New +$3.23K ﹤0.01% 1420

Other funds holding UPLD

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
HCM
Hodges Capital Management Dallas, Texas $1.21B AUM 49% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
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

Prelude Capital Management's UPLD Position: Q1 2024 in Review

Prelude Capital Management sold out of Upland Software (UPLD) in Q1 2024, closing a stake of 1,528 shares — an estimated $64.6K sold.

Prelude Capital Management first reported a position in UPLD in Q3 2015 and held it in 11 quarters. The position peaked at $136K in Q2 2023. 79 funds tracked by Wall St. Rank hold UPLD as of Q1 2024.

  • Prelude Capital Management reported no remaining Upland Software position as of Q1 2024 after selling out during the quarter.
  • Prelude Capital Management sold 1,528 Upland Software shares in Q1 2024, an estimated $64.6K.
  • Prelude Capital Management first reported a position in Upland Software in Q3 2015 and held it in 11 quarters.
  • Prelude Capital Management's Upland Software position peaked at $136K in Q2 2023.
  • 79 funds tracked by Wall St. Rank held Upland Software as of Q1 2024.

Based on Prelude Capital Management's 13F filing for Q1 2024, filed 15 May 2024.