Principal Financial Group
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Principal Financial Group’s Upland Software UPLD Stock Holding History

Principal Financial Group’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
Q2 		– Sell
-1,594
Closed -$68.6K – 2490
2023
Q1 		$68.6K Sell
1,594
-181
-10% -$12.5K ﹤0.01% 2349
2022
Q4 		$127K Buy
+1,775
New +$132K ﹤0.01% 2266
2021
Q4 		– Sell
-607
Closed -$203K – 2637
2021
Q3 		$203K Buy
+607
New +$228K ﹤0.01% 2430
2021
Q2 		– Sell
-567
Closed -$267K – 2651
2021
Q1 		$267K Sell
567
-107
-16% -$51.6K ﹤0.01% 2306
2020
Q4 		$309K Buy
+674
New +$297K ﹤0.01% 2228
2019
Q4 		– Sell
-897
Closed -$313K – 2284
2019
Q3 		$313K Buy
897
+59
+7% +$24.5K ﹤0.01% 2047
2019
Q2 		$381K Sell
838
-542
-39% -$248K ﹤0.01% 2014
2019
Q1 		$584K Sell
1,380
-6
-0.4% -$2.04K ﹤0.01% 1905
2018
Q4 		$377K Buy
1,386
+532
+62% +$160K ﹤0.01% 1974
2018
Q3 		$276K Buy
854
+12
+1% +$4.15K ﹤0.01% 2093
2018
Q2 		$289K Sell
842
-60
-7% -$18.8K ﹤0.01% 2082
2018
Q1 		$260K Buy
+902
New +$222K ﹤0.01% 2048

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
NSCM
New South Capital Management Memphis, Tennessee $2.09B AUM 33.67% 1-Year Est. Return
2C
272 Capital Dallas, Texas $40M AUM 150.07% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Principal Financial Group's UPLD Position: Q2 2023 in Review

Principal Financial Group sold out of Upland Software (UPLD) in Q2 2023, closing a stake of 1,594 shares — an estimated $68.6K sold.

Principal Financial Group first reported a position in UPLD in Q1 2018 and held it in 12 quarters. The position peaked at $584K in Q1 2019. 89 funds tracked by Wall St. Rank hold UPLD as of Q2 2023.

  • Principal Financial Group reported no remaining Upland Software position as of Q2 2023 after selling out during the quarter.
  • Principal Financial Group sold 1,594 Upland Software shares in Q2 2023, an estimated $68.6K.
  • Principal Financial Group first reported a position in Upland Software in Q1 2018 and held it in 12 quarters.
  • Principal Financial Group's Upland Software position peaked at $584K in Q1 2019.
  • 89 funds tracked by Wall St. Rank held Upland Software as of Q2 2023.

Based on Principal Financial Group's 13F filing for Q2 2023, filed 7 Aug 2023.