Private Capital Group’s Upland Software UPLD Stock Holding History

Private Capital 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
2021 Q4	–	Sell	-81	Closed	-$27K	–	2195
2021 Q3	$27K	Hold	81	–	–	0.01%	936
2021 Q2	$33K	Sell	81 -32	-28%	-$14.1K	0.01%	842
2021 Q1	$53K	Sell	113 -10	-8%	-$4.83K	0.01%	620
2020 Q4	$56K	Sell	123 -7	-5%	-$3.08K	0.01%	727
2020 Q3	$49K	Sell	130 -35	-21%	-$12.6K	0.01%	723
2020 Q2	$57K	Buy	165 +46	+39%	+$14.3K	0.01%	653
2020 Q1	$32K	Buy	119 +7	+6%	+$2.53K	0.01%	825
2019 Q4	$40K	Hold	112	–	–	0.01%	843
2019 Q3	$39K	Sell	112 -9	-7%	-$3.74K	0.01%	889
2019 Q2	$42K	Sell	121 -20	-14%	-$9.16K	0.01%	754
2019 Q1	$60K	Hold	141	–	–	0.01%	683
2018 Q4	$38K	Buy	141 +20	+17%	+$6K	0.01%	802
2018 Q3	$39K	Hold	121	–	–	0.01%	827
2018 Q2	$41K	Buy	+121	New	+$37.9K	0.01%	789

Other funds holding UPLD

MAMU

Marathon Asset Management (UK) London, United Kingdom $2.61B AUM 27.14% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

BCA

Bernzott Capital Advisors Camarillo, California $209M AUM 9.57% 1-Year Est. Return

PCP

P2 Capital Partners New York $210M AUM 1.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Private Capital Group's UPLD Position: Q4 2021 in Review

Private Capital Group sold out of Upland Software (UPLD) in Q4 2021, closing a stake of 81 shares — an estimated $27K sold.

Private Capital Group first reported a position in UPLD in Q2 2018 and held it in 14 quarters. The position peaked at $60K in Q1 2019. 155 funds tracked by Wall St. Rank hold UPLD as of Q4 2021.

Private Capital Group reported no remaining Upland Software position as of Q4 2021 after selling out during the quarter.
Private Capital Group sold 81 Upland Software shares in Q4 2021, an estimated $27K.
Private Capital Group first reported a position in Upland Software in Q2 2018 and held it in 14 quarters.
Private Capital Group's Upland Software position peaked at $60K in Q1 2019.
155 funds tracked by Wall St. Rank held Upland Software as of Q4 2021.

Based on Private Capital Group's 13F filing for Q4 2021, filed 24 Jan 2022.