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Putnam Investments’s Upland Software UPLD Stock Holding History

Putnam Investments’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
2022
Q2 		– Sell
-7,910
Closed -$1.39M – 1227
2022
Q1 		$1.39M Sell
7,910
-1,903
-19% -$349K ﹤0.01% 858
2021
Q4 		$1.76M Sell
9,813
-19,880
-67% -$5.06M ﹤0.01% 783
2021
Q3 		$9.93M Buy
29,693
+63
+0.2% +$23.6K 0.02% 363
2021
Q2 		$12.2M Buy
29,630
+641
+2% +$282K 0.02% 330
2021
Q1 		$13.7M Buy
28,989
+10,799
+59% +$5.21M 0.02% 321
2020
Q4 		$8.35M Buy
+18,190
New +$8.01M 0.01% 403
2019
Q1 		– Sell
-1,560
Closed -$424K – 970
2018
Q4 		$424K Buy
+1,560
New +$468K ﹤0.01% 839

Other funds holding UPLD

MAMU
Marathon Asset Management (UK) London, United Kingdom $2.61B AUM 27.14% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HCM
Hodges Capital Management Dallas, Texas $1.21B AUM 49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Putnam Investments's UPLD Position: Q2 2022 in Review

Putnam Investments sold out of Upland Software (UPLD) in Q2 2022, closing a stake of 7,910 shares — an estimated $1.39M sold.

Putnam Investments first reported a position in UPLD in Q4 2018 and held it in 7 quarters. The position peaked at $13.7M in Q1 2021. 127 funds tracked by Wall St. Rank hold UPLD as of Q2 2022.

  • Putnam Investments reported no remaining Upland Software position as of Q2 2022 after selling out during the quarter.
  • Putnam Investments sold 7,910 Upland Software shares in Q2 2022, an estimated $1.39M.
  • Putnam Investments first reported a position in Upland Software in Q4 2018 and held it in 7 quarters.
  • Putnam Investments's Upland Software position peaked at $13.7M in Q1 2021.
  • 127 funds tracked by Wall St. Rank held Upland Software as of Q2 2022.

Based on Putnam Investments's 13F filing for Q2 2022, filed 15 Aug 2022.