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Quantbot Technologies’s Upland Software UPLD Stock Holding History

Quantbot Technologies’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
Q2 		– Sell
-349
Closed -$10.8K – 1933
2024
Q1 		$10.8K Sell
349
-50
-13% -$1.81K ﹤0.01% 1452
2023
Q4 		$16.9K Buy
+399
New +$17.2K ﹤0.01% 1437
2023
Q3 		– Sell
-184
Closed -$6.62K – 1981
2023
Q2 		$6.62K Sell
184
-2,386
-93% -$82.2K ﹤0.01% 1479
2023
Q1 		$111K Buy
+2,570
New +$178K 0.01% 1060
2022
Q3 		– Sell
-213
Closed -$30K – 2122
2022
Q2 		$30K Sell
213
-81
-28% -$11.8K ﹤0.01% 1397
2022
Q1 		$51K Sell
294
-746
-72% -$137K ﹤0.01% 1189
2021
Q4 		$186K Buy
1,040
+973
+1,452% +$247K 0.02% 750
2021
Q3 		$22K Buy
+67
New +$25.1K ﹤0.01% 1251
2018
Q4 		– Sell
-375
Closed -$121K – 1429
2018
Q3 		$121K Buy
+375
New +$130K 0.01% 835
2018
Q2 		– Sell
-615
Closed -$177K – 1512
2018
Q1 		$177K Buy
+615
New +$152K 0.02% 723

Other funds holding UPLD

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
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CM
CastleKnight Management New York $6B AUM 121.87% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
HCM
Hodges Capital Management Dallas, Texas $1.21B AUM 49% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
2C
272 Capital Dallas, Texas $40M AUM 150.07% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return

Quantbot Technologies's UPLD Position: Q2 2024 in Review

Quantbot Technologies sold out of Upland Software (UPLD) in Q2 2024, closing a stake of 349 shares — an estimated $10.8K sold.

Quantbot Technologies first reported a position in UPLD in Q1 2018 and held it in 10 quarters. The position peaked at $186K in Q4 2021. 63 funds tracked by Wall St. Rank hold UPLD as of Q2 2024.

  • Quantbot Technologies reported no remaining Upland Software position as of Q2 2024 after selling out during the quarter.
  • Quantbot Technologies sold 349 Upland Software shares in Q2 2024, an estimated $10.8K.
  • Quantbot Technologies first reported a position in Upland Software in Q1 2018 and held it in 10 quarters.
  • Quantbot Technologies's Upland Software position peaked at $186K in Q4 2021.
  • 63 funds tracked by Wall St. Rank held Upland Software as of Q2 2024.

Based on Quantbot Technologies's 13F filing for Q2 2024, filed 9 Aug 2024.