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UPLD icon

Renaissance Group’s Upland Software UPLD Stock Holding History

Renaissance 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
2022
Q1 		– Sell
-3,050
Closed -$547K – 284
2021
Q4 		$547K Sell
3,050
-11
-0.4% -$2.8K 0.02% 225
2021
Q3 		$1.02M Buy
3,061
+877
+40% +$329K 0.04% 167
2021
Q2 		$899K Sell
2,184
-20
-0.9% -$8.79K 0.04% 180
2021
Q1 		$1.04M Buy
2,204
+67
+3% +$32.3K 0.04% 157
2020
Q4 		$980K Buy
2,137
+5
+0.2% +$2.2K 0.04% 153
2020
Q3 		$804K Buy
+2,132
New +$768K 0.04% 145

Other funds holding UPLD

MAMU
Marathon Asset Management (UK) London, United Kingdom $2.61B AUM 27.14% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
CI
Cooper Investors Melbourne, Victoria, Australia $218M AUM 0.39% 1-Year Est. Return