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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 $2.46B AUM 30.05% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
NSCM
New South Capital Management Memphis, Tennessee $2.28B AUM 47.19% 1-Year Est. Return
BCA
Bernzott Capital Advisors Camarillo, California $250M AUM 26.89% 1-Year Est. Return
PCP
P2 Capital Partners New York $246M AUM 17.67% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
CI
Cooper Investors Melbourne, Victoria, Australia $218M AUM 0.39% 1-Year Est. Return

Renaissance Group's UPLD Position: Q1 2022 in Review

Renaissance Group sold out of Upland Software (UPLD) in Q1 2022, closing a stake of 3,050 shares — an estimated $547K sold.

Renaissance Group first reported a position in UPLD in Q3 2020 and held it in 6 quarters. The position peaked at $1.04M in Q1 2021. 149 funds tracked by Wall St. Rank hold UPLD as of Q1 2022.

  • Renaissance Group reported no remaining Upland Software position as of Q1 2022 after selling out during the quarter.
  • Renaissance Group sold 3,050 Upland Software shares in Q1 2022, an estimated $547K.
  • Renaissance Group first reported a position in Upland Software in Q3 2020 and held it in 6 quarters.
  • Renaissance Group's Upland Software position peaked at $1.04M in Q1 2021.
  • 149 funds tracked by Wall St. Rank held Upland Software as of Q1 2022.

Based on Renaissance Group's 13F filing for Q1 2022, filed 13 May 2022.