RhumbLine Advisers
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RhumbLine Advisers’s Upland Software UPLD Stock Holding History

RhumbLine Advisers’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
Q3 		– Sell
-65
Closed -$1.62K – 4333
2024
Q2 		$1.62K Sell
65
-8
-11% -$211 ﹤0.01% 4202
2024
Q1 		$2.25K Hold
73
– – ﹤0.01% 4082
2023
Q4 		$3.08K Hold
73
– – ﹤0.01% 4051
2023
Q3 		$3.36K Sell
73
-195
-73% -$7.11K ﹤0.01% 4039
2023
Q2 		$9.66K Sell
268
-4,247
-94% -$146K ﹤0.01% 3963
2023
Q1 		$194K Buy
4,515
+26
+0.6% +$1.8K ﹤0.01% 2744
2022
Q4 		$320K Buy
4,489
+101
+2% +$7.53K ﹤0.01% 2653
2022
Q3 		$357K Buy
4,388
+241
+6% +$26.7K ﹤0.01% 2649
2022
Q2 		$602K Buy
4,147
+1,247
+43% +$182K ﹤0.01% 2395
2022
Q1 		$511K Buy
2,900
+101
+4% +$18.5K ﹤0.01% 2417
2021
Q4 		$502K Sell
2,799
-51
-2% -$13K ﹤0.01% 2508
2021
Q3 		$953K Buy
2,850
+135
+5% +$50.6K ﹤0.01% 2236
2021
Q2 		$1.12M Sell
2,715
-105
-4% -$46.2K ﹤0.01% 2193
2021
Q1 		$1.33M Sell
2,820
-244
-8% -$118K ﹤0.01% 2078
2020
Q4 		$1.41M Buy
3,064
+218
+8% +$96K ﹤0.01% 2007
2020
Q3 		$1.07M Sell
2,846
-273
-9% -$98.4K ﹤0.01% 1968
2020
Q2 		$1.08M Buy
3,119
+196
+7% +$61.1K ﹤0.01% 2008
2020
Q1 		$784K Buy
2,923
+27
+0.9% +$9.76K ﹤0.01% 1984
2019
Q4 		$1.03M Buy
2,896
+153
+6% +$57.2K ﹤0.01% 2067
2019
Q3 		$956K Buy
2,743
+7
+0.3% +$2.91K ﹤0.01% 2051
2019
Q2 		$1.25M Buy
2,736
+714
+35% +$327K ﹤0.01% 1971
2019
Q1 		$856K Buy
2,022
+1
+0% +$340 ﹤0.01% 2113
2018
Q4 		$549K Buy
2,021
+671
+50% +$201K ﹤0.01% 2255
2018
Q3 		$436K Sell
1,350
-105
-7% -$36.3K ﹤0.01% 2331
2018
Q2 		$500K Buy
+1,455
New +$456K ﹤0.01% 2316

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
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
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return
KLP
Kent Lake PR Anasco, Puerto Rico $198M AUM 5.21% 1-Year Est. Return
2C
272 Capital Dallas, Texas $40M AUM 150.07% 1-Year Est. Return

RhumbLine Advisers's UPLD Position: Q3 2024 in Review

RhumbLine Advisers sold out of Upland Software (UPLD) in Q3 2024, closing a stake of 65 shares — an estimated $1.62K sold.

RhumbLine Advisers first reported a position in UPLD in Q2 2018 and held it in 25 quarters. The position peaked at $1.41M in Q4 2020. 68 funds tracked by Wall St. Rank hold UPLD as of Q3 2024.

  • RhumbLine Advisers reported no remaining Upland Software position as of Q3 2024 after selling out during the quarter.
  • RhumbLine Advisers sold 65 Upland Software shares in Q3 2024, an estimated $1.62K.
  • RhumbLine Advisers first reported a position in Upland Software in Q2 2018 and held it in 25 quarters.
  • RhumbLine Advisers's Upland Software position peaked at $1.41M in Q4 2020.
  • 68 funds tracked by Wall St. Rank held Upland Software as of Q3 2024.

Based on RhumbLine Advisers's 13F filing for Q3 2024, filed 12 Nov 2024.