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Scout Investments’s Upland Software UPLD Stock Holding History

Scout 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
Q3 		– Sell
-35,475
Closed -$5.15M – 233
2022
Q2 		$5.15M Buy
35,475
+974
+3% +$142K 0.1% 190
2022
Q1 		$6.08M Buy
34,501
+9,483
+38% +$1.74M 0.1% 195
2021
Q4 		$4.49M Buy
25,018
+3,501
+16% +$890K 0.07% 241
2021
Q3 		$7.2M Sell
21,517
-228
-1% -$85.5K 0.11% 228
2021
Q2 		$8.95M Sell
21,745
-1,675
-7% -$737K 0.13% 207
2021
Q1 		$11.1M Buy
23,420
+2,313
+11% +$1.12M 0.17% 194
2020
Q4 		$9.69M Buy
21,107
+570
+3% +$251K 0.18% 206
2020
Q3 		$7.74M Buy
20,537
+6,713
+49% +$2.42M 0.17% 195
2020
Q2 		$4.8M Buy
13,824
+10,460
+311% +$3.26M 0.12% 223
2020
Q1 		$902K Buy
+3,364
New +$1.22M 0.03% 284

Other funds holding UPLD

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
MAMU
Marathon Asset Management (UK) London, United Kingdom $2.61B AUM 27.14% 1-Year Est. Return
NSCM
New South Capital Management Memphis, Tennessee $2.09B AUM 33.67% 1-Year Est. Return
PCP
P2 Capital Partners New York $210M AUM 1.23% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 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
NIM
Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Scout Investments's UPLD Position: Q3 2022 in Review

Scout Investments sold out of Upland Software (UPLD) in Q3 2022, closing a stake of 35,475 shares — an estimated $5.15M sold.

Scout Investments first reported a position in UPLD in Q1 2020 and held it in 10 quarters. The position peaked at $11.1M in Q1 2021. 134 funds tracked by Wall St. Rank hold UPLD as of Q3 2022.

  • Scout Investments reported no remaining Upland Software position as of Q3 2022 after selling out during the quarter.
  • Scout Investments sold 35,475 Upland Software shares in Q3 2022, an estimated $5.15M.
  • Scout Investments first reported a position in Upland Software in Q1 2020 and held it in 10 quarters.
  • Scout Investments's Upland Software position peaked at $11.1M in Q1 2021.
  • 134 funds tracked by Wall St. Rank held Upland Software as of Q3 2022.

Based on Scout Investments's 13F filing for Q3 2022, filed 18 Oct 2022.