SEI Investments
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SEI Investments’s Upland Software UPLD Stock Holding History

SEI 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
2021
Q2 		– Sell
-762
Closed -$359K – 2639
2021
Q1 		$359K Sell
762
-50
-6% -$24.1K ﹤0.01% 2177
2020
Q4 		$373K Buy
+812
New +$358K ﹤0.01% 2113
2019
Q3 		– Sell
-1,209
Closed -$553K – 2429
2019
Q2 		$553K Sell
1,209
-406
-25% -$186K ﹤0.01% 1830
2019
Q1 		$680K Buy
1,615
+1,458
+929% +$496K ﹤0.01% 1738
2018
Q4 		$51K Sell
157
-48
-23% -$14.4K ﹤0.01% 2342
2018
Q3 		$71K Sell
205
-887
-81% -$307K ﹤0.01% 2154
2018
Q2 		$375K Buy
1,092
+867
+385% +$272K ﹤0.01% 1874
2018
Q1 		$65K Buy
+225
New +$55.4K ﹤0.01% 2279

Other funds holding UPLD

RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
CU
CDAM (UK) London, United Kingdom $451M AUM 6.84% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PCP
P2 Capital Partners New York $210M AUM 1.23% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BCA
Bernzott Capital Advisors Camarillo, California $209M AUM 9.57% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

SEI Investments's UPLD Position: Q2 2021 in Review

SEI Investments sold out of Upland Software (UPLD) in Q2 2021, closing a stake of 762 shares — an estimated $359K sold.

SEI Investments first reported a position in UPLD in Q1 2018 and held it in 8 quarters. The position peaked at $680K in Q1 2019. 157 funds tracked by Wall St. Rank hold UPLD as of Q2 2021.

  • SEI Investments reported no remaining Upland Software position as of Q2 2021 after selling out during the quarter.
  • SEI Investments sold 762 Upland Software shares in Q2 2021, an estimated $359K.
  • SEI Investments first reported a position in Upland Software in Q1 2018 and held it in 8 quarters.
  • SEI Investments's Upland Software position peaked at $680K in Q1 2019.
  • 157 funds tracked by Wall St. Rank held Upland Software as of Q2 2021.

Based on SEI Investments's 13F filing for Q2 2021, filed 6 Aug 2021.