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SG Capital Management’s Upland Software UPLD Stock Holding History

SG Capital Management’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
2020
Q4 		– Sell
-7,791
Closed -$2.94M – 93
2020
Q3 		$2.94M Buy
+7,791
New +$2.81M 0.85% 40

Other funds holding UPLD

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return
GEH
General Equity Holdings Brooklyn, New York $135M AUM 32.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

SG Capital Management's UPLD Position: Q4 2020 in Review

SG Capital Management sold out of Upland Software (UPLD) in Q4 2020, closing a stake of 7,791 shares — an estimated $2.94M sold.

SG Capital Management first reported a position in UPLD in Q3 2020 and held it in 1 quarter. The position peaked at $2.94M in Q3 2020. 188 funds tracked by Wall St. Rank hold UPLD as of Q4 2020.

  • SG Capital Management reported no remaining Upland Software position as of Q4 2020 after selling out during the quarter.
  • SG Capital Management sold 7,791 Upland Software shares in Q4 2020, an estimated $2.94M.
  • SG Capital Management first reported a position in Upland Software in Q3 2020 and held it in 1 quarter.
  • SG Capital Management's Upland Software position peaked at $2.94M in Q3 2020.
  • 188 funds tracked by Wall St. Rank held Upland Software as of Q4 2020.

Based on SG Capital Management's 13F filing for Q4 2020, filed 16 Feb 2021.