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UPLD icon

SG3 Management’s Upland Software UPLD Stock Holding History

SG3 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
2021
Q3 		– Sell
-9,750
Closed -$4.01M – 1259
2021
Q2 		$4.01M Hold
9,750
– – 0.14% 168
2021
Q1 		$4.6M Sell
9,750
-1,150
-11% -$555K 0.12% 196
2020
Q4 		$5M Hold
10,900
– – 0.1% 194
2020
Q3 		$4.11M Buy
10,900
+6,900
+173% +$2.49M 0.15% 166
2020
Q2 		$1.39M Buy
+4,000
New +$1.25M 0.1% 243
2019
Q4 		– Sell
-600
Closed -$209K – 381
2019
Q3 		$209K Sell
600
-750
-56% -$312K 0.02% 237
2019
Q2 		$615K Buy
+1,350
New +$618K 0.07% 206

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
CU
CDAM (UK) London, United Kingdom $451M AUM 6.84% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 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
BCA
Bernzott Capital Advisors Camarillo, California $250M AUM 26.89% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
NSCM
New South Capital Management Memphis, Tennessee $2.09B AUM 33.67% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return