SignatureFD’s Upland Software UPLD Stock Holding History

SignatureFD’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 Q1	–	Sell	-75	Closed	-$3.17K	–	3263
2023 Q4	$3.17K	Hold	75	–	–	﹤0.01%	2646
2023 Q3	$3.46K	Buy	+75	New	+$2.74K	﹤0.01%	2612
2022 Q4	–	Sell	-143	Closed	-$12K	–	3411
2022 Q3	$12K	Buy	143 +109	+321%	+$12.1K	﹤0.01%	2003
2022 Q2	$5K	Buy	34 +13	+62%	+$1.9K	﹤0.01%	2466
2022 Q1	$4K	Sell	21 -130	-86%	-$23.8K	﹤0.01%	2625
2021 Q4	$27K	Buy	151 +147	+3,675%	+$37.4K	﹤0.01%	1659
2021 Q3	$1K	Hold	4	–	–	﹤0.01%	2940
2021 Q2	$2K	Buy	+4	New	+$1.76K	﹤0.01%	2626
2021 Q1	–	Sell	-4	Closed	-$2K	–	2836
2020 Q4	$2K	Buy	+4	New	+$1.76K	﹤0.01%	2323

Other funds holding UPLD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

272 Capital Dallas, Texas $40M AUM 150.07% 1-Year Est. Return

NSCM

New South Capital Management Memphis, Tennessee $2.09B AUM 33.67% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

HCM

Hodges Capital Management Dallas, Texas $1.21B AUM 49% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

BFM

Boothbay Fund Management New York $7.71B AUM 106.31% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

SignatureFD's UPLD Position: Q1 2024 in Review

SignatureFD sold out of Upland Software (UPLD) in Q1 2024, closing a stake of 75 shares — an estimated $3.17K sold.

SignatureFD first reported a position in UPLD in Q4 2020 and held it in 9 quarters. The position peaked at $27K in Q4 2021. 79 funds tracked by Wall St. Rank hold UPLD as of Q1 2024.

SignatureFD reported no remaining Upland Software position as of Q1 2024 after selling out during the quarter.
SignatureFD sold 75 Upland Software shares in Q1 2024, an estimated $3.17K.
SignatureFD first reported a position in Upland Software in Q4 2020 and held it in 9 quarters.
SignatureFD's Upland Software position peaked at $27K in Q4 2021.
79 funds tracked by Wall St. Rank held Upland Software as of Q1 2024.

Based on SignatureFD's 13F filing for Q1 2024, filed 3 May 2024.