SAM
UPLD icon

Silvercrest Asset Management’s Upland Software UPLD Stock Holding History

Silvercrest Asset 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
Q2 		– Sell
-22,120
Closed -$10.4M – 865
2021
Q1 		$10.4M Sell
22,120
-27,252
-55% -$13.1M 0.07% 255
2020
Q4 		$22.7M Sell
49,372
-20,004
-29% -$8.81M 0.17% 156
2020
Q3 		$26.2M Buy
69,376
+9,145
+15% +$3.3M 0.22% 128
2020
Q2 		$20.9M Buy
60,231
+9,143
+18% +$2.85M 0.19% 142
2020
Q1 		$13.7M Buy
51,088
+7,658
+18% +$2.77M 0.15% 162
2019
Q4 		$15.5M Buy
43,430
+4,816
+12% +$1.8M 0.12% 181
2019
Q3 		$13.5M Buy
+38,614
New +$16M 0.11% 189

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

Silvercrest Asset Management's UPLD Position: Q2 2021 in Review

Silvercrest Asset Management sold out of Upland Software (UPLD) in Q2 2021, closing a stake of 22,120 shares — an estimated $10.4M sold.

Silvercrest Asset Management first reported a position in UPLD in Q3 2019 and held it in 7 quarters. The position peaked at $26.2M in Q3 2020. 157 funds tracked by Wall St. Rank hold UPLD as of Q2 2021.

  • Silvercrest Asset Management reported no remaining Upland Software position as of Q2 2021 after selling out during the quarter.
  • Silvercrest Asset Management sold 22,120 Upland Software shares in Q2 2021, an estimated $10.4M.
  • Silvercrest Asset Management first reported a position in Upland Software in Q3 2019 and held it in 7 quarters.
  • Silvercrest Asset Management's Upland Software position peaked at $26.2M in Q3 2020.
  • 157 funds tracked by Wall St. Rank held Upland Software as of Q2 2021.

Based on Silvercrest Asset Management's 13F filing for Q2 2021, filed 16 Aug 2021.