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Spark Investment Management’s Upland Software UPLD Stock Holding History

Spark Investment 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
2017
Q1 		– Sell
-1,630
Closed -$145K – 893
2016
Q4 		$145K Sell
1,630
-120
-7% -$10.6K 0.01% 682
2016
Q3 		$154K Sell
1,750
-100
-5% -$8.39K 0.01% 703
2016
Q2 		$140K Buy
1,850
+430
+30% +$30.8K 0.01% 670
2016
Q1 		$97K Hold
1,420
– – 0.01% 701
2015
Q4 		$100K Buy
+1,420
New +$107K 0.01% 659

Other funds holding UPLD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PM
Pembroke Management Montreal, Quebec, Canada $691M AUM 27.96% 1-Year Est. Return
VCM
Venator Capital Management Toronto, Ontario, Canada $48.7M AUM 87.97% 1-Year Est. Return
PM
Precept Management Dallas, Texas $126M AUM 36.77% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
GIPM
G2 Investment Partners Management New York $406M AUM 164.47% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
SC
Skylands Capital Milwaukee, Wisconsin $763M AUM 26.49% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Spark Investment Management's UPLD Position: Q1 2017 in Review

Spark Investment Management sold out of Upland Software (UPLD) in Q1 2017, closing a stake of 1,630 shares — an estimated $145K sold.

Spark Investment Management first reported a position in UPLD in Q4 2015 and held it in 5 quarters. The position peaked at $154K in Q3 2016. 31 funds tracked by Wall St. Rank hold UPLD as of Q1 2017.

  • Spark Investment Management reported no remaining Upland Software position as of Q1 2017 after selling out during the quarter.
  • Spark Investment Management sold 1,630 Upland Software shares in Q1 2017, an estimated $145K.
  • Spark Investment Management first reported a position in Upland Software in Q4 2015 and held it in 5 quarters.
  • Spark Investment Management's Upland Software position peaked at $154K in Q3 2016.
  • 31 funds tracked by Wall St. Rank held Upland Software as of Q1 2017.

Based on Spark Investment Management's 13F filing for Q1 2017, filed 11 May 2017.