State of Wisconsin Investment Board
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State of Wisconsin Investment Board’s Upland Software UPLD Stock Holding History

State of Wisconsin Investment Board’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
Q2 		– Sell
-5,160
Closed -$159K – 2387
2024
Q1 		$159K Sell
5,160
-3,450
-40% -$125K ﹤0.01% 2099
2023
Q4 		$364K Sell
8,610
-2,340
-21% -$101K ﹤0.01% 1938
2023
Q3 		$506K Sell
10,950
-5,270
-32% -$192K ﹤0.01% 1760
2023
Q2 		$584K Buy
16,220
+4,460
+38% +$154K ﹤0.01% 1752
2023
Q1 		$506K Buy
11,760
+2,000
+20% +$139K ﹤0.01% 1869
2022
Q4 		$696K Buy
9,760
+1,604
+20% +$120K ﹤0.01% 1732
2022
Q3 		$663K Buy
8,156
+1,693
+26% +$187K ﹤0.01% 1810
2022
Q2 		$938K Buy
6,463
+3,433
+113% +$501K ﹤0.01% 1674
2022
Q1 		$534K Buy
+3,030
New +$556K ﹤0.01% 1806

Other funds holding UPLD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NSCM
New South Capital Management Memphis, Tennessee $2.09B AUM 33.67% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CM
CastleKnight Management New York $6B AUM 121.87% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
HCM
Hodges Capital Management Dallas, Texas $1.51B AUM 85.85% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
2C
272 Capital Dallas, Texas $40M AUM 150.07% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return

State of Wisconsin Investment Board's UPLD Position: Q2 2024 in Review

State of Wisconsin Investment Board sold out of Upland Software (UPLD) in Q2 2024, closing a stake of 5,160 shares — an estimated $159K sold.

State of Wisconsin Investment Board first reported a position in UPLD in Q1 2022 and held it in 9 quarters. The position peaked at $938K in Q2 2022. 63 funds tracked by Wall St. Rank hold UPLD as of Q2 2024.

  • State of Wisconsin Investment Board reported no remaining Upland Software position as of Q2 2024 after selling out during the quarter.
  • State of Wisconsin Investment Board sold 5,160 Upland Software shares in Q2 2024, an estimated $159K.
  • State of Wisconsin Investment Board first reported a position in Upland Software in Q1 2022 and held it in 9 quarters.
  • State of Wisconsin Investment Board's Upland Software position peaked at $938K in Q2 2022.
  • 63 funds tracked by Wall St. Rank held Upland Software as of Q2 2024.

Based on State of Wisconsin Investment Board's 13F filing for Q2 2024, filed 14 Aug 2024.