State of Wyoming’s Upland Software UPLD Stock Holding History

State of Wyoming’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
2023 Q3	–	Sell	-2,386	Closed	-$85.9K	–	1826
2023 Q2	$85.9K	Buy	2,386 +1,644	+222%	+$56.6K	0.03%	914
2023 Q1	$31.9K	Sell	742 -1,436	-66%	-$99.5K	0.01%	1247
2022 Q4	$155K	Buy	2,178 +932	+75%	+$69.5K	0.05%	501
2022 Q3	$101K	Buy	1,246 +912	+273%	+$101K	0.05%	597
2022 Q2	$48K	Buy	+334	New	+$48.8K	0.03%	968

Other funds holding UPLD

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

HCM

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

NSCM

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

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

FDS

First Dallas Securities Dallas, Texas $270M AUM 39.24% 1-Year Est. Return

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

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 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

CastleKnight Management New York $6B AUM 121.87% 1-Year Est. Return

State of Wyoming's UPLD Position: Q3 2023 in Review

State of Wyoming sold out of Upland Software (UPLD) in Q3 2023, closing a stake of 2,386 shares — an estimated $85.9K sold.

State of Wyoming first reported a position in UPLD in Q2 2022 and held it in 5 quarters. The position peaked at $155K in Q4 2022. 78 funds tracked by Wall St. Rank hold UPLD as of Q3 2023.

State of Wyoming reported no remaining Upland Software position as of Q3 2023 after selling out during the quarter.
State of Wyoming sold 2,386 Upland Software shares in Q3 2023, an estimated $85.9K.
State of Wyoming first reported a position in Upland Software in Q2 2022 and held it in 5 quarters.
State of Wyoming's Upland Software position peaked at $155K in Q4 2022.
78 funds tracked by Wall St. Rank held Upland Software as of Q3 2023.

Based on State of Wyoming's 13F filing for Q3 2023, filed 14 Nov 2023.