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Sterling Capital Management’s Upland Software UPLD Stock Holding History

Sterling Capital 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
2019
Q3 		$2.19M Buy
6,290
+4,251
+208% +$1.77M 0.02% 394
2019
Q2 		$928K Buy
+2,039
New +$934K 0.01% 607
2017
Q3 		– Sell
-915
Closed -$201K – 977
2017
Q2 		$201K Buy
+915
New +$187K ﹤0.01% 896
2016
Q4 		– Sell
-1,012
Closed -$89K – 1021
2016
Q3 		$89K Buy
1,012
+12
+1% +$1.01K ﹤0.01% 891
2016
Q2 		$76K Hold
1,000
– – ﹤0.01% 910
2016
Q1 		$69K Buy
+1,000
New +$67.3K ﹤0.01% 894

Other funds holding UPLD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PCM
Portolan Capital Management Boston, Massachusetts $1.88B AUM 115.74% 1-Year Est. Return
CU
CDAM (UK) London, United Kingdom $451M AUM 6.84% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GEH
General Equity Holdings Brooklyn, New York $135M AUM 32.96% 1-Year Est. Return
PM
Pembroke Management Montreal, Quebec, Canada $691M AUM 27.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GIPM
G2 Investment Partners Management New York $406M AUM 164.47% 1-Year Est. Return

Sterling Capital Management's UPLD Position: Q3 2019 in Review

Sterling Capital Management increased its Upland Software (UPLD) stake by 208% in Q3 2019, buying an estimated $1.77M and bringing the position to 6,290 shares worth $2.19M. The position accounts for 0.02% of the portfolio, ranked #394.

Sterling Capital Management first reported a position in UPLD in Q1 2016 and has held it in 6 quarters since. 181 funds tracked by Wall St. Rank hold UPLD as of Q3 2019.

  • Sterling Capital Management held 6,290 shares of Upland Software worth $2.19M as of Q3 2019.
  • Sterling Capital Management bought 4,251 Upland Software shares in Q3 2019, an estimated $1.77M.
  • Upland Software made up 0.02% of Sterling Capital Management's portfolio in Q3 2019, its #394 holding.
  • Sterling Capital Management first reported a position in Upland Software in Q1 2016 and has held it in 6 quarters since.
  • 181 funds tracked by Wall St. Rank held Upland Software as of Q3 2019.

Based on Sterling Capital Management's 13F filing for Q3 2019, filed 14 Nov 2019.