Stifel Financial
UPLD icon

Stifel Financial’s Upland Software UPLD Stock Holding History

Stifel Financial’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
Q1 		– Sell
-1,509
Closed -$108K – 3430
2022
Q4 		$108K Sell
1,509
-211
-12% -$15.7K ﹤0.01% 3124
2022
Q3 		$139K Buy
1,720
+20
+1% +$2.21K ﹤0.01% 3043
2022
Q2 		$247K Sell
1,700
-8
-0.5% -$1.17K ﹤0.01% 2853
2022
Q1 		$301K Buy
1,708
+246
+17% +$45.1K ﹤0.01% 2880
2021
Q4 		$262K Sell
1,462
-910
-38% -$231K ﹤0.01% 2992
2021
Q3 		$793K Sell
2,372
-338
-12% -$127K ﹤0.01% 2266
2021
Q2 		$1.11M Sell
2,710
-438
-14% -$193K ﹤0.01% 2018
2021
Q1 		$1.48M Buy
3,148
+1,366
+77% +$659K ﹤0.01% 1710
2020
Q4 		$817K Buy
1,782
+799
+81% +$352K ﹤0.01% 1995
2020
Q3 		$370K Sell
983
-760
-44% -$274K ﹤0.01% 2272
2020
Q2 		$606K Sell
1,743
-62
-3% -$19.3K ﹤0.01% 1905
2020
Q1 		$457K Sell
1,805
-15,799
-90% -$5.71M ﹤0.01% 1918
2019
Q4 		$6.26M Sell
17,604
-2,244
-11% -$838K 0.01% 792
2019
Q3 		$6.9M Sell
19,848
-8,393
-30% -$3.49M 0.02% 693
2019
Q2 		$12.9M Buy
28,241
+27,304
+2,914% +$12.5M 0.03% 474
2019
Q1 		$392K Buy
+937
New +$319K ﹤0.01% 2203
2018
Q4 		– Sell
-661
Closed -$212K – 2816
2018
Q3 		$212K Sell
661
-12
-2% -$4.15K ﹤0.01% 2557
2018
Q2 		$231K Buy
+673
New +$211K ﹤0.01% 2456

Other funds holding UPLD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
HCM
Hodges Capital Management Dallas, Texas $1.21B AUM 49% 1-Year Est. Return
2C
272 Capital Dallas, Texas $40M AUM 150.07% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
NSCM
New South Capital Management Memphis, Tennessee $2.09B AUM 33.67% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Stifel Financial's UPLD Position: Q1 2023 in Review

Stifel Financial sold out of Upland Software (UPLD) in Q1 2023, closing a stake of 1,509 shares — an estimated $108K sold.

Stifel Financial first reported a position in UPLD in Q2 2018 and held it in 18 quarters. The position peaked at $12.9M in Q2 2019. 120 funds tracked by Wall St. Rank hold UPLD as of Q1 2023.

  • Stifel Financial reported no remaining Upland Software position as of Q1 2023 after selling out during the quarter.
  • Stifel Financial sold 1,509 Upland Software shares in Q1 2023, an estimated $108K.
  • Stifel Financial first reported a position in Upland Software in Q2 2018 and held it in 18 quarters.
  • Stifel Financial's Upland Software position peaked at $12.9M in Q2 2019.
  • 120 funds tracked by Wall St. Rank held Upland Software as of Q1 2023.

Based on Stifel Financial's 13F filing for Q1 2023, filed 12 May 2023.