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Summit Creek Advisors’s Upland Software UPLD Stock Holding History

Summit Creek Advisors’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
-42,845
Closed -$3.05M – 78
2022
Q4 		$3.05M Sell
42,845
-1,218
-3% -$90.8K 0.42% 54
2022
Q3 		$3.58M Sell
44,063
-1,529
-3% -$169K 0.49% 50
2022
Q2 		$6.62M Buy
45,592
+6
+0% +$876 0.84% 45
2022
Q1 		$8.03M Buy
45,586
+177
+0.4% +$32.5K 0.91% 46
2021
Q4 		$8.15M Buy
45,409
+1,234
+3% +$314K 0.82% 46
2021
Q3 		$14.8M Buy
44,175
+3,517
+9% +$1.32M 1.56% 34
2021
Q2 		$16.7M Sell
40,658
-1,500
-4% -$660K 2% 23
2021
Q1 		$19.9M Buy
42,158
+12,350
+41% +$5.96M 2.37% 19
2020
Q4 		$13.7M Buy
29,808
+1,708
+6% +$752K 1.76% 30
2020
Q3 		$10.6M Sell
28,100
-2,821
-9% -$1.02M 1.57% 32
2020
Q2 		$10.7M Buy
30,921
+5,291
+21% +$1.65M 1.58% 27
2020
Q1 		$6.87M Buy
25,630
+2,630
+11% +$951K 1.37% 33
2019
Q4 		$8.21M Sell
23,000
-87
-0.4% -$32.5K 1.28% 43
2019
Q3 		$8.05M Buy
+23,087
New +$9.59M 1.35% 35

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

Summit Creek Advisors's UPLD Position: Q1 2023 in Review

Summit Creek Advisors sold out of Upland Software (UPLD) in Q1 2023, closing a stake of 42,845 shares — an estimated $3.05M sold.

Summit Creek Advisors first reported a position in UPLD in Q3 2019 and held it in 14 quarters. The position peaked at $19.9M in Q1 2021. 120 funds tracked by Wall St. Rank hold UPLD as of Q1 2023.

  • Summit Creek Advisors reported no remaining Upland Software position as of Q1 2023 after selling out during the quarter.
  • Summit Creek Advisors sold 42,845 Upland Software shares in Q1 2023, an estimated $3.05M.
  • Summit Creek Advisors first reported a position in Upland Software in Q3 2019 and held it in 14 quarters.
  • Summit Creek Advisors's Upland Software position peaked at $19.9M in Q1 2021.
  • 120 funds tracked by Wall St. Rank held Upland Software as of Q1 2023.

Based on Summit Creek Advisors's 13F filing for Q1 2023, filed 5 May 2023.