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TFS Capital’s Upland Software UPLD Stock Holding History

TFS Capital’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
2017
Q3 		– Sell
-1,197
Closed -$263K – 340
2017
Q2 		$263K Sell
1,197
-200
-14% -$40.8K 0.1% 379
2017
Q1 		$222K Buy
+1,397
New +$169K 0.07% 453
2015
Q3 		– Sell
-2,350
Closed -$217K – 1046
2015
Q2 		$217K Buy
+2,350
New +$174K 0.02% 738

Other funds holding UPLD

GIPM
G2 Investment Partners Management New York $406M AUM 164.47% 1-Year Est. Return
PM
Pembroke Management Montreal, Quebec, Canada $691M AUM 27.96% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
PWAM
Park West Asset Management San Francisco, California $1.18B AUM 47.25% 1-Year Est. Return
LSC
Lyon Street Capital Sausalito, California $67M AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PM
Precept Management Dallas, Texas $126M AUM 36.77% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

TFS Capital's UPLD Position: Q3 2017 in Review

TFS Capital sold out of Upland Software (UPLD) in Q3 2017, closing a stake of 1,197 shares — an estimated $263K sold.

TFS Capital first reported a position in UPLD in Q2 2015 and held it in 3 quarters. The position peaked at $263K in Q2 2017. 64 funds tracked by Wall St. Rank hold UPLD as of Q3 2017.

  • TFS Capital reported no remaining Upland Software position as of Q3 2017 after selling out during the quarter.
  • TFS Capital sold 1,197 Upland Software shares in Q3 2017, an estimated $263K.
  • TFS Capital first reported a position in Upland Software in Q2 2015 and held it in 3 quarters.
  • TFS Capital's Upland Software position peaked at $263K in Q2 2017.
  • 64 funds tracked by Wall St. Rank held Upland Software as of Q3 2017.

Based on TFS Capital's 13F filing for Q3 2017.