Thames Capital Management’s Upland Software UPLD Stock Holding History

Thames 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
2021 Q4	–	Sell	-12,583	Closed	-$4.21M	–	60
2021 Q3	$4.21M	Sell	12,583 -1,671	-12%	-$626K	0.92%	37
2021 Q2	$5.87M	Hold	14,254	–	–	1.38%	35
2021 Q1	$6.73M	Hold	14,254	–	–	1.55%	31
2020 Q4	$6.54M	Hold	14,254	–	–	1.84%	25
2020 Q3	$5.37M	Hold	14,254	–	–	1.9%	23
2020 Q2	$4.96M	Hold	14,254	–	–	1.94%	22
2020 Q1	$3.82M	Sell	14,254 -1,645	-10%	-$595K	3%	15
2019 Q4	$5.68M	Hold	15,899	–	–	1.88%	25
2019 Q3	$5.54M	Buy	15,899 +1,282	+9%	+$532K	1.65%	29
2019 Q2	$6.66M	Buy	14,617 +1,256	+9%	+$575K	1.88%	25
2019 Q1	$5.66M	Buy	13,361 +840	+7%	+$286K	1.59%	28
2018 Q4	$3.4M	Hold	12,521	–	–	1.43%	24
2018 Q3	$4.05M	Hold	12,521	–	–	1.03%	34
2018 Q2	$4.3M	Hold	12,521	–	–	1.48%	28
2018 Q1	$3.6M	Hold	12,521	–	–	1.52%	28
2017 Q4	$2.71M	Buy	+12,521	New	+$2.75M	1.7%	27

Other funds holding UPLD

MAMU

Marathon Asset Management (UK) London, United Kingdom $2.61B AUM 27.14% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

NSCM

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

BCA

Bernzott Capital Advisors Camarillo, California $209M AUM 9.57% 1-Year Est. Return

PCP

P2 Capital Partners New York $210M AUM 1.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Thames Capital Management's UPLD Position: Q4 2021 in Review

Thames Capital Management sold out of Upland Software (UPLD) in Q4 2021, closing a stake of 12,583 shares — an estimated $4.21M sold.

Thames Capital Management first reported a position in UPLD in Q4 2017 and held it in 16 quarters. The position peaked at $6.73M in Q1 2021. 155 funds tracked by Wall St. Rank hold UPLD as of Q4 2021.

Thames Capital Management reported no remaining Upland Software position as of Q4 2021 after selling out during the quarter.
Thames Capital Management sold 12,583 Upland Software shares in Q4 2021, an estimated $4.21M.
Thames Capital Management first reported a position in Upland Software in Q4 2017 and held it in 16 quarters.
Thames Capital Management's Upland Software position peaked at $6.73M in Q1 2021.
155 funds tracked by Wall St. Rank held Upland Software as of Q4 2021.

Based on Thames Capital Management's 13F filing for Q4 2021, filed 14 Feb 2022.