Thrivent Financial for Lutherans
UPLD icon

Thrivent Financial for Lutherans’s Upland Software UPLD Stock Holding History

Thrivent Financial for Lutherans’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
2024
Q2 		– Sell
-6,119
Closed -$189K – 2594
2024
Q1 		$189K Hold
6,119
– – ﹤0.01% 2466
2023
Q4 		$259K Sell
6,119
-2,194
-26% -$94.8K ﹤0.01% 2388
2023
Q3 		$384K Hold
8,313
– – ﹤0.01% 2234
2023
Q2 		$299K Sell
8,313
-408
-5% -$14.1K ﹤0.01% 2330
2023
Q1 		$375K Buy
+8,721
New +$604K ﹤0.01% 2236
2022
Q2 		– Sell
-1,018
Closed -$179K – 2527
2022
Q1 		$179K Hold
1,018
– – ﹤0.01% 2460
2021
Q4 		$183K Buy
+1,018
New +$259K ﹤0.01% 2423

Other funds holding UPLD

Vanguard Group
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
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CM
CastleKnight Management New York $6B AUM 121.87% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
HCM
Hodges Capital Management Dallas, Texas $1.21B AUM 49% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
2C
272 Capital Dallas, Texas $40M AUM 150.07% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return

Thrivent Financial for Lutherans's UPLD Position: Q2 2024 in Review

Thrivent Financial for Lutherans sold out of Upland Software (UPLD) in Q2 2024, closing a stake of 6,119 shares — an estimated $189K sold.

Thrivent Financial for Lutherans first reported a position in UPLD in Q4 2021 and held it in 7 quarters. The position peaked at $384K in Q3 2023. 63 funds tracked by Wall St. Rank hold UPLD as of Q2 2024.

  • Thrivent Financial for Lutherans reported no remaining Upland Software position as of Q2 2024 after selling out during the quarter.
  • Thrivent Financial for Lutherans sold 6,119 Upland Software shares in Q2 2024, an estimated $189K.
  • Thrivent Financial for Lutherans first reported a position in Upland Software in Q4 2021 and held it in 7 quarters.
  • Thrivent Financial for Lutherans's Upland Software position peaked at $384K in Q3 2023.
  • 63 funds tracked by Wall St. Rank held Upland Software as of Q2 2024.

Based on Thrivent Financial for Lutherans's 13F filing for Q2 2024, filed 13 Aug 2024.