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Tiverton Asset Management’s Upland Software UPLD Stock Holding History

Tiverton Asset 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
2019
Q3 		$105K Hold
301
– – ﹤0.01% 641
2019
Q2 		$137K Hold
301
– – ﹤0.01% 592
2019
Q1 		$127K Buy
301
+2
+0.7% +$680 0.01% 562
2018
Q4 		$81K Buy
+299
New +$89.7K ﹤0.01% 400

Other funds holding UPLD

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PCM
Portolan Capital Management Boston, Massachusetts $2.67B AUM 169.09% 1-Year Est. Return
CU
CDAM (UK) London, United Kingdom $387M AUM 4.05% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GEH
General Equity Holdings Brooklyn, New York $167M AUM 4.07% 1-Year Est. Return
PM
Pembroke Management Montreal, Quebec, Canada $774M AUM 40.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
GIPM
G2 Investment Partners Management New York $549M AUM 179.59% 1-Year Est. Return

Tiverton Asset Management's UPLD Position: Q3 2019 in Review

Tiverton Asset Management held its Upland Software (UPLD) position steady in Q3 2019 at 301 shares worth $105K. The position accounts for ﹤0.01% of the portfolio, ranked #641.

Tiverton Asset Management first reported a position in UPLD in Q4 2018 and has held it in 4 quarters since. The position peaked at $137K in Q2 2019. 181 funds tracked by Wall St. Rank hold UPLD as of Q3 2019.

  • Tiverton Asset Management held 301 shares of Upland Software worth $105K as of Q3 2019.
  • Tiverton Asset Management left its Upland Software share count unchanged in Q3 2019.
  • Upland Software made up ﹤0.01% of Tiverton Asset Management's portfolio in Q3 2019, its #641 holding.
  • Tiverton Asset Management first reported a position in Upland Software in Q4 2018 and has held it in 4 quarters since.
  • Tiverton Asset Management's Upland Software position peaked at $137K in Q2 2019.
  • 181 funds tracked by Wall St. Rank held Upland Software as of Q3 2019.

Based on Tiverton Asset Management's 13F filing for Q3 2019, filed 13 Nov 2019.