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Trellus Management Company’s Upland Software UPLD Stock Holding History

Trellus Management Company’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
2018
Q1 		– Sell
-3,180
Closed -$689K – 86
2017
Q4 		$689K Buy
+3,180
New +$698K 0.94% 29

Other funds holding UPLD

PWAM
Park West Asset Management San Francisco, California $1.18B AUM 47.25% 1-Year Est. Return
PM
Pembroke Management Montreal, Quebec, Canada $637M AUM 40.98% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GIPM
G2 Investment Partners Management New York $406M AUM 164.47% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
DMK
David M. Knott $275M AUM 59.23% 1-Year Est. Return
LSC
Lyon Street Capital Sausalito, California $67M AUM

Trellus Management Company's UPLD Position: Q1 2018 in Review

Trellus Management Company sold out of Upland Software (UPLD) in Q1 2018, closing a stake of 3,180 shares — an estimated $689K sold.

Trellus Management Company first reported a position in UPLD in Q4 2017 and held it in 1 quarter. The position peaked at $689K in Q4 2017. 112 funds tracked by Wall St. Rank hold UPLD as of Q1 2018.

  • Trellus Management Company reported no remaining Upland Software position as of Q1 2018 after selling out during the quarter.
  • Trellus Management Company sold 3,180 Upland Software shares in Q1 2018, an estimated $689K.
  • Trellus Management Company first reported a position in Upland Software in Q4 2017 and held it in 1 quarter.
  • Trellus Management Company's Upland Software position peaked at $689K in Q4 2017.
  • 112 funds tracked by Wall St. Rank held Upland Software as of Q1 2018.

Based on Trellus Management Company's 13F filing for Q1 2018, filed 2 May 2018.