UBS AM
UPLD icon

UBS AM’s Upland Software UPLD Stock Holding History

UBS AM’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
2022
Q4 		– Sell
-1,384
Closed -$113K – 2736
2022
Q3 		$113K Sell
1,384
-1,127
-45% -$125K ﹤0.01% 2675
2022
Q2 		$365K Hold
2,511
– – ﹤0.01% 2402
2022
Q1 		$442K Hold
2,511
– – ﹤0.01% 2498
2021
Q4 		$450K Buy
2,511
+236
+10% +$60K ﹤0.01% 2597
2021
Q3 		$761K Hold
2,275
– – ﹤0.01% 2298
2021
Q2 		$936K Sell
2,275
-87
-4% -$38.3K ﹤0.01% 2249
2021
Q1 		$1.11M Buy
2,362
+335
+17% +$162K ﹤0.01% 2040
2020
Q4 		$930K Buy
2,027
+6
+0.3% +$2.64K ﹤0.01% 2027
2020
Q3 		$762K Buy
2,021
+137
+7% +$49.4K ﹤0.01% 1951
2020
Q2 		$655K Buy
1,884
+52
+3% +$16.2K ﹤0.01% 2000
2020
Q1 		$491K Sell
1,832
-19,211
-91% -$6.95M ﹤0.01% 1989
2019
Q4 		$7.51M Sell
21,043
-15,184
-42% -$5.67M ﹤0.01% 1046
2019
Q3 		$12.6M Sell
36,227
-878
-2% -$365K 0.01% 881
2019
Q2 		$16.9M Sell
37,105
-880
-2% -$403K 0.01% 808
2019
Q1 		$16.1M Buy
37,985
+1,338
+4% +$455K 0.01% 796
2018
Q4 		$9.96M Sell
36,647
-2,836
-7% -$851K 0.01% 876
2018
Q3 		$12.8M Buy
39,483
+207
+0.5% +$71.6K 0.01% 871
2018
Q2 		$13.5M Sell
39,276
-2,056
-5% -$644K 0.01% 870
2018
Q1 		$11.9M Sell
41,332
-2,751
-6% -$678K 0.01% 889
2017
Q4 		$9.55M Buy
44,083
+18,692
+74% +$4.1M 0.01% 932
2017
Q3 		$5.37M Hold
25,391
– – ﹤0.01% 1061
2017
Q2 		$5.58M Buy
+25,391
New +$5.18M 0.01% 1014

Other funds holding UPLD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MAMU
Marathon Asset Management (UK) London, United Kingdom $2.61B AUM 27.14% 1-Year Est. Return
HCM
Hodges Capital Management Dallas, Texas $1.21B AUM 49% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
NSCM
New South Capital Management Memphis, Tennessee $2.09B AUM 33.67% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

UBS AM's UPLD Position: Q4 2022 in Review

UBS AM sold out of Upland Software (UPLD) in Q4 2022, closing a stake of 1,384 shares — an estimated $113K sold.

UBS AM first reported a position in UPLD in Q2 2017 and held it in 22 quarters. The position peaked at $16.9M in Q2 2019. 131 funds tracked by Wall St. Rank hold UPLD as of Q4 2022.

  • UBS AM reported no remaining Upland Software position as of Q4 2022 after selling out during the quarter.
  • UBS AM sold 1,384 Upland Software shares in Q4 2022, an estimated $113K.
  • UBS AM first reported a position in Upland Software in Q2 2017 and held it in 22 quarters.
  • UBS AM's Upland Software position peaked at $16.9M in Q2 2019.
  • 131 funds tracked by Wall St. Rank held Upland Software as of Q4 2022.

Based on UBS AM's 13F filing for Q4 2022, filed 14 Feb 2023.