US Bancorp
UPLD icon

US Bancorp’s Upland Software UPLD Stock Holding History

US Bancorp’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
-298
Closed -$24K – 4285
2022
Q3 		$24K Buy
298
+129
+76% +$14.3K ﹤0.01% 2943
2022
Q2 		$24K Sell
169
-95
-36% -$13.9K ﹤0.01% 2959
2022
Q1 		$46K Sell
264
-58
-18% -$10.6K ﹤0.01% 2676
2021
Q4 		$58K Buy
322
+219
+213% +$55.7K ﹤0.01% 2573
2021
Q3 		$35K Buy
103
+23
+29% +$8.62K ﹤0.01% 2841
2021
Q2 		$33K Buy
80
+37
+86% +$16.3K ﹤0.01% 2874
2021
Q1 		$20K Sell
43
-123
-74% -$59.3K ﹤0.01% 3031
2020
Q4 		$76K Sell
166
-64
-28% -$28.2K ﹤0.01% 2347
2020
Q3 		$87K Buy
230
+34
+17% +$12.3K ﹤0.01% 2150
2020
Q2 		$68K Buy
196
+50
+34% +$15.6K ﹤0.01% 2296
2020
Q1 		$39K Hold
146
– – ﹤0.01% 2466
2019
Q4 		$52K Buy
146
+15
+11% +$5.6K ﹤0.01% 2463
2019
Q3 		$46K Buy
131
+77
+143% +$32K ﹤0.01% 2513
2019
Q2 		$25K Sell
54
-18
-25% -$8.24K ﹤0.01% 2800
2019
Q1 		$30K Buy
72
+35
+95% +$11.9K ﹤0.01% 2709
2018
Q4 		$10K Buy
+37
New +$11.1K ﹤0.01% 3040

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

US Bancorp's UPLD Position: Q4 2022 in Review

US Bancorp sold out of Upland Software (UPLD) in Q4 2022, closing a stake of 298 shares — an estimated $24K sold.

US Bancorp first reported a position in UPLD in Q4 2018 and held it in 16 quarters. The position peaked at $87K in Q3 2020. 131 funds tracked by Wall St. Rank hold UPLD as of Q4 2022.

  • US Bancorp reported no remaining Upland Software position as of Q4 2022 after selling out during the quarter.
  • US Bancorp sold 298 Upland Software shares in Q4 2022, an estimated $24K.
  • US Bancorp first reported a position in Upland Software in Q4 2018 and held it in 16 quarters.
  • US Bancorp's Upland Software position peaked at $87K in Q3 2020.
  • 131 funds tracked by Wall St. Rank held Upland Software as of Q4 2022.

Based on US Bancorp's 13F filing for Q4 2022, filed 13 Feb 2023.