Verdad Advisers’s Upland Software UPLD Stock Holding History

Verdad Advisers’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 Q1	–	Sell	-7,958	Closed	-$337K	–	169
2023 Q4	$337K	Buy	+7,958	New	+$344K	0.68%	43

Other funds holding UPLD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

272 Capital Dallas, Texas $40M AUM 150.07% 1-Year Est. Return

NSCM

New South Capital Management Memphis, Tennessee $2.09B AUM 33.67% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

HCM

Hodges Capital Management Dallas, Texas $1.21B AUM 49% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

BFM

Boothbay Fund Management New York $7.71B AUM 106.31% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Verdad Advisers's UPLD Position: Q1 2024 in Review

Verdad Advisers sold out of Upland Software (UPLD) in Q1 2024, closing a stake of 7,958 shares — an estimated $337K sold.

Verdad Advisers first reported a position in UPLD in Q4 2023 and held it in 1 quarter. The position peaked at $337K in Q4 2023. 79 funds tracked by Wall St. Rank hold UPLD as of Q1 2024.

Verdad Advisers reported no remaining Upland Software position as of Q1 2024 after selling out during the quarter.
Verdad Advisers sold 7,958 Upland Software shares in Q1 2024, an estimated $337K.
Verdad Advisers first reported a position in Upland Software in Q4 2023 and held it in 1 quarter.
Verdad Advisers's Upland Software position peaked at $337K in Q4 2023.
79 funds tracked by Wall St. Rank held Upland Software as of Q1 2024.

Based on Verdad Advisers's 13F filing for Q1 2024, filed 14 May 2024.