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Versor Investments’s Upland Software UPLD Stock Holding History

Versor Investments’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
Q3 		– Sell
-3,707
Closed -$538K – 948
2022
Q2 		$538K Buy
+3,707
New +$541K 0.02% 455

Other funds holding UPLD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MAMU
Marathon Asset Management (UK) London, United Kingdom $2.61B AUM 27.14% 1-Year Est. Return
NSCM
New South Capital Management Memphis, Tennessee $2.09B AUM 33.67% 1-Year Est. Return
PCP
P2 Capital Partners New York $210M AUM 1.23% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
NIM
Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Versor Investments's UPLD Position: Q3 2022 in Review

Versor Investments sold out of Upland Software (UPLD) in Q3 2022, closing a stake of 3,707 shares — an estimated $538K sold.

Versor Investments first reported a position in UPLD in Q2 2022 and held it in 1 quarter. The position peaked at $538K in Q2 2022. 134 funds tracked by Wall St. Rank hold UPLD as of Q3 2022.

  • Versor Investments reported no remaining Upland Software position as of Q3 2022 after selling out during the quarter.
  • Versor Investments sold 3,707 Upland Software shares in Q3 2022, an estimated $538K.
  • Versor Investments first reported a position in Upland Software in Q2 2022 and held it in 1 quarter.
  • Versor Investments's Upland Software position peaked at $538K in Q2 2022.
  • 134 funds tracked by Wall St. Rank held Upland Software as of Q3 2022.

Based on Versor Investments's 13F filing for Q3 2022, filed 25 Oct 2022.