VF
UPLD icon

Virtu Financial’s Upland Software UPLD Stock Holding History

Virtu Financial’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
2023
Q2 		– Sell
-2,010
Closed -$86K – 2065
2023
Q1 		$86K Buy
+2,010
New +$139K 0.01% 1011
2018
Q2 		– Sell
-1,052
Closed -$303K – 2516
2018
Q1 		$303K Buy
+1,052
New +$259K 0.02% 1043

Other funds holding UPLD

HCM
Hodges Capital Management Dallas, Texas $1.21B AUM 49% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NSCM
New South Capital Management Memphis, Tennessee $2.09B AUM 33.67% 1-Year Est. Return
2C
272 Capital Dallas, Texas $40M AUM 150.07% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Virtu Financial's UPLD Position: Q2 2023 in Review

Virtu Financial sold out of Upland Software (UPLD) in Q2 2023, closing a stake of 2,010 shares — an estimated $86K sold.

Virtu Financial first reported a position in UPLD in Q1 2018 and held it in 2 quarters. The position peaked at $303K in Q1 2018. 89 funds tracked by Wall St. Rank hold UPLD as of Q2 2023.

  • Virtu Financial reported no remaining Upland Software position as of Q2 2023 after selling out during the quarter.
  • Virtu Financial sold 2,010 Upland Software shares in Q2 2023, an estimated $86K.
  • Virtu Financial first reported a position in Upland Software in Q1 2018 and held it in 2 quarters.
  • Virtu Financial's Upland Software position peaked at $303K in Q1 2018.
  • 89 funds tracked by Wall St. Rank held Upland Software as of Q2 2023.

Based on Virtu Financial's 13F filing for Q2 2023, filed 27 Jul 2023.