Voloridge Investment Management
UPLD icon

Voloridge Investment Management’s Upland Software UPLD Stock Holding History

Voloridge Investment Management’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
-1,568
Closed -$228K – 1627
2022
Q2 		$228K Sell
1,568
-9,833
-86% -$1.44M ﹤0.01% 1372
2022
Q1 		$2.01M Sell
11,401
-1,368
-11% -$251K 0.01% 947
2021
Q4 		$2.29M Buy
+12,769
New +$3.25M 0.01% 1024
2019
Q4 		– Sell
-2,709
Closed -$944K – 1359
2019
Q3 		$944K Buy
+2,709
New +$1.13M 0.02% 653
2019
Q2 		– Sell
-819
Closed -$347K – 1088
2019
Q1 		$347K Buy
+819
New +$278K 0.01% 763

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

Voloridge Investment Management's UPLD Position: Q3 2022 in Review

Voloridge Investment Management sold out of Upland Software (UPLD) in Q3 2022, closing a stake of 1,568 shares — an estimated $228K sold.

Voloridge Investment Management first reported a position in UPLD in Q1 2019 and held it in 5 quarters. The position peaked at $2.29M in Q4 2021. 134 funds tracked by Wall St. Rank hold UPLD as of Q3 2022.

  • Voloridge Investment Management reported no remaining Upland Software position as of Q3 2022 after selling out during the quarter.
  • Voloridge Investment Management sold 1,568 Upland Software shares in Q3 2022, an estimated $228K.
  • Voloridge Investment Management first reported a position in Upland Software in Q1 2019 and held it in 5 quarters.
  • Voloridge Investment Management's Upland Software position peaked at $2.29M in Q4 2021.
  • 134 funds tracked by Wall St. Rank held Upland Software as of Q3 2022.

Based on Voloridge Investment Management's 13F filing for Q3 2022, filed 14 Nov 2022.