VOYA Investment Management
UPLD icon

VOYA Investment Management’s Upland Software UPLD Stock Holding History

VOYA 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
2023
Q2 		– Sell
-1,201
Closed -$51.7K – 2996
2023
Q1 		$51.7K Hold
1,201
– – ﹤0.01% 2797
2022
Q4 		$85.7K Hold
1,201
– – ﹤0.01% 2781
2022
Q3 		$97.7K Hold
1,201
– – ﹤0.01% 2784
2022
Q2 		$174K Hold
1,201
– – ﹤0.01% 2453
2022
Q1 		$212K Buy
1,201
+64
+6% +$11.7K ﹤0.01% 2336
2021
Q4 		$204K Sell
1,137
-2
-0.2% -$509 ﹤0.01% 2504
2021
Q3 		$381K Buy
1,139
+44
+4% +$16.5K ﹤0.01% 2210
2021
Q2 		$451K Sell
1,095
-65
-6% -$28.6K ﹤0.01% 2158
2021
Q1 		$547K Buy
1,160
+44
+4% +$21.2K ﹤0.01% 1981
2020
Q4 		$512K Buy
1,116
+294
+36% +$129K ﹤0.01% 1901
2020
Q3 		$310K Hold
822
– – ﹤0.01% 1931
2020
Q2 		$286K Sell
822
-345
-30% -$108K ﹤0.01% 1988
2020
Q1 		$313K Buy
1,167
+53
+5% +$19.2K ﹤0.01% 1888
2019
Q4 		$398K Buy
1,114
+260
+30% +$97.1K ﹤0.01% 2017
2019
Q3 		$298K Hold
854
– – ﹤0.01% 2045
2019
Q2 		$389K Buy
854
+184
+27% +$84.2K ﹤0.01% 1942
2019
Q1 		$284K Buy
+670
New +$228K ﹤0.01% 2085

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

VOYA Investment Management's UPLD Position: Q2 2023 in Review

VOYA Investment Management sold out of Upland Software (UPLD) in Q2 2023, closing a stake of 1,201 shares — an estimated $51.7K sold.

VOYA Investment Management first reported a position in UPLD in Q1 2019 and held it in 17 quarters. The position peaked at $547K in Q1 2021. 89 funds tracked by Wall St. Rank hold UPLD as of Q2 2023.

  • VOYA Investment Management reported no remaining Upland Software position as of Q2 2023 after selling out during the quarter.
  • VOYA Investment Management sold 1,201 Upland Software shares in Q2 2023, an estimated $51.7K.
  • VOYA Investment Management first reported a position in Upland Software in Q1 2019 and held it in 17 quarters.
  • VOYA Investment Management's Upland Software position peaked at $547K in Q1 2021.
  • 89 funds tracked by Wall St. Rank held Upland Software as of Q2 2023.

Based on VOYA Investment Management's 13F filing for Q2 2023, filed 14 Aug 2023.