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Wasatch Advisors’s Upland Software UPLD Stock Holding History

Wasatch Advisors’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
Q1 		– Sell
-16,431
Closed -$2.95M – 280
2021
Q4 		$2.95M Sell
16,431
-146,269
-90% -$37.2M 0.01% 244
2021
Q3 		$54.4M Sell
162,700
-1,815
-1% -$680K 0.22% 105
2021
Q2 		$67.7M Buy
164,515
+22,456
+16% +$9.88M 0.28% 93
2021
Q1 		$67M Buy
142,059
+34,578
+32% +$16.7M 0.3% 88
2020
Q4 		$49.3M Buy
107,481
+21,303
+25% +$9.38M 0.24% 98
2020
Q3 		$32.5M Sell
86,178
-5,996
-7% -$2.16M 0.21% 108
2020
Q2 		$32M Sell
92,174
-9,902
-10% -$3.09M 0.23% 102
2020
Q1 		$27.4M Buy
102,076
+22,729
+29% +$8.22M 0.29% 80
2019
Q4 		$28.3M Buy
79,347
+53,100
+202% +$19.8M 0.23% 95
2019
Q3 		$9.15M Buy
26,247
+5,340
+26% +$2.22M 0.09% 144
2019
Q2 		$9.52M Sell
20,907
-8
-0% -$3.66K 0.09% 135
2019
Q1 		$8.86M Sell
20,915
-1,872
-8% -$636K 0.1% 129
2018
Q4 		$6.19M Buy
22,787
+837
+4% +$251K 0.08% 140
2018
Q3 		$7.09M Buy
21,950
+3,604
+20% +$1.25M 0.08% 134
2018
Q2 		$6.31M Hold
18,346
– – 0.08% 151
2018
Q1 		$5.28M Sell
18,346
-3,435
-16% -$846K 0.07% 147
2017
Q4 		$4.72M Buy
21,781
+2,640
+14% +$580K 0.06% 159
2017
Q3 		$4.05M Buy
19,141
+3,995
+26% +$917K 0.06% 176
2017
Q2 		$3.33M Buy
+15,146
New +$3.09M 0.05% 190

Other funds holding UPLD

MAMU
Marathon Asset Management (UK) London, United Kingdom $2.61B AUM 27.14% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
NSCM
New South Capital Management Memphis, Tennessee $2.09B AUM 33.67% 1-Year Est. Return
BCA
Bernzott Capital Advisors Camarillo, California $209M AUM 9.57% 1-Year Est. Return
PCP
P2 Capital Partners New York $210M AUM 1.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
CI
Cooper Investors Melbourne, Victoria, Australia $218M AUM 0.39% 1-Year Est. Return

Wasatch Advisors's UPLD Position: Q1 2022 in Review

Wasatch Advisors sold out of Upland Software (UPLD) in Q1 2022, closing a stake of 16,431 shares — an estimated $2.95M sold.

Wasatch Advisors first reported a position in UPLD in Q2 2017 and held it in 19 quarters. The position peaked at $67.7M in Q2 2021. 149 funds tracked by Wall St. Rank hold UPLD as of Q1 2022.

  • Wasatch Advisors reported no remaining Upland Software position as of Q1 2022 after selling out during the quarter.
  • Wasatch Advisors sold 16,431 Upland Software shares in Q1 2022, an estimated $2.95M.
  • Wasatch Advisors first reported a position in Upland Software in Q2 2017 and held it in 19 quarters.
  • Wasatch Advisors's Upland Software position peaked at $67.7M in Q2 2021.
  • 149 funds tracked by Wall St. Rank held Upland Software as of Q1 2022.

Based on Wasatch Advisors's 13F filing for Q1 2022, filed 13 May 2022.