WCM Investment Management
UPLD icon

WCM Investment Management’s Upland Software UPLD Stock Holding History

WCM 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
Q2 		– Sell
-42,001
Closed -$7.4M – 211
2022
Q1 		$7.4M Buy
42,001
+2,331
+6% +$428K 0.02% 136
2021
Q4 		$7.12M Buy
39,670
+3,918
+11% +$997K 0.02% 143
2021
Q3 		$12M Buy
35,752
+8,818
+33% +$3.31M 0.03% 110
2021
Q2 		$11.1M Buy
26,934
+1,047
+4% +$460K 0.03% 112
2021
Q1 		$12.2M Buy
25,887
+5,386
+26% +$2.6M 0.03% 90
2020
Q4 		$9.41M Buy
+20,501
New +$9.03M 0.03% 115

Other funds holding UPLD

MAMU
Marathon Asset Management (UK) London, United Kingdom $2.61B AUM 27.14% 1-Year Est. Return
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
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
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
HCM
Hodges Capital Management Dallas, Texas $1.21B AUM 49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

WCM Investment Management's UPLD Position: Q2 2022 in Review

WCM Investment Management sold out of Upland Software (UPLD) in Q2 2022, closing a stake of 42,001 shares — an estimated $7.4M sold.

WCM Investment Management first reported a position in UPLD in Q4 2020 and held it in 6 quarters. The position peaked at $12.2M in Q1 2021. 127 funds tracked by Wall St. Rank hold UPLD as of Q2 2022.

  • WCM Investment Management reported no remaining Upland Software position as of Q2 2022 after selling out during the quarter.
  • WCM Investment Management sold 42,001 Upland Software shares in Q2 2022, an estimated $7.4M.
  • WCM Investment Management first reported a position in Upland Software in Q4 2020 and held it in 6 quarters.
  • WCM Investment Management's Upland Software position peaked at $12.2M in Q1 2021.
  • 127 funds tracked by Wall St. Rank held Upland Software as of Q2 2022.

Based on WCM Investment Management's 13F filing for Q2 2022, filed 9 Aug 2022.