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Wedge Capital Management’s Upland Software UPLD Stock Holding History

Wedge Capital 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
Q4 		– Sell
-33,850
Closed -$2.75M – 441
2022
Q3 		$2.75M Sell
33,850
-309
-0.9% -$34.2K 0.05% 292
2022
Q2 		$4.96M Sell
34,159
-1,610
-5% -$235K 0.08% 282
2022
Q1 		$6.3M Sell
35,769
-1,248
-3% -$229K 0.08% 268
2021
Q4 		$6.64M Sell
37,017
-2,037
-5% -$518K 0.08% 271
2021
Q3 		$13.1M Sell
39,054
-2,364
-6% -$886K 0.17% 210
2021
Q2 		$17.1M Sell
41,418
-415
-1% -$183K 0.21% 178
2021
Q1 		$19.7M Sell
41,833
-7,523
-15% -$3.63M 0.24% 162
2020
Q4 		$22.6M Sell
49,356
-14,170
-22% -$6.24M 0.26% 152
2020
Q3 		$23.9M Buy
63,526
+3,826
+6% +$1.38M 0.32% 120
2020
Q2 		$20.8M Buy
59,700
+3,494
+6% +$1.09M 0.29% 135
2020
Q1 		$15.1M Buy
56,206
+8,381
+18% +$3.03M 0.26% 137
2019
Q4 		$17.1M Buy
+47,825
New +$17.9M 0.19% 159

Other funds holding UPLD

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
MAMU
Marathon Asset Management (UK) London, United Kingdom $2.61B AUM 27.14% 1-Year Est. Return
HCM
Hodges Capital Management Dallas, Texas $1.21B AUM 49% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
NSCM
New South Capital Management Memphis, Tennessee $2.09B AUM 33.67% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Wedge Capital Management's UPLD Position: Q4 2022 in Review

Wedge Capital Management sold out of Upland Software (UPLD) in Q4 2022, closing a stake of 33,850 shares — an estimated $2.75M sold.

Wedge Capital Management first reported a position in UPLD in Q4 2019 and held it in 12 quarters. The position peaked at $23.9M in Q3 2020. 131 funds tracked by Wall St. Rank hold UPLD as of Q4 2022.

  • Wedge Capital Management reported no remaining Upland Software position as of Q4 2022 after selling out during the quarter.
  • Wedge Capital Management sold 33,850 Upland Software shares in Q4 2022, an estimated $2.75M.
  • Wedge Capital Management first reported a position in Upland Software in Q4 2019 and held it in 12 quarters.
  • Wedge Capital Management's Upland Software position peaked at $23.9M in Q3 2020.
  • 131 funds tracked by Wall St. Rank held Upland Software as of Q4 2022.

Based on Wedge Capital Management's 13F filing for Q4 2022, filed 17 Jan 2023.