Wellington Management Group
UPLD icon

Wellington Management Group’s Upland Software UPLD Stock Holding History

Wellington Management Group’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
2021
Q4 		– Sell
-785
Closed -$263K – 2298
2021
Q3 		$263K Buy
+785
New +$294K ﹤0.01% 2070
2021
Q2 		– Sell
-604
Closed -$285K – 2253
2021
Q1 		$285K Buy
+604
New +$291K ﹤0.01% 1997
2019
Q4 		– Sell
-1,054
Closed -$367K – 2126
2019
Q3 		$367K Buy
+1,054
New +$438K ﹤0.01% 1917

Other funds holding UPLD

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BlackRock
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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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 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

Wellington Management Group's UPLD Position: Q4 2021 in Review

Wellington Management Group sold out of Upland Software (UPLD) in Q4 2021, closing a stake of 785 shares — an estimated $263K sold.

Wellington Management Group first reported a position in UPLD in Q3 2019 and held it in 3 quarters. The position peaked at $367K in Q3 2019. 155 funds tracked by Wall St. Rank hold UPLD as of Q4 2021.

  • Wellington Management Group reported no remaining Upland Software position as of Q4 2021 after selling out during the quarter.
  • Wellington Management Group sold 785 Upland Software shares in Q4 2021, an estimated $263K.
  • Wellington Management Group first reported a position in Upland Software in Q3 2019 and held it in 3 quarters.
  • Wellington Management Group's Upland Software position peaked at $367K in Q3 2019.
  • 155 funds tracked by Wall St. Rank held Upland Software as of Q4 2021.

Based on Wellington Management Group's 13F filing for Q4 2021, filed 11 Feb 2022.