Wells Fargo
UPLD icon

Wells Fargo’s Upland Software UPLD Stock Holding History

Wells Fargo’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
2024
Q2 		– Sell
-22
Closed -$689 – 7481
2024
Q1 		$689 Hold
22
– – ﹤0.01% 6229
2023
Q4 		$931 Sell
22
-148
-87% -$6.4K ﹤0.01% 6239
2023
Q3 		$7.87K Sell
170
-85
-33% -$3.1K ﹤0.01% 5850
2023
Q2 		$9.18K Sell
255
-354
-58% -$12.2K ﹤0.01% 5925
2023
Q1 		$26.2K Buy
609
+556
+1,049% +$38.5K ﹤0.01% 5525
2022
Q4 		$3.75K Sell
53
-62
-54% -$4.62K ﹤0.01% 5845
2022
Q3 		$9K Sell
115
-11
-9% -$1.22K ﹤0.01% 5740
2022
Q2 		$18K Sell
126
-1,872
-94% -$273K ﹤0.01% 5512
2022
Q1 		$352K Sell
1,998
-945
-32% -$173K ﹤0.01% 4651
2021
Q4 		$529K Sell
2,943
-2,832
-49% -$720K ﹤0.01% 4622
2021
Q3 		$1.93M Buy
5,775
+443
+8% +$166K ﹤0.01% 3696
2021
Q2 		$2.19M Buy
5,332
+786
+17% +$346K ﹤0.01% 3606
2021
Q1 		$2.15M Sell
4,546
-1,964
-30% -$948K ﹤0.01% 3632
2020
Q4 		$2.99M Sell
6,510
-2,492
-28% -$1.1M ﹤0.01% 3193
2020
Q3 		$3.39M Sell
9,002
-3,240
-26% -$1.17M ﹤0.01% 2862
2020
Q2 		$4.25M Buy
12,242
+290
+2% +$90.4K ﹤0.01% 2613
2020
Q1 		$3.21M Buy
11,952
+1,549
+15% +$560K ﹤0.01% 2608
2019
Q4 		$3.72M Buy
10,403
+28
+0.3% +$10.5K ﹤0.01% 2830
2019
Q3 		$3.62M Sell
10,375
-1,429
-12% -$594K ﹤0.01% 2832
2019
Q2 		$5.37M Buy
11,804
+2,782
+31% +$1.27M ﹤0.01% 2519
2019
Q1 		$3.82M Sell
9,022
-189
-2% -$64.3K ﹤0.01% 2799
2018
Q4 		$2.5M Buy
9,211
+354
+4% +$106K ﹤0.01% 3081
2018
Q3 		$2.86M Sell
8,857
-5,967
-40% -$2.07M ﹤0.01% 3099
2018
Q2 		$5.09M Buy
14,824
+4,114
+38% +$1.29M ﹤0.01% 2664
2018
Q1 		$3.08M Buy
10,710
+5,322
+99% +$1.31M ﹤0.01% 3020
2017
Q4 		$1.17M Sell
5,388
-977
-15% -$215K ﹤0.01% 3829
2017
Q3 		$1.35M Buy
6,365
+6,165
+3,083% +$1.41M ﹤0.01% 3624
2017
Q2 		$44K Hold
200
– – ﹤0.01% 5422
2017
Q1 		$32K Buy
200
+100
+100% +$12.1K ﹤0.01% 5592
2016
Q4 		$9K Buy
+100
New +$8.8K ﹤0.01% 5838

Other funds holding UPLD

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
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CM
CastleKnight Management New York $6B AUM 121.87% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
HCM
Hodges Capital Management Dallas, Texas $1.21B AUM 49% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
2C
272 Capital Dallas, Texas $40M AUM 150.07% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return

Wells Fargo's UPLD Position: Q2 2024 in Review

Wells Fargo sold out of Upland Software (UPLD) in Q2 2024, closing a stake of 22 shares — an estimated $689 sold.

Wells Fargo first reported a position in UPLD in Q4 2016 and held it in 30 quarters. The position peaked at $5.37M in Q2 2019. 63 funds tracked by Wall St. Rank hold UPLD as of Q2 2024.

  • Wells Fargo reported no remaining Upland Software position as of Q2 2024 after selling out during the quarter.
  • Wells Fargo sold 22 Upland Software shares in Q2 2024, an estimated $689.
  • Wells Fargo first reported a position in Upland Software in Q4 2016 and held it in 30 quarters.
  • Wells Fargo's Upland Software position peaked at $5.37M in Q2 2019.
  • 63 funds tracked by Wall St. Rank held Upland Software as of Q2 2024.

Based on Wells Fargo's 13F filing for Q2 2024, filed 13 Aug 2024.