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Whetstone Capital Advisors’s Upland Software UPLD Stock Holding History

Whetstone Capital 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
2021
Q4 		– Sell
-22,752
Closed -$7.61M – 31
2021
Q3 		$7.61M Sell
22,752
-2,820
-11% -$1.06M 1.33% 23
2021
Q2 		$10.5M Sell
25,572
-4,753
-16% -$2.09M 1.96% 20
2021
Q1 		$14.3M Sell
30,325
-20,119
-40% -$9.71M 3.02% 14
2020
Q4 		$23.1M Buy
50,444
+729
+1% +$321K 4.78% 11
2020
Q3 		$18.7M Sell
49,715
-370
-0.7% -$133K 3.47% 12
2020
Q2 		$17.4M Sell
50,085
-921
-2% -$287K 3.67% 11
2020
Q1 		$13.7M Buy
51,006
+7,514
+17% +$2.72M 4.71% 8
2019
Q4 		$15.5M Sell
43,492
-1,855
-4% -$693K 4.76% 9
2019
Q3 		$15.8M Buy
45,347
+38,486
+561% +$16M 4.25% 11
2019
Q2 		$3.12M Buy
6,861
+3,500
+104% +$1.6M 0.96% 18
2019
Q1 		$1.42M Hold
3,361
– – 0.58% 15
2018
Q4 		$914K Sell
3,361
-23,399
-87% -$7.02M 0.53% 15
2018
Q3 		$8.65M Buy
26,760
+12,480
+87% +$4.32M 3.04% 15
2018
Q2 		$4.91M Buy
14,280
+1,087
+8% +$341K 1.87% 18
2018
Q1 		$3.8M Buy
+13,193
New +$3.25M 1.85% 16

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
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

Whetstone Capital Advisors's UPLD Position: Q4 2021 in Review

Whetstone Capital Advisors sold out of Upland Software (UPLD) in Q4 2021, closing a stake of 22,752 shares — an estimated $7.61M sold.

Whetstone Capital Advisors first reported a position in UPLD in Q1 2018 and held it in 15 quarters. The position peaked at $23.1M in Q4 2020. 155 funds tracked by Wall St. Rank hold UPLD as of Q4 2021.

  • Whetstone Capital Advisors reported no remaining Upland Software position as of Q4 2021 after selling out during the quarter.
  • Whetstone Capital Advisors sold 22,752 Upland Software shares in Q4 2021, an estimated $7.61M.
  • Whetstone Capital Advisors first reported a position in Upland Software in Q1 2018 and held it in 15 quarters.
  • Whetstone Capital Advisors's Upland Software position peaked at $23.1M in Q4 2020.
  • 155 funds tracked by Wall St. Rank held Upland Software as of Q4 2021.

Based on Whetstone Capital Advisors's 13F filing for Q4 2021, filed 14 Feb 2022.