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White Pine Capital’s Upland Software UPLD Stock Holding History

White Pine Capital’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
2018
Q1 		– Sell
-2,200
Closed -$476K – 249
2017
Q4 		$476K Sell
2,200
-500
-19% -$110K 0.17% 146
2017
Q3 		$571 Sell
2,700
-103
-4% -$23.6K ﹤0.01% 135
2017
Q2 		$616K Buy
2,803
+553
+25% +$113K 0.24% 120
2017
Q1 		$358K Hold
2,250
– – 0.15% 159
2016
Q4 		$201K Hold
2,250
– – 0.09% 192
2016
Q3 		$198K Hold
2,250
– – 0.08% 199
2016
Q2 		$171K Buy
2,250
+1,050
+88% +$75.3K 0.07% 198
2016
Q1 		$82K Buy
+1,200
New +$80.8K 0.04% 205

Other funds holding UPLD

PWAM
Park West Asset Management San Francisco, California $1.18B AUM 47.25% 1-Year Est. Return
PM
Pembroke Management Montreal, Quebec, Canada $691M AUM 27.96% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GIPM
G2 Investment Partners Management New York $406M AUM 164.47% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
DMK
David M. Knott $275M AUM 59.23% 1-Year Est. Return
LSC
Lyon Street Capital Sausalito, California $67M AUM

White Pine Capital's UPLD Position: Q1 2018 in Review

White Pine Capital sold out of Upland Software (UPLD) in Q1 2018, closing a stake of 2,200 shares — an estimated $476K sold.

White Pine Capital first reported a position in UPLD in Q1 2016 and held it in 8 quarters. The position peaked at $616K in Q2 2017. 112 funds tracked by Wall St. Rank hold UPLD as of Q1 2018.

  • White Pine Capital reported no remaining Upland Software position as of Q1 2018 after selling out during the quarter.
  • White Pine Capital sold 2,200 Upland Software shares in Q1 2018, an estimated $476K.
  • White Pine Capital first reported a position in Upland Software in Q1 2016 and held it in 8 quarters.
  • White Pine Capital's Upland Software position peaked at $616K in Q2 2017.
  • 112 funds tracked by Wall St. Rank held Upland Software as of Q1 2018.

Based on White Pine Capital's 13F filing for Q1 2018, filed 14 May 2018.