William Blair & Company
UPLD icon

William Blair & Company’s Upland Software UPLD Stock Holding History

William Blair & Company’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
Q1 		– Sell
-1,064
Closed -$191K – 2012
2021
Q4 		$191K Buy
1,064
+117
+12% +$29.8K ﹤0.01% 1589
2021
Q3 		$317K Buy
947
+99
+12% +$37.1K ﹤0.01% 1325
2021
Q2 		$349K Sell
848
-472
-36% -$208K ﹤0.01% 1291
2021
Q1 		$623K Buy
1,320
+494
+60% +$238K ﹤0.01% 1054
2020
Q4 		$379K Hold
826
– – ﹤0.01% 1168
2020
Q3 		$311K Sell
826
-270
-25% -$97.3K ﹤0.01% 1133
2020
Q2 		$381K Sell
1,096
-843
-43% -$263K ﹤0.01% 1009
2020
Q1 		$520K Buy
1,939
+430
+28% +$155K ﹤0.01% 857
2019
Q4 		$539K Buy
+1,509
New +$564K ﹤0.01% 960
2018
Q3 		– Sell
-1,495
Closed -$514K – 1669
2018
Q2 		$514K Sell
1,495
-18
-1% -$5.64K ﹤0.01% 941
2018
Q1 		$436K Buy
+1,513
New +$373K ﹤0.01% 964
2016
Q4 		– Sell
-1,050
Closed -$93K – 1471
2016
Q3 		$93K Sell
1,050
-100
-9% -$8.39K ﹤0.01% 1234
2016
Q2 		$88K Hold
1,150
– – ﹤0.01% 1181
2016
Q1 		$79K Hold
1,150
– – ﹤0.01% 1134
2015
Q4 		$81K Sell
1,150
-163
-12% -$12.3K ﹤0.01% 1157
2015
Q3 		$103K Buy
1,313
+250
+24% +$20.2K ﹤0.01% 1337
2015
Q2 		$97K Sell
1,063
-1,627
-60% -$120K ﹤0.01% 2107
2015
Q1 		$188K Sell
2,690
-2,130
-44% -$166K ﹤0.01% 2025
2014
Q4 		$461K Buy
+4,820
New +$506K ﹤0.01% 1708

Other funds holding UPLD

MAMU
Marathon Asset Management (UK) London, United Kingdom $2.61B AUM 27.14% 1-Year Est. Return
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
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
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
CI
Cooper Investors Melbourne, Victoria, Australia $218M AUM 0.39% 1-Year Est. Return

William Blair & Company's UPLD Position: Q1 2022 in Review

William Blair & Company sold out of Upland Software (UPLD) in Q1 2022, closing a stake of 1,064 shares — an estimated $191K sold.

William Blair & Company first reported a position in UPLD in Q4 2014 and held it in 19 quarters. The position peaked at $623K in Q1 2021. 149 funds tracked by Wall St. Rank hold UPLD as of Q1 2022.

  • William Blair & Company reported no remaining Upland Software position as of Q1 2022 after selling out during the quarter.
  • William Blair & Company sold 1,064 Upland Software shares in Q1 2022, an estimated $191K.
  • William Blair & Company first reported a position in Upland Software in Q4 2014 and held it in 19 quarters.
  • William Blair & Company's Upland Software position peaked at $623K in Q1 2021.
  • 149 funds tracked by Wall St. Rank held Upland Software as of Q1 2022.

Based on William Blair & Company's 13F filing for Q1 2022, filed 13 May 2022.