William Blair Investment Management
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William Blair Investment Management’s Upland Software UPLD Stock Holding History

William Blair Investment Management’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
Q3 		– Sell
-37,770
Closed -$5.48M – 410
2022
Q2 		$5.48M Sell
37,770
-22,430
-37% -$3.28M 0.02% 329
2022
Q1 		$10.6M Buy
60,200
+1,277
+2% +$234K 0.03% 319
2021
Q4 		$10.6M Sell
58,923
-576
-1% -$147K 0.03% 336
2021
Q3 		$19.9M Buy
59,499
+702
+1% +$263K 0.06% 311
2021
Q2 		$24.2M Sell
58,797
-2,375
-4% -$1.04M 0.08% 206
2021
Q1 		$28.9M Buy
61,172
+4,741
+8% +$2.29M 0.09% 189
2020
Q4 		$25.9M Buy
56,431
+21,719
+63% +$9.56M 0.09% 183
2020
Q3 		$13.1M Buy
+34,712
New +$12.5M 0.05% 237

Other funds holding UPLD

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
MAMU
Marathon Asset Management (UK) London, United Kingdom $2.61B AUM 27.14% 1-Year Est. Return
NSCM
New South Capital Management Memphis, Tennessee $2.09B AUM 33.67% 1-Year Est. Return
PCP
P2 Capital Partners New York $210M AUM 1.23% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
NIM
Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

William Blair Investment Management's UPLD Position: Q3 2022 in Review

William Blair Investment Management sold out of Upland Software (UPLD) in Q3 2022, closing a stake of 37,770 shares — an estimated $5.48M sold.

William Blair Investment Management first reported a position in UPLD in Q3 2020 and held it in 8 quarters. The position peaked at $28.9M in Q1 2021. 134 funds tracked by Wall St. Rank hold UPLD as of Q3 2022.

  • William Blair Investment Management reported no remaining Upland Software position as of Q3 2022 after selling out during the quarter.
  • William Blair Investment Management sold 37,770 Upland Software shares in Q3 2022, an estimated $5.48M.
  • William Blair Investment Management first reported a position in Upland Software in Q3 2020 and held it in 8 quarters.
  • William Blair Investment Management's Upland Software position peaked at $28.9M in Q1 2021.
  • 134 funds tracked by Wall St. Rank held Upland Software as of Q3 2022.

Based on William Blair Investment Management's 13F filing for Q3 2022, filed 9 Nov 2022.