William Blair Investment Management’s Upland Software UPLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-377,699
| Closed | -$5.48M | – | 410 |
|
|
2022
Q2 | $5.48M | Sell |
377,699
-224,296
| -37% | -$3.26M | 0.02% | 329 |
|
|
2022
Q1 | $10.6M | Buy |
601,995
+12,768
| +2% | +$225K | 0.03% | 319 |
|
|
2021
Q4 | $10.6M | Sell |
589,227
-5,766
| -1% | -$103K | 0.03% | 336 |
|
|
2021
Q3 | $19.9M | Buy |
594,993
+7,021
| +1% | +$235K | 0.06% | 311 |
|
|
2021
Q2 | $24.2M | Sell |
587,972
-23,748
| -4% | -$978K | 0.08% | 206 |
|
|
2021
Q1 | $28.9M | Buy |
611,720
+47,413
| +8% | +$2.24M | 0.09% | 189 |
|
|
2020
Q4 | $25.9M | Buy |
564,307
+217,187
| +63% | +$9.97M | 0.09% | 183 |
|
|
2020
Q3 | $13.1M | Buy |
+347,120
| New | +$13.1M | 0.05% | 237 |
|