WG
UPLD icon

Winton Group’s Upland Software UPLD Stock Holding History

Winton Group’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
-645
Closed -$216K – 1403
2021
Q3 		$216K Buy
645
+16
+3% +$6K 0.01% 1219
2021
Q2 		$259K Buy
+629
New +$277K 0.01% 1266
2019
Q1 		– Sell
-1,321
Closed -$359K – 1188
2018
Q4 		$359K Sell
1,321
-1,185
-47% -$355K 0.01% 597
2018
Q3 		$810K Buy
+2,506
New +$867K 0.02% 448

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

Winton Group's UPLD Position: Q4 2021 in Review

Winton Group sold out of Upland Software (UPLD) in Q4 2021, closing a stake of 645 shares — an estimated $216K sold.

Winton Group first reported a position in UPLD in Q3 2018 and held it in 4 quarters. The position peaked at $810K in Q3 2018. 155 funds tracked by Wall St. Rank hold UPLD as of Q4 2021.

  • Winton Group reported no remaining Upland Software position as of Q4 2021 after selling out during the quarter.
  • Winton Group sold 645 Upland Software shares in Q4 2021, an estimated $216K.
  • Winton Group first reported a position in Upland Software in Q3 2018 and held it in 4 quarters.
  • Winton Group's Upland Software position peaked at $810K in Q3 2018.
  • 155 funds tracked by Wall St. Rank held Upland Software as of Q4 2021.

Based on Winton Group's 13F filing for Q4 2021, filed 10 Feb 2022.