Y-Intercept (HK)’s Upland Software UPLD Stock Holding History

Y-Intercept (HK)’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
2024 Q1	–	Sell	-1,342	Closed	-$56.8K	–	1780
2023 Q4	$56.8K	Buy	+1,342	New	+$58K	0.01%	1149
2023 Q3	–	Sell	-3,143	Closed	-$113K	–	1633
2023 Q2	$113K	Buy	+3,143	New	+$108K	0.01%	1061
2022 Q4	–	Sell	-2,020	Closed	-$164K	–	1365
2022 Q3	$164K	Buy	+2,020	New	+$224K	0.02%	845

Other funds holding UPLD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

272 Capital Dallas, Texas $40M AUM 150.07% 1-Year Est. Return

NSCM

New South Capital Management Memphis, Tennessee $2.09B AUM 33.67% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

HCM

Hodges Capital Management Dallas, Texas $1.21B AUM 49% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

BFM

Boothbay Fund Management New York $7.71B AUM 106.31% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Y-Intercept (HK)'s UPLD Position: Q1 2024 in Review

Y-Intercept (HK) sold out of Upland Software (UPLD) in Q1 2024, closing a stake of 1,342 shares — an estimated $56.8K sold.

Y-Intercept (HK) first reported a position in UPLD in Q3 2022 and held it in 3 quarters. The position peaked at $164K in Q3 2022. 79 funds tracked by Wall St. Rank hold UPLD as of Q1 2024.

Y-Intercept (HK) reported no remaining Upland Software position as of Q1 2024 after selling out during the quarter.
Y-Intercept (HK) sold 1,342 Upland Software shares in Q1 2024, an estimated $56.8K.
Y-Intercept (HK) first reported a position in Upland Software in Q3 2022 and held it in 3 quarters.
Y-Intercept (HK)'s Upland Software position peaked at $164K in Q3 2022.
79 funds tracked by Wall St. Rank held Upland Software as of Q1 2024.

Based on Y-Intercept (HK)'s 13F filing for Q1 2024, filed 10 May 2024.