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Upland Software shares owned by Bridgeworth

Quarter-by-quarter ownership of Upland Software (UPLD) shares owned by Bridgeworth from 13F filings

Historical chart of Bridgeworth investment in Upland Software

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All positions including Upland Software held by Bridgeworth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Upland Software by Bridgeworth

Quarter filed Position value Share count Share price at filing
2023-12-31 $57k 14k 4.23
2023-09-30 $62k 14k 4.62
2023-06-30 $49k 14k 3.60

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Spdr Ser Tr Portfolio S&p500 (SPLG)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Dimensional Etf Trust Intl Core Equity (DFIC)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Dimensional Etf Trust Us Real Estate E (DFAR)
Leuthold Fds Core Etf (LCR)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Dimensional Etf Trust Us Small Cap Val (DFSV)

View all positions for Bridgeworth

Top funds holding Upland Software

Vanguard Group
New South Capital Management
CastleKnight Management
Acadian Asset Management
D. E. Shaw & Co
BlackRock
BlackRock
Rice Hall James & Associates
Kent Lake PR
B. Riley Asset Management
Ohio Pers
Dimensional Fund Advisors
Man Group
Renaissance Technologies
Geode Capital Management

View all funds holding Upland Software