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Upland Software shares owned by Burkett Financial Services

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

Historical chart of Burkett Financial Services investment in Upland Software

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

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Quarterly reported holdings in Upland Software by Burkett Financial Services

Quarter filed Position value Share count Share price at filing
2024-09-30 $373 150 2.49
2024-06-30 $125 50 2.50
2024-03-31 $155 50 3.10
2023-12-31 $423 100 4.23

More positions owned by Burkett Financial Services

Schwab US Large Cap Growth ETF Equity (SCHG)
Schwab US Dividend Equity ETF Equity (SCHD)
MSCI EAFA Hedged Dollar ETF Equity (DBEF)
Vanguard FTSE Developed Markets ETF Equity (VEA)
Eagle Capital Select Equity ETF Equity (EAGL)
Calamos S&P Structured ALT ETF Equity (CPSL)
iShares MSCI Min Vol Emerging Markets ETF Equity (EEMV)
iShares S&P 400 Mid Index Equity (IJH)
iShares S&P 600 Small Cap Index Equity (IJR)
Vanguard Intermediate Treasury ETF Equity (VGIT)
Apple Equity (AAPL)
Microsoft Corp Equity (MSFT)
Schwab Mid Cap Blend ETF Equity (SCHM)
Schwab International Equity ETF Equity (SCHF)
Vanguard High Dividend Yield ETF Equity (VYM)

View all positions for Burkett Financial Services

Top funds holding Upland Software

Vanguard Group
CastleKnight Management
Acadian Asset Management
New South Capital Management
D. E. Shaw & Co
Ameriprise Financial
Rice Hall James & Associates
BlackRock
Kent Lake PR
B. Riley Asset Management
Rbf Capital
Two Sigma Advisers
Man Group
Ohio Pers
Renaissance Technologies

View all funds holding Upland Software