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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
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)
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)
Apple Equity (AAPL)
Schwab Mid Cap Blend ETF Equity (SCHM)
Schwab International Equity ETF Equity (SCHF)
iShares S&P 500 Value Equity (IVE)
Vanguard High Dividend Yield ETF Equity (VYM)
Microsoft Corp Equity (MSFT)
Vanguard Short Term Bond Index ETF Equity (BSV)
AT&T Corp Equity (T)

View all positions for Burkett Financial Services

Top funds holding Upland Software

Vanguard Group
B. Riley Asset Management
New South Capital Management
Hodges Capital Management
D. E. Shaw & Co
First Eagle Investment Management
Hillsdale Investment Management
Ohio Pers
Dimensional Fund Advisors
Jacobs Levy Equity Management
AQR Capital Management
Two Sigma Advisers
Invenomic Capital Management
Citadel Advisors
Rice Hall James & Associates

View all funds holding Upland Software