SEC 13F Intelligence

Whetstone Capital Advisors, LLC / UPLDEUR

Whetstone Capital Advisors, LLC’s Upland Software Inc Position

Does Whetstone Capital Advisors, LLC own Upland Software Inc (UPLDEUR)? Not currently — the last reported position was 227.5K shares worth $8M in Q3 2021; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$8M
Q3 2021
Shares
227.5K
% of Portfolio
+1.33%
Quarters Held
12
position exited

Position History UPLDEUR

Reported value by quarter
Q4 ’18: $914,000Q4 ’18Q1 ’19: $1MQ2 ’19: $3MQ2 ’19Q3 ’19: $16MQ4 ’19: $16MQ4 ’19Q1 ’20: $14MQ2 ’20: $17MQ2 ’20Q3 ’20: $19MQ4 ’20: $23MQ4 ’20Q1 ’21: $14MQ2 ’21: $11MQ2 ’21Q3 ’21: $8Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q3 2021227.5K$8M+1.33%
Q2 2021255.7K$11M+1.96%
Q1 2021303.2K$14M+3.02%
Q4 2020504.4K$23M+4.78%
Q3 2020497.1K$19M+3.47%
Q2 2020500.8K$17M+3.67%
Q1 2020510.1K$14M+4.71%
Q4 2019434.9K$16M+4.76%
Q3 2019453.5K$16M+4.25%
Q2 201968.6K$3M+0.96%
Q1 201933.6K$1M+0.58%
Q4 201833.6K$914,000+0.53%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Whetstone Capital Advisors, LLC’s full portfolio or all institutional holders of UPLDEUR.