Who owns Upland Software?

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Analyze quarterly positions in Upland Software with up to 7 years of data, all consolidated into one spreadsheet

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Top investors of Upland Software stock

Who bought or sold Upland Software this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
Vanguard Group 1.9M $8.0M -27% Dec 2023
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Hodges Capital Management 1.7M $7.7M -30% Sep 2023
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B. Riley Asset Management 1.7M $7.6M 7% Dec 2023
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New South Capital Management 1.5M $6.4M -4% Dec 2023
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First Dallas Securities 1.4M $6.6M 1896% Sep 2023
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Ameriprise Financial 1.4M $6.6M -4% Sep 2023
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Acadian Asset Management 1.3M $6.2M 3% Sep 2023
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D. E. Shaw & Co 1.3M $5.4M -2% Dec 2023
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BlackRock 1.1M $5.0M -2% Sep 2023
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First Eagle Investment Management 839k $3.5M 21% Dec 2023
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CastleKnight Management 836k $3.9M 272% Sep 2023
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Boothbay Fund Management 782k $3.6M 1% Sep 2023
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Palogic Value Management 587k $2.7M -11% Sep 2023
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Hillsdale Investment Management 537k $2.3M 0% Dec 2023
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Ohio Pers 517k $2.2M 0% Dec 2023
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Rbf Capital 486k $2.2M 10% Sep 2023
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Dimensional Fund Advisors 481k $2.0M 68% Dec 2023
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Jacobs Levy Equity Management 452k $1.9M -8% Dec 2023
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Assenagon Asset Management 406k $1.7M -30% Dec 2023
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Rice Hall James & Associates 385k $1.6M -11% Dec 2023
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AQR Capital Management 320k $1.4M -58% Dec 2023
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Geode Capital Management 309k $1.4M 5% Sep 2023
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Two Sigma Advisers 304k $1.3M -11% Dec 2023
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Invenomic Capital Management 297k $1.3M -59% Dec 2023
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Citadel Advisors 268k $1.1M -12% Dec 2023
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Royce & Associates 244k $1.0M 0% Dec 2023
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Victory Capital Management 237k $1.0M 0% Dec 2023
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Millennium Management 215k $908k -27% Dec 2023
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Man Group 214k $904k 710% Dec 2023
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River & Mercantile Asset Management 210k $888k -1% Dec 2023
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Two Sigma Investments 205k $867k -7% Dec 2023
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Citigroup 179k $758k 523% Dec 2023
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Susquehanna International 158k $729k -17% Sep 2023
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Bank of America Corporation 156k $660k 13% Dec 2023
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Jane Street 145k $615k 613% Dec 2023
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State Street Corporation 101k $467k -1% Sep 2023
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Bridgeway Capital Management 100k $463k 211% Sep 2023
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Jpmorgan Chase & Co 97k $409k -66% Dec 2023
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State of Wisconsin Investment Board 86k $364k -21% Dec 2023
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Thrivent Financial for Lutherans 83k $384k 0% Sep 2023
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Verdad Advisers 80k $337k 100% Dec 2023
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XTX Topco 77k $358k -58% Sep 2023
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Bank of New York Mellon 69k $290k -13% Dec 2023
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Barclays 66k $280k -6% Dec 2023
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Engineers Gate Manager 66k $306k -20% Sep 2023
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Jump Financial 64k $272k 494% Dec 2023
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Nbc Securities 63k $264k 38% Dec 2023
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FMR 60k $278k 4% Sep 2023
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Northern Trust 58k $269k 0% Sep 2023
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Invesco 56k $258k 1% Sep 2023
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Hrt Financial 51k $216k 100% Dec 2023
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Captrust Financial Advisors 51k $213k 100% Dec 2023
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683 Capital Management 49k $207k 100% Dec 2023
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T. Rowe Price Associates 48k $203k -9% Dec 2023
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Walleye Trading Advisors 46k $195k -78% Dec 2023
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Marshall Wace 44k $187k 100% Dec 2023
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Hsbc Holdings 41k $177k 0% Dec 2023
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Renaissance Technologies 35k $161k -90% Sep 2023
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Morgan Stanley 28k $129k -52% Sep 2023
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Springbok Capital Management 27k $125k -29% Sep 2023
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Occudo Quantitative Strategies 27k $113k -29% Dec 2023
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Group One Trading 26k $122k 2036% Sep 2023
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Cubist Systematic Strategies 25k $104k 100% Dec 2023
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Pathstone Holdings 24k $103k 100% Dec 2023
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Pathstone Family Office 23k $108k 0% Sep 2023
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Charles Schwab Investment Management 23k $96k 100% Dec 2023
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Vontobel Holding 17k $72k 0% Dec 2023
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PEAK6 Investments 15k $69k 0% Sep 2023
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Green Square Capital 14k $61k 0% Dec 2023
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Schonfeld Strategic Advisors 14k $60k 100% Dec 2023
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Simplex Trading 14k $58k 100% Dec 2023
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Bridgeworth 14k $57k 0% Dec 2023
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Oxford Asset Management 12k $52k 100% Dec 2023
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Qube Research & Technologies 12k $55k -76% Sep 2023
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Pingora Partners 12k $50k 100% Dec 2023
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Advisor Group Holdings 12k $49k 42% Dec 2023
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Mackenzie Financial 11k $48k -7% Dec 2023
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Goldman Sachs Group 11k $48k -41% Dec 2023
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Walleye Trading 10k $43k -24% Dec 2023
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UBS Group 4.1k $17k 35% Dec 2023
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Cutler 2.1k $0 75% Dec 2023
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Russell Investments 1.9k $8.1k -4% Dec 2023
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Tower Research Capital 1.9k $8.7k -83% Sep 2023
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Point72 Asia 1.3k $5.4k 100% Dec 2023
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Signature 750.00 $3.2k 0% Dec 2023
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Rhumbline Advisers 728.00 $3.1k 0% Dec 2023
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Federated Investors 419.00 $1.8k 0% Dec 2023
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Coppell Advisory Solutions 400.00 $1.7k 0% Dec 2023
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Royal Bank of Canada 390.00 $2.0k 13% Dec 2023
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Bnp Paribas Arbitrage, Snc 290.00 $1.2k 0% Dec 2023
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Wells Fargo & Company 220.00 $930.996000 -87% Dec 2023
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Burkett Financial Services 100.00 $423.000000 100% Dec 2023
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GPS Wealth Strategies Group 39.00 $165.001200 0% Dec 2023
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CWM 20.00 $0 100% Dec 2023
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Anchor Investment Management 17.00 $72.000100 0% Dec 2023
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Huntington National Bank 1.00 $4.000000 0% Dec 2023
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Who sold out of Upland Software?

Fund or Company Name Date Sold Shares Held Valued At
Needham Investment Management Jun 2023 100k $360k
Wolverine Trading Sep 2023 47k $218k
Y-Intercept Jun 2023 31k $113k
Squarepoint Ops Sep 2023 31k $142k
Quantbot Technologies Jun 2023 1.8k $6.6k
EverSource Wealth Advisors Sep 2023 259.00 $1.2k