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 $8.1M -2% Dec 2024
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CastleKnight Management 1.3M $3.3M 1% Sep 2024
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Acadian Asset Management 1.3M $5.8M 0% Dec 2024
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New South Capital Management 1.3M $5.7M -8% Dec 2024
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D. E. Shaw & Co 1.3M $5.6M 13% Dec 2024
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Ameriprise Financial 1.3M $5.5M -8% Dec 2024
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Rice Hall James & Associates 965k $4.2M 64% Dec 2024
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BlackRock 774k $3.4M 8% Dec 2024
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Kent Lake PR 560k $1.4M 100% Sep 2024
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B. Riley Asset Management 541k $1.3M -27% Sep 2024
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Rbf Capital 519k $2.1M 0% Dec 2024
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Two Sigma Advisers 406k $1.8M 107% Dec 2024
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Man Group 399k $1.7M 34% Dec 2024
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Ohio Pers 380k $1.6M -7% Dec 2024
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Renaissance Technologies 359k $1.6M 23% Dec 2024
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Two Sigma Investments 322k $1.4M 111% Dec 2024
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Geode Capital Management 273k $1.2M 0% Dec 2024
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Bridgeway Capital Management 241k $1.0M 47% Dec 2024
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Arrowstreet Capital, Limited Partnership 187k $812k 100% Dec 2024
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Marshall Wace 135k $588k 278% Dec 2024
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Goldman Sachs Group 131k $571k 100% Dec 2024
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Walleye Trading Advisors 115k $498k 100% Dec 2024
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Jane Street 113k $489k 754% Dec 2024
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State Street Corporation 110k $477k 8% Dec 2024
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Millennium Management 106k $462k 54% Dec 2024
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Assenagon Asset Management 101k $440k -33% Dec 2024
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Invesco 99k $430k -1% Dec 2024
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Susquehanna International 94k $408k 100% Dec 2024
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Dimensional Fund Advisors 92k $400k -69% Dec 2024
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FMR 87k $379k 11% Dec 2024
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Bank of America Corporation 81k $353k 87% Dec 2024
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Heron Bay Capital Management 79k $197k 6% Sep 2024
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UBS Group 73k $318k 123% Dec 2024
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Mackenzie Financial 60k $262k 356% Dec 2024
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Citadel Advisors 55k $237k 15% Dec 2024
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Northern Trust 53k $211k -7% Dec 2024
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T. Rowe Price Associates 44k $191k 0% Dec 2024
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Morgan Stanley 43k $188k 296% Dec 2024
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Hodges Capital Management 43k $185k -60% Dec 2024
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Cubist Systematic Strategies 42k $181k 100% Dec 2024
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Hsbc Holdings 39k $173k -6% Dec 2024
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GSA Capital Partners 39k $167k 100% Dec 2024
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Quadrature Capital 36k $159k 100% Dec 2024
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Barclays 33k $143k 0% Dec 2024
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Pathstone Holdings 23k $90k 0% Dec 2024
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Algert Coldiron Investors 23k $99k 100% Dec 2024
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Charles Schwab Investment Management 23k $99k 0% Dec 2024
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Prudential Financial 22k $95k 100% Dec 2024
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Cresset Asset Management 20k $87k 100% Dec 2024
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Leucadia National Corporation 20k $87k 100% Dec 2024
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Vontobel Holding 17k $74k 0% Dec 2024
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Green Square Capital 14k $63k 0% Dec 2024
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Jpmorgan Chase & Co 14k $61k 100% Dec 2024
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XTX Topco 14k $59k -21% Dec 2024
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Savant Capital Management 14k $59k 0% Dec 2024
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Advisor Group Holdings 13k $33k 0% Dec 2024
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Essential Planning 13k $42k 100% Dec 2024
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WESPAC Advisors 13k $55k 100% Dec 2024
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Pingora Partners 12k $29k 0% Sep 2024
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First Heartland Consultants 11k $49k -7% Dec 2024
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AJOVista 11k $27k 100% Sep 2024
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Legato Capital Management 10k $44k 100% Dec 2024
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Tower Research Capital 2.4k $11k 77% Dec 2024
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Goss Wealth Management 1.5k $6.5k 15% Dec 2024
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Federated Investors 1.4k $5.9k 77% Dec 2024
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Russell Investments 1.4k $5.9k -17% Dec 2024
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Harbour Investments 1.0k $4.3k 0% Dec 2024
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Citigroup 639.00 $2.8k 1538% Dec 2024
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MAI Wealth Advisors 236.00 $1.0k 100% Dec 2024
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Bnp Paribas Arbitrage, Snc 227.00 $984.998400 -17% Dec 2024
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Nelson, Van Denburg & Campbell Wealth Management 22.00 $95.000400 100% Dec 2024
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Steward Partners Investment Advisory 20.00 $87.000000 100% Dec 2024
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Anchor Investment Management 17.00 $73.999300 0% Dec 2024
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Nbc Securities 15.00 $64.999500 -100% Dec 2024
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Point72 Asia 11.00 $47.999600 100% Dec 2024
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Huntington National Bank 1.00 $4.000000 0% Dec 2024
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Who sold out of Upland Software?

Fund or Company Name Date Sold Shares Held Valued At
Boothbay Fund Management Sep 2024 491k $1.2M
Jacobs Levy Equity Management Sep 2024 256k $637k
Royce & Associates Sep 2024 244k $608k
River & Mercantile Asset Management Sep 2024 204k $507k
Kennedy Capital Management Sep 2024 100k $248k
Bank of New York Mellon Sep 2024 47k $116k
Engineers Gate Manager Sep 2024 23k $58k
Dynamic Technology Lab Private Sep 2024 12k $31k
Simplex Trading Sep 2024 775.00 $999.982500
Group One Trading Sep 2024 316.00 $786.998000
Burkett Financial Services Sep 2024 150.00 $373.995000
Ronald Blue Trust Sep 2024 145.00 $361.006500