Who owns Upland Software?
- Ticker: UPLD
- CUSIP Number: 91544a109
Tip: Access positions for across all investors
Analyze quarterly positions in Upland Software with up to 7 years of data, all consolidated into one spreadsheet
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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 | $4.7M | 0% | Jun 2024 |
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New South Capital Management | 1.4M | $3.6M | 0% | Sep 2024 |
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CastleKnight Management | 1.3M | $3.3M | 1% | Sep 2024 |
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Acadian Asset Management | 1.3M | $3.3M | 0% | Sep 2024 |
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D. E. Shaw & Co | 1.1M | $2.9M | -9% | Sep 2024 |
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BlackRock | 833k | $2.1M | -21% | Jun 2024 |
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BlackRock | 716k | $1.8M | 100% | Sep 2024 |
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Rice Hall James & Associates | 589k | $1.5M | 115% | Sep 2024 |
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Kent Lake PR | 560k | $1.4M | 100% | Sep 2024 |
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Ohio Pers | 409k | $1.0M | -1% | Sep 2024 |
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Dimensional Fund Advisors | 300k | $747k | -39% | Sep 2024 |
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Man Group | 299k | $744k | 11% | Sep 2024 |
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Renaissance Technologies | 292k | $727k | 1% | Sep 2024 |
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Geode Capital Management | 274k | $682k | -4% | Sep 2024 |
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Jacobs Levy Equity Management | 256k | $637k | 22% | Sep 2024 |
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Royce & Associates | 244k | $608k | 0% | Sep 2024 |
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River & Mercantile Asset Management | 204k | $507k | 0% | Sep 2024 |
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Two Sigma Advisers | 181k | $449k | -28% | Jun 2024 |
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Bridgeway Capital Management | 164k | $409k | 7% | Jun 2024 |
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Assenagon Asset Management | 150k | $374k | 0% | Sep 2024 |
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Two Sigma Investments | 120k | $300k | -15% | Jun 2024 |
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Hodges Capital Management | 106k | $264k | -91% | Sep 2024 |
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State Street Corporation | 102k | $254k | 4% | Jun 2024 |
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Invesco | 100k | $248k | 0% | Sep 2024 |
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Heron Bay Capital Management | 79k | $197k | 6% | Sep 2024 |
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Northern Trust | 57k | $140k | -8% | Sep 2024 |
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B. Riley Asset Management | 50k | $125k | -93% | Sep 2024 |
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Citadel Advisors | 47k | $118k | -30% | Sep 2024 |
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Bank of New York Mellon | 47k | $116k | -23% | Sep 2024 |
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T. Rowe Price Associates | 44k | $110k | 0% | Sep 2024 |
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Bank of America Corporation | 44k | $108k | -1% | Sep 2024 |
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Hsbc Holdings | 39k | $98k | -6% | Jun 2024 |
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Marshall Wace | 36k | $89k | 100% | Sep 2024 |
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Barclays | 33k | $82k | 0% | Sep 2024 |
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Goldman Sachs Group | 28k | $71k | 166% | Jun 2024 |
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Pathstone Holdings | 23k | $58k | -3% | Sep 2024 |
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Engineers Gate Manager | 23k | $58k | -36% | Sep 2024 |
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Charles Schwab Investment Management | 23k | $57k | 0% | Sep 2024 |
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Goss Wealth Management | 19k | $48k | 100% | Jun 2024 |
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Vontobel Holding | 17k | $42k | 0% | Sep 2024 |
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Morgan Stanley | 16k | $40k | -25% | Jun 2024 |
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Nbc Securities | 15k | $37k | -74% | Sep 2024 |
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Green Square Capital | 14k | $37k | 0% | Sep 2024 |
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Savant Capital Management | 14k | $34k | 0% | Sep 2024 |
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Advisor Group Holdings | 13k | $33k | 14% | Sep 2024 |
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Mackenzie Financial | 13k | $33k | -56% | Sep 2024 |
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Jane Street | 13k | $33k | -24% | Sep 2024 |
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First Heartland Consultants | 12k | $30k | 100% | Sep 2024 |
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Pingora Partners | 12k | $29k | 0% | Sep 2024 |
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AJOVista | 11k | $27k | 100% | Sep 2024 |
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Tower Research Capital | 2.9k | $7.3k | 100% | Jun 2024 |
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Russell Investments | 1.9k | $4.7k | 0% | Jun 2024 |
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Harbour Investments | 1.0k | $2.5k | 0% | Sep 2024 |
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Federated Investors | 776.00 | $1.9k | 0% | Sep 2024 |
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Simplex Trading | 775.00 | $999.982500 | 100% | Sep 2024 |
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Group One Trading | 316.00 | $786.998000 | -93% | Sep 2024 |
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Bnp Paribas Arbitrage, Snc | 275.00 | $684.997500 | 0% | Sep 2024 |
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Burkett Financial Services | 150.00 | $373.995000 | 200% | Sep 2024 |
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Ronald Blue Trust | 145.00 | $361.006500 | 100% | Sep 2024 |
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Citigroup | 39.00 | $97.000800 | 0% | Sep 2024 |
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Anchor Investment Management | 17.00 | $42.000200 | 0% | Jun 2024 |
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Huntington National Bank | 1.00 | $2.000000 | 0% | Sep 2024 |
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Who sold out of Upland Software?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Qube Research & Technologies | Mar 2024 | 82k | $253k |
Millennium Management | Jun 2024 | 75k | $187k |
Thrivent Financial for Lutherans | Mar 2024 | 61k | $189k |
American Century Companies | Jun 2024 | 26k | $64k |
Oxford Asset Management | Mar 2024 | 13k | $39k |
First Dallas Securities | Mar 2024 | 13k | $39k |
Susquehanna International | Jun 2024 | 12k | $31k |
Quantbot Technologies | Mar 2024 | 3.5k | $11k |
Rhumbline Advisers | Jun 2024 | 649.00 | $1.6k |
GPS Wealth Strategies Group | Jun 2024 | 250.00 | $623.000000 |
Innealta Capital | Jun 2024 | 14.00 | $35.000000 |