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Upland Software (UPLD) Institutional Ownership

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$2.78
-0.07 (-2.46%)
(As of 05/17/2024 ET)
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Institutional Ownership Changes (13F Filings) for Upland Software (NASDAQ:UPLD)

Current
Institutional Ownership
Percentage
77.78%
Number of
Institutional Buyers
(last 12 months)
27
Total
Institutional Inflows
(last 12 months)
$25.17M
Number of
Institutional Sellers
(last 12 months)
13
Total
Institutional Outflows
(last 12 months)
$18.06M
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UPLD Institutional Buying and Selling by Quarter

Upland Software Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/16/2024 Jacobs Levy Equity Management Inc.403,307$1.25M0.0%-10.8%1.462%
5/15/2024 Public Employees Retirement System of Ohio443,677$1.37M0.0%-14.1%1.608%
5/15/2024 Price T Rowe Associates Inc. MD44,000$136K0.0%-8.1%0.159%
5/9/2024 First Eagle Investment Management LLC594,819$1.84M0.0%-29.1%2.156%
5/9/2024 State Board of Administration of Florida Retirement System10,984$34K0.0%N/A0.040%
5/7/2024 New South Capital Management Inc.1,473,037$4.55M0.2%-3.3%5.339%
5/1/2024 Mirae Asset Global Investments Co. Ltd.11,946$37K0.0%N/A0.043%
4/24/2024 Assenagon Asset Management S.A.144,201$446K0.0%-64.5%0.518%
4/23/2024 Rice Hall James & Associates LLC263,820$815K0.0%-31.5%0.947%
4/16/2024 First Dallas Securities Inc.12,500$39K0.0%-71.3%0.043%
4/16/2024 Hodges Capital Management Inc.1,325,513$4.10M0.3%-66.7%4.594%
2/14/2024 Invenomic Capital Management LP297,100$1.26M0.1%-59.0%0.946%
2/14/2024 CastleKnight Management LP629,058$2.66M0.1%-24.8%2.003%
2/12/2024 Pingora Partners LLC11,800$50K0.0%N/A0.038%
2/9/2024 Oxford Asset Management LLP12,388$52K0.1%N/A0.039%
2/9/2024 Verdad Advisers LP79,576$337K0.7%N/A0.253%
2/8/2024 First Eagle Investment Management LLC839,183$3.55M0.0%+21.0%2.673%
2/7/2024 Jump Financial LLC64,200$272K0.0%+494.4%0.204%
2/7/2024 NBC Securities Inc.62,500$264K0.0%+38.1%0.199%
1/17/2024 Assenagon Asset Management S.A.406,447$1.72M0.0%-29.9%1.294%
12/6/2023 Citigroup Inc.28,732$133K0.0%+73,571.8%0.092%
11/14/2023 Hodges Capital Management Inc.1,676,677$7.75M0.9%-29.9%5.341%
11/14/2023 First Dallas Securities Inc.1,427,314$6.59M1.5%+1,896.2%4.547%
11/14/2023 B. Riley Asset Management LLC1,567,243$7.24M2.9%+1.6%4.993%
11/13/2023 River & Mercantile Asset Management LLP212,028$979K0.2%+14.4%0.675%
11/13/2023 Acadian Asset Management LLC1,331,381$6.15M0.0%+3.4%4.241%
11/13/2023 Hsbc Holdings PLC41,368$192K0.0%+6.8%0.132%
11/8/2023Pathstone Family Office LLC23,378$108K0.0%N/A0.072%
11/8/2023 First Eagle Investment Management LLC693,778$3.21M0.0%+71.3%2.125%
11/7/2023 Barclays PLC70,663$326K0.0%+100.3%0.216%
11/7/2023 Jump Financial LLC10,800$50K0.0%-77.0%0.033%
11/6/2023 Assenagon Asset Management S.A.580,043$2.68M0.0%+13.1%1.777%
11/6/2023 Victory Capital Management Inc.237,731$1.10M0.0%N/A0.728%
11/4/2023 NBC Securities Inc.45,250$209K0.0%N/A0.139%
11/2/2023 Rice Hall James & Associates LLC434,067$2.01M0.1%-1.8%1.329%
10/25/2023 Mackenzie Financial Corp12,076$54K0.0%N/A0.037%
10/24/2023 New South Capital Management Inc.1,588,215$7.34M0.4%-1.0%4.864%
9/21/2023 Barclays PLC35,285$127K0.0%-29.8%0.108%
8/22/2023 New South Capital Management Inc.1,603,584$5.77M0.3%+75.6%4.911%
8/15/2023 RBF Capital LLC443,787$1.60M0.1%N/A1.359%
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8/14/2023 Invenomic Capital Management LP603,278$2.17M0.1%-9.1%1.848%
8/14/2023 B. Riley Asset Management LLC1,542,243$5.55M2.0%+25.8%4.724%
8/14/2023 CastleKnight Management LP224,823$809K0.1%+41.3%0.689%
8/14/2023 River & Mercantile Asset Management LLP185,409$669K0.1%+85.7%0.568%
8/14/2023 Prelude Capital Management LLC37,900$136K0.0%+39.7%0.116%
8/7/2023 Acadian Asset Management LLC1,287,902$4.64M0.0%+101.2%3.970%
8/7/2023 First Dallas Securities Inc.71,500$257K0.1%+72.3%0.220%
8/7/2023 Hodges Capital Management Inc.2,390,267$12.33M0.7%+110.8%7.368%
7/31/2023Bridgeworth LLC13,500$49K0.0%N/A0.042%
7/25/2023 Assenagon Asset Management S.A.512,712$1.85M0.0%+34.2%1.580%
7/24/2023 Rice Hall James & Associates LLC441,812$1.59M0.1%+4.2%1.362%
6/1/2023 Prelude Capital Management LLC27,122$117K0.0%+83.7%0.084%
5/23/2023 Royce & Associates LP244,100$1.05M0.0%+25.8%0.752%
5/12/2023 Rice Hall James & Associates LLC423,933$1.82M0.1%+4.1%1.307%
5/11/2023 Acadian Asset Management LLC640,193$2.75M0.0%+716.3%1.973%
5/10/2023 New South Capital Management Inc.913,167$3.93M0.2%-2.9%2.815%
5/10/2023 Tocqueville Asset Management L.P.85,000$366K0.0%-48.5%0.262%
5/9/2023 River & Mercantile Asset Management LLP99,829$430K0.1%+39.0%0.308%
5/8/2023 Federated Hermes Inc.391,410$1.68M0.0%-54.0%1.207%
5/4/2023 Royce & Associates LP244,100$1.05M0.0%+25.8%0.758%
5/3/2023 Marathon Asset Management Ltd640,000$2.75M0.1%-49.8%1.986%
5/1/2023Virtu Financial LLC20,098$86K0.0%N/A0.062%
4/28/2023 SG Americas Securities LLC11,515$50K0.0%N/A0.036%
4/18/2023 Assenagon Asset Management S.A.382,136$1.64M0.0%+560.5%1.186%
4/13/2023 Allspring Global Investments Holdings LLC180,907$778K0.0%-3.7%0.561%
4/12/2023 Vontobel Holding Ltd.17,000$73K0.0%N/A0.053%
2/14/2023 Alpine Global Management LLC15,043$107K0.0%N/A0.047%
2/10/2023 New York Life Investment Management LLC32,212$230K0.0%+12.7%0.101%
2/10/2023 Summit Creek Advisors LLC428,453$3.06M0.4%-2.8%1.348%
2/10/2023 New South Capital Management Inc.940,814$6.71M0.3%-19.0%2.960%
2/9/2023 Landscape Capital Management L.L.C.10,377$74K0.0%N/A0.033%
2/9/2023 Tocqueville Asset Management L.P.165,000$1.18M0.0%-33.1%0.519%
2/9/2023 First Eagle Investment Management LLC311,504$2.22M0.0%N/A0.980%
2/9/2023 Skylands Capital LLC230,000$1.64M0.3%N/A0.724%
2/9/2023 Motley Fool Wealth Management LLC329,224$2.35M0.2%-10.6%1.036%
2/9/2023 Motley Fool Asset Management LLC169,438$1.21M0.1%+136.3%0.533%
2/8/2023Brainard Capital Management LLC23,378$167K0.1%N/A0.074%
2/8/2023 Russell Investments Group Ltd.89,324$637K0.0%-43.3%0.281%
2/7/2023 Marathon Asset Management Ltd1,273,897$9.08M0.2%-4.0%4.008%
2/3/2023 Hodges Capital Management Inc.1,214,258$8.66M0.8%+163.5%3.821%
2/3/2023 First Dallas Securities Inc.21,000$150K0.1%+7.7%0.066%
2/2/2023 Gladius Capital Management LP5,133$37K0.0%N/A0.016%
2/2/2023Monarch Partners Asset Management LLC180,627$1.29M0.4%+0.7%0.568%
1/27/2023 Rice Hall James & Associates LLC407,084$2.90M0.2%+11.5%1.281%
1/26/2023 Comerica Bank29,816$242K0.0%-70.2%0.094%
1/23/2023 Allspring Global Investments Holdings LLC187,904$1.34M0.0%+561.8%0.591%
1/12/2023 Assenagon Asset Management S.A.57,859$413K0.0%-53.7%0.182%
12/22/2022 Bernzott Capital Advisors571,966$4.65M0.6%-48.3%1.800%
11/18/2022 River & Mercantile Asset Management LLP49,800$405K0.1%+44.8%0.157%
11/15/2022 Jacobs Levy Equity Management Inc.618,322$5.03M0.0%+162.8%1.946%
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11/15/2022 Engineers Gate Manager LP76,215$620K0.0%+37.3%0.240%
11/15/2022 Federated Hermes Inc.860,460$7.00M0.0%+1.6%2.708%
11/14/2022 Cubist Systematic Strategies LLC81,237$660K0.0%+587.8%0.256%
11/14/2022 Verition Fund Management LLC10,989$89K0.0%N/A0.035%
11/14/2022 Boothbay Fund Management LLC53,901$438K0.0%N/A0.170%
11/14/2022 Hsbc Holdings PLC25,756$214K0.0%N/A0.081%
11/10/2022 Hillsdale Investment Management Inc.79,632$647K0.1%N/A0.251%
11/7/2022 Jump Financial LLC29,400$239K0.0%N/A0.093%
11/4/2022 Prudential Financial Inc.292,255$2.38M0.0%+132.0%0.924%
11/4/2022 Russell Investments Group Ltd.157,418$1.28M0.0%+103.0%0.498%
(Data available from 1/1/2016 forward)

UPLD Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of UPLD shares?

During the previous two years, 69 institutional investors and hedge funds held shares of Upland Software. The most heavily invested institutionals were B. Riley Asset Management LLC ($7.24M), Needham Investment Management LLC ($6.32M), Acadian Asset Management LLC ($6.15M), William Blair Investment Management LLC ($5.48M), Scout Investments Inc. ($5.15M), Bernzott Capital Advisors ($4.65M), and New South Capital Management Inc. ($4.55M).Learn more on UPLD's institutional investors.

What percentage of Upland Software stock is owned by institutional investors?

77.78% of Upland Software stock is owned by institutional investors. Learn more on UPLD's institutional investor holdings.

Which institutional investors have been buying Upland Software stock?

Of the 56 institutional investors that purchased Upland Software stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Hodges Capital Management Inc. ($2.20M), First Dallas Securities Inc. ($1.39M), Acadian Asset Management LLC ($1.25M), Assenagon Asset Management S.A. ($747.21K), First Eagle Investment Management LLC ($745.75K), New South Capital Management Inc. ($690.42K), and Federated Hermes Inc. ($550.92K).

How much institutional buying is happening at Upland Software?

Institutional investors have bought a total of 11,885,837 shares in the last 24 months. This purchase volume represents approximately $74.75M in transactions.

Which Upland Software major shareholders have been selling company stock?

Of the 28 institutional investors that sold Upland Software stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Hodges Capital Management Inc. ($3.64M), Marathon Asset Management Ltd ($1.92M), Bernzott Capital Advisors ($1.07M), Assenagon Asset Management S.A. ($668.29K), Invenomic Capital Management LP ($488.93K), Federated Hermes Inc. ($458.87K), and New South Capital Management Inc. ($314.19K).

How much institutional selling is happening at Upland Software?

Institutional investors have sold a total of 10,218,795 shares in the last 24 months. This volume of shares sold represents approximately $56.73M in transactions.


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This page (NASDAQ:UPLD) was last updated on 5/18/2024 by MarketBeat.com Staff

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