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Upland Software (UPLD) Institutional Ownership

-0.12 (-5.04%)
(As of 07/24/2024 ET)

Institutional Ownership Changes (13F Filings) for Upland Software (NASDAQ:UPLD)

Institutional Ownership
Number of
Institutional Buyers
(last 12 months)
Institutional Inflows
(last 12 months)
Number of
Institutional Sellers
(last 12 months)
Institutional Outflows
(last 12 months)
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UPLD Institutional Buying and Selling by Quarter

Upland Software Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/18/2024 Assenagon Asset Management S.A.150,219$374K0.0%+4.2%0.544%
5/16/2024Jacobs Levy Equity Management Inc.403,307$1.25M0.0%-10.8%1.462%
5/15/2024Public Employees Retirement System of Ohio443,677$1.37M0.0%-14.1%1.608%
5/15/2024Price T Rowe Associates Inc. MD44,000$136K0.0%-8.1%0.159%
5/9/2024First Eagle Investment Management LLC594,819$1.84M0.0%-29.1%2.156%
5/9/2024State Board of Administration of Florida Retirement System10,984$34K0.0%N/A0.040%
5/7/2024New South Capital Management Inc.1,473,037$4.55M0.2%-3.3%5.339%
5/1/2024Mirae 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%
4/23/2024Rice Hall James & Associates LLC263,820$815K0.0%-31.5%0.947%
4/16/2024First Dallas Securities Inc.12,500$39K0.0%-71.3%0.043%
4/16/2024Hodges Capital Management Inc.1,325,513$4.10M0.3%-66.7%4.594%
2/14/2024Invenomic Capital Management LP297,100$1.26M0.1%-59.0%0.946%
2/14/2024CastleKnight Management LP629,058$2.66M0.1%-24.8%2.003%
2/12/2024Pingora Partners LLC11,800$50K0.0%N/A0.038%
2/9/2024Oxford Asset Management LLP12,388$52K0.1%N/A0.039%
2/9/2024Verdad Advisers LP79,576$337K0.7%N/A0.253%
2/8/2024First Eagle Investment Management LLC839,183$3.55M0.0%+21.0%2.673%
2/7/2024Jump 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%
12/6/2023Citigroup Inc.28,732$133K0.0%+73,571.8%0.092%
11/14/2023Hodges Capital Management Inc.1,676,677$7.75M0.9%-29.9%5.341%
11/14/2023First Dallas Securities Inc.1,427,314$6.59M1.5%+1,896.2%4.547%
11/14/2023B. Riley Asset Management LLC1,567,243$7.24M2.9%+1.6%4.993%
11/13/2023River & Mercantile Asset Management LLP212,028$979K0.2%+14.4%0.675%
11/13/2023Acadian Asset Management LLC1,331,381$6.15M0.0%+3.4%4.241%
11/13/2023Hsbc Holdings PLC41,368$192K0.0%+6.8%0.132%
11/8/2023Pathstone Family Office LLC23,378$108K0.0%N/A0.072%
11/8/2023First Eagle Investment Management LLC693,778$3.21M0.0%+71.3%2.125%
11/7/2023Barclays PLC70,663$326K0.0%+100.3%0.216%
11/7/2023Jump 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%
11/6/2023Victory Capital Management Inc.237,731$1.10M0.0%N/A0.728%
11/4/2023 NBC Securities Inc.45,250$209K0.0%N/A0.139%
11/2/2023Rice Hall James & Associates LLC434,067$2.01M0.1%-1.8%1.329%
10/25/2023Mackenzie Financial Corp12,076$54K0.0%N/A0.037%
10/24/2023New South Capital Management Inc.1,588,215$7.34M0.4%-1.0%4.864%
9/21/2023Barclays PLC35,285$127K0.0%-29.8%0.108%
8/22/2023New South Capital Management Inc.1,603,584$5.77M0.3%+75.6%4.911%
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8/15/2023RBF Capital LLC443,787$1.60M0.1%N/A1.359%
8/14/2023Invenomic Capital Management LP603,278$2.17M0.1%-9.1%1.848%
8/14/2023B. Riley Asset Management LLC1,542,243$5.55M2.0%+25.8%4.724%
8/14/2023CastleKnight Management LP224,823$809K0.1%+41.3%0.689%
8/14/2023River & Mercantile Asset Management LLP185,409$669K0.1%+85.7%0.568%
8/14/2023Prelude Capital Management LLC37,900$136K0.0%+39.7%0.116%
8/7/2023Acadian Asset Management LLC1,287,902$4.64M0.0%+101.2%3.970%
8/7/2023First Dallas Securities Inc.71,500$257K0.1%+72.3%0.220%
8/7/2023Hodges 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%
7/24/2023Rice Hall James & Associates LLC441,812$1.59M0.1%+4.2%1.362%
6/1/2023Prelude Capital Management LLC27,122$117K0.0%+83.7%0.084%
5/23/2023Royce & Associates LP244,100$1.05M0.0%+25.8%0.752%
5/12/2023Rice Hall James & Associates LLC423,933$1.82M0.1%+4.1%1.307%
5/11/2023Acadian Asset Management LLC640,193$2.75M0.0%+716.3%1.973%
5/10/2023New South Capital Management Inc.913,167$3.93M0.2%-2.9%2.815%
5/10/2023Tocqueville Asset Management L.P.85,000$366K0.0%-48.5%0.262%
5/9/2023River & Mercantile Asset Management LLP99,829$430K0.1%+39.0%0.308%
5/8/2023Federated Hermes Inc.391,410$1.68M0.0%-54.0%1.207%
5/4/2023Royce & Associates LP244,100$1.05M0.0%+25.8%0.758%
5/3/2023Marathon 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%
4/13/2023Allspring Global Investments Holdings LLC180,907$778K0.0%-3.7%0.561%
4/12/2023Vontobel Holding Ltd.17,000$73K0.0%N/A0.053%
2/14/2023Alpine Global Management LLC15,043$107K0.0%N/A0.047%
2/10/2023New York Life Investment Management LLC32,212$230K0.0%+12.7%0.101%
2/10/2023Summit Creek Advisors LLC428,453$3.06M0.4%-2.8%1.348%
2/10/2023New South Capital Management Inc.940,814$6.71M0.3%-19.0%2.960%
2/9/2023Landscape Capital Management L.L.C.10,377$74K0.0%N/A0.033%
2/9/2023Tocqueville Asset Management L.P.165,000$1.18M0.0%-33.1%0.519%
2/9/2023First Eagle Investment Management LLC311,504$2.22M0.0%N/A0.980%
2/9/2023Skylands Capital LLC230,000$1.64M0.3%N/A0.724%
2/9/2023Motley Fool Wealth Management LLC329,224$2.35M0.2%-10.6%1.036%
2/9/2023Motley Fool Asset Management LLC169,438$1.21M0.1%+136.3%0.533%
2/8/2023Brainard Capital Management LLC23,378$167K0.1%N/A0.074%
2/8/2023Russell Investments Group Ltd.89,324$637K0.0%-43.3%0.281%
2/7/2023Marathon Asset Management Ltd1,273,897$9.08M0.2%-4.0%4.008%
2/3/2023Hodges Capital Management Inc.1,214,258$8.66M0.8%+163.5%3.821%
2/3/2023First 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%
1/27/2023Rice Hall James & Associates LLC407,084$2.90M0.2%+11.5%1.281%
1/26/2023Comerica Bank29,816$242K0.0%-70.2%0.094%
1/23/2023Allspring 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%
12/22/2022Bernzott Capital Advisors571,966$4.65M0.6%-48.3%1.800%
11/18/2022River & Mercantile Asset Management LLP49,800$405K0.1%+44.8%0.157%
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11/15/2022Jacobs Levy Equity Management Inc.618,322$5.03M0.0%+162.8%1.946%
11/15/2022Engineers Gate Manager LP76,215$620K0.0%+37.3%0.240%
11/15/2022Federated Hermes Inc.860,460$7.00M0.0%+1.6%2.708%
11/14/2022Cubist Systematic Strategies LLC81,237$660K0.0%+587.8%0.256%
11/14/2022Verition Fund Management LLC10,989$89K0.0%N/A0.035%
11/14/2022Boothbay Fund Management LLC53,901$438K0.0%N/A0.170%
11/14/2022Hsbc Holdings PLC25,756$214K0.0%N/A0.081%
11/10/2022Hillsdale Investment Management Inc.79,632$647K0.1%N/A0.251%
11/7/2022Jump Financial LLC29,400$239K0.0%N/A0.093%
11/4/2022Prudential Financial Inc.292,255$2.38M0.0%+132.0%0.924%
(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, 67 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), Bernzott Capital Advisors ($4.65M), New South Capital Management Inc. ($4.55M), and Hodges Capital Management Inc. ($4.10M).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 54 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. ($753.22K), 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 11,802,028 shares in the last 24 months. This purchase volume represents approximately $73.44M 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 10,202,691 shares in the last 24 months. This volume of shares sold represents approximately $56.49M in transactions.

This page (NASDAQ:UPLD) was last updated on 7/24/2024 by Staff

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