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Upland Software Institutional Ownership (NASDAQ:UPLD)

$42.75
-0.96 (-2.20 %)
(As of 02/21/2020 01:08 AM ET)
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Today's Range
$41.94
Now: $42.75▼
$43.80
50-Day Range
$35.71
MA: $40.78▼
$44.60
52-Week Range
$32.15
Now: $42.75▼
$54.87
Volume124,845 shs
Average Volume200,313 shs
Market Capitalization$1.08 billion
P/E RatioN/A
Dividend YieldN/A
Beta0.42

Institutional Ownership

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

Institutional Ownership Percentage: 83.60%

Institutional Buying and Selling by Quarter

Upland Software (NASDAQ UPLD) Institutional Buying and Selling

Reporting DateHedge FundShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in Company
2/20/2020Geode Capital Management LLC294,313$10.51M0.0%+0.4%1.165%
2/18/2020Lannebo Fonder AB16,000$0.57M0.2%N/A0.063%
2/18/2020Alliancebernstein L.P.27,600$0.99M0.0%+2.2%0.109%
2/17/2020Atlas Principals LLC42,500$1.52M0.5%N/A0.168%
2/17/2020Baird Financial Group Inc.7,198$0.26M0.0%+18.0%0.028%
2/17/2020Ladenburg Thalmann Financial Services Inc.4,344$0.16M0.0%+635.0%0.017%
2/15/2020Mark Sheptoff Financial Planning LLC7,975$0.29M0.2%-21.6%0.032%
2/14/2020Bank of America Corp DE21,166$0.76M0.0%-52.0%0.084%
2/14/2020UBS Asset Management Americas Inc.210,431$7.51M0.0%-41.9%0.833%
2/14/2020Marshall Wace LLP25,844$0.92M0.0%-23.3%0.102%
2/14/2020Bank of New York Mellon Corp105,023$3.75M0.0%+2.7%0.416%
2/14/2020Marshall Wace North America L.P.25,476$0.91M0.0%-40.9%0.101%
2/14/2020Goldman Sachs Group Inc.303,790$10.85M0.0%+20.2%1.203%
2/14/2020UBS Group AG31,981$1.14M0.0%+51.1%0.127%
2/14/2020Lord Abbett & CO. LLC285,045$10.18M0.0%-9.3%1.128%
2/13/2020361 Capital LLC33,087$1.18M0.3%-52.5%0.131%
2/13/2020Millrace Asset Group Inc.48,502$1.73M1.9%-28.8%0.192%
2/13/2020Oxford Asset Management LLP10,993$0.39M0.0%-75.7%0.044%
2/13/2020Stifel Financial Corp176,036$6.26M0.0%-11.3%0.697%
2/13/2020Blair William & Co. IL15,092$0.54M0.0%N/A0.060%
2/13/2020Nicholas Investment Partners LP34,088$1.22M0.1%-51.0%0.135%
2/12/2020Connor Clark & Lunn Investment Management Ltd.39,538$1.41M0.0%-58.3%0.157%
2/12/2020Credit Suisse AG25,944$0.93M0.0%+25.0%0.103%
2/12/2020Advisor Group Inc.5,835$0.21M0.0%-10.1%0.023%
2/12/2020Raymond James & Associates58,698$2.10M0.0%-5.1%0.232%
2/12/2020Raymond James Financial Services Advisors Inc.33,410$1.19M0.0%+34.6%0.132%
2/12/2020Citigroup Inc.9,137$0.33M0.0%-20.1%0.036%
2/11/2020THB Asset Management93,216$3.33M0.6%+35.0%0.369%
2/11/2020Great West Life Assurance Co. Can1,769$63K0.0%N/A0.007%
2/11/2020Envestnet Asset Management Inc.21,146$0.76M0.0%-7.0%0.084%
2/11/2020Jupiter Asset Management Ltd.108,886$3.89M0.1%N/A0.431%
2/10/2020Barclays PLC23,780$0.85M0.0%+106.9%0.094%
2/10/2020Bank of Montreal Can2,900$0.10M0.0%+44.6%0.011%
2/8/2020Hodges Capital Management Inc.129,519$4.63M0.6%+0.3%0.513%
2/7/2020Tower Research Capital LLC TRC 775$28K0.0%-45.4%0.003%
2/7/2020Intrust Bank NA9,812$0.35M0.1%-11.2%0.039%
2/7/2020Comerica Bank117,321$4.72M0.0%N/A0.464%
2/7/2020Los Angeles Capital Management & Equity Research Inc.9,105$0.33M0.0%-17.5%0.036%
2/7/2020Charles Schwab Investment Management Inc.132,200$4.72M0.0%+1.8%0.523%
2/6/2020Victory Capital Management Inc.3,869$0.14M0.0%+10.4%0.015%
2/6/2020Cullen Frost Bankers Inc.969$35K0.0%+463.4%0.004%
2/6/2020Royce & Associates LP600,815$21.46M0.2%+67.2%2.379%
2/6/20201492 Capital Management LLC29,659$1.06M0.9%+87.2%0.117%
2/6/2020State Street Corp519,908$18.57M0.0%+9.7%2.058%
2/6/2020Hancock Whitney Corp60,022$2.14M0.1%N/A0.238%
2/6/2020Swiss National Bank41,000$1.46M0.0%+2.0%0.162%
2/5/2020Monarch Partners Asset Management LLC108,200$3.86M0.9%N/A0.428%
2/5/2020Oak Ridge Investments LLC236,010$8.43M0.6%-13.5%0.934%
2/5/2020Rhumbline Advisers28,962$1.03M0.0%+5.6%0.115%
2/5/2020New York State Common Retirement Fund40,398$1.44M0.0%+1.9%0.160%
2/4/2020Mesirow Financial Investment Management Equity Management177,120$6.33M1.0%+10.1%0.701%
2/3/2020Juncture Wealth Strategies LLC11,478$0.41M0.3%+20.8%0.045%
2/3/2020Private Advisors LLC40,898$1.46M1.3%-1.3%0.162%
2/3/2020First Trust Advisors LP28,339$1.01M0.0%N/A0.112%
1/31/2020State of New Jersey Common Pension Fund D61,570$2.20M0.0%+23.1%0.244%
1/29/2020Russell Investments Group Ltd.69,291$2.47M0.0%+10.0%0.274%
1/29/2020Pembroke Management LTD442,469$15.80M1.3%-20.8%1.752%
1/28/2020SG Americas Securities LLC3,777$0.14M0.0%N/A0.015%
1/27/2020Kirr Marbach & Co. LLC IN6,900$0.25M0.1%N/A0.027%
1/27/2020California Public Employees Retirement System86,926$3.10M0.0%+86.3%0.344%
1/27/2020Virginia Retirement Systems ET AL32,000$1.14M0.0%-34.4%0.127%
1/17/2020Summit Creek Advisors LLC229,995$8.21M1.3%-0.4%0.910%
1/15/2020Wedge Capital Management L L P NC478,248$17.08M0.2%N/A1.893%
11/27/2019Metropolitan Life Insurance Co NY7,336$0.26M0.0%+38.4%0.029%
11/27/2019Millennium Management LLC96,621$3.37M0.0%-80.7%0.383%
11/27/2019Raging Capital Management LLC306,913$10.70M1.7%+193.8%1.215%
11/27/2019Squarepoint Ops LLC91,987$3.21M0.0%+73.6%0.364%
11/27/2019Voloridge Investment Management LLC27,090$0.94M0.0%N/A0.107%
11/27/2019Castleark Management LLC96,155$3.35M0.1%-7.9%0.381%
11/27/2019Granahan Investment Management Inc. MA291,239$10.15M0.6%+35.5%1.153%
11/27/2019Barclays PLC11,495$0.40M0.0%-61.6%0.046%
11/27/2019Public Employees Retirement System of Ohio101,100$3.52M0.0%+20.9%0.400%
11/27/2019Ashford Capital Management Inc.414,000$14.43M2.1%+18.8%1.639%
11/27/2019California State Teachers Retirement System35,675$1.24M0.0%+3.1%0.141%
11/27/2019CDAM UK Ltd1,154,511$40.25M6.3%+26.2%4.570%
11/27/2019Stifel Financial Corp198,482$6.90M0.0%-29.7%0.786%
11/27/2019State Street Corp473,854$16.52M0.0%-2.3%1.876%
11/6/2019Lisanti Capital Growth LLC22,215$0.77M0.3%-65.8%0.088%
11/5/2019Boston Advisors LLC46,590$1.62M0.1%+129.2%0.185%
11/5/2019Tower Research Capital LLC TRC1,420$50K0.0%+57.1%0.006%
11/5/20191492 Capital Management LLC15,841$0.55M0.5%N/A0.063%
11/1/2019Mackay Shields LLC12,261$0.43M0.0%-3.2%0.049%
11/1/2019Russell Investments Group Ltd.62,968$2.19M0.0%-39.4%0.249%
10/31/2019California Public Employees Retirement System46,659$1.63M0.0%+525.1%0.185%
10/30/2019Rice Hall James & Associates LLC24,050$0.84M0.0%+2.3%0.095%
10/30/2019Van Hulzen Asset Management LLC11,382$0.40M0.1%+100.2%0.045%
10/29/2019Pembroke Management LTD558,774$19.48M2.1%+0.4%2.213%
10/29/2019Cadence Capital Management LLC78,647$2.74M0.4%+33.5%0.311%
10/23/2019State of New Jersey Common Pension Fund D50,000$1.74M0.0%N/A0.198%
10/22/2019Virginia Retirement Systems ET AL48,800$1.70M0.0%+12.7%0.193%
10/17/2019Envestnet Asset Management Inc.22,732$0.79M0.0%+4.7%0.090%
10/16/2019Summit Creek Advisors LLC230,865$8.05M1.3%N/A0.914%
10/10/2019Juncture Wealth Strategies LLC9,499$0.33M0.3%N/A0.038%
8/26/2019Atria Investments LLC15,637$0.17M0.0%N/A0.062%
8/22/2019Hodges Capital Management Inc.101,597$4.63M0.5%+39.0%0.402%
8/17/2019Royal Bank of Canada4,482$0.20M0.0%+177.2%0.018%
8/17/2019Concourse Capital Management LLC96,690$4.40M4.2%+8.5%0.383%
8/17/2019Ladenburg Thalmann Financial Services Inc.771$36K0.0%-27.8%0.003%
8/15/2019Ashford Capital Management Inc.348,600$15.87M2.1%N/A1.381%
8/15/2019Nuveen Asset Management LLC279,416$12.72M0.0%+2,452.2%1.107%
(Data available from 1/1/2016 forward)
This page was last updated on 2/21/2020 by MarketBeat.com Staff

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