NASDAQ:UPLD

Upland Software Institutional Ownership

$49.29

+1.82 (+3.83 %)

(As of 02/24/2021 12:00 AM ET)

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Today's Range

$47.07

Now: $49.29▼

$49.73

50-Day Range

$45.56

MA: $48.74▼

$51.89

52-Week Range

$20.75

Now: $49.29▼

$52.00

Volume232,760 shs

Average Volume246,092 shs

Market Capitalization$1.45 billion

P/E RatioN/A

Dividend YieldN/A

Beta0.99

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

Institutional Ownership Percentage: 77.64%

Institutional Buying and Selling by Quarter

Upland Software (NASDAQ UPLD) Institutional Buying and Selling

Reporting Date	Hedge Fund	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
2/24/2021	EMC Capital Management	31,698	$1.46M	1.1%	N/A	0.108%
2/23/2021	WCM Investment Management LLC	205,010	$9.41M	0.0%	N/A	0.696%
2/23/2021	Principal Financial Group Inc.	6,735	$0.31M	0.0%	N/A	0.023%
2/19/2021	JPMorgan Chase & Co.	121,115	$5.56M	0.0%	+31.0%	0.411%
2/18/2021	Strategic Wealth Partners Ltd.	7,199	$0.33M	0.1%	N/A	0.024%
2/18/2021	Truist Financial Corp	109,756	$5.04M	0.0%	-8.5%	0.373%
2/17/2021	Castleark Management LLC	96,705	$4.44M	0.2%	N/A	0.328%
2/16/2021	Squarepoint Ops LLC	11,215	$0.52M	0.0%	-72.8%	0.038%
2/16/2021	Rice Hall James & Associates LLC	36,645	$1.68M	0.1%	+7.3%	0.124%
2/16/2021	Tudor Investment Corp Et Al	5,610	$0.26M	0.0%	-81.1%	0.019%

2/16/2021	Nuveen Asset Management LLC	104,472	$4.79M	0.0%	-0.3%	0.355%
2/16/2021	WCM Investment Management LLC	205,010	$9.41M	0.0%	N/A	0.696%
2/16/2021	New York Life Investments Alternatives	34,083	$1.56M	1.0%	N/A	0.116%
2/16/2021	P2 Capital Partners LLC	598,000	$27.44M	1.9%	-14.6%	2.030%
2/16/2021	Ashford Capital Management Inc.	469,386	$21.54M	2.1%	-28.2%	1.593%
2/16/2021	Charles Schwab Investment Management Inc.	169,821	$7.79M	0.0%	+2.5%	0.576%
2/13/2021	PenderFund Capital Management Ltd.	29,586	$1.73M	0.4%	-16.9%	0.100%
2/12/2021	Stifel Financial Corp	17,816	$0.82M	0.0%	+81.2%	0.060%
2/12/2021	1492 Capital Management LLC	131,266	$6.02M	3.5%	-1.2%	0.446%
2/12/2021	Raymond James Financial Services Advisors Inc.	16,829	$0.77M	0.0%	+5.1%	0.057%
2/12/2021	LPL Financial LLC	33,478	$1.54M	0.0%	+18.4%	0.114%
2/12/2021	The Manufacturers Life Insurance Company	15,847	$0.73M	0.0%	+11.3%	0.054%
2/12/2021	Credit Suisse AG	30,598	$1.40M	0.0%	+43.4%	0.104%
2/12/2021	Eaton Vance Management	4,500	$0.21M	0.0%	N/A	0.015%
2/12/2021	Kennedy Capital Management Inc.	98,717	$4.53M	0.1%	-63.2%	0.335%
2/12/2021	M&T Bank Corp	4,405	$0.20M	0.0%	N/A	0.015%
2/11/2021	Millrace Asset Group Inc.	66,337	$3.04M	2.1%	-24.1%	0.225%
2/11/2021	Whetstone Capital Advisors LLC	504,437	$23.15M	4.8%	+1.5%	1.712%
2/11/2021	Northern Trust Corp	325,808	$14.95M	0.0%	-0.6%	1.106%
2/11/2021	Baird Financial Group Inc.	16,619	$0.76M	0.0%	+18.2%	0.056%
2/11/2021	Barclays PLC	23,068	$1.06M	0.0%	+93.5%	0.078%
2/11/2021	Citigroup Inc.	19,053	$0.87M	0.0%	+318.7%	0.065%
2/11/2021	Dynamic Technology Lab Private Ltd	7,900	$0.36M	0.1%	N/A	0.027%
2/11/2021	Oppenheimer & Co. Inc.	10,054	$0.46M	0.0%	N/A	0.034%
2/10/2021	Rhumbline Advisers	30,643	$1.41M	0.0%	+7.7%	0.104%
2/10/2021	Renaissance Technologies LLC	43,717	$2.01M	0.0%	N/A	0.148%
2/10/2021	Intrust Bank NA	4,437	$0.20M	0.0%	N/A	0.015%
2/10/2021	Argent Capital Management LLC	10,290	$0.47M	0.0%	-78.6%	0.035%
2/9/2021	Wells Fargo & Company MN	65,103	$2.99M	0.0%	-27.7%	0.221%
2/9/2021	Keybank National Association OH	5,032	$0.23M	0.0%	N/A	0.017%
2/9/2021	Bank of New York Mellon Corp	156,502	$7.18M	0.0%	+60.9%	0.531%
2/9/2021	New South Capital Management Inc.	604,027	$27.72M	0.9%	+1.2%	2.050%
2/9/2021	Lord Abbett & CO. LLC	148,053	$6.79M	0.0%	-2.9%	0.502%
2/9/2021	CI Investments Inc.	114,465	$5.25M	0.0%	-6.1%	0.388%
2/9/2021	William Blair Investment Management LLC	564,307	$25.90M	0.1%	+62.6%	1.915%
2/9/2021	ProShare Advisors LLC	5,884	$0.27M	0.0%	N/A	0.020%
2/8/2021	Royce & Associates LP	1,102,115	$50.58M	0.4%	+4.6%	3.741%
2/8/2021	New York State Common Retirement Fund	181,741	$8.34M	0.0%	+392.5%	0.617%
2/8/2021	Russell Investments Group Ltd.	16,623	$0.76M	0.0%	-38.1%	0.056%
2/8/2021	Avalon Investment & Advisory	71,670	$3.29M	0.1%	-2.5%	0.243%
2/5/2021	Catalyst Capital Advisors LLC	8,360	$0.38M	0.0%	-5.6%	0.028%
2/5/2021	BlackRock Inc.	1,820,921	$83.56M	0.0%	+7.8%	6.180%
2/5/2021	THB Asset Management	147,913	$6.79M	1.5%	-10.9%	0.502%
2/5/2021	SG Americas Securities LLC	2,919	$0.13M	0.0%	N/A	0.010%
2/5/2021	Monarch Partners Asset Management LLC	159,683	$7.33M	1.3%	+632.8%	0.542%
2/5/2021	US Bancorp DE	1,663	$76K	0.0%	-27.7%	0.006%
2/4/2021	Lannebo Fonder AB	96,000	$4.41M	0.6%	+9.1%	0.326%
2/4/2021	GSA Capital Partners LLP	6,861	$0.32M	0.1%	N/A	0.023%
2/3/2021	Oak Ridge Investments LLC	154,553	$7.09M	0.6%	-16.8%	0.525%
2/2/2021	California Public Employees Retirement System	53,000	$2.43M	0.0%	-2.0%	0.180%
2/2/2021	First Trust Advisors LP	52,379	$2.40M	0.0%	+33.6%	0.178%
2/1/2021	Hodges Capital Management Inc.	88,379	$4.06M	0.6%	+9.0%	0.300%
2/1/2021	MESIROW FINANCIAL INVESTMENT MANAGEMENT Equity & Fixed Income	115,973	$5.32M	0.7%	-14.4%	0.394%
2/1/2021	First Dallas Securities Inc.	9,350	$0.43M	0.4%	+10.0%	0.032%
1/30/2021	Paradiem LLC	51,544	$2.47M	1.0%	N/A	0.175%
1/29/2021	Creative Planning	7,838	$0.36M	0.0%	-12.3%	0.027%
1/28/2021	Arizona State Retirement System	7,100	$0.33M	0.0%	-3.9%	0.024%
1/28/2021	Zurcher Kantonalbank Zurich Cantonalbank	3,213	$0.15M	0.0%	+38.2%	0.011%
1/28/2021	Comerica Bank	147,393	$7.35M	0.0%	-13.4%	0.500%
1/26/2021	Harel Insurance Investments & Financial Services Ltd.	744	$34K	0.0%	N/A	0.003%
1/25/2021	Juncture Wealth Strategies LLC	13,967	$0.64M	0.4%	-7.1%	0.047%
1/25/2021	Nisa Investment Advisors LLC	2,450	$0.11M	0.0%	+14.0%	0.008%
1/20/2021	Summit Creek Advisors LLC	298,076	$13.68M	1.8%	+6.1%	1.012%
1/12/2021	Scout Investments Inc.	211,070	$9.69M	0.2%	+2.8%	0.716%
1/8/2021	Wedge Capital Management L L P NC	493,560	$22.65M	0.3%	-22.3%	1.675%
11/17/2020	Nantahala Capital Management LLC	478,523	$18.04M	0.6%	-8.7%	1.624%
11/17/2020	Public Employees Retirement System of Ohio	132,135	$4.98M	0.0%	+28.0%	0.448%
11/17/2020	California State Teachers Retirement System	39,405	$1.49M	0.0%	+14.0%	0.134%
11/17/2020	Millrace Asset Group Inc.	87,352	$3.29M	2.7%	+16.8%	0.296%
11/16/2020	Cubist Systematic Strategies LLC	12,842	$0.48M	0.0%	N/A	0.044%
11/16/2020	Squarepoint Ops LLC	41,278	$1.56M	0.0%	+531.2%	0.140%
11/16/2020	ExodusPoint Capital Management LP	46,274	$1.75M	0.0%	N/A	0.157%
11/16/2020	Venator Capital Management Ltd.	134,300	$5.06M	2.7%	+122.5%	0.456%
11/16/2020	ArrowMark Colorado Holdings LLC	262,219	$9.89M	0.1%	-23.3%	0.890%
11/16/2020	Oberweis Asset Management Inc.	29,700	$1.12M	0.4%	+16.5%	0.101%
11/16/2020	Ashford Capital Management Inc.	654,070	$24.66M	2.9%	+39.0%	2.220%
11/16/2020	RK Capital Management LLC	270,300	$10.19M	2.9%	-3.8%	0.917%
11/13/2020	Morgan Stanley	14,921	$0.56M	0.0%	-59.7%	0.051%
11/13/2020	Ardsley Advisory Partners LP	401,500	$15.14M	2.9%	+15.5%	1.363%
11/13/2020	Truist Financial Corp	119,899	$4.52M	0.0%	+18.5%	0.407%
11/13/2020	Charles Schwab Investment Management Inc.	165,602	$6.24M	0.0%	+16.7%	0.562%
11/13/2020	UBS Asset Management Americas Inc.	20,210	$0.76M	0.0%	+7.2%	0.069%
11/13/2020	Great West Life Assurance Co. Can	1,507	$46K	0.0%	-14.8%	0.005%
11/13/2020	1492 Capital Management LLC	132,925	$5.01M	3.8%	+102.4%	0.451%
11/12/2020	JPMorgan Chase & Co.	92,475	$3.48M	0.0%	+31.4%	0.314%
11/12/2020	AlphaCrest Capital Management LLC	6,300	$0.24M	0.0%	-20.3%	0.021%
11/12/2020	Royce & Associates LP	1,053,515	$39.72M	0.4%	+15.6%	3.576%
11/12/2020	Oak Ridge Investments LLC	185,712	$7M	0.5%	-11.1%	0.630%
11/12/2020	Lord Abbett & CO. LLC	152,431	$5.75M	0.0%	-25.3%	0.517%
11/11/2020	Wasatch Advisors Inc.	861,781	$32.49M	0.2%	-6.5%	2.932%

(Data available from 1/1/2016 forward)

This page was last updated on 2/25/2021 by MarketBeat.com Staff

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Upland Software Institutional Ownership

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Institutional Ownership

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

Institutional Buying and Selling by Quarter

Upland Software (NASDAQ UPLD) Institutional Buying and Selling

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