S&P 500   3,925.43
DOW   31,961.86
QQQ   324.13
S&P 500   3,925.43
DOW   31,961.86
QQQ   324.13
S&P 500   3,925.43
DOW   31,961.86
QQQ   324.13
S&P 500   3,925.43
DOW   31,961.86
QQQ   324.13
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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

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 DateHedge FundShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in Company
2/24/2021EMC Capital Management31,698$1.46M1.1%N/A0.108%
2/23/2021WCM Investment Management LLC205,010$9.41M0.0%N/A0.696%
2/23/2021Principal Financial Group Inc.6,735$0.31M0.0%N/A0.023%
2/19/2021JPMorgan Chase & Co.121,115$5.56M0.0%+31.0%0.411%
2/18/2021Strategic Wealth Partners Ltd.7,199$0.33M0.1%N/A0.024%
2/18/2021Truist Financial Corp109,756$5.04M0.0%-8.5%0.373%
2/17/2021Castleark Management LLC96,705$4.44M0.2%N/A0.328%
2/16/2021Squarepoint Ops LLC11,215$0.52M0.0%-72.8%0.038%
2/16/2021Rice Hall James & Associates LLC36,645$1.68M0.1%+7.3%0.124%
2/16/2021Tudor Investment Corp Et Al5,610$0.26M0.0%-81.1%0.019%
2/16/2021Nuveen Asset Management LLC104,472$4.79M0.0%-0.3%0.355%
2/16/2021WCM Investment Management LLC205,010$9.41M0.0%N/A0.696%
2/16/2021New York Life Investments Alternatives34,083$1.56M1.0%N/A0.116%
2/16/2021P2 Capital Partners LLC598,000$27.44M1.9%-14.6%2.030%
2/16/2021Ashford Capital Management Inc.469,386$21.54M2.1%-28.2%1.593%
2/16/2021Charles Schwab Investment Management Inc.169,821$7.79M0.0%+2.5%0.576%
2/13/2021PenderFund Capital Management Ltd.29,586$1.73M0.4%-16.9%0.100%
2/12/2021Stifel Financial Corp17,816$0.82M0.0%+81.2%0.060%
2/12/20211492 Capital Management LLC131,266$6.02M3.5%-1.2%0.446%
2/12/2021Raymond James Financial Services Advisors Inc.16,829$0.77M0.0%+5.1%0.057%
2/12/2021LPL Financial LLC33,478$1.54M0.0%+18.4%0.114%
2/12/2021The Manufacturers Life Insurance Company 15,847$0.73M0.0%+11.3%0.054%
2/12/2021Credit Suisse AG30,598$1.40M0.0%+43.4%0.104%
2/12/2021Eaton Vance Management4,500$0.21M0.0%N/A0.015%
2/12/2021Kennedy Capital Management Inc.98,717$4.53M0.1%-63.2%0.335%
2/12/2021M&T Bank Corp4,405$0.20M0.0%N/A0.015%
2/11/2021Millrace Asset Group Inc.66,337$3.04M2.1%-24.1%0.225%
2/11/2021Whetstone Capital Advisors LLC504,437$23.15M4.8%+1.5%1.712%
2/11/2021Northern Trust Corp325,808$14.95M0.0%-0.6%1.106%
2/11/2021Baird Financial Group Inc.16,619$0.76M0.0%+18.2%0.056%
2/11/2021Barclays PLC23,068$1.06M0.0%+93.5%0.078%
2/11/2021Citigroup Inc.19,053$0.87M0.0%+318.7%0.065%
2/11/2021Dynamic Technology Lab Private Ltd7,900$0.36M0.1%N/A0.027%
2/11/2021Oppenheimer & Co. Inc.10,054$0.46M0.0%N/A0.034%
2/10/2021Rhumbline Advisers30,643$1.41M0.0%+7.7%0.104%
2/10/2021Renaissance Technologies LLC43,717$2.01M0.0%N/A0.148%
2/10/2021Intrust Bank NA4,437$0.20M0.0%N/A0.015%
2/10/2021Argent Capital Management LLC10,290$0.47M0.0%-78.6%0.035%
2/9/2021Wells Fargo & Company MN65,103$2.99M0.0%-27.7%0.221%
2/9/2021Keybank National Association OH5,032$0.23M0.0%N/A0.017%
2/9/2021Bank of New York Mellon Corp156,502$7.18M0.0%+60.9%0.531%
2/9/2021New South Capital Management Inc.604,027$27.72M0.9%+1.2%2.050%
2/9/2021Lord Abbett & CO. LLC148,053$6.79M0.0%-2.9%0.502%
2/9/2021CI Investments Inc.114,465$5.25M0.0%-6.1%0.388%
2/9/2021William Blair Investment Management LLC564,307$25.90M0.1%+62.6%1.915%
2/9/2021ProShare Advisors LLC5,884$0.27M0.0%N/A0.020%
2/8/2021Royce & Associates LP1,102,115$50.58M0.4%+4.6%3.741%
2/8/2021New York State Common Retirement Fund181,741$8.34M0.0%+392.5%0.617%
2/8/2021Russell Investments Group Ltd.16,623$0.76M0.0%-38.1%0.056%
2/8/2021Avalon Investment & Advisory71,670$3.29M0.1%-2.5%0.243%
2/5/2021Catalyst Capital Advisors LLC8,360$0.38M0.0%-5.6%0.028%
2/5/2021BlackRock Inc.1,820,921$83.56M0.0%+7.8%6.180%
2/5/2021THB Asset Management147,913$6.79M1.5%-10.9%0.502%
2/5/2021SG Americas Securities LLC2,919$0.13M0.0%N/A0.010%
2/5/2021Monarch Partners Asset Management LLC159,683$7.33M1.3%+632.8%0.542%
2/5/2021US Bancorp DE1,663$76K0.0%-27.7%0.006%
2/4/2021Lannebo Fonder AB96,000$4.41M0.6%+9.1%0.326%
2/4/2021GSA Capital Partners LLP6,861$0.32M0.1%N/A0.023%
2/3/2021Oak Ridge Investments LLC154,553$7.09M0.6%-16.8%0.525%
2/2/2021California Public Employees Retirement System53,000$2.43M0.0%-2.0%0.180%
2/2/2021First Trust Advisors LP52,379$2.40M0.0%+33.6%0.178%
2/1/2021Hodges Capital Management Inc.88,379$4.06M0.6%+9.0%0.300%
2/1/2021MESIROW FINANCIAL INVESTMENT MANAGEMENT Equity & Fixed Income115,973$5.32M0.7%-14.4%0.394%
2/1/2021First Dallas Securities Inc.9,350$0.43M0.4%+10.0%0.032%
1/30/2021Paradiem LLC51,544$2.47M1.0%N/A0.175%
1/29/2021Creative Planning7,838$0.36M0.0%-12.3%0.027%
1/28/2021Arizona State Retirement System7,100$0.33M0.0%-3.9%0.024%
1/28/2021Zurcher Kantonalbank Zurich Cantonalbank3,213$0.15M0.0%+38.2%0.011%
1/28/2021Comerica Bank147,393$7.35M0.0%-13.4%0.500%
1/26/2021Harel Insurance Investments & Financial Services Ltd.744$34K0.0%N/A0.003%
1/25/2021Juncture Wealth Strategies LLC13,967$0.64M0.4%-7.1%0.047%
1/25/2021Nisa Investment Advisors LLC2,450$0.11M0.0%+14.0%0.008%
1/20/2021Summit Creek Advisors LLC298,076$13.68M1.8%+6.1%1.012%
1/12/2021Scout Investments Inc.211,070$9.69M0.2%+2.8%0.716%
1/8/2021Wedge Capital Management L L P NC493,560$22.65M0.3%-22.3%1.675%
11/17/2020Nantahala Capital Management LLC478,523$18.04M0.6%-8.7%1.624%
11/17/2020Public Employees Retirement System of Ohio132,135$4.98M0.0%+28.0%0.448%
11/17/2020California State Teachers Retirement System39,405$1.49M0.0%+14.0%0.134%
11/17/2020Millrace Asset Group Inc.87,352$3.29M2.7%+16.8%0.296%
11/16/2020Cubist Systematic Strategies LLC12,842$0.48M0.0%N/A0.044%
11/16/2020Squarepoint Ops LLC41,278$1.56M0.0%+531.2%0.140%
11/16/2020ExodusPoint Capital Management LP46,274$1.75M0.0%N/A0.157%
11/16/2020Venator Capital Management Ltd.134,300$5.06M2.7%+122.5%0.456%
11/16/2020ArrowMark Colorado Holdings LLC262,219$9.89M0.1%-23.3%0.890%
11/16/2020Oberweis Asset Management Inc.29,700$1.12M0.4%+16.5%0.101%
11/16/2020Ashford Capital Management Inc.654,070$24.66M2.9%+39.0%2.220%
11/16/2020RK Capital Management LLC270,300$10.19M2.9%-3.8%0.917%
11/13/2020Morgan Stanley14,921$0.56M0.0%-59.7%0.051%
11/13/2020Ardsley Advisory Partners LP401,500$15.14M2.9%+15.5%1.363%
11/13/2020Truist Financial Corp119,899$4.52M0.0%+18.5%0.407%
11/13/2020Charles Schwab Investment Management Inc.165,602$6.24M0.0%+16.7%0.562%
11/13/2020UBS Asset Management Americas Inc.20,210$0.76M0.0%+7.2%0.069%
11/13/2020Great West Life Assurance Co. Can1,507$46K0.0%-14.8%0.005%
11/13/20201492 Capital Management LLC132,925$5.01M3.8%+102.4%0.451%
11/12/2020JPMorgan Chase & Co.92,475$3.48M0.0%+31.4%0.314%
11/12/2020AlphaCrest Capital Management LLC6,300$0.24M0.0%-20.3%0.021%
11/12/2020Royce & Associates LP1,053,515$39.72M0.4%+15.6%3.576%
11/12/2020Oak Ridge Investments LLC185,712$7M0.5%-11.1%0.630%
11/12/2020Lord Abbett & CO. LLC152,431$5.75M0.0%-25.3%0.517%
11/11/2020Wasatch Advisors Inc.861,781$32.49M0.2%-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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