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Upland Software (UPLD) Institutional Ownership

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(As of 04/24/2024 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)
$28.06M
Number of
Institutional Sellers
(last 12 months)
12
Total
Institutional Outflows
(last 12 months)
$21.92M
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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
4/24/2024Assenagon 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%
2/14/2024Invenomic 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%
1/17/2024Assenagon 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%
11/14/2023 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%
11/14/2023B. 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%
11/6/2023Assenagon 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%
11/2/2023 Rice 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%
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%
8/7/2023 First Dallas Securities Inc.71,500$257K0.1%+72.3%0.220%
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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%
7/25/2023Assenagon 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%
6/1/2023Prelude Capital Management LLC27,122$117K0.0%+83.7%0.084%
5/23/2023Royce & Associates LP244,100$1.05M0.0%+25.8%0.752%
5/12/2023 Rice 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%
4/28/2023SG Americas Securities LLC11,515$50K0.0%N/A0.036%
4/18/2023Assenagon 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%
4/12/2023Vontobel 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%
2/3/2023 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%
2/2/2023Gladius 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%
1/26/2023Comerica Bank29,816$242K0.0%-70.2%0.094%
1/23/2023 Allspring Global Investments Holdings LLC187,904$1.34M0.0%+561.8%0.591%
1/12/2023Assenagon 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%
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%
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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%
11/4/2022Russell Investments Group Ltd.157,418$1.28M0.0%+103.0%0.498%
11/3/2022Royce & Associates LP225,956$1.84M0.0%+2.2%0.714%
11/3/2022Barclays PLC14,682$119K0.0%+904.2%0.046%
11/3/2022 Counterpoint Mutual Funds LLC12,850$104K0.3%N/A0.041%
11/1/2022 Rice Hall James & Associates LLC365,016$2.97M0.2%+990.5%1.154%
11/1/2022Summit Creek Advisors LLC440,631$3.58M0.5%-3.4%1.393%
10/31/2022Monarch Partners Asset Management LLC179,313$1.46M0.4%-49.9%0.567%
10/27/2022Assenagon Asset Management S.A.124,863$1.02M0.0%-57.0%0.395%
(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, 72 institutional investors and hedge funds held shares of Upland Software. The most heavily invested institutionals were WCM Investment Management LLC ($7.40M), New South Capital Management Inc. ($7.34M), B. Riley Asset Management LLC ($7.24M), Needham Investment Management LLC ($6.32M), Acadian Asset Management LLC ($6.15M), G2 Investment Partners Management LLC ($6.10M), and William Blair Investment Management LLC ($5.48M).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 62 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. ($2.50M), First Dallas Securities Inc. ($1.41M), Acadian Asset Management LLC ($1.25M), New South Capital Management Inc. ($748.80K), Assenagon Asset Management S.A. ($747.21K), First Eagle Investment Management LLC ($745.75K), and Federated Hermes Inc. ($550.92K).

How much institutional buying is happening at Upland Software?

Institutional investors have bought a total of 12,781,960 shares in the last 24 months. This purchase volume represents approximately $90.86M 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. ($688.82K), Invenomic Capital Management LP ($488.93K), Federated Hermes Inc. ($458.87K), and New South Capital Management Inc. ($263.94K).

How much institutional selling is happening at Upland Software?

Institutional investors have sold a total of 10,111,988 shares in the last 24 months. This volume of shares sold represents approximately $60.95M in transactions.


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This page (NASDAQ:UPLD) was last updated on 4/25/2024 by MarketBeat.com Staff

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