Charles Schwab Investment Management Inc Upland Software, Inc. Transaction History
Charles Schwab Investment Management Inc
- $557 Billion
- Q2 2025
A detailed history of Charles Schwab Investment Management Inc transactions in Upland Software, Inc. stock. As of the latest transaction made, Charles Schwab Investment Management Inc holds 22,775 shares of UPLD stock, worth $51,243. This represents 0.0% of its overall portfolio holdings.
Number of Shares
22,775
Previous 22,775
-0.0%
Holding current value
$51,243
Previous $65,000
32.31%
% of portfolio
0.0%
Previous 0.0%
Shares
26 transactions
Others Institutions Holding UPLD
# of Institutions
79Shares Held
14.7MCall Options Held
70KPut Options Held
46.1K-
Vanguard Group Inc Valley Forge, PA1.85MShares$4.17 Million0.0% of portfolio
-
D. E. Shaw & Co., Inc. New York, NY1.33MShares$3 Million0.0% of portfolio
-
Acadian Asset Management LLC Boston, MA1.33MShares$3 Million0.01% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.19MShares$2.68 Million0.0% of portfolio
-
New South Capital Management Inc Memphis, TN993KShares$2.23 Million0.11% of portfolio
About Upland Software, Inc.
- Ticker UPLD
- Exchange NASDAQ
- Sector Technology
- Industry Software—Application
- Shares Outstandng 31,778,000
- Market Cap $71.5M
- Description
- Upland Software, Inc. provides cloud-based enterprise work management software in the United States, the United Kingdom, Canada, and internationally. It offers a family of software applications under the Upland brand in the areas of marketing, sales, contact center, project management, information technology, business operations, and human resou...