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 $102,032. This represents 0.0% of its overall portfolio holdings.

Number of Shares
22,775
Previous 22,775 -0.0%
Holding current value
$102,032
Previous $56,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

24 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 06, 2024

BUY
$3.32 - $4.98 $75,613 - $113,419
22,775 New
22,775 $96,000
Q2 2023

Aug 09, 2023

SELL
$2.81 - $4.11 $126,523 - $185,056
-45,026 Reduced 22.18%
158,007 $568,000
Q1 2023

May 11, 2023

SELL
$3.99 - $9.25 $55,421 - $128,482
-13,890 Reduced 6.4%
203,033 $873,000
Q4 2022

Feb 13, 2023

BUY
$6.34 - $8.72 $20,928 - $28,784
3,301 Added 1.55%
216,923 $1.55 Million
Q3 2022

Nov 14, 2022

BUY
$8.12 - $15.23 $176,163 - $330,414
21,695 Added 11.3%
213,622 $1.74 Million
Q2 2022

Aug 15, 2022

SELL
$12.62 - $17.88 $76,212 - $107,977
-6,039 Reduced 3.05%
191,927 $2.79 Million
Q1 2022

May 13, 2022

BUY
$15.9 - $21.11 $81,900 - $108,737
5,151 Added 2.67%
197,966 $3.49 Million
Q4 2021

Feb 11, 2022

BUY
$17.94 - $34.13 $103,495 - $196,895
5,769 Added 3.08%
192,815 $3.46 Million
Q3 2021

Nov 16, 2021

BUY
$33.44 - $41.68 $99,116 - $123,539
2,964 Added 1.61%
187,046 $6.26 Million
Q2 2021

Aug 16, 2021

BUY
$38.95 - $51.09 $254,187 - $333,413
6,526 Added 3.68%
184,082 $7.58 Million
Q1 2021

May 17, 2021

BUY
$44.42 - $51.89 $343,588 - $401,369
7,735 Added 4.55%
177,556 $8.38 Million
Q4 2020

Feb 16, 2021

BUY
$39.26 - $49.6 $165,637 - $209,262
4,219 Added 2.55%
169,821 $7.79 Million
Q3 2020

Nov 13, 2020

BUY
$31.45 - $41.08 $746,119 - $974,581
23,724 Added 16.72%
165,602 $6.24 Million
Q2 2020

Aug 14, 2020

BUY
$24.65 - $37.36 $176,370 - $267,310
7,155 Added 5.31%
141,878 $4.93 Million
Q1 2020

May 15, 2020

BUY
$22.38 - $44.6 $56,464 - $112,525
2,523 Added 1.91%
134,723 $3.61 Million
Q4 2019

Feb 07, 2020

BUY
$34.8 - $40.85 $80,527 - $94,526
2,314 Added 1.78%
132,200 $4.72 Million
Q3 2019

Nov 08, 2019

BUY
$33.68 - $47.74 $146,844 - $208,146
4,360 Added 3.47%
129,886 $4.53 Million
Q2 2019

Aug 09, 2019

BUY
$40.03 - $52.77 $1.45 Million - $1.91 Million
36,208 Added 40.54%
125,526 $5.72 Million
Q1 2019

May 14, 2019

BUY
$26.6 - $43.55 $112,624 - $184,390
4,234 Added 4.98%
89,318 $3.78 Million
Q4 2018

Feb 14, 2019

SELL
$25.54 - $36.67 $6,538 - $9,387
-256 Reduced 0.3%
85,084 $2.31 Million
Q3 2018

Nov 13, 2018

BUY
$30.9 - $37.94 $1.59 Million - $1.95 Million
51,440 Added 151.74%
85,340 $2.76 Million
Q2 2018

Aug 08, 2018

BUY
$27.16 - $36.47 $488,880 - $656,460
18,000 Added 113.21%
33,900 $1.17 Million
Q1 2018

May 07, 2018

BUY
$21.49 - $30.09 $90,258 - $126,378
4,200 Added 35.9%
15,900 $458,000
Q3 2017

Nov 13, 2017

BUY
$19.82 - $24.65 $231,894 - $288,405
11,700
11,700 $248,000

Others Institutions Holding UPLD

About Upland Software, Inc.


  • Ticker UPLD
  • Exchange NASDAQ
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 31,778,000
  • Market Cap $142M
  • 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...
More about UPLD
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