Credit Suisse Ag Upland Software, Inc. Transaction History

Credit Suisse Ag

$101 Billion
Q1 2024

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 13, 2023	SELL	$6.34 - $8.72 $108,610 - $149,382	-17,131 Reduced 99.85%	25 $0
Q3 2022 Nov 10, 2022	SELL	$8.12 - $15.23 $3,727 - $6,990	-459 Reduced 2.61%	17,156 $141,000
Q2 2022 Aug 12, 2022	SELL	$12.62 - $17.88 $13,213 - $18,720	-1,047 Reduced 5.61%	17,615 $256,000
Q1 2022 May 16, 2022	BUY	$15.9 - $21.11 $22,291 - $29,596	1,402 Added 8.12%	18,662 $328,000
Q4 2021 Feb 14, 2022	SELL	$17.94 - $34.13 $36,095 - $68,669	-2,012 Reduced 10.44%	17,260 $310,000
Q3 2021 Nov 12, 2021	BUY	$33.44 - $41.68 $36,750 - $45,806	1,099 Added 6.05%	19,272 $645,000
Q2 2021 Aug 16, 2021	SELL	$38.95 - $51.09 $148,126 - $194,295	-3,803 Reduced 17.31%	18,173 $748,000
Q1 2021 May 14, 2021	SELL	$44.42 - $51.89 $382,989 - $447,395	-8,622 Reduced 28.18%	21,976 $1.04 Million
Q4 2020 Feb 12, 2021	BUY	$39.26 - $49.6 $363,547 - $459,296	9,260 Added 43.4%	30,598 $1.4 Million
Q3 2020 Nov 13, 2020	BUY	$31.45 - $41.08 $93,343 - $121,925	2,968 Added 16.16%	21,338 $805,000
Q2 2020 Aug 12, 2020	BUY	$24.65 - $37.36 $30,960 - $46,924	1,256 Added 7.34%	18,370 $639,000
Q1 2020 May 13, 2020	SELL	$22.38 - $44.6 $197,615 - $393,818	-8,830 Reduced 34.03%	17,114 $459,000
Q4 2019 Feb 12, 2020	BUY	$34.8 - $40.85 $180,785 - $212,215	5,195 Added 25.04%	25,944 $927,000
Q3 2019 Nov 12, 2019	BUY	$33.68 - $47.74 $173,788 - $246,338	5,160 Added 33.1%	20,749 $723,000
Q2 2019 Aug 14, 2019	BUY	$40.03 - $52.77 $29,742 - $39,208	743 Added 5.0%	15,589 $709,000
Q1 2019 May 14, 2019	SELL	$26.6 - $43.55 $5,133 - $8,405	-193 Reduced 1.28%	14,846 $628,000
Q4 2018 Feb 13, 2019	BUY	$25.54 - $36.67 $21,070 - $30,252	825 Added 5.8%	15,039 $409,000
Q3 2018 Nov 13, 2018	SELL	$30.9 - $37.94 $22,680 - $27,847	-734 Reduced 4.91%	14,214 $459,000
Q2 2018 Aug 14, 2018	BUY	$27.16 - $36.47 $405,987 - $545,153	14,948 New	14,948 $514,000

Others Institutions Holding UPLD

# of Institutions

Shares Held

17.2M

Call Options Held

11.6K

Put Options Held

47.4K

Vanguard Group Inc Valley Forge, PA

1.9M
Shares

$4.1 Million
0.0% of portfolio
New South Capital Management Inc Memphis, TN

1.43M
Shares

$3.1 Million
0.17% of portfolio
Acadian Asset Management LLC Boston, MA

1.33M
Shares

$2.88 Million
0.01% of portfolio
Ameriprise Financial Inc Minneapolis, MN

1.33M
Shares

$2.87 Million
0.0% of portfolio
Castle Knight Management LP New York, NY

1.33M
Shares

$2.86 Million
0.17% of portfolio

View Full List

About Upland Software, Inc.

Ticker UPLD
Exchange NASDAQ
Sector Technology
Industry Software—Application
Shares Outstandng 31,778,000
Market Cap $68.6M
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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