Dimensional Fund Advisors LP Upland Software, Inc. Transaction History

Dimensional Fund Advisors LP

$403 Billion
Q3 2024

A detailed history of Dimensional Fund Advisors LP transactions in Upland Software, Inc. stock. As of the latest transaction made, Dimensional Fund Advisors LP holds 300,033 shares of UPLD stock, worth $1.08 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

300,033

Previous 493,179 39.16%

Holding current value

$1.08 Million

Previous $1.23 Million 39.17%

% of portfolio

0.0%

Previous 0.0%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 07, 2024	SELL	$1.89 - $2.66 $365,045 - $513,768	-193,146 Reduced 39.16%	300,033 $747,000
Q2 2024 Aug 09, 2024	SELL	$2.02 - $3.36 $72,309 - $120,277	-35,797 Reduced 6.77%	493,179 $1.23 Million
Q1 2024 May 10, 2024	BUY	$2.36 - $4.89 $112,258 - $232,602	47,567 Added 9.88%	528,976 $1.63 Million
Q4 2023 Feb 07, 2024	BUY	$3.32 - $4.98 $644,451 - $966,677	194,112 Added 67.56%	481,409 $2.04 Million
Q3 2023 Nov 09, 2023	BUY	$2.5 - $4.62 $157,185 - $290,477	62,874 Added 28.02%	287,297 $1.33 Million
Q2 2023 Aug 09, 2023	SELL	$2.81 - $4.11 $225,985 - $330,534	-80,422 Reduced 26.38%	224,423 $807,000
Q1 2023 May 12, 2023	SELL	$3.99 - $9.25 $18,824 - $43,641	-4,718 Reduced 1.52%	304,845 $1.31 Million
Q4 2022 Feb 09, 2023	SELL	$6.34 - $8.72 $328,164 - $451,355	-51,761 Reduced 14.33%	309,563 $2.21 Million
Q3 2022 Nov 10, 2022	SELL	$8.12 - $15.23 $2.25 Million - $4.21 Million	-276,717 Reduced 43.37%	361,324 $2.94 Million
Q2 2022 Aug 12, 2022	BUY	$12.62 - $17.88 $2.84 Million - $4.03 Million	225,321 Added 54.59%	638,041 $9.27 Million
Q1 2022 May 13, 2022	SELL	$15.9 - $21.11 $246,863 - $327,753	-15,526 Reduced 3.63%	412,720 $7.27 Million
Q4 2021 Feb 09, 2022	SELL	$17.94 - $34.13 $569,828 - $1.08 Million	-31,763 Reduced 6.9%	428,246 $7.68 Million
Q3 2021 Nov 12, 2021	BUY	$33.44 - $41.68 $26,183 - $32,635	783 Added 0.17%	460,009 $15.4 Million
Q2 2021 Aug 12, 2021	BUY	$38.95 - $51.09 $1.15 Million - $1.51 Million	29,594 Added 6.89%	459,226 $18.9 Million
Q1 2021 May 14, 2021	BUY	$44.42 - $51.89 $186,297 - $217,626	4,194 Added 0.99%	429,632 $20.3 Million
Q4 2020 Feb 25, 2021	BUY	$39.26 - $49.6 $16.7 Million - $21.1 Million	425,438 New	425,438 $19.5 Million

Others Institutions Holding UPLD

# of Institutions

Shares Held

15.9M

Call Options Held

9.3K

Put Options Held

View Full List

About Upland Software, Inc.

Ticker UPLD
Exchange NASDAQ
Sector Technology
Industry Software—Application
Shares Outstandng 31,778,000
Market Cap $115M
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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Dimensional Fund Advisors LP, based on Form 13F filings with the SEC.

News

Stay updated on Dimensional Fund Advisors LP with notifications on news.

Account

Dimensional Fund Advisors LP Upland Software, Inc. Transaction History