Harel Insurance Investments & Financial Services Ltd. Upland Software, Inc. Transaction History

Harel Insurance Investments & Financial Services Ltd.

$5.8 Billion
Q3 2024

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2021 Feb 07, 2022	SELL	$17.94 - $34.13 $10,620 - $20,204	-592 Closed	0 $0
Q3 2021 Oct 25, 2021	BUY	$33.44 - $41.68 $6,152 - $7,669	184 Added 45.1%	592 $20,000
Q2 2021 Jul 26, 2021	SELL	$38.95 - $51.09 $27,654 - $36,273	-710 Reduced 63.51%	408 $17,000
Q1 2021 Apr 27, 2021	BUY	$44.42 - $51.89 $16,613 - $19,406	374 Added 50.27%	1,118 $115,000
Q4 2020 Jan 26, 2021	BUY	$39.26 - $49.6 $29,209 - $36,902	744 New	744 $34,000
Q3 2020 Oct 20, 2020	SELL	$31.45 - $41.08 $157,250 - $205,400	-5,000 Closed	0 $0
Q2 2020 Jul 14, 2020	BUY	$24.65 - $37.36 $123,250 - $186,800	5,000 New	5,000 $174,000

Others Institutions Holding UPLD

# of Institutions

Shares Held

15.9M

Call Options Held

9.3K

Put Options Held

Vanguard Group Inc Valley Forge, PA

1.9M
Shares

$7 Million
0.0% of portfolio
New South Capital Management Inc Memphis, TN

1.43M
Shares

$5.29 Million
0.16% of portfolio
Ameriprise Financial Inc Minneapolis, MN

1.36M
Shares

$5.01 Million
0.0% of portfolio
Castle Knight Management LP New York, NY

1.33M
Shares

$4.92 Million
0.15% of portfolio
Acadian Asset Management LLC Boston, MA

1.33M
Shares

$4.91 Million
0.01% 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 $117M
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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