A detailed history of Heron Bay Capital Management transactions in Upland Software, Inc. stock. As of the latest transaction made, Heron Bay Capital Management holds 78,906 shares of UPLD stock, worth $201,999. This represents 0.04% of its overall portfolio holdings.

Number of Shares
78,906
Previous 74,114 6.47%
Holding current value
$201,999
Previous $184,000 6.52%
% of portfolio
0.04%
Previous 0.04%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 08, 2024

BUY
$1.89 - $2.66 $9,056 - $12,746
4,792 Added 6.47%
78,906 $196,000
Q2 2024

Aug 13, 2024

BUY
$2.02 - $3.36 $149,710 - $249,023
74,114 New
74,114 $184,000

Others Institutions Holding UPLD

About Upland Software, Inc.


  • Ticker UPLD
  • Exchange NASDAQ
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 31,778,000
  • Market Cap $81.4M
  • 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

Track Heron Bay Capital Management Portfolio

Follow Heron Bay Capital Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Heron Bay Capital Management, based on Form 13F filings with the SEC.

News

Stay updated on Heron Bay Capital Management with notifications on news.