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 95,183 shares of UPLD stock, worth $176,088. This represents 0.06% of its overall portfolio holdings.

Number of Shares
95,183
Previous 96,963 1.84%
Holding current value
$176,088
Previous $420,000 35.24%
% of portfolio
0.06%
Previous 0.09%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 13, 2025

SELL
$2.69 - $4.79 $4,788 - $8,526
-1,780 Reduced 1.84%
95,183 $272,000
Q4 2024

Feb 11, 2025

BUY
$2.13 - $5.31 $38,461 - $95,882
18,057 Added 22.88%
96,963 $420,000
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 $58.8M
  • 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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