Migdal Insurance & Financial Holdings Ltd. Upland Software, Inc. Transaction History

Migdal Insurance & Financial Holdings Ltd.

$6.18 Billion
Q3 2024

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 01, 2023	BUY	$3.99 - $9.25 $335 - $777	84 Added 50.6%	250 $1,000
Q2 2022 Aug 10, 2022	SELL	$12.62 - $17.88 $1,034 - $1,466	-82 Reduced 33.06%	166 $2,000
Q1 2022 May 02, 2022	BUY	$15.9 - $21.11 $1,399 - $1,857	88 Added 55.0%	248 $4,000
Q4 2021 Feb 02, 2022	SELL	$17.94 - $34.13 $107 - $204	-6 Reduced 3.61%	160 $3,000
Q2 2021 Aug 04, 2021	SELL	$38.95 - $51.09 $2,142 - $2,809	-55 Reduced 24.89%	166 $7,000
Q1 2021 May 04, 2021	SELL	$44.42 - $51.89 $2,221 - $2,594	-50 Reduced 18.45%	221 $10,000
Q4 2020 Feb 08, 2021	SELL	$39.26 - $49.6 $348,471 - $440,249	-8,876 Reduced 97.04%	271 $12,000
Q3 2020 Nov 05, 2020	BUY	$31.45 - $41.08 $77,524 - $101,262	2,465 Added 36.89%	9,147 $345,000
Q2 2020 Aug 11, 2020	BUY	$24.65 - $37.36 $90,465 - $137,111	3,670 Added 121.85%	6,682 $232,000
Q1 2020 May 12, 2020	BUY	$22.38 - $44.6 $13,696 - $27,295	612 Added 25.5%	3,012 $81,000
Q4 2019 Feb 13, 2020	BUY	$34.8 - $40.85 $452 - $531	13 Added 0.54%	2,400 $86,000
Q3 2019 Nov 12, 2019	BUY	$33.68 - $47.74 $28,897 - $40,960	858 Added 56.12%	2,387 $83,000
Q2 2019 Aug 08, 2019	BUY	$40.03 - $52.77 $61,205 - $80,685	1,529 New	1,529 $70,000

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

$6.3 Million
0.0% of portfolio
New South Capital Management Inc Memphis, TN

1.43M
Shares

$4.76 Million
0.16% of portfolio
Ameriprise Financial Inc Minneapolis, MN

1.36M
Shares

$4.51 Million
0.0% of portfolio
Castle Knight Management LP New York, NY

1.33M
Shares

$4.43 Million
0.15% of portfolio
Acadian Asset Management LLC Boston, MA

1.33M
Shares

$4.42 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 $106M
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 Migdal Insurance & Financial Holdings Ltd., based on Form 13F filings with the SEC.

News

Stay updated on Migdal Insurance & Financial Holdings Ltd. with notifications on news.

Account