Morgan Stanley Upland Software, Inc. Transaction History

Morgan Stanley

$1.59 Trillion
Q3 2025

A detailed history of Morgan Stanley transactions in Upland Software, Inc. stock. As of the latest transaction made, Morgan Stanley holds 7,244 shares of UPLD stock, worth $13,256. This represents 0.0% of its overall portfolio holdings.

Number of Shares

7,244

Previous 7,244 -0.0%

Holding current value

$13,256

Previous $14,000 21.43%

% of portfolio

0.0%

Previous 0.0%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 15, 2025	SELL	$1.73 - $2.97 $60,010 - $103,023	-34,688 Reduced 82.72%	7,244 $14,000
Q1 2025 May 15, 2025	SELL	$2.69 - $4.79 $3,954 - $7,041	-1,470 Reduced 3.39%	41,932 $119,000
Q4 2024 Feb 14, 2025	BUY	$2.13 - $5.31 $69,114 - $172,298	32,448 Added 296.22%	43,402 $188,000
Q3 2024 May 14, 2025	SELL	$1.89 - $2.66 $9,905 - $13,941	-5,241 Reduced 32.36%	10,954 $27,000
Q3 2024 Nov 14, 2024	SELL	$1.89 - $2.66 $9,905 - $13,941	-5,241 Reduced 32.36%	10,954 $27,000

Q2 2024 May 14, 2025	SELL	$2.02 - $3.36 $54,958 - $91,415	-27,207 Reduced 62.69%	16,195 $40,000
Q2 2024 Oct 17, 2024	SELL	$2.02 - $3.36 $11,192 - $18,617	-5,541 Reduced 25.49%	16,195 $40,000
Q2 2024 Aug 14, 2024	SELL	$2.02 - $3.36 $11,192 - $18,617	-5,541 Reduced 25.49%	16,195 $40,000
Q1 2024 Oct 17, 2024	BUY	$2.36 - $4.89 $13,076 - $27,095	5,541 Added 34.21%	21,736 $67,000
Q1 2024 Aug 16, 2024	SELL	$2.36 - $4.89 $105,020 - $217,605	-44,500 Reduced 67.18%	21,736 $67,000
Q1 2024 May 15, 2024	SELL	$2.36 - $4.89 $105,020 - $217,605	-44,500 Reduced 67.18%	21,736 $67,000
Q4 2023 Aug 16, 2024	BUY	$3.32 - $4.98 $166,136 - $249,204	50,041 Added 308.99%	66,236 $280,000
Q4 2023 Feb 13, 2024	BUY	$3.32 - $4.98 $126,953 - $190,430	38,239 Added 136.58%	66,236 $280,000
Q3 2023 Nov 15, 2023	SELL	$2.5 - $4.62 $77,237 - $142,734	-30,895 Reduced 52.46%	27,997 $129,000
Q2 2023 Aug 14, 2023	SELL	$2.81 - $4.11 $70,620 - $103,292	-25,132 Reduced 29.91%	58,892 $212,000
Q1 2023 May 15, 2023	SELL	$3.99 - $9.25 $619,279 - $1.44 Million	-155,208 Reduced 64.88%	84,024 $361,000
Q4 2022 Feb 14, 2023	BUY	$6.34 - $8.72 $7,430 - $10,219	1,172 Added 0.49%	239,232 $1.71 Million
Q3 2022 Nov 14, 2022	BUY	$8.12 - $15.23 $626,660 - $1.18 Million	77,175 Added 47.97%	238,060 $1.94 Million
Q2 2022 Oct 27, 2022	BUY	$12.62 - $17.88 $1.25 Million - $1.77 Million	99,152 Added 160.61%	160,885 $2.34 Million
Q2 2022 Aug 15, 2022	BUY	$12.62 - $17.88 $1.25 Million - $1.77 Million	99,152 Added 160.61%	160,885 $2.34 Million
Q1 2022 Oct 27, 2022	SELL	$15.9 - $21.11 $1.58 Million - $2.09 Million	-99,152 Reduced 61.63%	61,733 $1.09 Million
Q1 2022 May 13, 2022	SELL	$15.9 - $21.11 $1.53 Million - $2.03 Million	-96,319 Reduced 60.94%	61,733 $1.09 Million
Q4 2021 Feb 14, 2022	BUY	$17.94 - $34.13 $2.07 Million - $3.93 Million	115,175 Added 268.62%	158,052 $2.83 Million
Q3 2021 Nov 15, 2021	BUY	$33.44 - $41.68 $1.43 Million - $1.79 Million	42,877 New	42,877 $1.43 Million

About Upland Software, Inc.

Ticker UPLD
Exchange NASDAQ
Sector Technology
Industry Software—Application
Shares Outstandng 31,778,000
Market Cap $58.2M
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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