Latest Institutional Transactions on Upland Software, Inc. (UPLD)
This table provides information on the latest institutional transactions involving Upland Software, Inc. (UPLD) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.35K- 17.24% |
$4.06K - $6.97K
|
11.3K
$27.1K
|
|
|
Aug 18, 2025
Q2 2025
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
PUT |
-400- 3.85% |
$692 - $1.19K
|
10K
$24K
|
|
|
Aug 15, 2025
Q2 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
1.16K+ 8.74% |
$2K - $3.44K
|
14.4K
$34.6K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-34.7K- 82.72% |
$60K - $103K
|
7.24K
$17.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-118K- 9.01% |
$204K - $351K
|
1.19M
$2.86M
|
|
|
Aug 14, 2025
Q2 2025
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-380- 0.86% |
$657 - $1.13K
|
43.6K
$105K
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-45K- 14.74% |
$77.9K - $134K
|
260K
$625K
|
|
|
Aug 14, 2025
Q2 2025
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
85.3KNew |
$148K - $253K
|
85.3K
$205K
|
|
|
Aug 14, 2025
Q2 2025
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-39.4K- 9.23% |
$68.2K - $117K
|
387K
$930K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
222+ 1.86% |
$384 - $659
|
12.2K
$29.2K
|
|
|
Aug 14, 2025
Q2 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
62.4KNew |
$108K - $185K
|
62.4K
$150K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
155K+ 358.8% |
$268K - $461K
|
198K
$476K
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
42.7K+ 263.23% |
$73.9K - $127K
|
59K
$141K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-10.3K- 13.53% |
$17.9K - $30.7K
|
66K
$158K
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
4.07KNew |
$7.04K - $12.1K
|
4.07K
$9.77K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
96New |
$166 - $285
|
96
$230
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-20.8K- 53.06% |
$35.9K - $61.7K
|
18.4K
$44.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
25.9K+ 253.92% |
$44.8K - $76.9K
|
36.1K
$86.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-2.64K- 10.88% |
$4.56K - $7.83K
|
21.6K
$51.8K
|
|
|
Aug 14, 2025
Q2 2025
|
Man Group PLC
London, X0 |
SELL
|
- |
-45.1K- 14.05% |
$78K - $134K
|
276K
$662K
|
|
|
Aug 14, 2025
Q2 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-2.26K- 0.17% |
$3.91K - $6.71K
|
1.33M
$3.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.89KNew |
$3.27K - $5.61K
|
1.89K
$4.53K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
CALL |
46.1KNew |
$79.8K - $137K
|
46.1K
$111K
|
|
|
Aug 13, 2025
Q2 2025
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-37.9K- 52.93% |
$65.5K - $112K
|
33.7K
$80.8K
|
|
|
Aug 13, 2025
Q2 2025
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
SELL
|
- |
-3.47K- 1.67% |
$6K - $10.3K
|
204K
$489K
|
|
|
Aug 13, 2025
Q2 2025
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
- |
-26.8K- 29.57% |
$46.4K - $79.6K
|
63.9K
$153K
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
30.5K+ 2534.85% |
$52.8K - $90.7K
|
31.8K
$76.2K
|
|
|
Aug 13, 2025
Q2 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-27.4K- 36.36% |
$47.4K - $81.4K
|
48K
$115K
|
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
22.1K+ 7.72% |
$38.2K - $65.6K
|
308K
$740K
|
|
|
Aug 13, 2025
Q2 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-107- 0.2% |
$185 - $318
|
52.6K
$126K
|
|
|
Aug 13, 2025
Q2 2025
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-44.9K- 11.46% |
$77.6K - $133K
|
347K
$832K
|
|
|
Aug 13, 2025
Q2 2025
|
Group One Trading, L.P.
Chicago, IL |
SELL
|
- |
-600- 72.29% |
$1.04K - $1.78K
|
230
$552
|
|
|
Aug 13, 2025
Q2 2025
|
New South Capital Management Inc
Memphis, TN |
SELL
|
- |
-184K- 15.61% |
$318K - $546K
|
993K
$2.38M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-21.1K- 20.8% |
$36.6K - $62.8K
|
80.5K
$193K
|
|
|
Aug 12, 2025
Q2 2025
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-8.75K- 45.4% |
$15.1K - $26K
|
10.5K
$25.2K
|
|
|
Aug 12, 2025
Q2 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
11.2K+ 63.53% |
$19.4K - $33.2K
|
28.8K
$69.1K
|
|
|
Aug 12, 2025
Q2 2025
|
Heron Bay Capital Management
|
SELL
|
- |
-2.59K- 2.72% |
$4.48K - $7.69K
|
92.6K
$222K
|
|
|
Aug 11, 2025
Q2 2025
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-90K- 76.12% |
$156K - $267K
|
28.2K
$67.7K
|
|
|
Aug 11, 2025
Q2 2025
|
Rice Hall James & Associates, LLC
|
BUY
|
- |
50K+ 5.44% |
$86.5K - $149K
|
970K
$2.33M
|
|
|
Aug 08, 2025
Q2 2025
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
338+ 0.12% |
$585 - $1K
|
278K
$668K
|
|
|
Aug 07, 2025
Q2 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
10New |
$17.3 - $29.7
|
10
$24
|
|
|
Aug 05, 2025
Q2 2025
|
Simplex Trading, LLC
|
BUY
|
- |
18.3KNew |
$31.7K - $54.4K
|
18.3K
$44K
|
|
|
Jul 28, 2025
Q2 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-9.56K- 19.76% |
$16.5K - $28.4K
|
38.8K
$93.2K
|
|
|
Jul 22, 2025
Q2 2025
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
41.6K+ 32.44% |
$72K - $124K
|
170K
$408K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
30.3KNew |
$81.6K - $145K
|
30.3K
$72.8K
|
|
|
May 15, 2025
Q1 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-51.2K- 48.16% |
$138K - $245K
|
55.1K
$132K
|
|
|
May 15, 2025
Q1 2025
|
Castle Knight Management LP
New York, NY |
SELL
|
- |
-59.6K- 5.84% |
$160K - $285K
|
961K
$2.31M
|
|
|
May 15, 2025
Q1 2025
|
Bridgeway Capital Management, LLC
Houston, TX |
SELL
|
- |
-45.8K- 18.99% |
$123K - $219K
|
195K
$469K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
18New |
$48.4 - $86.2
|
18
$43.2
|
|