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 |
|---|---|---|---|---|---|---|---|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2.5KNew |
$4.6K - $7.4K
|
2.5K
$4.58K
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
31.3K+ 53.07% |
$57.6K - $92.6K
|
90.2K
$165K
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
CALL |
49.9K+ 108.24% |
$91.8K - $148K
|
96K
$176K
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
46.9KNew |
$86.3K - $139K
|
46.9K
$85.9K
|
|
|
Nov 14, 2025
Q3 2025
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
PUT |
400+ 4.0% |
$736 - $1.18K
|
10.4K
$19K
|
|
|
Nov 14, 2025
Q3 2025
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
10.9KNew |
$20K - $32.1K
|
10.9K
$19.9K
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
128K+ 10.75% |
$236K - $379K
|
1.32M
$2.42M
|
|
|
Nov 14, 2025
Q3 2025
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-2.5K- 0.65% |
$4.6K - $7.4K
|
385K
$704K
|
|
|
Nov 14, 2025
Q3 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-3.7K- 90.94% |
$6.81K - $11K
|
369
$675
|
|
|
Nov 14, 2025
Q3 2025
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-20.1K- 46.08% |
$37K - $59.5K
|
23.5K
$43K
|
|
|
Nov 14, 2025
Q3 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
92.3K+ 35.43% |
$170K - $273K
|
353K
$645K
|
|
|
Nov 14, 2025
Q3 2025
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
18K+ 21.15% |
$33.2K - $53.4K
|
103K
$189K
|
|
|
Nov 14, 2025
Q3 2025
|
Bridgeway Capital Management, LLC
Houston, TX |
SELL
|
- |
-32.8K- 16.79% |
$60.4K - $97.1K
|
163K
$298K
|
|
|
Nov 14, 2025
Q3 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1KNew |
$1.84K - $2.96K
|
1K
$1.83K
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4.25K+ 34.95% |
$7.82K - $12.6K
|
16.4K
$30K
|
|
|
Nov 14, 2025
Q3 2025
|
Castle Knight Management LP
New York, NY |
SELL
|
- |
-137K- 14.3% |
$253K - $407K
|
823K
$1.51M
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
PUT |
-14.6K- 40.44% |
$26.9K - $43.2K
|
21.5K
$39.3K
|
|
|
Nov 14, 2025
Q3 2025
|
Man Group PLC
London, X0 |
SELL
|
- |
-20.8K- 7.53% |
$38.2K - $61.5K
|
255K
$467K
|
|
|
Nov 14, 2025
Q3 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-226K- 16.95% |
$416K - $669K
|
1.11M
$2.03M
|
|
|
Nov 14, 2025
Q3 2025
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
21.8KNew |
$40.2K - $64.6K
|
21.8K
$40K
|
|
|
Nov 14, 2025
Q3 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-613- 1.17% |
$1.13K - $1.81K
|
52K
$95.2K
|
|
|
Nov 14, 2025
Q3 2025
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
- |
-44.5K- 69.7% |
$81.9K - $132K
|
19.4K
$35.4K
|
|
|
Nov 14, 2025
Q3 2025
|
Round Rock Advisors, LLC
|
BUY
|
- |
189KNew |
$347K - $559K
|
189K
$346K
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-32.3K- 48.89% |
$59.4K - $95.5K
|
33.7K
$61.7K
|
|
|
Nov 13, 2025
Q3 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
154K+ 485.98% |
$284K - $457K
|
186K
$340K
|
|
|
Nov 13, 2025
Q3 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.51K+ 1.88% |
$2.78K - $4.48K
|
82K
$150K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
SELL
|
- |
-147K- 74.24% |
$271K - $436K
|
51.1K
$93.5K
|
|
|
Nov 13, 2025
Q3 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-24.3K- 50.65% |
$44.7K - $71.9K
|
23.7K
$43.3K
|
|
|
Nov 13, 2025
Q3 2025
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
102K+ 29.45% |
$188K - $302K
|
449K
$821K
|
|
|
Nov 13, 2025
Q3 2025
|
Boston Partners
Boston, MA |
BUY
|
- |
50.9KNew |
$93.6K - $151K
|
50.9K
$93.1K
|
|
|
Nov 13, 2025
Q3 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-50.6K- 16.41% |
$93.1K - $150K
|
258K
$472K
|
|
|
Nov 12, 2025
Q3 2025
|
Simplex Trading, LLC
|
BUY
|
- |
4.04K+ 22.03% |
$7.43K - $11.9K
|
22.4K
$40.9K
|
|
|
Nov 12, 2025
Q3 2025
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
1.5K+ 651.3% |
$2.76K - $4.43K
|
1.73K
$3.16K
|
|
|
Nov 12, 2025
Q3 2025
|
Victory Capital Management Inc
|
BUY
|
- |
90KNew |
$166K - $266K
|
90K
$165K
|
|
|
Nov 12, 2025
Q3 2025
|
Heron Bay Capital Management
|
SELL
|
- |
-6.05K- 6.54% |
$11.1K - $17.9K
|
86.5K
$158K
|
|
|
Nov 12, 2025
Q3 2025
|
Barclays PLC
London, X0 |
SELL
|
- |
-2.65K- 8.06% |
$4.87K - $7.84K
|
30.2K
$55.3K
|
|
|
Nov 12, 2025
Q3 2025
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
14.5KNew |
$26.8K - $43K
|
14.5K
$26.6K
|
|
|
Nov 12, 2025
Q3 2025
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
13.7KNew |
$25.1K - $40.4K
|
13.7K
$25K
|
|
|
Nov 10, 2025
Q3 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
718+ 4.99% |
$1.32K - $2.13K
|
15.1K
$27.7K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
SELL
|
- |
-30- 12.71% |
$55.2 - $88.8
|
206
$377
|
|
|
Nov 07, 2025
Q3 2025
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-48.3K- 28.45% |
$88.9K - $143K
|
122K
$223K
|
|
|
Nov 07, 2025
Q3 2025
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-9.7K- 0.52% |
$17.8K - $28.7K
|
1.84M
$3.38M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-9.35K- 81.45% |
$17.2K - $27.7K
|
2.13K
$3.9K
|
|
|
Nov 06, 2025
Q3 2025
|
New South Capital Management Inc
Memphis, TN |
SELL
|
- |
-28K- 2.82% |
$51.5K - $82.8K
|
965K
$1.77M
|
|
|
Nov 04, 2025
Q3 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-6- 60.0% |
$11 - $17.8
|
4
$7.32
|
|
|
Oct 29, 2025
Q3 2025
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-7.82K- 27.72% |
$14.4K - $23.2K
|
20.4K
$37.3K
|
|
|
Oct 28, 2025
Q3 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
12.4K+ 32.01% |
$22.9K - $36.8K
|
51.3K
$93.8K
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
SELL
|
- |
-365Closed |
$672 - $1.08K
|
0
$0
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
505New |
$929 - $1.49K
|
505
$924
|
|
|
Oct 16, 2025
Q3 2025
|
Rice Hall James & Associates, LLC
|
SELL
|
- |
-98.7K- 10.17% |
$182K - $292K
|
871K
$1.59M
|
|