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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2025
Q4 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
22KNew |
$46.8K - $117K
|
22K
$93.9K
|
|
|
Feb 11, 2025
Q4 2024
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-40.4K- 2.13% |
$86K - $214K
|
1.86M
$7.95M
|
|
|
Feb 11, 2025
Q4 2024
|
Heron Bay Capital Management
|
BUY
|
- |
18.1K+ 22.88% |
$38.5K - $95.9K
|
97K
$415K
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
131KNew |
$280K - $698K
|
131K
$563K
|
|
|
Feb 07, 2025
Q4 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
38.6KNew |
$82.1K - $205K
|
38.6K
$165K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-23- 0.17% |
$49 - $122
|
13.3K
$56.7K
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
13KNew |
$27.7K - $69K
|
13K
$55.6K
|
|
|
Feb 06, 2025
Q4 2024
|
New South Capital Management Inc
Memphis, TN |
SELL
|
- |
-113K- 7.88% |
$241K - $600K
|
1.32M
$5.65M
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
25+ 0.11% |
$53.3 - $133
|
22.8K
$97.6K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
20New |
$42.6 - $106
|
20
$85.6
|
|
|
Feb 03, 2025
Q4 2024
|
Wespac Advisors, LLC
|
BUY
|
- |
12.7KNew |
$27K - $67.2K
|
12.7K
$54.2K
|
|
|
Jan 31, 2025
Q4 2024
|
Rice Hall James & Associates, LLC
|
BUY
|
- |
375K+ 63.71% |
$800K - $1.99M
|
965K
$4.13M
|
|
|
Jan 29, 2025
Q4 2024
|
Legato Capital Management LLC
|
BUY
|
- |
10.1KNew |
$21.5K - $53.5K
|
10.1K
$43.1K
|
|
|
Jan 24, 2025
Q4 2024
|
Hodges Capital Management Inc.
|
SELL
|
- |
-63.4K- 59.86% |
$135K - $336K
|
42.5K
$182K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-15K- 99.9% |
$31.9K - $79.6K
|
15
$64.2
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
1.81KNew |
$3.86K - $9.61K
|
1.81K
$7.75K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
22New |
$46.9 - $117
|
22
$94.2
|
|
|
Jan 14, 2025
Q4 2024
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-48.9K- 32.54% |
$104K - $260K
|
101K
$434K
|
|
| Q3 2024 | |||||||
|
Dec 04, 2024
Q3 2024
|
B. Riley Asset Management, LLC
Dallas, TX |
BUY
|
- |
491K+ 982.04% |
$928K - $1.31M
|
541K
$2.32M
|
|
|
Nov 15, 2024
Q3 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-2.9K- 0.7% |
$5.48K - $7.71K
|
409K
$1.75M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-438- 1.0% |
$828 - $1.17K
|
43.5K
$186K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-5.24K- 32.36% |
$9.91K - $13.9K
|
11K
$46.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
2.42K+ 6.21% |
$4.57K - $6.43K
|
41.3K
$177K
|
|
|
Nov 14, 2024
Q3 2024
|
Kennedy Capital Management, Inc.
St Louis, MO |
BUY
|
- |
99.5KNew |
$188K - $265K
|
99.5K
$426K
|
|
|
Nov 14, 2024
Q3 2024
|
Group One Trading, L.P.
Chicago, IL |
SELL
|
- |
-3.91K- 92.53% |
$7.39K - $10.4K
|
316
$1.35K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
28.6K+ 2.15% |
$54K - $76.1K
|
1.36M
$5.82M
|
|
|
Nov 14, 2024
Q3 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
16K+ 8.86% |
$30.2K - $42.6K
|
197K
$841K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.55K- 52.97% |
$2.94K - $4.13K
|
1.38K
$5.91K
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
31.9K+ 26.49% |
$60.3K - $84.9K
|
152K
$652K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-18K- 93.24% |
$34.1K - $48K
|
1.31K
$5.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
32.8K+ 63126.92% |
$62K - $87.3K
|
32.9K
$141K
|
|
|
Nov 14, 2024
Q3 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
17.3KNew |
$32.7K - $46.1K
|
17.3K
$74.1K
|
|
|
Nov 14, 2024
Q3 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-118K- 9.33% |
$223K - $314K
|
1.15M
$4.91M
|
|
|
Nov 14, 2024
Q3 2024
|
Kent Lake Pr LLC
Anasco, PR |
BUY
|
- |
560KNew |
$1.06M - $1.49M
|
560K
$2.39M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-4.21K- 24.2% |
$7.96K - $11.2K
|
13.2K
$56.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-6.03K- 8.03% |
$11.4K - $16K
|
69K
$295K
|
|
|
Nov 14, 2024
Q3 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
35.8KNew |
$67.7K - $95.3K
|
35.8K
$153K
|
|
|
Nov 14, 2024
Q3 2024
|
Engineers Gate Manager LP
New York, NY |
SELL
|
- |
-12.8K- 35.62% |
$24.2K - $34K
|
23.1K
$98.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Castle Knight Management LP
New York, NY |
BUY
|
- |
7.99K+ 0.6% |
$15.1K - $21.2K
|
1.33M
$5.71M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
CALL |
-2.3K- 19.83% |
$4.35K - $6.12K
|
9.3K
$39.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
16.8K+ 79.69% |
$31.8K - $44.8K
|
37.9K
$162K
|
|
|
Nov 14, 2024
Q3 2024
|
Man Group PLC
London, X0 |
BUY
|
- |
30.1K+ 11.21% |
$56.9K - $80.1K
|
299K
$1.28M
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
BUY
|
- |
45.7K+ 21.77% |
$86.4K - $122K
|
256K
$1.09M
|
|
|
Nov 13, 2024
Q3 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-17K- 56.14% |
$32K - $45.1K
|
13.2K
$56.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
3.72K+ 1.29% |
$7.02K - $9.88K
|
292K
$1.25M
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-4.26K- 7.01% |
$8.05K - $11.3K
|
56.5K
$242K
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-246- 12.96% |
$465 - $654
|
1.65K
$7.07K
|
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
432+ 0.44% |
$816 - $1.15K
|
99.7K
$427K
|
|
|
Nov 12, 2024
Q3 2024
|
Ajo Vista, LLC
Boston, MA |
BUY
|
- |
10.7KNew |
$20.2K - $28.4K
|
10.7K
$45.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-62.9KClosed |
$119K - $167K
|
0
$0
|
|