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 |
|---|---|---|---|---|---|---|---|
|
Oct 07, 2025
Q3 2025
|
Assenagon Asset Management S.A.
|
BUY
|
- |
209KNew |
$384K - $618K
|
209K
$382K
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.8K- 59.68% |
$4.84K - $8.3K
|
1.89K
$3.46K
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.35K- 17.24% |
$4.06K - $6.97K
|
11.3K
$20.6K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-34.7K- 82.72% |
$60K - $103K
|
7.24K
$13.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
62.4KNew |
$108K - $185K
|
62.4K
$114K
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-2.64K- 10.88% |
$4.56K - $7.83K
|
21.6K
$39.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
96New |
$166 - $285
|
96
$176
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-20.8K- 53.06% |
$35.9K - $61.7K
|
18.4K
$33.6K
|
|
|
Aug 13, 2025
Q2 2025
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
SELL
|
- |
-3.47K- 1.67% |
$6K - $10.3K
|
204K
$373K
|
|
|
Aug 13, 2025
Q2 2025
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-37.9K- 52.93% |
$65.5K - $112K
|
33.7K
$61.6K
|
|
|
Aug 12, 2025
Q2 2025
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-8.75K- 45.4% |
$15.1K - $26K
|
10.5K
$19.3K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
11.2K+ 63.53% |
$19.4K - $33.2K
|
28.8K
$52.7K
|
|
|
Aug 08, 2025
Q2 2025
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
338+ 0.12% |
$585 - $1K
|
278K
$509K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
30.3KNew |
$81.6K - $145K
|
30.3K
$55.5K
|
|
|
May 15, 2025
Q1 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-51.2K- 48.16% |
$138K - $245K
|
55.1K
$101K
|
|
|
May 14, 2025
Q1 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-102K- 26.84% |
$274K - $488K
|
278K
$508K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
18New |
$48.4 - $86.2
|
18
$32.9
|
|
|
May 13, 2025
Q1 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
2New |
$5.38 - $9.58
|
2
$3.66
|
|
|
May 12, 2025
Q1 2025
|
Globeflex Capital L P
San Diego, CA |
BUY
|
- |
189KNew |
$507K - $903K
|
189K
$345K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-600- 93.9% |
$1.61K - $2.87K
|
39
$71.4
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-25- 0.11% |
$67.3 - $120
|
22.8K
$41.7K
|
|
|
May 09, 2025
Q1 2025
|
R Squared LTD
Central, K3 |
BUY
|
- |
11.7K+ 646.41% |
$31.5K - $56K
|
13.5K
$24.7K
|
|
|
May 08, 2025
Q1 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
1.16K+ 84.45% |
$3.11K - $5.54K
|
2.53K
$4.62K
|
|
|
May 01, 2025
Q1 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
10.8KNew |
$29K - $51.7K
|
10.8K
$19.7K
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
10.9KNew |
$29.3K - $52.2K
|
10.9K
$19.9K
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
300New |
$807 - $1.44K
|
300
$549
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
20KNew |
$42.6K - $106K
|
20K
$36.6K
|
|
|
Feb 14, 2025
Q4 2024
|
State Street Corp
Boston, MA |
BUY
|
- |
7.9K+ 7.74% |
$16.8K - $41.9K
|
110K
$201K
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
20KNew |
$42.6K - $106K
|
20K
$36.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-2.42K- 5.85% |
$5.15K - $12.8K
|
38.9K
$71.1K
|
|
|
Feb 14, 2025
Q4 2024
|
B. Riley Asset Management, LLC
Dallas, TX |
SELL
|
- |
-532K- 98.41% |
$1.13M - $2.83M
|
8.61K
$15.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
22.9KNew |
$48.7K - $121K
|
22.9K
$41.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
41.8KNew |
$89K - $222K
|
41.8K
$76.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
13.5KNew |
$28.7K - $71.6K
|
13.5K
$24.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
11New |
$23.4 - $58.4
|
11
$20.1
|
|
|
Feb 13, 2025
Q4 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
36.4KNew |
$77.5K - $193K
|
36.4K
$66.6K
|
|
|
Feb 11, 2025
Q4 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
22KNew |
$46.8K - $117K
|
22K
$40.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
13KNew |
$27.7K - $69K
|
13K
$23.8K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
20New |
$42.6 - $106
|
20
$36.6
|
|
|
Feb 03, 2025
Q4 2024
|
Wespac Advisors, LLC
|
BUY
|
- |
12.7KNew |
$27K - $67.2K
|
12.7K
$23.2K
|
|
|
Jan 29, 2025
Q4 2024
|
Legato Capital Management LLC
|
BUY
|
- |
10.1KNew |
$21.5K - $53.5K
|
10.1K
$18.4K
|
|
|
Jan 24, 2025
Q4 2024
|
Hodges Capital Management Inc.
|
SELL
|
- |
-63.4K- 59.86% |
$135K - $336K
|
42.5K
$77.8K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-15K- 99.9% |
$31.9K - $79.6K
|
15
$27.5
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
22New |
$46.9 - $117
|
22
$40.3
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Engineers Gate Manager LP
New York, NY |
SELL
|
- |
-12.8K- 35.62% |
$24.2K - $34K
|
23.1K
$42.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Kennedy Capital Management, Inc.
St Louis, MO |
BUY
|
- |
99.5KNew |
$188K - $265K
|
99.5K
$182K
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
BUY
|
- |
45.7K+ 21.77% |
$86.4K - $122K
|
256K
$468K
|
|
|
Nov 14, 2024
Q3 2024
|
Kent Lake Pr LLC
Anasco, PR |
BUY
|
- |
560KNew |
$1.06M - $1.49M
|
560K
$1.02M
|
|
|
Nov 12, 2024
Q3 2024
|
Ajo Vista, LLC
Boston, MA |
BUY
|
- |
10.7KNew |
$20.2K - $28.4K
|
10.7K
$19.6K
|
|