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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
103K+ 270.78% |
$276K - $492K
|
141K
$338K
|
|
|
May 14, 2025
Q1 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-102K- 26.84% |
$274K - $488K
|
278K
$667K
|
|
|
May 13, 2025
Q1 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
2New |
$5.38 - $9.58
|
2
$4.8
|
|
|
May 12, 2025
Q1 2025
|
Globeflex Capital L P
San Diego, CA |
BUY
|
- |
189KNew |
$507K - $903K
|
189K
$453K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-2.59K- 18.39% |
$6.96K - $12.4K
|
11.5K
$27.5K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-600- 93.9% |
$1.61K - $2.87K
|
39
$93.6
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-25- 0.11% |
$67.3 - $120
|
22.8K
$54.7K
|
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-2.65K- 0.14% |
$7.12K - $12.7K
|
1.85M
$4.45M
|
|
|
May 09, 2025
Q1 2025
|
R Squared LTD
Central, K3 |
BUY
|
- |
11.7K+ 646.41% |
$31.5K - $56K
|
13.5K
$32.4K
|
|
|
May 08, 2025
Q1 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
1.16K+ 84.45% |
$3.11K - $5.54K
|
2.53K
$6.06K
|
|
|
May 01, 2025
Q1 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
10.8KNew |
$29K - $51.7K
|
10.8K
$25.9K
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
10.9KNew |
$29.3K - $52.2K
|
10.9K
$26.2K
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
300New |
$807 - $1.44K
|
300
$720
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-2.42K- 5.85% |
$5.15K - $12.8K
|
38.9K
$93.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
20KNew |
$42.6K - $106K
|
20K
$48K
|
|
|
Feb 14, 2025
Q4 2024
|
State Street Corp
Boston, MA |
BUY
|
- |
7.9K+ 7.74% |
$16.8K - $41.9K
|
110K
$264K
|
|
|
Feb 14, 2025
Q4 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
20KNew |
$42.6K - $106K
|
20K
$48K
|
|
|
Feb 14, 2025
Q4 2024
|
B. Riley Asset Management, LLC
Dallas, TX |
SELL
|
- |
-532K- 98.41% |
$1.13M - $2.83M
|
8.61K
$20.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
236New |
$503 - $1.25K
|
236
$566
|
|
|
Feb 14, 2025
Q4 2024
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
22.9KNew |
$48.7K - $121K
|
22.9K
$54.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
41.8KNew |
$89K - $222K
|
41.8K
$100K
|
|
|
Feb 14, 2025
Q4 2024
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
13.5KNew |
$28.7K - $71.6K
|
13.5K
$32.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
11New |
$23.4 - $58.4
|
11
$26.4
|
|
|
Feb 13, 2025
Q4 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
36.4KNew |
$77.5K - $193K
|
36.4K
$87.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-208K- 69.29% |
$443K - $1.1M
|
92.2K
$221K
|
|
|
Feb 11, 2025
Q4 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
22KNew |
$46.8K - $117K
|
22K
$52.7K
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
13KNew |
$27.7K - $69K
|
13K
$31.2K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
20New |
$42.6 - $106
|
20
$48
|
|
|
Feb 03, 2025
Q4 2024
|
Wespac Advisors, LLC
|
BUY
|
- |
12.7KNew |
$27K - $67.2K
|
12.7K
$30.4K
|
|
|
Jan 29, 2025
Q4 2024
|
Legato Capital Management LLC
|
BUY
|
- |
10.1KNew |
$21.5K - $53.5K
|
10.1K
$24.2K
|
|
|
Jan 24, 2025
Q4 2024
|
Hodges Capital Management Inc.
|
SELL
|
- |
-63.4K- 59.86% |
$135K - $336K
|
42.5K
$102K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-15K- 99.9% |
$31.9K - $79.6K
|
15
$36
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
22New |
$46.9 - $117
|
22
$52.8
|
|
|
Jan 14, 2025
Q4 2024
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-48.9K- 32.54% |
$104K - $260K
|
101K
$243K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Kennedy Capital Management, Inc.
St Louis, MO |
BUY
|
- |
99.5KNew |
$188K - $265K
|
99.5K
$239K
|
|
|
Nov 14, 2024
Q3 2024
|
Engineers Gate Manager LP
New York, NY |
SELL
|
- |
-12.8K- 35.62% |
$24.2K - $34K
|
23.1K
$55.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
BUY
|
- |
45.7K+ 21.77% |
$86.4K - $122K
|
256K
$613K
|
|
|
Nov 14, 2024
Q3 2024
|
Kent Lake Pr LLC
Anasco, PR |
BUY
|
- |
560KNew |
$1.06M - $1.49M
|
560K
$1.34M
|
|
|
Nov 12, 2024
Q3 2024
|
Ajo Vista, LLC
Boston, MA |
BUY
|
- |
10.7KNew |
$20.2K - $28.4K
|
10.7K
$25.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-62.9KClosed |
$119K - $167K
|
0
$0
|
|
|
Nov 12, 2024
Q3 2024
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
12.3KNew |
$23.3K - $32.8K
|
12.3K
$29.6K
|
|
|
Nov 08, 2024
Q3 2024
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
SELL
|
- |
-26.3KClosed |
$49.7K - $70K
|
0
$0
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-767- 3.18% |
$1.45K - $2.04K
|
23.4K
$56.1K
|
|
|
Nov 07, 2024
Q3 2024
|
Green Square Capital Advisors LLC
|
BUY
|
- |
14.4KNew |
$27.2K - $38.3K
|
14.4K
$34.6K
|
|
|
Nov 04, 2024
Q3 2024
|
River & Mercantile Asset Management LLP
London, X0 |
SELL
|
- |
-913- 0.45% |
$1.73K - $2.43K
|
204K
$490K
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
145New |
$274 - $386
|
145
$348
|
|
|
Oct 08, 2024
Q3 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
100+ 200.0% |
$189 - $266
|
150
$360
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-282K- 36.48% |
$570K - $948K
|
491K
$1.18M
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-200Closed |
$404 - $672
|
0
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Barclays PLC
London, X0 |
SELL
|
- |
-929- 2.75% |
$1.88K - $3.12K
|
32.9K
$78.9K
|
|