Latest Institutional Purchases of Upland Software, Inc. (UPLD)
This list provides information on the latest institutional transactions involving Upland Software, Inc. (UPLD) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
1.81KNew |
$3.86K - $9.61K
|
1.81K
$8.22K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
22New |
$46.9 - $117
|
22
$99.9
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Kent Lake Pr LLC
Anasco, PR |
BUY
|
- |
560KNew |
$1.06M - $1.49M
|
560K
$2.54M
|
|
|
Dec 04, 2024
Q3 2024
|
B. Riley Asset Management, LLC
Dallas, TX |
BUY
|
- |
491K+ 982.04% |
$928K - $1.31M
|
541K
$2.46M
|
|
|
Oct 28, 2024
Q3 2024
|
Rice Hall James & Associates, LLC
|
BUY
|
- |
316K+ 115.38% |
$597K - $840K
|
589K
$2.68M
|
|
|
Nov 14, 2024
Q3 2024
|
Kennedy Capital Management, Inc.
St Louis, MO |
BUY
|
- |
99.5KNew |
$188K - $265K
|
99.5K
$452K
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
BUY
|
- |
45.7K+ 21.77% |
$86.4K - $122K
|
256K
$1.16M
|
|
|
Nov 14, 2024
Q3 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
35.8KNew |
$67.7K - $95.3K
|
35.8K
$163K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
32.8K+ 63126.92% |
$62K - $87.3K
|
32.9K
$149K
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
31.9K+ 26.49% |
$60.3K - $84.9K
|
152K
$692K
|
|
|
Nov 14, 2024
Q3 2024
|
Man Group PLC
London, X0 |
BUY
|
- |
30.1K+ 11.21% |
$56.9K - $80.1K
|
299K
$1.36M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
28.6K+ 2.15% |
$54K - $76.1K
|
1.36M
$6.17M
|
|
|
Nov 14, 2024
Q3 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
17.3KNew |
$32.7K - $46.1K
|
17.3K
$78.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
16.8K+ 79.69% |
$31.8K - $44.8K
|
37.9K
$172K
|
|
|
Nov 14, 2024
Q3 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
16K+ 8.86% |
$30.2K - $42.6K
|
197K
$892K
|
|
|
Nov 07, 2024
Q3 2024
|
Green Square Capital Advisors LLC
|
BUY
|
- |
14.4KNew |
$27.2K - $38.3K
|
14.4K
$65.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
12.3KNew |
$23.3K - $32.8K
|
12.3K
$56K
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
12.1KNew |
$22.8K - $32.1K
|
12.1K
$54.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Ajo Vista, LLC
Boston, MA |
BUY
|
- |
10.7KNew |
$20.2K - $28.4K
|
10.7K
$48.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Castle Knight Management LP
New York, NY |
BUY
|
- |
7.99K+ 0.6% |
$15.1K - $21.2K
|
1.33M
$6.05M
|
|
|
Nov 08, 2024
Q3 2024
|
Heron Bay Capital Management
|
BUY
|
- |
4.79K+ 6.47% |
$9.06K - $12.7K
|
78.9K
$358K
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
3.72K+ 1.29% |
$7.02K - $9.88K
|
292K
$1.33M
|
|
|
Nov 14, 2024
Q3 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
2.42K+ 6.21% |
$4.57K - $6.43K
|
41.3K
$187K
|
|
|
Nov 08, 2024
Q3 2024
|
Simplex Trading, LLC
|
BUY
|
- |
775New |
$1.46K - $2.06K
|
775
$3.52K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
650+ 5.15% |
$1.23K - $1.73K
|
13.3K
$60.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
432+ 0.44% |
$816 - $1.15K
|
99.7K
$453K
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
145New |
$274 - $386
|
145
$658
|
|
|
Oct 08, 2024
Q3 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
100+ 200.0% |
$189 - $266
|
150
$681
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
17.7K+ 166.11% |
$35.7K - $59.4K
|
28.3K
$129K
|
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
BUY
|
- |
13.5KNew |
$27.3K - $45.4K
|
13.5K
$61.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Bridgeway Capital Management, LLC
Houston, TX |
BUY
|
- |
10.6K+ 6.89% |
$21.4K - $35.6K
|
164K
$746K
|
|
|
Aug 14, 2024
Q2 2024
|
State Street Corp
Boston, MA |
BUY
|
- |
3.8K+ 3.87% |
$7.68K - $12.8K
|
102K
$463K
|
|
|
Aug 07, 2024
Q2 2024
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
1.29K+ 5.28% |
$2.6K - $4.32K
|
25.6K
$116K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1KNew |
$2.02K - $3.36K
|
1K
$4.54K
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
211+ 541.03% |
$426 - $709
|
250
$1.14K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
14New |
$28.3 - $47
|
14
$63.6
|
|
| Q1 2024 | |||||||
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
136K+ 110.91% |
$322K - $667K
|
259K
$1.18M
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
41KNew |
$96.8K - $200K
|
41K
$186K
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
39.9KNew |
$94.1K - $195K
|
39.9K
$181K
|
|
|
May 15, 2024
Q1 2024
|
Rbf Capital, LLC
San Francisco, CA |
BUY
|
- |
30K+ 6.13% |
$70.8K - $147K
|
519K
$2.36M
|
|
|
May 01, 2024
Q1 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
11.9KNew |
$28.2K - $58.4K
|
11.9K
$54.2K
|
|
|
May 15, 2024
Q1 2024
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
11.9K+ 922.65% |
$28K - $58K
|
13.1K
$59.7K
|
|
|
May 08, 2024
Q1 2024
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
11KNew |
$25.9K - $53.7K
|
11K
$49.9K
|
|
|
May 15, 2024
Q1 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
10KNew |
$23.7K - $49K
|
10K
$45.5K
|
|
|
May 15, 2024
Q1 2024
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
9.41K+ 38.17% |
$22.2K - $46K
|
34.1K
$155K
|
|
|
Dec 04, 2024
Q1 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
7.2KNew |
$17K - $35.2K
|
7.2K
$32.7K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
3+ 1.36% |
$7.08 - $14.7
|
223
$1.01K
|
|
| Q4 2023 | |||||||
|
Feb 09, 2024
Q4 2023
|
Verdad Advisers, LP
Boston, MA |
BUY
|
- |
79.6KNew |
$264K - $396K
|
79.6K
$361K
|
|
|
Oct 21, 2024
Q4 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
53.4K+ 494.44% |
$177K - $266K
|
64.2K
$291K
|
|