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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
155K+ 358.8% |
$268K - $461K
|
198K
$365K
|
|
|
Aug 14, 2025
Q2 2025
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
85.3KNew |
$148K - $253K
|
85.3K
$157K
|
|
|
Aug 14, 2025
Q2 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
62.4KNew |
$108K - $185K
|
62.4K
$115K
|
|
|
Aug 11, 2025
Q2 2025
|
Rice Hall James & Associates, LLC
|
BUY
|
- |
50K+ 5.44% |
$86.5K - $149K
|
970K
$1.78M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
CALL |
46.1KNew |
$79.8K - $137K
|
46.1K
$84.8K
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
42.7K+ 263.23% |
$73.9K - $127K
|
59K
$108K
|
|
|
Jul 22, 2025
Q2 2025
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
41.6K+ 32.44% |
$72K - $124K
|
170K
$313K
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
30.5K+ 2534.85% |
$52.8K - $90.7K
|
31.8K
$58.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
25.9K+ 253.92% |
$44.8K - $76.9K
|
36.1K
$66.4K
|
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
22.1K+ 7.72% |
$38.2K - $65.6K
|
308K
$567K
|
|
|
Aug 05, 2025
Q2 2025
|
Simplex Trading, LLC
|
BUY
|
- |
18.3KNew |
$31.7K - $54.4K
|
18.3K
$33.7K
|
|
|
Aug 12, 2025
Q2 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
11.2K+ 63.53% |
$19.4K - $33.2K
|
28.8K
$53K
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
4.07KNew |
$7.04K - $12.1K
|
4.07K
$7.49K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.89KNew |
$3.27K - $5.61K
|
1.89K
$3.47K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.35K+ 10.98% |
$2.33K - $4K
|
13.6K
$25.1K
|
|
|
Aug 15, 2025
Q2 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
1.16K+ 8.74% |
$2K - $3.44K
|
14.4K
$26.5K
|
|
|
Aug 08, 2025
Q2 2025
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
338+ 0.12% |
$585 - $1K
|
278K
$512K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
222+ 1.86% |
$384 - $659
|
12.2K
$22.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
96New |
$166 - $285
|
96
$177
|
|
|
Aug 07, 2025
Q2 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
10New |
$17.3 - $29.7
|
10
$18.4
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 12, 2025
Q1 2025
|
Globeflex Capital L P
San Diego, CA |
BUY
|
- |
189KNew |
$507K - $903K
|
189K
$347K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
103K+ 270.78% |
$276K - $492K
|
141K
$259K
|
|
|
May 15, 2025
Q1 2025
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
30.3KNew |
$81.6K - $145K
|
30.3K
$55.8K
|
|
|
May 09, 2025
Q1 2025
|
R Squared LTD
Central, K3 |
BUY
|
- |
11.7K+ 646.41% |
$31.5K - $56K
|
13.5K
$24.9K
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
10.9KNew |
$29.3K - $52.2K
|
10.9K
$20.1K
|
|
|
May 01, 2025
Q1 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
10.8KNew |
$29K - $51.7K
|
10.8K
$19.8K
|
|
|
May 08, 2025
Q1 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
1.16K+ 84.45% |
$3.11K - $5.54K
|
2.53K
$4.65K
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
300New |
$807 - $1.44K
|
300
$552
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
18New |
$48.4 - $86.2
|
18
$33.1
|
|
|
May 13, 2025
Q1 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
2New |
$5.38 - $9.58
|
2
$3.68
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
41.8KNew |
$89K - $222K
|
41.8K
$76.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
36.4KNew |
$77.5K - $193K
|
36.4K
$67K
|
|
|
Feb 14, 2025
Q4 2024
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
22.9KNew |
$48.7K - $121K
|
22.9K
$42.1K
|
|
|
Feb 11, 2025
Q4 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
22KNew |
$46.8K - $117K
|
22K
$40.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
20KNew |
$42.6K - $106K
|
20K
$36.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
20KNew |
$42.6K - $106K
|
20K
$36.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
13.5KNew |
$28.7K - $71.6K
|
13.5K
$24.8K
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
13KNew |
$27.7K - $69K
|
13K
$23.9K
|
|
|
Feb 03, 2025
Q4 2024
|
Wespac Advisors, LLC
|
BUY
|
- |
12.7KNew |
$27K - $67.2K
|
12.7K
$23.3K
|
|
|
Jan 29, 2025
Q4 2024
|
Legato Capital Management LLC
|
BUY
|
- |
10.1KNew |
$21.5K - $53.5K
|
10.1K
$18.5K
|
|
|
Feb 14, 2025
Q4 2024
|
State Street Corp
Boston, MA |
BUY
|
- |
7.9K+ 7.74% |
$16.8K - $41.9K
|
110K
$202K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
236New |
$503 - $1.25K
|
236
$434
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
22New |
$46.9 - $117
|
22
$40.5
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
20New |
$42.6 - $106
|
20
$36.8
|
|
|
Feb 14, 2025
Q4 2024
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
11New |
$23.4 - $58.4
|
11
$20.2
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Kent Lake Pr LLC
Anasco, PR |
BUY
|
- |
560KNew |
$1.06M - $1.49M
|
560K
$1.03M
|
|
|
Nov 14, 2024
Q3 2024
|
Kennedy Capital Management, Inc.
St Louis, MO |
BUY
|
- |
99.5KNew |
$188K - $265K
|
99.5K
$183K
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
BUY
|
- |
45.7K+ 21.77% |
$86.4K - $122K
|
256K
$470K
|
|
|
Nov 07, 2024
Q3 2024
|
Green Square Capital Advisors LLC
|
BUY
|
- |
14.4KNew |
$27.2K - $38.3K
|
14.4K
$26.5K
|
|