Institutional Ownership Upland Software, Inc. (UPLD)
This table provides information about the institutional ownership of Upland Software, Inc. (UPLD). We have compiled data on the 76 institutions that hold shares in the stock, with a total of 16.4 Million shares, which have been reported (via 13F filing form) to have a value of $74.7 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 13, 2024 Q3 2024 |
1,897,228
shares
|
$8.65 Million
0.0% of portfolio
|
Q4 2023
Reduced 27.46%
|
|
|
New South Capital Management Inc
Memphis, TN |
Nov 05, 2024 Q3 2024 |
1,433,785
shares
|
$6.54 Million
0.16% of portfolio
|
Q3 2024
Reduced 0.07%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
1,359,021
shares
|
$6.2 Million
0.0% of portfolio
|
Q3 2024
Added 2.15%
|
|
|
Castle Knight Management LP
New York, NY |
Nov 14, 2024 Q3 2024 |
1,333,295
shares
|
$6.08 Million
0.15% of portfolio
|
Q3 2024
Added 0.6%
|
|
|
Acadian Asset Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
1,331,381
shares
|
$6.07 Million
0.01% of portfolio
|
Q3 2023
Added 3.38%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
1,146,394
shares
|
$5.23 Million
0.0% of portfolio
|
Q3 2024
Reduced 9.33%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
832,862
shares
|
$3.8 Million
0.0% of portfolio
|
Q2 2024
Reduced 20.7%
|
|
|
Rice Hall James & Associates, LLC
|
Oct 28, 2024 Q3 2024 |
589,226
shares
|
$2.69 Million
0.09% of portfolio
|
Q3 2024
Added 115.38%
|
|
|
Kent Lake Pr LLC
Anasco, PR |
Nov 14, 2024 Q3 2024 |
559,579
shares
|
$2.55 Million
0.55% of portfolio
|
Q3 2024
New holding
|
|
|
B. Riley Asset Management, LLC
Dallas, TX |
Dec 04, 2024 Q3 2024 |
541,018
shares
|
$2.47 Million
0.79% of portfolio
|
Q3 2024
Added 982.04%
|
|
|
Rbf Capital, LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
519,183
shares
|
$2.37 Million
0.07% of portfolio
|
Q1 2024
Added 6.13%
|
|
|
Boothbay Fund Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
491,018
shares
|
$2.24 Million
0.03% of portfolio
|
Q2 2024
Reduced 36.48%
|
|
|
Public Employees Retirement System Of Ohio
Columbus, OH |
Nov 15, 2024 Q3 2024 |
408,860
shares
|
$1.86 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.7%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
Nov 07, 2024 Q3 2024 |
300,033
shares
|
$1.37 Million
0.0% of portfolio
|
Q3 2024
Reduced 39.16%
|
|
|
Man Group PLC
London, X0 |
Nov 14, 2024 Q3 2024 |
298,643
shares
|
$1.36 Million
0.0% of portfolio
|
Q3 2024
Added 11.21%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2024 Q3 2024 |
292,124
shares
|
$1.33 Million
0.0% of portfolio
|
Q3 2024
Added 1.29%
|
|
|
Geode Capital Management, LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
273,917
shares
|
$1.25 Million
0.0% of portfolio
|
Q3 2024
Reduced 4.39%
|
|
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
Nov 14, 2024 Q3 2024 |
255,617
shares
|
$1.17 Million
0.0% of portfolio
|
Q3 2024
Added 21.77%
|
|
|
Royce & Associates LP
|
Nov 06, 2024 Q3 2024 |
244,100
shares
|
$1.11 Million
0.01% of portfolio
|
Q4 2022
Reduced 20.48%
|
|
|
River & Mercantile Asset Management LLP
London, X0 |
Nov 04, 2024 Q3 2024 |
204,050
shares
|
$930,467
0.11% of portfolio
|
Q3 2024
Reduced 0.45%
|
|
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
Nov 14, 2024 Q3 2024 |
196,500
shares
|
$896,039
0.0% of portfolio
|
Q3 2024
Added 8.86%
|
|
|
Monarch Partners Asset Management LLC
|
Feb 02, 2023 Q4 2022 |
180,627
shares
|
$823,659
0.39% of portfolio
|
Q4 2022
Added 0.73%
|
|
|
Bridgeway Capital Management, LLC
Houston, TX |
Nov 14, 2024 Q3 2024 |
164,400
shares
|
$749,663
0.01% of portfolio
|
Q2 2024
Added 6.89%
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
152,343
shares
|
$694,684
0.0% of portfolio
|
Q3 2024
Added 26.49%
|
|
|
Assenagon Asset Management S.A.
|
Oct 23, 2024 Q3 2024 |
150,219
shares
|
$684,998
0.0% of portfolio
|
Q2 2024
Added 4.17%
|