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 15.9 Million shares, which have been reported (via 13F filing form) to have a value of $52.1 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Savant Capital, LLC
|
Nov 04, 2024 Q3 2024 |
13,500
shares
|
$44,820
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
13,273
shares
|
$44,066
0.0% of portfolio
|
Q3 2024
Added 5.15%
|
|
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
Nov 13, 2024 Q3 2024 |
13,241
shares
|
$43,960
0.0% of portfolio
|
Q3 2024
Reduced 56.14%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
13,199
shares
|
$43,820
0.0% of portfolio
|
Q3 2024
Reduced 24.2%
|
|
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
Nov 12, 2024 Q3 2024 |
12,344
shares
|
$40,982
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
First Heartland Consultants, Inc.
|
Nov 05, 2024 Q3 2024 |
12,086
shares
|
$40,125
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Pingora Partners LLC
Wilson, WY |
Nov 14, 2024 Q3 2024 |
11,800
shares
|
$39,176
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
10,954
shares
|
$36,367
0.0% of portfolio
|
Q3 2024
Reduced 32.36%
|
|
|
Ajo Vista, LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
10,687
shares
|
$35,480
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2024 Q3 2024 |
1,652
shares
|
$5,484
0.0% of portfolio
|
Q3 2024
Reduced 12.96%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
1,380
shares
|
$4,581
0.0% of portfolio
|
Q3 2024
Reduced 52.97%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
1,308
shares
|
$4,342
0.0% of portfolio
|
Q3 2024
Reduced 93.24%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
1,000
shares
|
$3,320
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
Nov 13, 2024 Q3 2024 |
776
shares
|
$2,576
0.0% of portfolio
|
Q2 2024
Reduced 17.62%
|
|
|
Simplex Trading, LLC
|
Nov 08, 2024 Q3 2024 |
775
shares
|
$2,573
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Group One Trading, L.P.
Chicago, IL |
Nov 14, 2024 Q3 2024 |
316
shares
|
$1,049
0.0% of portfolio
|
Q3 2024
Reduced 92.53%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
276
shares
|
$916
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Oct 08, 2024 Q3 2024 |
150
shares
|
$498
0.0% of portfolio
|
Q3 2024
Added 200.0%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
145
shares
|
$481
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
135
shares
|
$448
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
39
shares
|
$129
0.0% of portfolio
|
Q2 2024
Reduced 99.94%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
23
shares
|
$76
0.0% of portfolio
|
Q3 2020
Added 95.65%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 21, 2024 Q3 2024 |
17
shares
|
$56
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
1
shares
|
$3
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|