Purchases and Sales Made in Q2 2025 in Upland Software, Inc. (UPLD)
This table provides information about the institutional ownership of Upland Software, Inc. (UPLD) during Q2 2025. The information is specifically focused on institutions that hold shares of Upland Software, Inc..
| 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
|
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 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
|
|
|
Aug 13, 2025
Q2 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-107- 0.2% |
$185 - $318
|
52.6K
$96.8K
|
|
|
Aug 14, 2025
Q2 2025
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-380- 0.86% |
$657 - $1.13K
|
43.6K
$80.3K
|
|
|
Aug 13, 2025
Q2 2025
|
Group One Trading, L.P.
Chicago, IL |
SELL
|
- |
-600- 72.29% |
$1.04K - $1.78K
|
230
$423
|
|
|
Aug 14, 2025
Q2 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-2.26K- 0.17% |
$3.91K - $6.71K
|
1.33M
$2.45M
|
|
|
Aug 12, 2025
Q2 2025
|
Heron Bay Capital Management
|
SELL
|
- |
-2.59K- 2.72% |
$4.48K - $7.69K
|
92.6K
$170K
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-2.64K- 10.88% |
$4.56K - $7.83K
|
21.6K
$39.7K
|
|
|
Aug 13, 2025
Q2 2025
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
SELL
|
- |
-3.47K- 1.67% |
$6K - $10.3K
|
204K
$375K
|
|
|
Aug 12, 2025
Q2 2025
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-8.75K- 45.4% |
$15.1K - $26K
|
10.5K
$19.4K
|
|
|
Jul 28, 2025
Q2 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-9.56K- 19.76% |
$16.5K - $28.4K
|
38.8K
$71.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-10.3K- 13.53% |
$17.9K - $30.7K
|
66K
$121K
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-20.8K- 53.06% |
$35.9K - $61.7K
|
18.4K
$33.8K
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-21.1K- 20.8% |
$36.6K - $62.8K
|
80.5K
$148K
|
|
|
Aug 13, 2025
Q2 2025
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
- |
-26.8K- 29.57% |
$46.4K - $79.6K
|
63.9K
$118K
|
|
|
Aug 13, 2025
Q2 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-27.4K- 36.36% |
$47.4K - $81.4K
|
48K
$88.3K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-34.7K- 82.72% |
$60K - $103K
|
7.24K
$13.3K
|
|
|
Aug 13, 2025
Q2 2025
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-37.9K- 52.93% |
$65.5K - $112K
|
33.7K
$61.9K
|
|
|
Aug 14, 2025
Q2 2025
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-39.4K- 9.23% |
$68.2K - $117K
|
387K
$713K
|
|
|
Aug 13, 2025
Q2 2025
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-44.9K- 11.46% |
$77.6K - $133K
|
347K
$638K
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-45K- 14.74% |
$77.9K - $134K
|
260K
$479K
|
|
|
Aug 14, 2025
Q2 2025
|
Man Group PLC
London, X0 |
SELL
|
- |
-45.1K- 14.05% |
$78K - $134K
|
276K
$508K
|
|
|
Aug 11, 2025
Q2 2025
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-90K- 76.12% |
$156K - $267K
|
28.2K
$51.9K
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-118K- 9.01% |
$204K - $351K
|
1.19M
$2.19M
|
|
|
Aug 13, 2025
Q2 2025
|
New South Capital Management Inc
Memphis, TN |
SELL
|
- |
-184K- 15.61% |
$318K - $546K
|
993K
$1.83M
|