Purchases and Sales Made in Q3 2023 in Upland Software, Inc. (UPLD)
This table provides information about the institutional ownership of Upland Software, Inc. (UPLD) during Q3 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
First Dallas Securities Inc.
|
BUY
|
- |
1.36M+ 1896.24% |
$3.39M - $6.26M
|
1.43M
$3.35M
|
|
|
Nov 14, 2023
Q3 2023
|
Castle Knight Management LP
New York, NY |
BUY
|
- |
612K+ 272.05% |
$1.53M - $2.83M
|
836K
$1.97M
|
|
|
Nov 08, 2023
Q3 2023
|
First Eagle Investment Management, LLC
|
BUY
|
- |
289K+ 71.33% |
$722K - $1.33M
|
694K
$1.63M
|
|
|
Nov 16, 2023
Q3 2023
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
BUY
|
- |
289K+ 140.62% |
$722K - $1.33M
|
494K
$1.16M
|
|
|
Nov 06, 2023
Q3 2023
|
Victory Capital Management Inc
|
BUY
|
- |
238KNew |
$594K - $1.1M
|
238K
$559K
|
|
|
Nov 14, 2023
Q3 2023
|
Invenomic Capital Management LP
Boston, MA |
BUY
|
- |
122K+ 20.23% |
$305K - $564K
|
725K
$1.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
93.5K+ 49.39% |
$234K - $432K
|
283K
$665K
|
|
|
Nov 14, 2023
Q3 2023
|
Bridgeway Capital Management, LLC
Houston, TX |
BUY
|
- |
68K+ 210.53% |
$170K - $314K
|
100K
$236K
|
|
|
Nov 06, 2023
Q3 2023
|
Assenagon Asset Management S.A.
|
BUY
|
- |
67.3K+ 13.13% |
$168K - $311K
|
580K
$1.36M
|
|
|
Nov 09, 2023
Q3 2023
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
62.9K+ 28.02% |
$157K - $290K
|
287K
$675K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
45.3KNew |
$113K - $209K
|
45.3K
$106K
|
|
|
Nov 13, 2023
Q3 2023
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
43.5K+ 3.38% |
$109K - $201K
|
1.33M
$3.13M
|
|
|
Nov 14, 2023
Q3 2023
|
Rbf Capital, LLC
San Francisco, CA |
BUY
|
- |
42.4K+ 9.56% |
$106K - $196K
|
486K
$1.14M
|
|
|
Nov 07, 2023
Q3 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
35.4K+ 100.26% |
$88.4K - $163K
|
70.7K
$166K
|
|
|
Nov 14, 2023
Q3 2023
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
34.1K+ 2.71% |
$85.4K - $158K
|
1.29M
$3.04M
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
30.6K+ 53.48% |
$76.5K - $141K
|
87.9K
$206K
|
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
BUY
|
- |
28.7K+ 73571.79% |
$71.7K - $133K
|
28.7K
$67.5K
|
|
|
Nov 13, 2023
Q3 2023
|
River & Mercantile Asset Management LLP
London, X0 |
BUY
|
- |
26.6K+ 14.36% |
$66.5K - $123K
|
212K
$498K
|
|
|
Nov 09, 2023
Q3 2023
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
25.2K+ 2036.35% |
$63K - $116K
|
26.4K
$62.2K
|
|
|
Nov 14, 2023
Q3 2023
|
B. Riley Asset Management, LLC
Dallas, TX |
BUY
|
- |
25K+ 1.62% |
$62.5K - $116K
|
1.57M
$3.68M
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
23.4KNew |
$58.4K - $108K
|
23.4K
$54.9K
|
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
20.4KNew |
$51K - $94.2K
|
20.4K
$47.9K
|
|
|
Nov 14, 2023
Q3 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
18.5K+ 5.73% |
$46.3K - $85.5K
|
342K
$803K
|
|
|
Nov 13, 2023
Q3 2023
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
15.8K+ 5.39% |
$39.5K - $73K
|
309K
$725K
|
|
|
Oct 25, 2023
Q3 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
12.1KNew |
$30.2K - $55.8K
|
12.1K
$28.4K
|
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
7.78K+ 69.33% |
$19.4K - $35.9K
|
19K
$44.6K
|
|
|
Nov 14, 2023
Q3 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
5.22K+ 0.67% |
$13.1K - $24.1K
|
782K
$1.84M
|
|
|
Nov 13, 2023
Q3 2023
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
2.64K+ 6.81% |
$6.6K - $12.2K
|
41.4K
$97.2K
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
750New |
$1.88K - $3.47K
|
750
$1.76K
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
500+ 6.52% |
$1.25K - $2.31K
|
8.17K
$19.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
432+ 0.78% |
$1.08K - $2K
|
55.8K
$131K
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
259New |
$648 - $1.2K
|
259
$609
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-33- 0.06% |
$82.5 - $152
|
58.2K
$137K
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-848- 33.24% |
$2.12K - $3.92K
|
1.7K
$4K
|
|
|
Nov 14, 2023
Q3 2023
|
State Street Corp
Boston, MA |
SELL
|
- |
-1K- 0.98% |
$2.5K - $4.62K
|
101K
$237K
|
|
|
Nov 09, 2023
Q3 2023
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-1.96K- 72.88% |
$4.89K - $9.04K
|
728
$1.71K
|
|
|
Nov 13, 2023
Q3 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-3.12K- 88.14% |
$7.79K - $14.4K
|
419
$985
|
|
|
Nov 02, 2023
Q3 2023
|
Rice Hall James & Associates, LLC
|
SELL
|
- |
-7.75K- 1.75% |
$19.4K - $35.8K
|
434K
$1.02M
|
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-8.96K- 82.64% |
$22.4K - $41.4K
|
1.88K
$4.42K
|
|
|
Nov 14, 2023
Q3 2023
|
Man Group PLC
London, X0 |
SELL
|
- |
-10.9K- 29.2% |
$27.2K - $50.3K
|
26.4K
$62K
|
|
|
Nov 14, 2023
Q3 2023
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-11K- 28.92% |
$27.4K - $50.6K
|
26.9K
$63.3K
|
|
|
Nov 14, 2023
Q3 2023
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-13.8K- 0.52% |
$34.4K - $63.5K
|
2.62M
$6.15M
|
|
|
Oct 24, 2023
Q3 2023
|
New South Capital Management Inc
Memphis, TN |
SELL
|
- |
-15.4K- 0.96% |
$38.4K - $71K
|
1.59M
$3.73M
|
|
|
Nov 14, 2023
Q3 2023
|
Engineers Gate Manager LP
New York, NY |
SELL
|
- |
-16.7K- 20.19% |
$41.8K - $77.3K
|
66.2K
$156K
|
|
|
Nov 14, 2023
Q3 2023
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
SELL
|
- |
-16.7K- 30.76% |
$41.9K - $77.4K
|
37.7K
$88.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-18.3K- 1.65% |
$45.7K - $84.4K
|
1.09M
$2.56M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-21.2K- 98.4% |
$53.1K - $98K
|
346
$813
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-30.9K- 52.46% |
$77.2K - $143K
|
28K
$65.8K
|