Purchases and Sales Made in Q4 2023 in Upland Software, Inc. (UPLD)
This table provides information about the institutional ownership of Upland Software, Inc. (UPLD) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Hodges Capital Management Inc.
|
BUY
|
- |
2.31M+ 137.61% |
$7.66M - $11.5M
|
3.98M
$17.9M
|
|
|
Feb 07, 2024
Q4 2023
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
194K+ 67.56% |
$644K - $967K
|
481K
$2.17M
|
|
|
Feb 14, 2024
Q4 2023
|
Man Group PLC
London, X0 |
BUY
|
- |
187K+ 709.68% |
$622K - $933K
|
214K
$961K
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
BUY
|
- |
150K+ 523.4% |
$499K - $749K
|
179K
$806K
|
|
|
Feb 08, 2024
Q4 2023
|
First Eagle Investment Management, LLC
|
BUY
|
- |
145K+ 20.96% |
$483K - $724K
|
839K
$3.78M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
125K+ 612.73% |
$415K - $622K
|
145K
$654K
|
|
|
Feb 14, 2024
Q4 2023
|
B. Riley Asset Management, LLC
Dallas, TX |
BUY
|
- |
103K+ 6.58% |
$343K - $514K
|
1.67M
$7.52M
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
96.7KNew |
$321K - $482K
|
96.7K
$435K
|
|
|
Feb 14, 2024
Q4 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
86.2K+ 11.02% |
$286K - $429K
|
868K
$3.91M
|
|
|
Feb 09, 2024
Q4 2023
|
Verdad Advisers, LP
Boston, MA |
BUY
|
- |
79.6KNew |
$264K - $396K
|
79.6K
$358K
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
73.9K+ 620.7% |
$245K - $368K
|
85.8K
$386K
|
|
|
Oct 21, 2024
Q4 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
53.4K+ 494.44% |
$177K - $266K
|
64.2K
$289K
|
|
|
Feb 07, 2024
Q4 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
53.4K+ 494.44% |
$177K - $266K
|
64.2K
$289K
|
|
|
Feb 09, 2024
Q4 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
51.2KNew |
$170K - $255K
|
51.2K
$231K
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
50.5KNew |
$168K - $251K
|
50.5K
$227K
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
50K+ 308.99% |
$166K - $249K
|
66.2K
$298K
|
|
|
Feb 14, 2024
Q4 2023
|
683 Capital Management, LLC
New York, NY |
BUY
|
- |
48.9KNew |
$162K - $244K
|
48.9K
$220K
|
|
|
Feb 14, 2024
Q4 2023
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
44.1KNew |
$147K - $220K
|
44.1K
$199K
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
38.2K+ 136.58% |
$127K - $190K
|
66.2K
$298K
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
35.1K+ 39.98% |
$117K - $175K
|
123K
$553K
|
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
34.5K+ 99.09% |
$115K - $172K
|
69.3K
$312K
|
|
|
Feb 14, 2024
Q4 2023
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
24.7KNew |
$81.8K - $123K
|
24.7K
$111K
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
24.4KNew |
$81K - $122K
|
24.4K
$110K
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
22.8KNew |
$75.6K - $113K
|
22.8K
$102K
|
|
|
Feb 13, 2024
Q4 2023
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
22.2KNew |
$73.8K - $111K
|
22.2K
$100K
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
20.8K+ 15.43% |
$69.2K - $104K
|
156K
$702K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
17.3K+ 38.12% |
$57.3K - $85.9K
|
62.5K
$281K
|
|
|
Feb 14, 2024
Q4 2023
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
14.1KNew |
$46.8K - $70.2K
|
14.1K
$63.5K
|
|
|
Feb 02, 2024
Q4 2023
|
Simplex Trading, LLC
|
BUY
|
- |
13.7KNew |
$45.5K - $68.3K
|
13.7K
$61.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
13.4KNew |
$44.6K - $66.9K
|
13.4K
$60.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
12K+ 3.88% |
$39.8K - $59.7K
|
321K
$1.44M
|
|
|
Feb 12, 2024
Q4 2023
|
Pingora Partners LLC
Wilson, WY |
BUY
|
- |
11.8KNew |
$39.2K - $58.8K
|
11.8K
$53.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
9.81K+ 16.85% |
$32.6K - $48.9K
|
68K
$306K
|
|
|
Feb 14, 2024
Q4 2023
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
8.29K+ 31.34% |
$27.5K - $41.3K
|
34.7K
$156K
|
|
|
Feb 12, 2024
Q4 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
7.16K+ 12.84% |
$23.8K - $35.7K
|
63K
$283K
|
|
|
Feb 14, 2024
Q4 2023
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
3.99KNew |
$13.3K - $19.9K
|
3.99K
$18K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.45K+ 42.21% |
$11.5K - $17.2K
|
11.6K
$52.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Rbf Capital, LLC
San Francisco, CA |
BUY
|
- |
2.95K+ 0.61% |
$9.79K - $14.7K
|
489K
$2.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
1.29KNew |
$4.27K - $6.4K
|
1.29K
$5.78K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
1.06K+ 34.66% |
$3.51K - $5.26K
|
4.11K
$18.5K
|
|
|
Feb 12, 2024
Q4 2023
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
100New |
$332 - $498
|
100
$450
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
- |
99New |
$329 - $493
|
99
$446
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
44+ 12.72% |
$146 - $219
|
390
$1.76K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
34+ 1.81% |
$113 - $169
|
1.92K
$8.62K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
20New |
$66.4 - $99.6
|
20
$90
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
17New |
$56.4 - $84.7
|
17
$76.5
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 05, 2024
Q4 2023
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-75- 3.75% |
$249 - $374
|
1.93K
$8.66K
|
|
|
Feb 05, 2024
Q4 2023
|
Victory Capital Management Inc
|
SELL
|
- |
-694- 0.29% |
$2.3K - $3.46K
|
237K
$1.07M
|
|
|
Feb 09, 2024
Q4 2023
|
Hillsdale Investment Management Inc.
Toronto, A6 |
SELL
|
- |
-700- 0.13% |
$2.32K - $3.49K
|
537K
$2.41M
|