Mesirow Financial Investment Management Equity & Fixed Income Upland Software, Inc. Transaction History

Mesirow Financial Investment Management Equity & Fixed Income

$114 Million
Q2 2024

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2021 May 03, 2021	SELL	$44.42 - $51.89 $5.15 Million - $6.02 Million	-115,973 Closed	0 $0
Q4 2020 Feb 01, 2021	SELL	$39.26 - $49.6 $765,373 - $966,952	-19,495 Reduced 14.39%	115,973 $5.32 Million
Q3 2020 Nov 05, 2020	BUY	$31.45 - $41.08 $154,576 - $201,908	4,915 Added 3.76%	135,468 $5.11 Million
Q2 2020 Aug 06, 2020	SELL	$24.65 - $37.36 $171,810 - $260,399	-6,970 Reduced 5.07%	130,553 $4.54 Million
Q1 2020 Apr 28, 2020	SELL	$22.38 - $44.6 $886,180 - $1.77 Million	-39,597 Reduced 22.36%	137,523 $3.69 Million
Q4 2019 Feb 04, 2020	BUY	$34.8 - $40.85 $565,152 - $663,404	16,240 Added 10.09%	177,120 $6.33 Million
Q3 2019 Oct 31, 2019	BUY	$33.68 - $47.74 $245,022 - $347,308	7,275 Added 4.74%	160,880 $5.61 Million
Q2 2019 Jul 30, 2019	SELL	$40.03 - $52.77 $482,761 - $636,406	-12,060 Reduced 7.28%	153,605 $6.99 Million
Q1 2019 May 13, 2019	SELL	$26.6 - $43.55 $3.41 Million - $5.58 Million	-128,190 Reduced 43.62%	165,665 $7.02 Million
Q4 2018 Feb 05, 2019	SELL	$25.54 - $36.67 $1.51 Million - $2.17 Million	-59,160 Reduced 16.76%	293,855 $7.99 Million
Q3 2018 Oct 29, 2018	BUY	$30.9 - $37.94 $10.9 Million - $13.4 Million	353,015 New	353,015 $11.4 Million

Others Institutions Holding UPLD

# of Institutions

Shares Held

17.2M

Call Options Held

11.6K

Put Options Held

47.4K

Vanguard Group Inc Valley Forge, PA

1.9M
Shares

$4.46 Million
0.0% of portfolio
New South Capital Management Inc Memphis, TN

1.43M
Shares

$3.37 Million
0.17% of portfolio
Acadian Asset Management LLC Boston, MA

1.33M
Shares

$3.13 Million
0.01% of portfolio
Ameriprise Financial Inc Minneapolis, MN

1.33M
Shares

$3.13 Million
0.0% of portfolio
Castle Knight Management LP New York, NY

1.33M
Shares

$3.11 Million
0.17% of portfolio

View Full List

About Upland Software, Inc.

Ticker UPLD
Exchange NASDAQ
Sector Technology
Industry Software—Application
Shares Outstandng 31,778,000
Market Cap $74.7M
Description
Upland Software, Inc. provides cloud-based enterprise work management software in the United States, the United Kingdom, Canada, and internationally. It offers a family of software applications under the Upland brand in the areas of marketing, sales, contact center, project management, information technology, business operations, and human resou...

More about UPLD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Mesirow Financial Investment Management Equity & Fixed Income, based on Form 13F filings with the SEC.

News

Stay updated on Mesirow Financial Investment Management Equity & Fixed Income with notifications on news.

Account