A detailed history of Pathstone Family Office, LLC transactions in Upland Software, Inc. stock. As of the latest transaction made, Pathstone Family Office, LLC holds 23,378 shares of UPLD stock, worth $104,733. This represents 0.0% of its overall portfolio holdings.

Number of Shares
23,378
Holding current value
$104,733
% of portfolio
0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 08, 2023

BUY
$2.5 - $4.62 $58,445 - $108,006
23,378 New
23,378 $108,000
Q4 2021

Feb 14, 2022

SELL
$17.94 - $34.13 $175,740 - $334,337
-9,796 Closed
0 $0
Q3 2021

Nov 16, 2021

BUY
$33.44 - $41.68 $19,094 - $23,799
571 Added 6.19%
9,796 $328,000
Q2 2021

Aug 31, 2021

BUY
$38.95 - $51.09 $124,912 - $163,845
3,207 Added 53.29%
9,225 $380,000
Q1 2021

May 14, 2021

BUY
$44.42 - $51.89 $267,319 - $312,274
6,018 New
6,018 $284,000

Others Institutions Holding UPLD

About Upland Software, Inc.


  • Ticker UPLD
  • Exchange NASDAQ
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 31,778,000
  • Market Cap $142M
  • 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
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