Stifel Financial Corp Upland Software, Inc. Transaction History

Stifel Financial Corp

$86.8 Billion
Q2 2024

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 13, 2023	SELL	$6.34 - $8.72 $13,390 - $18,416	-2,112 Reduced 12.28%	15,087 $107,000
Q3 2022 Nov 14, 2022	BUY	$8.12 - $15.23 $1,583 - $2,969	195 Added 1.15%	17,199 $139,000
Q2 2022 Aug 15, 2022	SELL	$12.62 - $17.88 $946 - $1,341	-75 Reduced 0.44%	17,004 $247,000
Q1 2022 May 13, 2022	BUY	$15.9 - $21.11 $39,114 - $51,930	2,460 Added 16.83%	17,079 $301,000
Q4 2021 Feb 14, 2022	SELL	$17.94 - $34.13 $163,254 - $310,583	-9,100 Reduced 38.37%	14,619 $262,000
Q3 2021 Nov 15, 2021	SELL	$33.44 - $41.68 $113,127 - $141,003	-3,383 Reduced 12.48%	23,719 $793,000
Q2 2021 Aug 13, 2021	SELL	$38.95 - $51.09 $170,406 - $223,518	-4,375 Reduced 13.9%	27,102 $1.12 Million
Q1 2021 May 14, 2021	BUY	$44.42 - $51.89 $606,821 - $708,869	13,661 Added 76.68%	31,477 $1.48 Million
Q4 2020 Feb 12, 2021	BUY	$39.26 - $49.6 $313,491 - $396,056	7,985 Added 81.22%	17,816 $817,000
Q3 2020 Nov 16, 2020	SELL	$31.45 - $41.08 $239,082 - $312,290	-7,602 Reduced 43.61%	9,831 $370,000
Q2 2020 Aug 14, 2020	SELL	$24.65 - $37.36 $15,258 - $23,125	-619 Reduced 3.43%	17,433 $606,000
Q1 2020 May 14, 2020	SELL	$22.38 - $44.6 $3.54 Million - $7.05 Million	-157,984 Reduced 89.75%	18,052 $457,000
Q4 2019 Feb 13, 2020	SELL	$34.8 - $40.85 $781,120 - $916,919	-22,446 Reduced 11.31%	176,036 $6.26 Million
Q3 2019 Nov 13, 2019	SELL	$33.68 - $47.74 $2.83 Million - $4.01 Million	-83,924 Reduced 29.72%	198,482 $6.9 Million
Q2 2019 Aug 14, 2019	BUY	$40.03 - $52.77 $10.9 Million - $14.4 Million	273,040 Added 2915.23%	282,406 $12.9 Million
Q1 2019 May 14, 2019	BUY	$26.6 - $43.55 $249,135 - $407,889	9,366 New	9,366 $392,000
Q4 2018 Feb 13, 2019	SELL	$25.54 - $36.67 $168,768 - $242,315	-6,608 Closed	0 $0
Q3 2018 Nov 13, 2018	SELL	$30.9 - $37.94 $3,831 - $4,704	-124 Reduced 1.84%	6,608 $212,000
Q2 2018 Aug 14, 2018	BUY	$27.16 - $36.47 $182,841 - $245,516	6,732 New	6,732 $231,000

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

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