Upland Software, Inc. UPLD
We take great care to ensure that the data presented and summarized in this overview for Upland Software, Inc. is accurate and up-to-date, based on a comprehensive analysis of 13F filing forms for institutional ownership and form 4 filings for insider transactions. Please note that this data may differ from other sources and should not be relied upon as the sole basis for investment decisions.
Top Institutions Holding UPLD
View all-
Vanguard Group Inc Valley Forge, PA1.9MShares$8.03 Million0.0% of portfolio
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New South Capital Management Inc Memphis, TN1.43MShares$6.06 Million0.16% of portfolio
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Ameriprise Financial Inc Minneapolis, MN1.36MShares$5.75 Million0.0% of portfolio
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Castle Knight Management LP New York, NY1.33MShares$5.64 Million0.15% of portfolio
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Acadian Asset Management LLC Boston, MA1.33MShares$5.63 Million0.01% of portfolio
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D. E. Shaw & Co., Inc. New York, NY1.15MShares$4.85 Million0.0% of portfolio
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Black Rock Inc. New York, NY833KShares$3.52 Million0.0% of portfolio
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Rice Hall James & Associates, LLC589KShares$2.49 Million0.09% of portfolio
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Kent Lake Pr LLC Anasco, PR560KShares$2.37 Million0.55% of portfolio
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B. Riley Asset Management, LLC Dallas, TX541KShares$2.29 Million0.79% of portfolio
Latest Institutional Activity in UPLD
Top Purchases
Top Sells
About UPLD
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 resources and legal. The company also provides professional services, such as implementation, data extraction, integration and configuration, and training services, as well as customer support services. It serves large global corporations, various government agencies, and small and medium-sized businesses, as well as financial, consulting, technology, manufacturing, media, telecommunication, political, healthcare, life sciences, retail and hospitality, and non-profit industries through direct and indirect sales organizations. The company was formerly known as Silverback Enterprise Group, Inc. and changed its name to Upland Software, Inc. in November 2013. Upland Software, Inc. was incorporated in 2010 and is headquartered in Austin, Texas.
Insider Transactions at UPLD
Insider Transaction List
View all| Date | Insider | Transaction | Ownership Type | Shares Traded | Value / Price |
|---|---|---|---|---|---|
|
Dec 17
2024
|
Timothy Mattox Director |
SELL
Open market or private sale
|
Direct |
2,768
-0.66%
|
$11,072
$4.56 P/Share
|
|
Dec 16
2024
|
Michael Douglass Hill CFO & Treasurer |
SELL
Payment of exercise price or tax liability
|
Direct |
11,070
-3.5%
|
$44,280
$4.51 P/Share
|
|
Dec 16
2024
|
John T Mcdonald CEO |
SELL
Payment of exercise price or tax liability
|
Direct |
17,833
-0.78%
|
$71,332
$4.51 P/Share
|
|
Dec 16
2024
|
Matthew Harnden Smith General Counsel and Secretary |
SELL
Payment of exercise price or tax liability
|
Direct |
6,197
-6.47%
|
$24,788
$4.51 P/Share
|
|
Dec 16
2024
|
Karen Cummings President and COO |
SELL
Payment of exercise price or tax liability
|
Direct |
7,812
-2.08%
|
$31,248
$4.51 P/Share
|
|
Dec 16
2024
|
Dan Doman Chief Product Officer |
SELL
Payment of exercise price or tax liability
|
Direct |
11,643
-3.87%
|
$46,572
$4.51 P/Share
|
|
Dec 10
2024
|
John T Mcdonald CEO |
SELL
Payment of exercise price or tax liability
|
Direct |
73,781
-3.13%
|
$368,905
$5.31 P/Share
|
|
Dec 10
2024
|
John T Mcdonald CEO |
BUY
Exercise of conversion of derivative security
|
Direct |
187,500
+7.37%
|
-
|
|
Dec 09
2024
|
John T Mcdonald CEO |
SELL
Payment of exercise price or tax liability
|
Direct |
49,188
-2.22%
|
$196,752
$4.89 P/Share
|
|
Dec 09
2024
|
John T Mcdonald CEO |
BUY
Exercise of conversion of derivative security
|
Direct |
125,000
+5.34%
|
-
|
|
Dec 06
2024
|
John T Mcdonald CEO |
SELL
Payment of exercise price or tax liability
|
Direct |
73,781
-3.41%
|
$295,124
$4.45 P/Share
|
|
Dec 06
2024
|
John T Mcdonald CEO |
BUY
Exercise of conversion of derivative security
|
Direct |
187,500
+7.97%
|
-
|
|
Dec 05
2024
|
John T Mcdonald CEO |
SELL
Payment of exercise price or tax liability
|
Direct |
24,594
-1.23%
|
$98,376
$4.32 P/Share
|
|
Dec 05
2024
|
John T Mcdonald CEO |
BUY
Exercise of conversion of derivative security
|
Direct |
62,500
+3.03%
|
-
|
|
Dec 04
2024
|
John T Mcdonald CEO |
SELL
Payment of exercise price or tax liability
|
Direct |
12,297
-0.63%
|
$49,188
$4.0 P/Share
|
|
Dec 04
2024
|
John T Mcdonald CEO |
BUY
Exercise of conversion of derivative security
|
Direct |
31,250
+1.58%
|
-
|
|
Dec 03
2024
|
John T Mcdonald CEO |
SELL
Payment of exercise price or tax liability
|
Direct |
61,484
-3.1%
|
$245,936
$4.37 P/Share
|
|
Dec 03
2024
|
John T Mcdonald CEO |
BUY
Exercise of conversion of derivative security
|
Direct |
156,250
+7.3%
|
-
|
|
Nov 14
2024
|
Timothy Mattox Director |
SELL
Open market or private sale
|
Direct |
18,000
-4.14%
|
$36,000
$2.5 P/Share
|
|
Nov 13
2024
|
Timothy Mattox Director |
SELL
Open market or private sale
|
Direct |
2,000
-0.46%
|
$4,000
$2.64 P/Share
|
Last 12 Months Summary
| Grant, award, or other acquisition | 1.11M shares |
|---|---|
| Exercise of conversion of derivative security | 750K shares |
| Open market or private purchase | 100K shares |
| Payment of exercise price or tax liability | 516K shares |
|---|---|
| Open market or private sale | 22.8K shares |