Latest Institutional Transactions on Upland Software, Inc. (UPLD)
This table provides information on the latest institutional transactions involving Upland Software, Inc. (UPLD) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 01, 2024
Q2 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-79- 10.85% |
$160 - $265
|
649
$1.53K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
14New |
$28.3 - $47
|
14
$32.9
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1KNew |
$2.02K - $3.36K
|
1K
$2.35K
|
|
|
Jul 18, 2024
Q2 2024
|
Assenagon Asset Management S.A.
|
BUY
|
- |
6.02K+ 4.17% |
$12.2K - $20.2K
|
150K
$353K
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
211+ 541.03% |
$426 - $709
|
250
$588
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-225K- 70.25% |
$531K - $1.1M
|
95.3K
$224K
|
|
|
May 15, 2024
Q1 2024
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
- |
-13K- 28.15% |
$30.7K - $63.6K
|
33.2K
$78K
|
|
|
May 15, 2024
Q1 2024
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
11.9K+ 922.65% |
$28K - $58K
|
13.1K
$30.9K
|
|
|
May 15, 2024
Q1 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-3.85K- 8.05% |
$9.09K - $18.8K
|
44K
$103K
|
|
|
May 15, 2024
Q1 2024
|
Rbf Capital, LLC
San Francisco, CA |
BUY
|
- |
30K+ 6.13% |
$70.8K - $147K
|
519K
$1.22M
|
|
|
May 15, 2024
Q1 2024
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
9.41K+ 38.17% |
$22.2K - $46K
|
34.1K
$80K
|
|
|
May 15, 2024
Q1 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
10KNew |
$23.7K - $49K
|
10K
$23.6K
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-4.07K- 4.75% |
$9.61K - $19.9K
|
81.7K
$192K
|
|
|
May 14, 2024
Q1 2024
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-34.5K- 40.07% |
$81.4K - $169K
|
51.6K
$121K
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
41KNew |
$96.8K - $200K
|
41K
$96.4K
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-56.8K- 58.76% |
$134K - $278K
|
39.9K
$93.7K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
3+ 1.36% |
$7.08 - $14.7
|
223
$524
|
|
|
May 09, 2024
Q1 2024
|
First Eagle Investment Management, LLC
|
SELL
|
- |
-244K- 29.12% |
$577K - $1.19M
|
595K
$1.4M
|
|
|
May 08, 2024
Q1 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-27- 1.4% |
$63.7 - $132
|
1.9K
$4.46K
|
|
|
May 08, 2024
Q1 2024
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
11KNew |
$25.9K - $53.7K
|
11K
$25.8K
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
136K+ 110.91% |
$322K - $667K
|
259K
$609K
|
|
|
May 06, 2024
Q1 2024
|
Quantbot Technologies LP
New York, NY |
SELL
|
- |
-500- 12.52% |
$1.18K - $2.45K
|
3.49K
$8.21K
|
|
|
May 01, 2024
Q1 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
11.9KNew |
$28.2K - $58.4K
|
11.9K
$28.1K
|
|
|
Apr 25, 2024
Q1 2024
|
Simplex Trading, LLC
|
SELL
|
- |
-13.5K- 98.33% |
$31.8K - $65.9K
|
229
$538
|
|
|
Apr 16, 2024
Q1 2024
|
First Dallas Securities Inc.
|
SELL
|
- |
-31K- 71.26% |
$73.2K - $152K
|
12.5K
$29.4K
|
|
| Q4 2023 | |||||||
|
Oct 21, 2024
Q4 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
53.4K+ 494.44% |
$177K - $266K
|
64.2K
$151K
|
|
|
Feb 14, 2024
Q4 2023
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
14.1KNew |
$46.8K - $70.2K
|
14.1K
$33.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
44.1KNew |
$147K - $220K
|
44.1K
$104K
|
|
|
Feb 14, 2024
Q4 2023
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
SELL
|
- |
-11K- 29.29% |
$36.7K - $55K
|
26.7K
$62.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
CALL |
-3.3K- 24.44% |
$11K - $16.4K
|
10.2K
$24K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
44+ 12.72% |
$146 - $219
|
390
$917
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
50.5KNew |
$168K - $251K
|
50.5K
$119K
|
|
|
Feb 14, 2024
Q4 2023
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-11.7K- 43.29% |
$38.7K - $58.1K
|
15.3K
$35.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Invenomic Capital Management LP
Boston, MA |
SELL
|
- |
-428K- 59.04% |
$1.42M - $2.13M
|
297K
$698K
|
|
|
Feb 14, 2024
Q4 2023
|
683 Capital Management, LLC
New York, NY |
BUY
|
- |
48.9KNew |
$162K - $244K
|
48.9K
$115K
|
|
|
Feb 14, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-718K- 27.46% |
$2.38M - $3.58M
|
1.9M
$4.46M
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-21.9K- 26.39% |
$72.8K - $109K
|
61.2K
$144K
|
|
|
Feb 13, 2024
Q4 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
13.4KNew |
$44.6K - $66.9K
|
13.4K
$31.5K
|
|
|
Feb 12, 2024
Q4 2023
|
Pingora Partners LLC
Wilson, WY |
BUY
|
- |
11.8KNew |
$39.2K - $58.8K
|
11.8K
$27.7K
|
|
|
Feb 09, 2024
Q4 2023
|
Verdad Advisers, LP
Boston, MA |
BUY
|
- |
79.6KNew |
$264K - $396K
|
79.6K
$187K
|
|
|
Feb 09, 2024
Q4 2023
|
Hillsdale Investment Management Inc.
Toronto, A6 |
SELL
|
- |
-700- 0.13% |
$2.32K - $3.49K
|
537K
$1.26M
|
|
|
Feb 09, 2024
Q4 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
51.2KNew |
$170K - $255K
|
51.2K
$120K
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
22.8KNew |
$75.6K - $113K
|
22.8K
$53.5K
|
|
|
Feb 05, 2024
Q4 2023
|
Victory Capital Management Inc
|
SELL
|
- |
-694- 0.29% |
$2.3K - $3.46K
|
237K
$557K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
20New |
$66.4 - $99.6
|
20
$47
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
PUT |
900+ 180.0% |
$2.99K - $4.48K
|
1.4K
$3.29K
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
- |
99New |
$329 - $493
|
99
$233
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
17New |
$56.4 - $84.7
|
17
$40
|
|
| Q3 2023 | |||||||
|
Nov 15, 2023
Q3 2023
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
CALL |
-4.2K- 8.17% |
$10.5K - $19.4K
|
47.2K
$111K
|
|
|
Nov 14, 2023
Q3 2023
|
Palogic Value Management, L.P.
Dallas, TX |
SELL
|
- |
-73.5K- 11.13% |
$184K - $340K
|
587K
$1.38M
|
|