Latest Institutional Purchases of Upland Software, Inc. (UPLD)
This list provides information on the latest institutional transactions involving Upland Software, Inc. (UPLD) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 07, 2025
Q3 2025
|
Assenagon Asset Management S.A.
|
BUY
|
- |
209KNew |
$384K - $618K
|
209K
$382K
|
|
|
Nov 14, 2025
Q3 2025
|
Round Rock Advisors, LLC
|
BUY
|
- |
189KNew |
$347K - $559K
|
189K
$346K
|
|
|
Nov 13, 2025
Q3 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
154K+ 485.98% |
$284K - $457K
|
186K
$340K
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
128K+ 10.75% |
$236K - $379K
|
1.32M
$2.42M
|
|
|
Nov 13, 2025
Q3 2025
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
102K+ 29.45% |
$188K - $302K
|
449K
$821K
|
|
|
Nov 14, 2025
Q3 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
92.3K+ 35.43% |
$170K - $273K
|
353K
$645K
|
|
|
Nov 12, 2025
Q3 2025
|
Victory Capital Management Inc
|
BUY
|
- |
90KNew |
$166K - $266K
|
90K
$165K
|
|
|
Nov 13, 2025
Q3 2025
|
Boston Partners
Boston, MA |
BUY
|
- |
50.9KNew |
$93.6K - $151K
|
50.9K
$93.1K
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
CALL |
49.9K+ 108.24% |
$91.8K - $148K
|
96K
$176K
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
46.9KNew |
$86.3K - $139K
|
46.9K
$85.9K
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
31.3K+ 53.07% |
$57.6K - $92.6K
|
90.2K
$165K
|
|
|
Nov 14, 2025
Q3 2025
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
21.8KNew |
$40.2K - $64.6K
|
21.8K
$40K
|
|
|
Nov 14, 2025
Q3 2025
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
18K+ 21.15% |
$33.2K - $53.4K
|
103K
$189K
|
|
|
Nov 12, 2025
Q3 2025
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
14.5KNew |
$26.8K - $43K
|
14.5K
$26.6K
|
|
|
Nov 12, 2025
Q3 2025
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
13.7KNew |
$25.1K - $40.4K
|
13.7K
$25K
|
|
|
Oct 28, 2025
Q3 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
12.4K+ 32.01% |
$22.9K - $36.8K
|
51.3K
$93.8K
|
|
|
Nov 14, 2025
Q3 2025
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
10.9KNew |
$20K - $32.1K
|
10.9K
$19.9K
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4.25K+ 34.95% |
$7.82K - $12.6K
|
16.4K
$30K
|
|
|
Nov 12, 2025
Q3 2025
|
Simplex Trading, LLC
|
BUY
|
- |
4.04K+ 22.03% |
$7.43K - $11.9K
|
22.4K
$40.9K
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2.5KNew |
$4.6K - $7.4K
|
2.5K
$4.58K
|
|
|
Nov 13, 2025
Q3 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.51K+ 1.88% |
$2.78K - $4.48K
|
82K
$150K
|
|
|
Nov 12, 2025
Q3 2025
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
1.5K+ 651.3% |
$2.76K - $4.43K
|
1.73K
$3.16K
|
|
|
Nov 14, 2025
Q3 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1KNew |
$1.84K - $2.96K
|
1K
$1.83K
|
|
|
Nov 10, 2025
Q3 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
718+ 4.99% |
$1.32K - $2.13K
|
15.1K
$27.7K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
505New |
$929 - $1.49K
|
505
$924
|
|
|
Nov 14, 2025
Q3 2025
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
PUT |
400+ 4.0% |
$736 - $1.18K
|
10.4K
$19K
|
|
| Q2 2025 | |||||||
|
Aug 14, 2025
Q2 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
62.4KNew |
$108K - $185K
|
62.4K
$114K
|
|
|
Aug 12, 2025
Q2 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
11.2K+ 63.53% |
$19.4K - $33.2K
|
28.8K
$52.7K
|
|
|
Aug 08, 2025
Q2 2025
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
338+ 0.12% |
$585 - $1K
|
278K
$509K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
96New |
$166 - $285
|
96
$176
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 12, 2025
Q1 2025
|
Globeflex Capital L P
San Diego, CA |
BUY
|
- |
189KNew |
$507K - $903K
|
189K
$345K
|
|
|
May 15, 2025
Q1 2025
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
30.3KNew |
$81.6K - $145K
|
30.3K
$55.5K
|
|
|
May 09, 2025
Q1 2025
|
R Squared LTD
Central, K3 |
BUY
|
- |
11.7K+ 646.41% |
$31.5K - $56K
|
13.5K
$24.7K
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
10.9KNew |
$29.3K - $52.2K
|
10.9K
$19.9K
|
|
|
May 01, 2025
Q1 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
10.8KNew |
$29K - $51.7K
|
10.8K
$19.7K
|
|
|
May 08, 2025
Q1 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
1.16K+ 84.45% |
$3.11K - $5.54K
|
2.53K
$4.62K
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
300New |
$807 - $1.44K
|
300
$549
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
18New |
$48.4 - $86.2
|
18
$32.9
|
|
|
May 13, 2025
Q1 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
2New |
$5.38 - $9.58
|
2
$3.66
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
41.8KNew |
$89K - $222K
|
41.8K
$76.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
36.4KNew |
$77.5K - $193K
|
36.4K
$66.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
22.9KNew |
$48.7K - $121K
|
22.9K
$41.8K
|
|
|
Feb 11, 2025
Q4 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
22KNew |
$46.8K - $117K
|
22K
$40.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
20KNew |
$42.6K - $106K
|
20K
$36.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
20KNew |
$42.6K - $106K
|
20K
$36.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
13.5KNew |
$28.7K - $71.6K
|
13.5K
$24.7K
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
13KNew |
$27.7K - $69K
|
13K
$23.8K
|
|
|
Feb 03, 2025
Q4 2024
|
Wespac Advisors, LLC
|
BUY
|
- |
12.7KNew |
$27K - $67.2K
|
12.7K
$23.2K
|
|
|
Jan 29, 2025
Q4 2024
|
Legato Capital Management LLC
|
BUY
|
- |
10.1KNew |
$21.5K - $53.5K
|
10.1K
$18.4K
|
|