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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Rice Hall James & Associates, LLC
|
BUY
|
- |
375K+ 63.71% |
$800K - $1.99M
|
965K
$4.13M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
131KNew |
$280K - $698K
|
131K
$563K
|
|
|
Feb 07, 2025
Q4 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
38.6KNew |
$82.1K - $205K
|
38.6K
$165K
|
|
|
Feb 11, 2025
Q4 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
22KNew |
$46.8K - $117K
|
22K
$93.9K
|
|
|
Feb 11, 2025
Q4 2024
|
Heron Bay Capital Management
|
BUY
|
- |
18.1K+ 22.88% |
$38.5K - $95.9K
|
97K
$415K
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
13KNew |
$27.7K - $69K
|
13K
$55.6K
|
|
|
Feb 03, 2025
Q4 2024
|
Wespac Advisors, LLC
|
BUY
|
- |
12.7KNew |
$27K - $67.2K
|
12.7K
$54.2K
|
|
|
Jan 29, 2025
Q4 2024
|
Legato Capital Management LLC
|
BUY
|
- |
10.1KNew |
$21.5K - $53.5K
|
10.1K
$43.1K
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
1.81KNew |
$3.86K - $9.61K
|
1.81K
$7.75K
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
25+ 0.11% |
$53.3 - $133
|
22.8K
$97.6K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
22New |
$46.9 - $117
|
22
$94.2
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
20New |
$42.6 - $106
|
20
$85.6
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Kent Lake Pr LLC
Anasco, PR |
BUY
|
- |
560KNew |
$1.06M - $1.49M
|
560K
$2.39M
|
|
|
Dec 04, 2024
Q3 2024
|
B. Riley Asset Management, LLC
Dallas, TX |
BUY
|
- |
491K+ 982.04% |
$928K - $1.31M
|
541K
$2.32M
|
|
|
Nov 14, 2024
Q3 2024
|
Kennedy Capital Management, Inc.
St Louis, MO |
BUY
|
- |
99.5KNew |
$188K - $265K
|
99.5K
$426K
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
BUY
|
- |
45.7K+ 21.77% |
$86.4K - $122K
|
256K
$1.09M
|
|
|
Nov 14, 2024
Q3 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
35.8KNew |
$67.7K - $95.3K
|
35.8K
$153K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
32.8K+ 63126.92% |
$62K - $87.3K
|
32.9K
$141K
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
31.9K+ 26.49% |
$60.3K - $84.9K
|
152K
$652K
|
|
|
Nov 14, 2024
Q3 2024
|
Man Group PLC
London, X0 |
BUY
|
- |
30.1K+ 11.21% |
$56.9K - $80.1K
|
299K
$1.28M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
28.6K+ 2.15% |
$54K - $76.1K
|
1.36M
$5.82M
|
|
|
Nov 14, 2024
Q3 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
17.3KNew |
$32.7K - $46.1K
|
17.3K
$74.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
16.8K+ 79.69% |
$31.8K - $44.8K
|
37.9K
$162K
|
|
|
Nov 14, 2024
Q3 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
16K+ 8.86% |
$30.2K - $42.6K
|
197K
$841K
|
|
|
Nov 07, 2024
Q3 2024
|
Green Square Capital Advisors LLC
|
BUY
|
- |
14.4KNew |
$27.2K - $38.3K
|
14.4K
$61.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
12.3KNew |
$23.3K - $32.8K
|
12.3K
$52.8K
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
12.1KNew |
$22.8K - $32.1K
|
12.1K
$51.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Ajo Vista, LLC
Boston, MA |
BUY
|
- |
10.7KNew |
$20.2K - $28.4K
|
10.7K
$45.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Castle Knight Management LP
New York, NY |
BUY
|
- |
7.99K+ 0.6% |
$15.1K - $21.2K
|
1.33M
$5.71M
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
3.72K+ 1.29% |
$7.02K - $9.88K
|
292K
$1.25M
|
|
|
Nov 14, 2024
Q3 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
2.42K+ 6.21% |
$4.57K - $6.43K
|
41.3K
$177K
|
|
|
Nov 08, 2024
Q3 2024
|
Simplex Trading, LLC
|
BUY
|
- |
775New |
$1.46K - $2.06K
|
775
$3.32K
|
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
432+ 0.44% |
$816 - $1.15K
|
99.7K
$427K
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
145New |
$274 - $386
|
145
$621
|
|
|
Oct 08, 2024
Q3 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
100+ 200.0% |
$189 - $266
|
150
$642
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
BUY
|
- |
13.5KNew |
$27.3K - $45.4K
|
13.5K
$57.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Bridgeway Capital Management, LLC
Houston, TX |
BUY
|
- |
10.6K+ 6.89% |
$21.4K - $35.6K
|
164K
$704K
|
|
|
Aug 14, 2024
Q2 2024
|
State Street Corp
Boston, MA |
BUY
|
- |
3.8K+ 3.87% |
$7.68K - $12.8K
|
102K
$437K
|
|
|
Aug 07, 2024
Q2 2024
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
1.29K+ 5.28% |
$2.6K - $4.32K
|
25.6K
$110K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1KNew |
$2.02K - $3.36K
|
1K
$4.28K
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
211+ 541.03% |
$426 - $709
|
250
$1.07K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
14New |
$28.3 - $47
|
14
$59.9
|
|
| Q1 2024 | |||||||
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
136K+ 110.91% |
$322K - $667K
|
259K
$1.11M
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
41KNew |
$96.8K - $200K
|
41K
$175K
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
39.9KNew |
$94.1K - $195K
|
39.9K
$171K
|
|
|
May 15, 2024
Q1 2024
|
Rbf Capital, LLC
San Francisco, CA |
BUY
|
- |
30K+ 6.13% |
$70.8K - $147K
|
519K
$2.22M
|
|
|
May 01, 2024
Q1 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
11.9KNew |
$28.2K - $58.4K
|
11.9K
$51.1K
|
|
|
May 15, 2024
Q1 2024
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
11.9K+ 922.65% |
$28K - $58K
|
13.1K
$56.2K
|
|
|
May 08, 2024
Q1 2024
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
11KNew |
$25.9K - $53.7K
|
11K
$47K
|
|