Institutional Ownership Upland Software, Inc. (UPLD)
This table provides information about the institutional ownership of Upland Software, Inc. (UPLD). We have compiled data on the 72 institutions that hold shares in the stock, with a total of 17.2 Million shares, which have been reported (via 13F filing form) to have a value of $37.8 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vanguard Group Inc
Valley Forge, PA |
Aug 13, 2024 Q2 2024 |
1,897,228
shares
|
$4.46 Million
0.0% of portfolio
|
Q4 2023
Reduced 27.46%
|
|
|
New South Capital Management Inc
Memphis, TN |
Aug 06, 2024 Q2 2024 |
1,434,822
shares
|
$3.37 Million
0.17% of portfolio
|
Q2 2024
Reduced 2.59%
|
|
|
Acadian Asset Management LLC
Boston, MA |
Aug 06, 2024 Q2 2024 |
1,331,381
shares
|
$3.13 Million
0.01% of portfolio
|
Q3 2023
Added 3.38%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2024 Q2 2024 |
1,330,429
shares
|
$3.13 Million
0.0% of portfolio
|
Q2 2024
Added 1.48%
|
|
|
Castle Knight Management LP
New York, NY |
Aug 14, 2024 Q2 2024 |
1,325,309
shares
|
$3.11 Million
0.17% of portfolio
|
Q2 2024
Added 134.22%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Aug 14, 2024 Q2 2024 |
1,264,313
shares
|
$2.97 Million
0.0% of portfolio
|
Q2 2024
Added 4.36%
|
|
|
Hodges Capital Management Inc.
|
Aug 02, 2024 Q2 2024 |
1,224,650
shares
|
$2.88 Million
0.21% of portfolio
|
Q2 2024
Reduced 7.61%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
832,862
shares
|
$1.96 Million
0.0% of portfolio
|
Q2 2024
Reduced 20.7%
|
|
|
B. Riley Asset Management, LLC
Dallas, TX |
Aug 14, 2024 Q2 2024 |
738,421
shares
|
$1.74 Million
0.95% of portfolio
|
Q2 2024
Reduced 51.6%
|
|
|
Rice Hall James & Associates, LLC
|
Oct 28, 2024 Q3 2024 |
589,226
shares
|
$1.38 Million
0.09% of portfolio
|
Q3 2024
Added 115.38%
|
|
|
Rbf Capital, LLC
San Francisco, CA |
Aug 14, 2024 Q2 2024 |
519,183
shares
|
$1.22 Million
0.08% of portfolio
|
Q1 2024
Added 6.13%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
Aug 09, 2024 Q2 2024 |
493,179
shares
|
$1.16 Million
0.0% of portfolio
|
Q2 2024
Reduced 6.77%
|
|
|
Boothbay Fund Management, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
491,018
shares
|
$1.15 Million
0.04% of portfolio
|
Q2 2024
Reduced 36.48%
|
|
|
Public Employees Retirement System Of Ohio
Columbus, OH |
Aug 14, 2024 Q2 2024 |
411,760
shares
|
$967,636
0.0% of portfolio
|
Q2 2024
Reduced 7.19%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Aug 09, 2024 Q2 2024 |
288,408
shares
|
$677,758
0.0% of portfolio
|
Q2 2024
Added 180.58%
|
|
|
Geode Capital Management, LLC
Boston, MA |
Aug 09, 2024 Q2 2024 |
286,484
shares
|
$673,237
0.0% of portfolio
|
Q2 2024
Reduced 10.91%
|
|
|
Man Group PLC
London, X0 |
Aug 14, 2024 Q2 2024 |
268,529
shares
|
$631,043
0.0% of portfolio
|
Q2 2024
Reduced 12.72%
|
|
|
Royce & Associates LP
|
Aug 13, 2024 Q2 2024 |
244,100
shares
|
$573,635
0.01% of portfolio
|
Q4 2022
Reduced 20.48%
|
|
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
Aug 14, 2024 Q2 2024 |
209,912
shares
|
$493,293
0.0% of portfolio
|
Q2 2024
Reduced 47.95%
|
|
|
River & Mercantile Asset Management LLP
London, X0 |
Aug 12, 2024 Q2 2024 |
204,963
shares
|
$481,663
0.14% of portfolio
|
Q2 2024
Reduced 1.28%
|
|
|
Monarch Partners Asset Management LLC
|
Feb 02, 2023 Q4 2022 |
180,627
shares
|
$424,473
0.39% of portfolio
|
Q4 2022
Added 0.73%
|
|
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
Aug 14, 2024 Q2 2024 |
180,500
shares
|
$424,175
0.0% of portfolio
|
Q2 2024
Reduced 28.29%
|
|
|
Bridgeway Capital Management, LLC
Houston, TX |
Aug 14, 2024 Q2 2024 |
164,400
shares
|
$386,340
0.01% of portfolio
|
Q2 2024
Added 6.89%
|
|
|
Assenagon Asset Management S.A.
|
Oct 23, 2024 Q3 2024 |
150,219
shares
|
$353,014
0.0% of portfolio
|
Q2 2024
Added 4.17%
|
|
|
Two Sigma Investments, LP
New York, NY |
Aug 14, 2024 Q2 2024 |
120,437
shares
|
$283,026
0.0% of portfolio
|
Q2 2024
Reduced 14.66%
|