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 87 institutions that hold shares in the stock, with a total of 15.3 Million shares, which have been reported (via 13F filing form) to have a value of $62.5 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Invesco Ltd.
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
99,064
shares
|
$405,171
0.0% of portfolio
|
Q4 2024
Reduced 0.64%
|
|
|
Heron Bay Capital Management
|
Feb 11, 2025 Q4 2024 |
96,963
shares
|
$396,578
0.09% of portfolio
|
Q4 2024
Added 22.88%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
Feb 13, 2025 Q4 2024 |
92,151
shares
|
$376,897
0.0% of portfolio
|
Q4 2024
Reduced 69.29%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
81,386
shares
|
$332,868
0.0% of portfolio
|
Q4 2024
Added 86.96%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
73,355
shares
|
$300,021
0.0% of portfolio
|
Q4 2024
Added 123.11%
|
|
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
Feb 20, 2025 Q4 2024 |
60,350
shares
|
$246,831
0.0% of portfolio
|
Q4 2024
Added 355.78%
|
|
|
Northern Trust Corp
Chicago, IL |
Feb 14, 2025 Q4 2024 |
52,716
shares
|
$215,608
0.0% of portfolio
|
Q4 2024
Reduced 6.7%
|
|
|
Price T Rowe Associates Inc
Baltimore, MD |
Feb 14, 2025 Q4 2024 |
44,000
shares
|
$179,960
0.0% of portfolio
|
Q1 2024
Reduced 8.05%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
43,402
shares
|
$177,514
0.0% of portfolio
|
Q4 2024
Added 296.22%
|
|
|
Hodges Capital Management Inc.
|
Jan 24, 2025 Q4 2024 |
42,500
shares
|
$173,825
0.01% of portfolio
|
Q4 2024
Reduced 59.86%
|
|
|
Cubist Systematic Strategies, LLC
Stamford, CT |
Feb 14, 2025 Q4 2024 |
41,781
shares
|
$170,884
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
High Tower Trust Services, Lta
|
Apr 20, 2023 Q1 2023 |
39,279
shares
|
$160,651
0.02% of portfolio
|
Q4 2022
Reduced 0.81%
|
|
|
Hsbc Holdings PLC
London, X0 |
Feb 14, 2025 Q4 2024 |
38,874
shares
|
$158,994
0.0% of portfolio
|
Q4 2024
Reduced 5.85%
|
|
|
Gsa Capital Partners LLP
London, X0 |
Feb 07, 2025 Q4 2024 |
38,564
shares
|
$157,726
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
37,945
shares
|
$155,195
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Quadrature Capital LTD
London, X0 |
Feb 13, 2025 Q4 2024 |
36,397
shares
|
$148,863
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Barclays PLC
London, X0 |
Feb 13, 2025 Q4 2024 |
32,858
shares
|
$134,389
0.0% of portfolio
|
Q2 2024
Reduced 2.75%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Feb 14, 2025 Q4 2024 |
23,378
shares
|
$95,616
0.0% of portfolio
|
Q3 2024
Reduced 3.18%
|
|
|
Brainard Capital Management LLC
Austin, TX |
May 09, 2023 Q1 2023 |
23,378
shares
|
$95,616
0.08% of portfolio
|
Q4 2022
New holding
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
23,378
shares
|
$95,616
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Algert Global LLC
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
22,860
shares
|
$93,497
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Feb 06, 2025 Q4 2024 |
22,800
shares
|
$93,252
0.0% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Prudential Financial Inc
Newark, NJ |
Feb 11, 2025 Q4 2024 |
21,950
shares
|
$89,775
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
20,000
shares
|
$81,800
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
20,000
shares
|
$81,800
0.0% of portfolio
|
Q4 2024
New holding
|