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 |
|---|---|---|---|---|---|
|
Vontobel Holding Ltd.
|
Jan 29, 2025 Q4 2024 |
17,000
shares
|
$69,530
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Green Square Capital Advisors LLC
|
Feb 14, 2025 Q4 2024 |
14,411
shares
|
$58,940
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
14,064
shares
|
$57,521
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Xtx Topco LTD
London, X0 |
Feb 13, 2025 Q4 2024 |
13,633
shares
|
$55,758
0.01% of portfolio
|
Q4 2024
Reduced 21.28%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
13,500
shares
|
$55,215
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
13,500
shares
|
$55,215
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Sherbrooke Park Advisers LLC
White Plains, NY |
Feb 14, 2025 Q4 2024 |
13,477
shares
|
$55,120
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
13,250
shares
|
$54,192
0.0% of portfolio
|
Q4 2024
Reduced 0.17%
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
Feb 07, 2025 Q4 2024 |
13,000
shares
|
$53,170
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wespac Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
12,658
shares
|
$51,771
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
First Heartland Consultants, Inc.
|
Feb 14, 2025 Q4 2024 |
11,267
shares
|
$46,082
0.0% of portfolio
|
Q4 2024
Reduced 6.78%
|
|
|
Ajo Vista, LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
10,687
shares
|
$43,709
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Legato Capital Management LLC
|
Jan 29, 2025 Q4 2024 |
10,071
shares
|
$41,190
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
B. Riley Asset Management, LLC
Dallas, TX |
Feb 14, 2025 Q4 2024 |
8,610
shares
|
$35,214
0.04% of portfolio
|
Q4 2024
Reduced 98.41%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
5,826
shares
|
$23,828
0.0% of portfolio
|
Q4 2024
Reduced 84.65%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
2,438
shares
|
$9,971
0.0% of portfolio
|
Q4 2024
Added 76.67%
|
|
|
R Squared LTD
Central, K3 |
Jan 22, 2025 Q4 2024 |
1,810
shares
|
$7,402
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
1,498
shares
|
$6,126
0.0% of portfolio
|
Q4 2024
Added 14.53%
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
Feb 13, 2025 Q4 2024 |
1,370
shares
|
$5,603
0.0% of portfolio
|
Q4 2024
Added 76.55%
|
|
|
Russell Investments Group, Ltd.
|
Feb 13, 2025 Q4 2024 |
1,365
shares
|
$5,582
0.0% of portfolio
|
Q4 2024
Reduced 17.37%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
1,000
shares
|
$4,090
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
639
shares
|
$2,613
0.0% of portfolio
|
Q4 2024
Added 1538.46%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
276
shares
|
$1,128
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
236
shares
|
$965
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
135
shares
|
$552
0.0% of portfolio
|
Q1 2023
New holding
|