Purchases and Sales Made in Q2 2023 in Upland Software, Inc. (UPLD)
This table provides information about the institutional ownership of Upland Software, Inc. (UPLD) during Q2 2023. The information is specifically focused on institutions that hold shares of Upland Software, Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
SELL
|
- |
-3.15K- 1.51% |
$8.85K - $12.9K
|
205K
$893K
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-3.54K- 58.13% |
$9.95K - $14.6K
|
2.55K
$11.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-4.08K- 4.68% |
$11.5K - $16.8K
|
83.1K
$362K
|
|
|
Aug 14, 2023
Q2 2023
|
Delphia (Usa) Inc.
Toronto, A6 |
SELL
|
- |
-4.72K- 29.88% |
$13.3K - $19.4K
|
11.1K
$48.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Schonfeld Strategic Advisors LLC
New York, NY |
SELL
|
- |
-7.8K- 41.27% |
$21.9K - $32.1K
|
11.1K
$48.3K
|
|
|
Aug 11, 2023
Q2 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-8.32K- 13.07% |
$23.4K - $34.2K
|
55.4K
$241K
|
|
|
Aug 07, 2023
Q2 2023
|
New York State Common Retirement Fund
|
SELL
|
- |
-9.03K- 97.48% |
$25.4K - $37.1K
|
233
$1.01K
|
|
|
Aug 14, 2023
Q2 2023
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
SELL
|
- |
-9.59K- 32.23% |
$27K - $39.4K
|
20.2K
$87.8K
|
|
|
Aug 10, 2023
Q2 2023
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-10.7K- 84.25% |
$30.1K - $44K
|
2K
$8.7K
|
|
|
Aug 11, 2023
Q2 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-12KClosed |
$33.8K - $49.5K
|
0
$0
|
|
|
Aug 03, 2023
Q2 2023
|
Barclays PLC
London, X0 |
SELL
|
- |
-15K- 29.81% |
$42.1K - $61.6K
|
35.3K
$153K
|
|
|
Aug 14, 2023
Q2 2023
|
Engineers Gate Manager LP
New York, NY |
SELL
|
- |
-20.8K- 20.04% |
$58.4K - $85.4K
|
82.9K
$361K
|
|
|
Aug 08, 2023
Q2 2023
|
Quantbot Technologies LP
New York, NY |
SELL
|
- |
-23.9K- 92.84% |
$67.1K - $98.1K
|
1.84K
$8K
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-25.1K- 29.91% |
$70.6K - $103K
|
58.9K
$256K
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-27.4K- 16.84% |
$76.9K - $112K
|
135K
$588K
|
|
|
Aug 14, 2023
Q2 2023
|
Cubist Systematic Strategies, LLC
Stamford, CT |
SELL
|
- |
-32.3K- 48.53% |
$90.7K - $133K
|
34.2K
$149K
|
|
|
Aug 14, 2023
Q2 2023
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
SELL
|
- |
-40.7K- 42.75% |
$114K - $167K
|
54.5K
$237K
|
|
|
Aug 08, 2023
Q2 2023
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-42.5K- 94.06% |
$119K - $175K
|
2.68K
$11.7K
|
|
|
Aug 09, 2023
Q2 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-45K- 22.18% |
$127K - $185K
|
158K
$687K
|
|
|
Aug 11, 2023
Q2 2023
|
Hillsdale Investment Management Inc.
Toronto, A6 |
SELL
|
- |
-57.5K- 9.67% |
$162K - $236K
|
537K
$2.34M
|
|
|
Aug 14, 2023
Q2 2023
|
Invenomic Capital Management LP
Boston, MA |
SELL
|
- |
-60.7K- 9.14% |
$171K - $250K
|
603K
$2.62M
|
|
|
Aug 14, 2023
Q2 2023
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-77.6K- 43.65% |
$218K - $319K
|
100K
$436K
|
|
|
Aug 09, 2023
Q2 2023
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-80.4K- 26.38% |
$226K - $331K
|
224K
$976K
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-159K- 31.43% |
$446K - $652K
|
346K
$1.5M
|
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-168K- 72.95% |
$473K - $692K
|
62.5K
$272K
|
|
|
Aug 14, 2023
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-168K- 72.95% |
$473K - $692K
|
62.5K
$272K
|
|
|
Aug 11, 2023
Q2 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-196K- 77.04% |
$550K - $804K
|
58.3K
$253K
|
|
|
Aug 11, 2023
Q2 2023
|
Geode Capital Management, LLC
Boston, MA |
SELL
|
- |
-281K- 49.01% |
$791K - $1.16M
|
293K
$1.27M
|
|
|
Aug 14, 2023
Q2 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-388K- 99.1% |
$1.09M - $1.59M
|
3.53K
$15.4K
|
|
|
Aug 14, 2023
Q2 2023
|
State Street Corp
Boston, MA |
SELL
|
- |
-425K- 80.63% |
$1.19M - $1.75M
|
102K
$444K
|
|
|
Aug 11, 2023
Q2 2023
|
Needham Investment Management LLC
New York, NY |
SELL
|
- |
-550K- 84.62% |
$1.55M - $2.26M
|
100K
$435K
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-677K- 78.14% |
$1.9M - $2.78M
|
189K
$823K
|
|
|
Aug 11, 2023
Q2 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-1.35M- 54.88% |
$3.79M - $5.54M
|
1.11M
$4.82M
|