Purchases and Sales Made in Q3 2021 in Upland Software, Inc. (UPLD)
This table provides information about the institutional ownership of Upland Software, Inc. (UPLD) during Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 10, 2021
Q3 2021
|
Royce & Associates LP
|
BUY
|
- |
369K+ 18.03% |
$12.3M - $15.4M
|
2.41M
$5.67M
|
|
|
Nov 10, 2021
Q3 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
327KNew |
$10.9M - $13.6M
|
327K
$767K
|
|
|
Nov 12, 2021
Q3 2021
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
BUY
|
- |
238K+ 136.63% |
$7.96M - $9.93M
|
412K
$969K
|
|
|
Nov 12, 2021
Q3 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
221KNew |
$7.38M - $9.2M
|
221K
$519K
|
|
|
Oct 19, 2021
Q3 2021
|
Bernzott Capital Advisors
|
BUY
|
- |
195K+ 30.7% |
$6.52M - $8.13M
|
830K
$1.95M
|
|
|
Nov 12, 2021
Q3 2021
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
159K+ 59.23% |
$5.33M - $6.64M
|
428K
$1.01M
|
|
|
Nov 03, 2021
Q3 2021
|
New South Capital Management Inc
Memphis, TN |
BUY
|
- |
146K+ 24.89% |
$4.87M - $6.07M
|
731K
$1.72M
|
|
|
Nov 01, 2021
Q3 2021
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
128KNew |
$4.28M - $5.33M
|
128K
$301K
|
|
|
Nov 15, 2021
Q3 2021
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
125KNew |
$4.19M - $5.22M
|
125K
$294K
|
|
|
Oct 06, 2021
Q3 2021
|
Hodges Capital Management Inc.
|
BUY
|
- |
119K+ 91.06% |
$3.96M - $4.94M
|
249K
$585K
|
|
|
Nov 22, 2021
Q3 2021
|
Comerica Bank
|
BUY
|
- |
110K+ 98.16% |
$3.67M - $4.57M
|
222K
$521K
|
|
|
Nov 02, 2021
Q3 2021
|
Wcm Investment Management, LLC
Laguna Beach, CA |
BUY
|
- |
88.2K+ 32.74% |
$2.95M - $3.68M
|
358K
$840K
|
|
|
Nov 04, 2021
Q3 2021
|
Monarch Partners Asset Management LLC
|
BUY
|
- |
67.6K+ 35.12% |
$2.26M - $2.82M
|
260K
$611K
|
|
|
Nov 15, 2021
Q3 2021
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
47.3K+ 113.19% |
$1.58M - $1.97M
|
89.2K
$210K
|
|
|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
42.9KNew |
$1.43M - $1.79M
|
42.9K
$101K
|
|
|
Nov 15, 2021
Q3 2021
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
41.9K+ 31.74% |
$1.4M - $1.75M
|
174K
$409K
|
|
|
Nov 15, 2021
Q3 2021
|
Arrow Mark Colorado Holdings LLC
Denver, CO |
BUY
|
- |
41.3K+ 13.58% |
$1.38M - $1.72M
|
345K
$811K
|
|
|
Nov 08, 2021
Q3 2021
|
Summit Creek Advisors LLC
Minneapolis, MN |
BUY
|
- |
35.2K+ 8.65% |
$1.18M - $1.47M
|
442K
$1.04M
|
|
|
Nov 12, 2021
Q3 2021
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
31.6K+ 6.63% |
$1.06M - $1.32M
|
508K
$1.19M
|
|
|
Nov 12, 2021
Q3 2021
|
Cdam (Uk) LTD
London, X0 |
BUY
|
- |
30.1K+ 1.86% |
$1.01M - $1.26M
|
1.65M
$3.87M
|
|
|
Nov 15, 2021
Q3 2021
|
State Street Corp
Boston, MA |
BUY
|
- |
29.3K+ 4.39% |
$980K - $1.22M
|
697K
$1.64M
|
|
|
Nov 09, 2021
Q3 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
27.1K+ 1.5% |
$906K - $1.13M
|
1.83M
$4.3M
|
|
|
Nov 03, 2021
Q3 2021
|
Lannebo Fonder Ab
|
BUY
|
- |
27K+ 27.0% |
$903K - $1.13M
|
127K
$298K
|
|
|
Nov 12, 2021
Q3 2021
|
Employees Retirement System Of Texas
|
BUY
|
- |
26KNew |
$869K - $1.08M
|
26K
$61.1K
|
|
|
Oct 28, 2021
Q3 2021
|
Amg National Trust Bank
|
BUY
|
- |
25.5KNew |
$852K - $1.06M
|
25.5K
$59.9K
|
|
|
Nov 12, 2021
Q3 2021
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
25.3K+ 205.33% |
$846K - $1.05M
|
37.6K
$88.4K
|
|
|
Nov 15, 2021
Q3 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
24.1K+ 21.92% |
$805K - $1M
|
134K
$315K
|
|
|
Nov 12, 2021
Q3 2021
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
18.4KNew |
$616K - $768K
|
18.4K
$43.3K
|
|
|
Nov 12, 2021
Q3 2021
|
Martingale Asset Management L P
Boston, MA |
BUY
|
- |
18.4K+ 194.89% |
$614K - $765K
|
27.8K
$65.3K
|
|
|
Nov 10, 2021
Q3 2021
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
17.2K+ 30.08% |
$574K - $715K
|
74.2K
$174K
|
|
|
Nov 10, 2021
Q3 2021
|
Citigroup Inc
|
BUY
|
- |
14.2KNew |
$475K - $592K
|
14.2K
$33.4K
|
|
|
Nov 12, 2021
Q3 2021
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
14.1KNew |
$471K - $587K
|
14.1K
$33.1K
|
|
|
Nov 01, 2021
Q3 2021
|
Sg Americas Securities, LLC
|
BUY
|
- |
10.8KNew |
$360K - $449K
|
10.8K
$25.3K
|
|
|
Nov 12, 2021
Q3 2021
|
Renaissance Group LLC
Covington, KY |
BUY
|
- |
8.78K+ 40.21% |
$294K - $366K
|
30.6K
$71.9K
|
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
8.23K+ 25.72% |
$275K - $343K
|
40.2K
$94.6K
|
|
|
Nov 15, 2021
Q3 2021
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
7.85KNew |
$263K - $327K
|
7.85K
$18.4K
|
|
|
Nov 15, 2021
Q3 2021
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
7.37KNew |
$247K - $307K
|
7.37K
$17.3K
|
|
|
Nov 10, 2021
Q3 2021
|
William Blair Investment Management, LLC
Chicago, IL |
BUY
|
- |
7.02K+ 1.19% |
$235K - $293K
|
595K
$1.4M
|
|
|
Nov 15, 2021
Q3 2021
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
6.75K+ 86.2% |
$226K - $281K
|
14.6K
$34.3K
|
|
|
Nov 15, 2021
Q3 2021
|
Ashford Capital Management Inc
Wilmington, DE |
BUY
|
- |
6.39K+ 1.35% |
$214K - $266K
|
479K
$1.12M
|
|
|
Jun 21, 2023
Q3 2021
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
5.93K+ 364.92% |
$198K - $247K
|
7.56K
$17.8K
|
|
|
Nov 15, 2021
Q3 2021
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
5.38K+ 68.91% |
$180K - $224K
|
13.2K
$31K
|
|
|
Nov 15, 2021
Q3 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
4.43K+ 8.3% |
$148K - $184K
|
57.7K
$136K
|
|
|
Nov 12, 2021
Q3 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
4.41K+ 13.14% |
$147K - $184K
|
38K
$89.2K
|
|
|
Nov 16, 2021
Q3 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
4.21K+ 24.69% |
$141K - $175K
|
21.3K
$49.9K
|
|
|
Nov 09, 2021
Q3 2021
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
3.48K+ 41.71% |
$116K - $145K
|
11.8K
$27.8K
|
|
|
Nov 16, 2021
Q3 2021
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
2.96K+ 1.61% |
$99.1K - $124K
|
187K
$440K
|
|
|
Nov 15, 2021
Q3 2021
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
2.72K+ 16.51% |
$90.8K - $113K
|
19.2K
$45K
|
|
|
Jun 21, 2023
Q3 2021
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
2.38K+ 30.64% |
$79.5K - $99.1K
|
10.1K
$23.8K
|
|
|
Oct 26, 2021
Q3 2021
|
Cutler Group LP
|
BUY
|
- |
2.1K+ 53.85% |
$70.2K - $87.5K
|
6K
$14.1K
|