Purchases and Sales Made in Q3 2025 in Upland Software, Inc. (UPLD)
This table provides information about the institutional ownership of Upland Software, Inc. (UPLD) during Q3 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 07, 2025
Q3 2025
|
Assenagon Asset Management S.A.
|
BUY
|
- |
209KNew |
$384K - $618K
|
209K
$382K
|
|
|
Nov 14, 2025
Q3 2025
|
Round Rock Advisors, LLC
|
BUY
|
- |
189KNew |
$347K - $559K
|
189K
$346K
|
|
|
Nov 13, 2025
Q3 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
154K+ 485.98% |
$284K - $457K
|
186K
$340K
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
128K+ 10.75% |
$236K - $379K
|
1.32M
$2.42M
|
|
|
Nov 13, 2025
Q3 2025
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
102K+ 29.45% |
$188K - $302K
|
449K
$821K
|
|
|
Nov 14, 2025
Q3 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
92.3K+ 35.43% |
$170K - $273K
|
353K
$645K
|
|
|
Nov 12, 2025
Q3 2025
|
Victory Capital Management Inc
|
BUY
|
- |
90KNew |
$166K - $266K
|
90K
$165K
|
|
|
Nov 13, 2025
Q3 2025
|
Boston Partners
Boston, MA |
BUY
|
- |
50.9KNew |
$93.6K - $151K
|
50.9K
$93.1K
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
46.9KNew |
$86.3K - $139K
|
46.9K
$85.9K
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
31.3K+ 53.07% |
$57.6K - $92.6K
|
90.2K
$165K
|
|
|
Nov 14, 2025
Q3 2025
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
21.8KNew |
$40.2K - $64.6K
|
21.8K
$40K
|
|
|
Nov 14, 2025
Q3 2025
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
18K+ 21.15% |
$33.2K - $53.4K
|
103K
$189K
|
|
|
Nov 12, 2025
Q3 2025
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
14.5KNew |
$26.8K - $43K
|
14.5K
$26.6K
|
|
|
Nov 12, 2025
Q3 2025
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
13.7KNew |
$25.1K - $40.4K
|
13.7K
$25K
|
|
|
Oct 28, 2025
Q3 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
12.4K+ 32.01% |
$22.9K - $36.8K
|
51.3K
$93.8K
|
|
|
Nov 14, 2025
Q3 2025
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
10.9KNew |
$20K - $32.1K
|
10.9K
$19.9K
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4.25K+ 34.95% |
$7.82K - $12.6K
|
16.4K
$30K
|
|
|
Nov 12, 2025
Q3 2025
|
Simplex Trading, LLC
|
BUY
|
- |
4.04K+ 22.03% |
$7.43K - $11.9K
|
22.4K
$40.9K
|
|
|
Nov 14, 2025
Q3 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.8K+ 148.04% |
$5.14K - $8.27K
|
4.68K
$8.57K
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2.5KNew |
$4.6K - $7.4K
|
2.5K
$4.58K
|
|
|
Nov 13, 2025
Q3 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.51K+ 1.88% |
$2.78K - $4.48K
|
82K
$150K
|
|
|
Nov 12, 2025
Q3 2025
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
1.5K+ 651.3% |
$2.76K - $4.43K
|
1.73K
$3.16K
|
|
|
Nov 14, 2025
Q3 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1KNew |
$1.84K - $2.96K
|
1K
$1.83K
|
|
|
Nov 10, 2025
Q3 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
718+ 4.99% |
$1.32K - $2.13K
|
15.1K
$27.7K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
505New |
$929 - $1.49K
|
505
$924
|
|
|
Nov 04, 2025
Q3 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-6- 60.0% |
$11 - $17.8
|
4
$7.32
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
SELL
|
- |
-30- 12.71% |
$55.2 - $88.8
|
206
$377
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
SELL
|
- |
-365Closed |
$672 - $1.08K
|
0
$0
|
|
|
Nov 14, 2025
Q3 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-613- 1.17% |
$1.13K - $1.81K
|
52K
$95.2K
|
|
|
Nov 14, 2025
Q3 2025
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-2.5K- 0.65% |
$4.6K - $7.4K
|
385K
$704K
|
|
|
Nov 12, 2025
Q3 2025
|
Barclays PLC
London, X0 |
SELL
|
- |
-2.65K- 8.06% |
$4.87K - $7.84K
|
30.2K
$55.3K
|
|
|
Nov 14, 2025
Q3 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-3.7K- 90.94% |
$6.81K - $11K
|
369
$675
|
|
|
Nov 12, 2025
Q3 2025
|
Heron Bay Capital Management
|
SELL
|
- |
-6.05K- 6.54% |
$11.1K - $17.9K
|
86.5K
$158K
|
|
|
Oct 29, 2025
Q3 2025
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-7.82K- 27.72% |
$14.4K - $23.2K
|
20.4K
$37.3K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-9.35K- 81.45% |
$17.2K - $27.7K
|
2.13K
$3.9K
|
|
|
Nov 07, 2025
Q3 2025
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-9.7K- 0.52% |
$17.8K - $28.7K
|
1.84M
$3.38M
|
|
|
Nov 14, 2025
Q3 2025
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-20.1K- 46.08% |
$37K - $59.5K
|
23.5K
$43K
|
|
|
Nov 14, 2025
Q3 2025
|
Man Group PLC
London, X0 |
SELL
|
- |
-20.8K- 7.53% |
$38.2K - $61.5K
|
255K
$467K
|
|
|
Nov 13, 2025
Q3 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-24.3K- 50.65% |
$44.7K - $71.9K
|
23.7K
$43.3K
|
|
|
Nov 06, 2025
Q3 2025
|
New South Capital Management Inc
Memphis, TN |
SELL
|
- |
-28K- 2.82% |
$51.5K - $82.8K
|
965K
$1.77M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-32.3K- 48.89% |
$59.4K - $95.5K
|
33.7K
$61.7K
|
|
|
Nov 14, 2025
Q3 2025
|
Bridgeway Capital Management, LLC
Houston, TX |
SELL
|
- |
-32.8K- 16.79% |
$60.4K - $97.1K
|
163K
$298K
|
|
|
Nov 14, 2025
Q3 2025
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
- |
-44.5K- 69.7% |
$81.9K - $132K
|
19.4K
$35.4K
|
|
|
Nov 07, 2025
Q3 2025
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-48.3K- 28.45% |
$88.9K - $143K
|
122K
$223K
|
|
|
Nov 13, 2025
Q3 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-50.6K- 16.41% |
$93.1K - $150K
|
258K
$472K
|
|
|
Oct 16, 2025
Q3 2025
|
Rice Hall James & Associates, LLC
|
SELL
|
- |
-98.7K- 10.17% |
$182K - $292K
|
871K
$1.59M
|
|
|
Nov 14, 2025
Q3 2025
|
Castle Knight Management LP
New York, NY |
SELL
|
- |
-137K- 14.3% |
$253K - $407K
|
823K
$1.51M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
SELL
|
- |
-147K- 74.24% |
$271K - $436K
|
51.1K
$93.5K
|
|
|
Nov 14, 2025
Q3 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-226K- 16.95% |
$416K - $669K
|
1.11M
$2.03M
|
|