Purchases and Sales Made in Q4 2024 in Upland Software, Inc. (UPLD)
This table provides information about the institutional ownership of Upland Software, Inc. (UPLD) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Rice Hall James & Associates, LLC
|
BUY
|
- |
375K+ 63.71% |
$800K - $1.99M
|
965K
$4.11M
|
|
|
Feb 14, 2025
Q4 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
210K+ 106.82% |
$447K - $1.11M
|
406K
$1.73M
|
|
|
Feb 12, 2025
Q4 2024
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
BUY
|
- |
187KNew |
$399K - $994K
|
187K
$797K
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
169K+ 111.09% |
$360K - $899K
|
322K
$1.37M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
131KNew |
$280K - $698K
|
131K
$560K
|
|
|
Feb 13, 2025
Q4 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
115KNew |
$245K - $610K
|
115K
$489K
|
|
|
Feb 13, 2025
Q4 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
99.6K+ 278.15% |
$212K - $529K
|
135K
$577K
|
|
|
Feb 14, 2025
Q4 2024
|
Bridgeway Capital Management, LLC
Houston, TX |
BUY
|
- |
76.8K+ 46.72% |
$164K - $408K
|
241K
$1.03M
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
66.7K+ 22.83% |
$142K - $354K
|
359K
$1.53M
|
|
|
Feb 14, 2025
Q4 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
47.1K+ 355.78% |
$100K - $250K
|
60.4K
$257K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
40.5K+ 123.11% |
$86.2K - $215K
|
73.4K
$312K
|
|
|
Feb 07, 2025
Q4 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
38.6KNew |
$82.1K - $205K
|
38.6K
$164K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
37.9KNew |
$80.8K - $201K
|
37.9K
$162K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
37.9K+ 86.96% |
$80.6K - $201K
|
81.4K
$347K
|
|
|
Feb 13, 2025
Q4 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
36.4KNew |
$77.5K - $193K
|
36.4K
$155K
|
|
|
Feb 14, 2025
Q4 2024
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
22.9KNew |
$48.7K - $121K
|
22.9K
$97.4K
|
|
|
Feb 11, 2025
Q4 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
22KNew |
$46.8K - $117K
|
22K
$93.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
20KNew |
$42.6K - $106K
|
20K
$85.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
20KNew |
$42.6K - $106K
|
20K
$85.2K
|
|
|
Feb 11, 2025
Q4 2024
|
Heron Bay Capital Management
|
BUY
|
- |
18.1K+ 22.88% |
$38.5K - $95.9K
|
97K
$413K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
14.1KNew |
$30K - $74.7K
|
14.1K
$59.9K
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
13KNew |
$27.7K - $69K
|
13K
$55.4K
|
|
|
Feb 03, 2025
Q4 2024
|
Wespac Advisors, LLC
|
BUY
|
- |
12.7KNew |
$27K - $67.2K
|
12.7K
$53.9K
|
|
|
Jan 29, 2025
Q4 2024
|
Legato Capital Management LLC
|
BUY
|
- |
10.1KNew |
$21.5K - $53.5K
|
10.1K
$42.9K
|
|
|
Feb 14, 2025
Q4 2024
|
State Street Corp
Boston, MA |
BUY
|
- |
7.9K+ 7.74% |
$16.8K - $41.9K
|
110K
$468K
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
1.81KNew |
$3.86K - $9.61K
|
1.81K
$7.71K
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.06K+ 76.67% |
$2.25K - $5.62K
|
2.44K
$10.4K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
600+ 1538.46% |
$1.28K - $3.19K
|
639
$2.72K
|
|
|
Feb 13, 2025
Q4 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
594+ 76.55% |
$1.27K - $3.15K
|
1.37K
$5.84K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
236New |
$503 - $1.25K
|
236
$1.01K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
190+ 14.53% |
$405 - $1.01K
|
1.5K
$6.38K
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
25+ 0.11% |
$53.3 - $133
|
22.8K
$97.1K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
22New |
$46.9 - $117
|
22
$93.7
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
20New |
$42.6 - $106
|
20
$85.2
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-23- 0.17% |
$49 - $122
|
13.3K
$56.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-287- 17.37% |
$611 - $1.52K
|
1.37K
$5.81K
|
|
|
Feb 13, 2025
Q4 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-638- 0.64% |
$1.36K - $3.39K
|
99.1K
$422K
|
|
|
Feb 12, 2025
Q4 2024
|
Geode Capital Management, LLC
Boston, MA |
SELL
|
- |
-837- 0.31% |
$1.78K - $4.44K
|
273K
$1.16M
|
|
|
Feb 14, 2025
Q4 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-2.42K- 5.85% |
$5.15K - $12.8K
|
38.9K
$166K
|
|
|
Feb 13, 2025
Q4 2024
|
Xtx Topco LTD
London, X0 |
SELL
|
- |
-3.69K- 21.28% |
$7.85K - $19.6K
|
13.6K
$58.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-3.79K- 6.7% |
$8.07K - $20.1K
|
52.7K
$225K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-15K- 99.9% |
$31.9K - $79.6K
|
15
$63.9
|
|
|
Feb 11, 2025
Q4 2024
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-40.4K- 2.13% |
$86K - $214K
|
1.86M
$7.91M
|
|
|
Jan 14, 2025
Q4 2024
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-48.9K- 32.54% |
$104K - $260K
|
101K
$432K
|
|
|
Jan 24, 2025
Q4 2024
|
Hodges Capital Management Inc.
|
SELL
|
- |
-63.4K- 59.86% |
$135K - $336K
|
42.5K
$181K
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-103K- 7.55% |
$218K - $544K
|
1.26M
$5.35M
|
|
|
Feb 06, 2025
Q4 2024
|
New South Capital Management Inc
Memphis, TN |
SELL
|
- |
-113K- 7.88% |
$241K - $600K
|
1.32M
$5.63M
|
|
|
Feb 13, 2025
Q4 2024
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-208K- 69.29% |
$443K - $1.1M
|
92.2K
$393K
|
|
|
Feb 13, 2025
Q4 2024
|
Castle Knight Management LP
New York, NY |
SELL
|
- |
-313K- 23.49% |
$667K - $1.66M
|
1.02M
$4.35M
|