Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
Get Institutions for : 
Upland Software, Inc. (UPLD)  
$2.63 0.00 (0.00%) as of 4:30 Thu 6/13


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 96    7
Total shares held : 
24,934,799  
% of shares held : 
84.64%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  5  
Amount of shares held : 
-963,899  
% of shares held change : 
  -3.27%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$4.23  
Last Quarter's Ending Price : 
$3.09  
Last Quarter's Average Price
$3.62  
Change from last quarter's     
avg. price to the last closing  : 
0.99 (27.35%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
11
 323,223
 1.3%
 
Increased Positions :
31
 3,735,353
 14.98%
 
Unchanged Positions :
21
 2,418,774
 9.7%
 
Decreased Positions :
33
-4,327,601
-17.36%
 
Closed Positions :
4
-694,874
-2.79%
 
Guru Positions :
0
 0%
 
View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for period: 
12-31-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results



            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   BANK OF MONTREAL /CAN/ 2801 *New 2024-03-31 41,000 $127,000 41,000
   PATHSTONE FAMILY OFFICE, LLC 1577 *New 2023-09-30 23,378 $108,000 23,378
   MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. 2420 *New 2024-03-31 11,946 $48,000 11,946
   STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMEN 2127 *New 2024-03-31 10,984 $47,000 10,984
   WOLVERINE TRADING LLC 1126 *New 2024-03-31 10,024 $31,000 10,024
   Ahrens Investment Partners LLC 966 *New 2023-03-31 135 $1,000 135

  6 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results