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Get Institutions for : 
Upland Software, Inc. (UPLD)  
$2.63 0.00 (0.00%) as of 4:30 Thu 6/13


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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  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   VANGUARD GROUP INC 3236 - 2024-03-31 1,897,228 $5,862,000 0
   ACADIAN ASSET MANAGEMENT LLC 520 - 2024-03-31 1,331,381 $4,112,000 0
   ROYCE & ASSOCIATES LLC 749 - 2024-03-31 244,100 $754,000 0
   VICTORY CAPITAL MANAGEMENT INC 1833 - 2024-03-31 237,037 $732,000 0
   THRIVENT FINANCIAL FOR LUTHERANS 2386 - 2024-03-31 61,187 $189,000 0
   SALIENT TRUST CO LTA 214 - 2023-03-31 39,279 $185,000 0
   HSBC HOLDINGS PLC 2378 - 2024-03-31 41,368 $128,000 0
   Brainard Capital Management LLC 90 - 2023-03-31 23,378 $101,000 0
   Vontobel Holding Ltd. 1057 - 2023-12-31 17,000 $72,000 0
   SCHWAB CHARLES INVESTMENT MANAGEMENT INC 3336 - 2024-03-31 22,775 $70,000 0
   Bridgeworth LLC - 2023-12-31 13,500 $57,000 0
   GREEN SQUARE CAPITAL MANAGEMENT LLC 216 - 2024-03-31 14,411 $45,000 0
   Advisor Group Holdings Inc. 4883 - 2024-03-31 11,623 $36,000 0
   Pingora Partners LLC 160 - 2024-03-31 11,800 $36,000 0
   Coppell Advisory Solutions LLC 1290 - 2023-12-31 400 $2,000 0
   RHUMBLINE ADVISERS 4036 - 2024-03-31 728 $2,000 0
   HUNTINGTON NATIONAL BANK 2213 - 2024-03-31 1 $0 0
   PROEQUITIES INC. 5370 - 2024-03-31 0 $0 0
   GPS Wealth Strategies Group LLC 1233 - 2024-03-31 39 $0 0
   Anchor Investment Management LLC 1041 - 2024-03-31 17 $0 0

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