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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
   B. Riley Asset Management LLC 19 - 2024-03-31 1,525,783 $4,715,000 -144,653
   NEW SOUTH CAPITAL MANAGEMENT INC 47 - 2024-03-31 1,473,037 $4,552,000 -50,252
   HODGES CAPITAL MANAGEMENT INC. 105 - 2024-03-31 1,325,513 $4,096,000 -2,658,508
   D E SHAW & CO INC 1296 - 2024-03-31 1,211,541 $3,744,000 -57,766
   BLACKROCK INC. 3600 - 2024-03-31 1,050,243 $3,245,000 -11,117
   BOOTHBAY FUND MANAGEMENT LLC 330 - 2024-03-31 773,025 $2,389,000 -95,402
   ARNHOLD & S BLEICHROEDER ADVISERS LLC 331 - 2024-03-31 594,819 $1,838,000 -244,364
   CastleKnight Management LP 100 - 2024-03-31 565,845 $1,748,000 -63,213
   PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 1063 - 2024-03-31 443,677 $1,371,000 -73,035
   JACOBS LEVY EQUITY MANAGEMENT INC 675 - 2024-03-31 403,307 $1,246,000 -48,659
   RICE HALL JAMES & ASSOCIATES LLC 213 - 2024-03-31 263,820 $815,000 -121,113
   TWO SIGMA ADVISERS, LLC 1683 - 2024-03-31 251,700 $778,000 -52,700
   RIVER & MERCANTILE ASSET MANAGEMENT LLP 161 - 2024-03-31 207,620 $641,000 -2,334
   Assenagon Asset Management S.A. 1182 - 2024-03-31 144,201 $446,000 -262,246
   TWO SIGMA INVESTMENTS LLC 2286 - 2024-03-31 141,119 $436,000 -63,838
   CITADEL ADVISORS LLC 4122 - 2024-03-31 105,375 $326,000 -75,981
   STATE STREET CORP 3580 - 2024-03-31 98,251 $304,000 -2,800
   AQR CAPITAL MANAGEMENT LLC 2136 - 2024-03-31 95,266 $294,000 -224,908
   Qube Research & Technologies Ltd 2475 - 2024-03-31 81,700 $252,000 -4,070
   MILLENNIUM MANAGEMENT LLC 3452 - 2024-03-31 81,076 $251,000 -133,621
   CITIGROUP INC 3140 - 2024-03-31 65,516 $202,000 -113,600
   BANK OF NEW YORK MELLON CORP 3804 - 2024-03-31 63,306 $196,000 -5,354
   NORTHERN TRUST CORP 3908 - 2024-03-31 61,220 $189,000 -6,829
   NBC SECURITIES INC. 779 - 2024-03-31 59,500 $183,000 -3,000
   FMR LLC 2912 - 2024-03-31 57,082 $176,000 -6,533
   STATE OF WISCONSIN INVESTMENT BOARD 2092 - 2024-03-31 51,600 $159,000 -34,500
   BANK OF AMERICA CORP /DE/ 5040 - 2024-03-31 46,533 $144,000 -109,415
   PRICE T ROWE ASSOCIATES INC /MD/ 2705 - 2024-03-31 44,000 $136,000 -3,853
   Engineers Gate Manager LP 1711 - 2024-03-31 42,739 $132,000 -19,832
   J P MORGAN CHASE & CO 4389 - 2024-03-31 39,889 $123,000 -56,825
   BARCLAYS PLC 3484 - 2024-03-31 33,787 $104,000 -32,455
   Walleye Trading Advisors LLC 1907 - 2024-03-31 33,172 $103,000 -12,998
   Pathstone Holdings LLC 2225 - 2024-03-31 23,469 $73,000 -938
   MORGAN STANLEY 5902 - 2024-03-31 21,736 $67,000 -44,500
   GROUP ONE TRADING, L.P. 958 - 2024-03-31 16,108 $50,000 -18,629
   FIRST DALLAS SECURITIES INC. 118 - 2024-03-31 12,500 $39,000 -31,000
   GOLDMAN SACHS GROUP INC/ 4457 - 2024-03-31 10,650 $33,000 -569
   QUANTBOT TECHNOLOGIES LLC 1454 - 2024-03-31 3,494 $11,000 -500
   Russell Investments Group Ltd. 2824 - 2024-03-31 1,898 $6,000 -27
   BNP PARIBAS ARBITRAGE SA 3038 - 2024-03-31 275 $1,000 -15
   BURKETT FINANCIAL SERVICES LLC 188 - 2024-03-31 50 $0 -50
   SIMPLEX TRADING LLC 3181 - 2024-03-31 229 $0 -13,484

  42 Records found
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