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Get Institutions for : 
Upland Software, Inc. (UPLD)  
$1.95 0.19 (10.8%) as of 4:30 Mon 6/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 71    6
Total shares held : 
 14,883,238  
% of shares held : 
 50.52%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -14  
Amount of shares held : 
 -153,453  
% of shares held change : 
   -0.52%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $4.48  
Last Quarter's Ending Price : 
 $2.86  
Last Quarter's Average Price : 
 $3.80  
Change from last quarter's     
avg. price to the last closing  : 
1.85 (48.68%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
11
 528,472
 3.55%
 
Increased Positions :
17
 671,980
 4.52%
 
Unchanged Positions :
18
 2,214,457
 14.88%
 
Decreased Positions :
25
-910,555
-6.12%
 
Closed Positions :
17
-443,350
-2.98%
 
Guru Positions :
1
0
 0%
 
View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for period: 12-31-2023 View holdings for period: 3-31-2024 View holdings for period: 6-30-2024 View holdings for period: 9-30-2024 View holdings for period: 12-31-2024 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
   VANGUARD GROUP INC 3146 - 2025-03-31 1,854,207 $5,303,000 -2,645
   D E SHAW & CO INC 1370 - 2025-03-31 1,335,625 $3,820,000 34,564
   ACADIAN ASSET MANAGEMENT LLC 580 - 2025-03-31 1,331,381 $3,806,000 0
   AMERIPRISE FINANCIAL INC 2440 - 2025-03-31 1,310,639 $3,748,000 54,160
   NEW SOUTH CAPITAL MANAGEMENT INC 51 - 2025-03-31 1,176,940 $3,366,000 -143,845
   CastleKnight Management LP 86 - 2025-03-31 960,543 $2,747,000 -59,600
   RICE HALL JAMES & ASSOCIATES LLC 136 - 2025-03-31 919,892 $2,631,000 -44,732
   BlackRock Inc. 3655 - 2025-03-31 803,702 $2,299,000 29,968
   RBF CAPITAL, LLC 227 - 2025-03-31 519,183 $1,485,000 0
   TWO SIGMA ADVISERS, LLC 1380 - 2025-03-31 426,700 $1,220,000 20,300
   MARSHALL WACE LLP 1603 - 2025-03-31 391,450 $1,120,000 256,019
   Man Group plc 1284 - 2025-03-31 321,023 $918,000 -77,777
   TWO SIGMA INVESTMENTS LLC 2110 - 2025-03-31 305,448 $874,000 -16,135
   RENAISSANCE TECHNOLOGIES LLC 2531 - 2025-03-31 286,208 $819,000 -72,600
   GEODE CAPITAL MANAGEMENT LLC 3378 - 2025-03-31 277,856 $795,000 4,776
   PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 1380 - 2025-03-31 277,790 $794,000 -101,900
   ARROWSTREET CAPITAL LIMITED PARTNERSHIP 1596 - 2025-03-31 207,240 $593,000 20,053
   BRIDGEWAY CAPITAL MANAGEMENT INC 729 - 2025-03-31 195,400 $559,000 -45,800
   GLOBEFLEX CAPITAL L P 253 *New 2025-03-31 188,616 $539,000 188,616
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 4433 - 2025-03-31 140,691 $402,000 102,746
   GSA CAPITAL PARTNERS LLP 1012 - 2025-03-31 128,317 $367,000 89,753
   Inspire Advisors LLC 327 *New 2025-03-31 118,176 $338,000 118,176
   STATE STREET CORP 3528 - 2025-03-31 109,951 $314,000 0
   O SHAUGHNESSY ASSET MANAGEMENT LLC 1604 *New 2025-03-31 101,668 $291,000 101,668
   Heron Bay Capital Management 79 - 2025-03-31 95,183 $272,000 -1,780
   Walleye Trading Advisors LLC 1246 - 2025-03-31 90,681 $259,000 -24,152
   FMR LLC 2965 - 2025-03-31 84,026 $240,000 -3,238
   BANK OF AMERICA CORP /DE/ 4932 - 2025-03-31 76,309 $218,000 -5,077
   INVESCO LTD 3388 - 2025-03-31 75,366 $216,000 -23,698
   MACKENZIE FINANCIAL CORP 1515 - 2025-03-31 71,523 $205,000 11,173
   MILLENNIUM MANAGEMENT LLC 3538 - 2025-03-31 55,141 $158,000 -51,223
   NORTHERN TRUST CORP 4009 - 2025-03-31 52,716 $151,000 0
   Comprehensive Portfolio Management LLC 890 *New 2025-03-31 48,397 $138,000 48,397
   PRICE T ROWE ASSOCIATES INC /MD/ 2744 - 2025-03-31 44,000 $126,000 0
   UBS Group AG 5507 - 2025-03-31 43,255 $124,000 -30,100
   MORGAN STANLEY 5705 - 2025-03-31 41,932 $120,000 -1,470
   HSBC HOLDINGS PLC 2318 - 2025-03-31 38,874 $115,000 0
   JANE STREET GROUP LLC 4609 - 2025-03-31 39,160 $112,000 -73,529
   BARCLAYS PLC 3562 - 2025-03-31 32,858 $94,000 0
   Schonfeld Strategic Advisors LLC 1868 *New 2025-03-31 30,349 $87,000 30,349
   CITADEL ADVISORS LLC 4928 - 2025-03-31 24,215 $69,000 18,389
   Pathstone Holdings LLC 2155 - 2025-03-31 23,378 $67,000 0
   SCHWAB CHARLES INVESTMENT MANAGEMENT INC 3376 - 2025-03-31 22,775 $65,000 -25
   ALGERT COLDIRON INVESTORS LLC 1147 - 2025-03-31 22,860 $65,000 0
   AMERICAN CENTURY COMPANIES INC 2784 *New 2025-03-31 19,266 $55,000 19,266
   XTX Topco Ltd 1977 - 2025-03-31 17,610 $50,000 3,977
   GOLDMAN SACHS GROUP INC/ 4724 - 2025-03-31 16,230 $46,000 -115,217
   GREEN SQUARE CAPITAL MANAGEMENT LLC 163 - 2025-03-31 14,411 $41,000 0
   SAVANT CAPITAL MANAGEMENT INC 1542 - 2025-03-31 13,500 $39,000 0
   R Squared Ltd 263 - 2025-03-31 13,510 $39,000 11,700
   FIRST HEARTLAND CONSULTANTS INC 433 - 2025-03-31 13,240 $38,000 1,973
   Advisor Group Holdings Inc. 4825 - 2025-03-31 12,275 $35,000 -975
   Goss Wealth Management LLC 2636 - 2025-03-31 11,940 $34,000 10,442
   J P MORGAN CHASE & CO 4814 - 2025-03-31 11,477 $33,000 -2,587
   SG AMERICAS SECURITIES LLC 2827 *New 2025-03-31 10,897 $31,000 10,897
   Kathmere Capital Management LLC 430 *New 2025-03-31 10,783 $31,000 10,783
   Legato Capital Management LLC 556 - 2025-03-31 10,071 $29,000 0
   FEDERATED INVESTORS INC /PA/ 1839 - 2025-03-31 2,527 $7,000 1,157
   Russell Investments Group Ltd. 3361 - 2025-03-31 1,205 $3,000 -160
   HARBOUR INVESTMENTS INC. 2900 - 2025-03-31 1,000 $3,000 0
   GROUP ONE TRADING, L.P. 1637 - 2025-03-31 830 $2,000 830
   SJS Investment Consulting Inc. 887 *New 2025-03-31 300 $1,000 300
   BNP PARIBAS ARBITRAGE SA 4042 - 2024-12-31 227 $1,000 -48
   MCCORMACK ADVISORS INTERNATIONAL 2869 - 2025-03-31 236 $1,000 0
   BNP PARIBAS ARBITRAGE SA 4105 - 2025-03-31 189 $1,000 -11,690
   NBC SECURITIES INC. 2072 *Closed 2025-03-31 0 $0 -15
   CITIGROUP INC 4434 - 2025-03-31 39 $0 -600
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 3430 *New 2025-03-31 18 $0 18
   Vontobel Holding Ltd. 1096 *Closed 2025-03-31 0 $0 -17,000
   Cubist Systematic Strategies LLC 1447 *Closed 2025-03-31 0 $0 -41,781
   Point72 Asia (Singapore) Pte. Ltd. 952 *Closed 2025-03-31 0 $0 -11
   B. Riley Asset Management LLC 40 *Closed 2025-03-31 0 $0 -8,610
   Assenagon Asset Management S.A. 1150 *Closed 2025-03-31 0 $0 -101,340
   TOWER RESEARCH CAPITAL LLC 5181 *Closed 2025-03-31 0 $0 -2,438
   RIVER & MERCANTILE ASSET MANAGEMENT LLP 142 *Closed 2024-12-31 0 $0 -204,050
   WESPAC ADVISORS, LLC 160 *Closed 2025-03-31 0 $0 -12,658
   Cresset Asset Management LLC 1673 *Closed 2025-03-31 0 $0 -20,000
   Quadrature Capital LTD 1280 *Closed 2025-03-31 0 $0 -36,397
   Anchor Investment Management LLC 1049 - 2025-03-31 17 $0 0
   NORGES BANK 2124 *Closed 2024-12-31 0 $0 0
   Essential Planning LLC. 246 *Closed 2025-03-31 0 $0 -13,000
   HODGES CAPITAL MANAGEMENT INC. *Closed 2025-03-31 0 $0 -42,500
   HUNTINGTON NATIONAL BANK 3093 - 2025-03-31 1 $0 0
   SHERBROOKE PARK ADVISERS LLC 793 *Closed 2025-03-31 0 $0 -13,477
   DIMENSIONAL FUND ADVISORS INC 3392 *Closed 2025-03-31 0 $0 -92,151
   PRUDENTIAL FINANCIAL INC 2337 *Closed 2025-03-31 0 $0 -21,950
   LEUCADIA NATIONAL CORP -- Notable Guru -- 1396 *Closed 2025-03-31 0 $0 -20,000
   PROEQUITIES INC. 9407 - 2025-03-31 0 $0 0
   Nelson Van Denburg & Campbell Wealth Management Gr 2252 *Closed 2025-03-31 0 $0 -22
   Steward Partners Investment Advisory LLC 4013 - 2025-03-31 20 $0 0
   Caitong International Asset Management Co. Ltd 2595 *New 2025-03-31 2 $0 2
  91 Records found
  1    
  Page 1 of 1
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