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Get Institutions for : 
Upland Software, Inc. (UPLD)  
$3.19 0.60 (23.17%) as of 4:30 Mon 5/6


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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
$4.42  
Last Quarter's Ending Price : 
$4.23  
Last Quarter's Average Price
$4.32  
Change from last quarter's     
avg. price to the last closing  : 
1.13 (26.16%)  




 
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: 
3-31-2022 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 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 13 - 2023-12-31 1,670,436 $7,596,000 103,193
   BOOTHBAY FUND MANAGEMENT LLC 222 - 2023-12-31 868,427 $3,673,000 86,235
   ARNHOLD & S BLEICHROEDER ADVISERS LLC 282 - 2023-12-31 839,183 $3,550,000 145,405
   RBF CAPITAL, LLC 170 - 2023-12-31 489,183 $2,069,000 2,948
   DIMENSIONAL FUND ADVISORS INC 2786 - 2023-12-31 481,409 $2,037,000 194,112
   GEODE CAPITAL MANAGEMENT LLC 3221 - 2023-12-31 320,644 $1,357,000 11,984
   MONARCH PARTNERS ASSET MANAGEMENT LLC 120 - 2022-12-31 180,627 $1,288,000 1,314
   Man Group plc 1270 - 2023-12-31 213,650 $904,000 213,650
   CITIGROUP INC 2291 - 2023-12-31 179,116 $758,000 150,384
   BANK OF AMERICA CORP /DE/ 4291 - 2023-12-31 155,948 $660,000 18,271
   JANE STREET GROUP LLC 3711 - 2023-12-31 145,311 $615,000 124,923
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 3718 - 2023-12-31 122,975 $520,000 35,121
   Qube Research & Technologies Ltd 2127 - 2023-12-31 85,770 $363,000 73,869
   RENAISSANCE TECHNOLOGIES LLC 2998 - 2023-12-31 69,300 $293,000 34,492
   NORTHERN TRUST CORP 3735 - 2023-12-31 68,049 $288,000 9,811
   MORGAN STANLEY 5388 - 2023-12-31 66,236 $280,000 38,239
   Jump Financial LLC 1342 - 2023-12-31 64,200 $272,000 53,400
   FMR LLC 2707 - 2023-12-31 63,615 $269,000 3,345
   INVESCO LTD 3352 - 2023-12-31 62,964 $266,000 7,163
   GROUP ONE TRADING, L.P. 816 - 2023-12-31 34,737 $147,000 8,289
   Cubist Systematic Strategies LLC 1777 - 2023-12-31 24,653 $104,000 24,653
   SCHWAB CHARLES INVESTMENT MANAGEMENT INC 3340 - 2023-12-31 22,775 $96,000 22,775
   Schonfeld Strategic Advisors LLC 1565 - 2023-12-31 14,106 $60,000 14,106
   Y-Intercept (Hong Kong) Ltd 1148 - 2023-12-31 13,424 $57,000 13,424
   OXFORD ASSET MANAGEMENT 147 - 2023-12-31 12,388 $52,000 12,388
   Advisor Group Holdings Inc. 4882 - 2023-12-31 11,623 $49,000 3,450
   UBS Group AG 5855 - 2023-12-31 4,107 $17,000 1,057
   QUANTBOT TECHNOLOGIES LLC 1436 - 2023-12-31 3,994 $17,000 3,994
   TOWER RESEARCH CAPITAL LLC 4572 - 2023-12-31 1,916 $8,000 34
   ROYAL BANK OF CANADA 6064 - 2023-12-31 390 $2,000 44

  30 Records found
  1    
  Page 1 of 1
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