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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
   SIGNATUREFD, LLC *Closed 2024-03-31 0 $0 -750
   EverSource Wealth Advisors LLC 2610 *Closed 2023-12-31 0 $0 -259
   Coppell Advisory Solutions Corp. 631 *Closed 2023-03-31 0 $0 -400
   Palogic Value Management L.P. 164 *Closed 2023-12-31 0 $0 -586,549
   Cutler Group LP 1095 *Closed 2024-03-31 0 $0 -99
   CWM LLC 4564 *Closed 2024-03-31 0 $0 -20
   Squarepoint Ops LLC 2897 *Closed 2023-12-31 0 $0 -30,647
   XTX Topco Ltd 2018 *Closed 2023-12-31 0 $0 -77,419

  8 Records found
  1    
  Page 1 of 1
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