Recent Quarter Total Invested
$41.69 M
Recent Quarter Institutional Ownership Percentage
57.9%
Total Invested of Last Quarter
$60.07 M
Ownership Percentage of Last Quarter
62.7%
Upland Software, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 08/13/2024 | 1.90 M | $4.72 M | 0.00% | 6.56% |
| NEW SOUTH CAPITAL MANAGEMENT INC | 08/06/2024 | 1.43 M | $3.57 M | -2.59% | 4.96% |
| ACADIAN ASSET MANAGEMENT LLC | 08/06/2024 | 1.33 M | $3.31 M | 0.00% | 4.60% |
| AMERIPRISE FINANCIAL INC | 08/14/2024 | 1.33 M | $3.31 M | 1.48% | 4.60% |
| CASTLEKNIGHT MANAGEMENT LP | 08/14/2024 | 1.33 M | $3.30 M | 134.22% | 4.58% |
| D. E. SHAW & CO., INC. | 08/14/2024 | 1.26 M | $3.15 M | 4.36% | 4.37% |
| HODGES CAPITAL MANAGEMENT INC. | 08/02/2024 | 1.22 M | $3.05 M | -7.61% | 4.23% |
| BLACKROCK INC. | 08/13/2024 | 832,862 | $2.07 M | -20.70% | 2.88% |
| B. RILEY ASSET MANAGEMENT, LLC | 08/14/2024 | 738,421 | $1.84 M | -51.60% | 2.55% |
| RBF CAPITAL, LLC | 08/14/2024 | 519,183 | $1.29 M | 0.00% | 1.80% |
| DIMENSIONAL FUND ADVISORS LP | 08/09/2024 | 493,179 | $1.23 M | -6.77% | 1.71% |
| BOOTHBAY FUND MANAGEMENT, LLC | 08/14/2024 | 491,018 | $1.22 M | -36.48% | 1.70% |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 08/14/2024 | 411,760 | $1.03 M | -7.19% | 1.42% |
| RENAISSANCE TECHNOLOGIES LLC | 08/09/2024 | 288,408 | $718,136 | 180.58% | 1.00% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/09/2024 | 286,484 | $713,543 | -10.91% | 0.99% |
| RICE HALL JAMES & ASSOCIATES, LLC | 08/07/2024 | 273,575 | $681,202 | 3.70% | 0.95% |
| MAN GROUP PLC | 08/14/2024 | 268,529 | $668,637 | -12.72% | 0.93% |
| ROYCE & ASSOCIATES LP | 08/13/2024 | 244,100 | $607,809 | 0.00% | 0.84% |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 08/14/2024 | 209,912 | $522,681 | -47.95% | 0.73% |
| RIVER & MERCANTILE ASSET MANAGEMENT LLP | 08/12/2024 | 204,963 | $511,383 | -1.28% | 0.71% |
| TWO SIGMA ADVISERS, LP | 08/14/2024 | 180,500 | $449,445 | -28.29% | 0.62% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 08/14/2024 | 164,400 | $409,356 | 6.89% | 0.57% |
| ASSENAGON ASSET MANAGEMENT S.A. | 07/18/2024 | 150,219 | $374,045 | 4.17% | 0.52% |
| TWO SIGMA INVESTMENTS, LP | 08/14/2024 | 120,437 | $299,888 | -14.66% | 0.42% |
| STATE STREET CORP | 08/14/2024 | 102,051 | $254,107 | 3.87% | 0.35% |
| INVESCO LTD. | 08/13/2024 | 99,270 | $247,182 | -11.48% | 0.34% |
| MILLENNIUM MANAGEMENT LLC | 08/14/2024 | 75,056 | $186,889 | -7.43% | 0.26% |
| HERON BAY CAPITAL MANAGEMENT | 08/13/2024 | 74,114 | $184,544 | 100.00% | 0.26% |
| NORTHERN TRUST CORP | 08/14/2024 | 60,764 | $151,302 | -0.74% | 0.21% |
| BANK OF NEW YORK MELLON CORP | 07/25/2024 | 60,735 | $151,231 | -4.06% | 0.21% |
| FMR LLC | 08/13/2024 | 60,492 | $150,625 | 5.97% | 0.21% |
| NBC SECURITIES, INC. | 07/10/2024 | 57,000 | $141,000 | -4.20% | 0.20% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 08/14/2024 | 44,000 | $110,000 | 0.00% | 0.15% |
| BANK OF AMERICA CORP /DE/ | 08/14/2024 | 43,969 | $109,483 | -5.51% | 0.15% |
| HSBC HOLDINGS PLC | 08/12/2024 | 38,874 | $97,962 | -6.03% | 0.13% |
| ENGINEERS GATE MANAGER LP | 08/14/2024 | 35,875 | $89,329 | -16.06% | 0.12% |
| CITADEL ADVISORS LLC | 08/14/2024 | 35,100 | $87,399 | -9.77% | 0.12% |
| BARCLAYS PLC | 08/14/2024 | 32,858 | $82,000 | -2.75% | 0.11% |
| MACKENZIE FINANCIAL CORP | 08/14/2024 | 30,191 | $75,176 | 74.59% | 0.10% |
| GOLDMAN SACHS GROUP INC | 08/13/2024 | 28,341 | $70,569 | 166.11% | 0.10% |
| AMERICAN CENTURY COMPANIES INC | 08/07/2024 | 25,627 | $63,811 | 5.28% | 0.09% |
| PATHSTONE HOLDINGS, LLC | 08/14/2024 | 24,145 | $60,121 | 2.88% | 0.08% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 08/12/2024 | 22,775 | $56,710 | 0.00% | 0.08% |
| CITADEL ADVISORS LLC | 08/14/2024 | 21,117 | $52,581 | -79.96% | 0.07% |
| NEWEDGE ADVISORS, LLC | 08/16/2024 | 19,357 | $48,199 | 100.00% | 0.07% |
| JANE STREET GROUP, LLC | 08/15/2024 | 17,413 | $43,358 | -91.78% | 0.06% |
| VONTOBEL HOLDING LTD. | 08/13/2024 | 17,000 | $42,330 | 0.00% | 0.06% |
| MORGAN STANLEY | 08/14/2024 | 16,195 | $40,326 | -25.49% | 0.06% |
| SAVANT CAPITAL, LLC | 08/05/2024 | 13,500 | $33,615 | 100.00% | 0.05% |
| ADVISOR GROUP HOLDINGS, INC. | 08/13/2024 | 12,623 | $31,426 | 8.60% | 0.04% |
Upland Software, Inc.institutional Ownership - Frequently Asked Questions
-
Who are the largest shareholders of UPLD shares?
During the previous two years, 133 institutional investors and hedge funds held shares of Upland Software, Inc.. The most heavily invested institutionals were:
VANGUARD GROUP INC: 1.9 M
NEW SOUTH CAPITAL MANAGEMENT INC: 1.43 M
ACADIAN ASSET MANAGEMENT LLC: 1.33 M
AMERIPRISE FINANCIAL INC: 1.33 M
CastleKnight Management LP: 1.33 M
D. E. Shaw & Co., Inc.: 1.26 M
-
What percentage of Upland Software, Inc. stock is owned by institutional investors?
57.90% of Upland Software, Inc. stock is owned by institutional investors.
-
How much institutional buying is happening at UPLD ?
Institutional investors have bought a total of 18.32 M shares in the last 24 months. This purchase volume represents approximately $46.71 M in transactions.