Upland Software, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 11/13/2024 | 1.90 M | $4.72 M | 0.00% | 6.95% |
| NEW SOUTH CAPITAL MANAGEMENT INC | 11/05/2024 | 1.43 M | $3.57 M | -0.07% | 5.25% |
| AMERIPRISE FINANCIAL INC | 11/14/2024 | 1.36 M | $3.38 M | 2.15% | 4.98% |
| CASTLEKNIGHT MANAGEMENT LP | 11/14/2024 | 1.33 M | $3.32 M | 0.60% | 4.89% |
| ACADIAN ASSET MANAGEMENT LLC | 11/12/2024 | 1.33 M | $3.31 M | 0.00% | 4.88% |
| D. E. SHAW & CO., INC. | 11/14/2024 | 1.15 M | $2.85 M | -9.33% | 4.20% |
| BLACKROCK FUNDING, INC. /DE | 11/13/2024 | 716,294 | $1.78 M | 100.00% | 2.62% |
| RICE HALL JAMES & ASSOCIATES, LLC | 10/28/2024 | 589,226 | $1.47 M | 115.38% | 2.16% |
| 11/14/2024 | 559,579 | $1.39 B | 100.00% | 2.05% | |
| B. RILEY ASSET MANAGEMENT, LLC | 12/05/2024 | 541,018 | $1.35 M | -26.73% | 1.98% |
| RBF CAPITAL, LLC | 11/14/2024 | 519,183 | $1.29 M | 0.00% | 1.90% |
| BOOTHBAY FUND MANAGEMENT, LLC | 11/14/2024 | 491,018 | $1.22 M | 0.00% | 1.80% |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 11/15/2024 | 408,860 | $1.02 M | -0.70% | 1.50% |
| DIMENSIONAL FUND ADVISORS LP | 11/07/2024 | 300,033 | $747,136 | -39.16% | 1.10% |
| MAN GROUP PLC | 11/14/2024 | 298,643 | $743,621 | 11.21% | 1.09% |
| RENAISSANCE TECHNOLOGIES LLC | 11/13/2024 | 292,124 | $727,389 | 1.29% | 1.07% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2024 | 273,917 | $682,242 | -4.39% | 1.00% |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 11/14/2024 | 255,617 | $636,486 | 21.77% | 0.94% |
| ROYCE & ASSOCIATES LP | 11/06/2024 | 244,100 | $607,809 | 0.00% | 0.89% |
| RIVER & MERCANTILE ASSET MANAGEMENT LLP | 11/04/2024 | 204,050 | $507,064 | -0.45% | 0.75% |
| TWO SIGMA ADVISERS, LP | 11/14/2024 | 196,500 | $489,285 | 8.86% | 0.72% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 11/14/2024 | 164,400 | $409,356 | 0.00% | 0.60% |
| TWO SIGMA INVESTMENTS, LP | 11/14/2024 | 152,343 | $379,334 | 26.49% | 0.56% |
| ASSENAGON ASSET MANAGEMENT S.A. | 10/23/2024 | 150,219 | $374,045 | 0.00% | 0.55% |
| HODGES CAPITAL MANAGEMENT INC. | 11/15/2024 | 105,869 | $263,614 | -91.36% | 0.39% |
| STATE STREET CORP | 11/14/2024 | 102,051 | $254,107 | 0.00% | 0.37% |
| INVESCO LTD. | 11/12/2024 | 99,702 | $248,258 | 0.44% | 0.37% |
| KENNEDY CAPITAL MANAGEMENT LLC | 11/14/2024 | 99,488 | $247,725 | 100.00% | 0.36% |
| HERON BAY CAPITAL MANAGEMENT | 11/08/2024 | 78,906 | $196,476 | 6.47% | 0.29% |
| FMR LLC | 11/13/2024 | 78,626 | $195,779 | 29.98% | 0.29% |
| MILLENNIUM MANAGEMENT LLC | 11/14/2024 | 69,027 | $171,877 | -8.03% | 0.25% |
| BANK OF NEW YORK MELLON CORP | 11/12/2024 | 46,745 | $116,396 | -23.03% | 0.17% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 11/14/2024 | 44,000 | $110,000 | 0.00% | 0.16% |
| BANK OF AMERICA CORP /DE/ | 11/14/2024 | 43,531 | $108,392 | -1.00% | 0.16% |
| CITADEL ADVISORS LLC | 11/14/2024 | 37,945 | $94,483 | 79.69% | 0.14% |
| MARSHALL WACE, LLP | 11/14/2024 | 35,814 | $89,176 | 100.00% | 0.13% |
| UBS GROUP AG | 11/14/2024 | 32,878 | $81,866 | 63,126.92% | 0.12% |
| BARCLAYS PLC | 11/19/2024 | 32,858 | $82,000 | 0.00% | 0.12% |
| PATHSTONE HOLDINGS, LLC | 11/07/2024 | 23,378 | $58,211 | -3.18% | 0.09% |
| ENGINEERS GATE MANAGER LP | 11/14/2024 | 23,096 | $57,509 | -35.62% | 0.08% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/12/2024 | 22,775 | $56,710 | 0.00% | 0.08% |
| XTX TOPCO LTD | 11/14/2024 | 17,318 | $43,122 | 100.00% | 0.06% |
| VONTOBEL HOLDING LTD. | 10/16/2024 | 17,000 | $42,330 | 0.00% | 0.06% |
| NBC SECURITIES, INC. | 10/15/2024 | 15,000 | $37,000 | -73.68% | 0.06% |
| GREEN SQUARE CAPITAL ADVISORS LLC | 11/07/2024 | 14,411 | $36,748 | 100.00% | 0.05% |
| SAVANT CAPITAL, LLC | 11/04/2024 | 13,500 | $33,615 | 0.00% | 0.05% |
| ADVISOR GROUP HOLDINGS, INC. | 11/13/2024 | 13,273 | $33,044 | 5.15% | 0.05% |
| MACKENZIE FINANCIAL CORP | 11/13/2024 | 13,241 | $32,970 | -56.14% | 0.05% |
| JANE STREET GROUP, LLC | 11/15/2024 | 13,199 | $32,866 | -24.20% | 0.05% |
| DYNAMIC TECHNOLOGY LAB PRIVATE LTD | 11/13/2024 | 12,344 | $31,000 | 100.00% | 0.05% |
Upland Software, Inc.institutional Ownership - FAQ's
During the previous two years, 115 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
AMERIPRISE FINANCIAL INC: 1.36 M
CastleKnight Management LP: 1.33 M
ACADIAN ASSET MANAGEMENT LLC: 1.33 M
D. E. Shaw & Co., Inc.: 1.15 M
59.05% of Upland Software, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 17.77 M shares in the last 24 months. This purchase volume represents approximately $76.79 M in transactions.