UPLD Institutional Ownership
Upland Software, Inc.
1W: +10.7%
1M: -9.2%
3M: -30.0%
YTD: +148.7%
1Y: +63.6%
3Y: -14.7%
5Y: -89.8%
$3.73
+0.05 (+1.36%)
Weekly Expected Move ±14.8%
$3
$3
$4
$4
$5
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Institutional Ownership — UPLD
29
Institutional Holders
+0 vs prior quarter
0.0%
Ownership
+0.00pp
$4M
Total Invested
29
New Positions
0
Increased
0
Reduced
0
Closed
0.00
Put/Call Ratio
Top Institutional Holders (29 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | AMERIPRISE FINANCIAL INC NEW | 137,919 | $$514K | — | +0.0% | 1Q | SEC ↗ |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC NEW | 120,376 | $$449K | — | +0.0% | 1Q | SEC ↗ |
| 3 | ACADIAN ASSET MANAGEMENT LLC NEW | 112,368 | $$419K | — | +0.0% | 1Q | SEC ↗ |
| 4 | RICE HALL JAMES & ASSOCIATES, LLC NEW | 101,143 | $$377K | — | +0.0% | 1Q | SEC ↗ |
| 5 | CastleKnight Management LP NEW | 77,720 | $$290K | — | +0.0% | 1Q | SEC ↗ |
| 6 | BlackRock, Inc. NEW | 54,961 | $$205K | — | +0.0% | 1Q | SEC ↗ |
| 7 | D. E. Shaw & Co., Inc. NEW | 47,867 | $$179K | — | +0.0% | 1Q | SEC ↗ |
| 8 | RBF Capital, LLC NEW | 42,754 | $$159K | — | +0.0% | 1Q | SEC ↗ |
| 9 | GEODE CAPITAL MANAGEMENT, LLC NEW | 35,839 | $$134K | — | +0.0% | 1Q | SEC ↗ |
| 10 | TWO SIGMA INVESTMENTS, LP NEW | 26,790 | $$100K | — | +0.0% | 1Q | SEC ↗ |
| 11 | Man Group plc NEW | 25,265 | $$94K | — | +0.0% | 1Q | SEC ↗ |
| 12 | RENAISSANCE TECHNOLOGIES LLC NEW | 24,584 | $$92K | — | +0.0% | 1Q | SEC ↗ |
| 13 | VANGUARD PORTFOLIO MANAGEMENT LLC NEW | 23,341 | $$87K | — | +0.0% | 1Q | SEC ↗ |
| 14 | Russell Investments Group, Ltd. NEW | 21,530 | $$80K | — | +0.0% | 1Q | SEC ↗ |
| 15 | JANE STREET GROUP, LLC NEW | 15,585 | $$58K | — | +0.0% | 1Q | SEC ↗ |
| 16 | VANGUARD FIDUCIARY TRUST CO NEW | 14,350 | $$54K | — | +0.0% | 1Q | SEC ↗ |
| 17 | UBS Group AG NEW | 11,658 | $$43K | — | +0.0% | 1Q | SEC ↗ |
| 18 | STATE STREET CORP NEW | 10,994 | $$41K | — | +0.0% | 1Q | SEC ↗ |
| 19 | BARCLAYS PLC NEW | 3,164 | $$12K | — | +0.0% | 1Q | SEC ↗ |
| 20 | FMR LLC NEW | 1,720 | $$6K | — | +0.0% | 1Q | SEC ↗ |
| 21 | Tower Research Capital LLC (TRC) NEW | 1,002 | $$4K | — | +0.0% | 1Q | SEC ↗ |
| 22 | Vanguard Global Advisers, LLC NEW | 966 | $$4K | — | +0.0% | 1Q | SEC ↗ |
| 23 | OSAIC HOLDINGS, INC. NEW | 378 | $$1K | — | +0.0% | 1Q | SEC ↗ |
| 24 | MORGAN STANLEY NEW | 60 | $$0K | — | +0.0% | 1Q | SEC ↗ |
| 25 | CoreCap Advisors, LLC NEW | 50 | $$0K | — | +0.0% | 1Q | SEC ↗ |
| 26 | BNP PARIBAS FINANCIAL MARKETS NEW | 15 | $$0K | — | +0.0% | 1Q | SEC ↗ |
| 27 | FEDERATED HERMES, INC. NEW | 12 | $$0K | — | +0.0% | 1Q | SEC ↗ |
| 28 | SBI Securities Co., Ltd. NEW | 2 | $$0K | — | +0.0% | 1Q | SEC ↗ |
| 29 | Anchor Investment Management, LLC NEW | 1 | $$0K | — | +0.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| AMERIPRISE FINANCIAL INC | 137,919 | $$514K |
| VANGUARD CAPITAL MANAGEMENT LLC | 120,376 | $$449K |
| ACADIAN ASSET MANAGEMENT LLC | 112,368 | $$419K |
| RICE HALL JAMES & ASSOCIATES, LLC | 101,143 | $$377K |
| CastleKnight Management LP | 77,720 | $$290K |
| BlackRock, Inc. | 54,961 | $$205K |
| D. E. Shaw & Co., Inc. | 47,867 | $$179K |
| RBF Capital, LLC | 42,754 | $$159K |
| GEODE CAPITAL MANAGEMENT, LLC | 35,839 | $$134K |
| TWO SIGMA INVESTMENTS, LP | 26,790 | $$100K |
| Man Group plc | 25,265 | $$94K |
| RENAISSANCE TECHNOLOGIES LLC | 24,584 | $$92K |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 23,341 | $$87K |
| Russell Investments Group, Ltd. | 21,530 | $$80K |
| JANE STREET GROUP, LLC | 15,585 | $$58K |
| VANGUARD FIDUCIARY TRUST CO | 14,350 | $$54K |
| UBS Group AG | 11,658 | $$43K |
| STATE STREET CORP | 10,994 | $$41K |
| BARCLAYS PLC | 3,164 | $$12K |
| FMR LLC | 1,720 | $$6K |
Sold Out (0)
No sold-out positions this quarter.
Biggest Increases (0)
None.
Biggest Decreases (0)
None.