Upland Software Ownership | Who Owns Upland Software?
Upland Software Ownership Summary
Upland Software is owned by 57.25% institutional investors, 19.00% insiders, and 23.75% retail investors. Vanguard group is the largest institutional shareholder, holding 6.56% of UPLD shares. Hodges Multi Cap Core is the top mutual fund, with 3.67% of its assets in Upland Software shares.
UPLD Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Upland Software | 57.25% | 19.00% | 23.75% |
| Sector | Technology Stocks | 54.54% | 11.27% | 34.19% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 1.90M | 6.56% | $4.72M |
| New south capital management | 1.43M | 4.96% | $3.57M |
| Acadian asset management | 1.33M | 4.60% | $3.31M |
| Ameriprise financial | 1.33M | 4.60% | $3.31M |
| Castleknight management lp | 1.33M | 4.58% | $3.30M |
| D. e. shaw | 1.26M | 4.37% | $3.15M |
| Hodges capital management | 1.22M | 4.23% | $3.05M |
| Blackrock | 832.86K | 2.88% | $2.07M |
| B. riley asset management | 738.42K | 2.55% | $1.84M |
| Rbf capital | 519.18K | 1.80% | $1.29M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| B. riley asset management | 738.42K | 0.92% | $1.84M |
| Hodges capital management | 1.22M | 0.20% | $3.05M |
| Castleknight management lp | 1.33M | 0.16% | $3.30M |
| New south capital management | 1.43M | 0.16% | $3.57M |
| River & mercantile asset management llp | 204.96K | 0.14% | $511.38K |
| Rbf capital | 519.18K | 0.07% | $1.29M |
| Rice hall james & associates | 273.57K | 0.04% | $681.20K |
| Heron bay capital management | 74.11K | 0.04% | $184.54K |
| Boothbay fund management | 491.02K | 0.03% | $1.22M |
| Pingora partners | 11.80K | 0.02% | $29.38K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Castleknight management lp | 1.33M | 0.16% | 759.46K |
| Renaissance | 288.41K | 0.00% | 185.62K |
| Heron bay capital management | 74.11K | 0.04% | 74.11K |
| D. e. shaw | 1.26M | 0.00% | 52.77K |
| Ameriprise financial | 1.33M | 0.00% | 19.46K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| B. riley asset management | 738.42K | 0.92% | -787.36K |
| First eagle investment management | - | - | -594.82K |
| Boothbay fund management | 491.02K | 0.03% | -282.01K |
| Susquehanna group, llp | - | - | -259.36K |
| Victory capital management | - | - | -237.04K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Heron bay capital management | 74.11K | 0.04% | 74.11K | $184.54K |
| Newedge advisors | 19.36K | 0.00% | 19.36K | $48.20K |
| Savant capital | 13.50K | 0.00% | 13.50K | $33.62K |
| Harbour investments | 1.00K | 0.00% | 1.00K | $2.49K |
Sold Out
| Holder | Change |
|---|---|
| Innealta capital | -14.00 |
| Wells fargo & company/mn | -223.00 |
| Gps wealth strategies group | -250.00 |
| Quantbot technologies lp | -3.49K |
| Wolverine trading | -10.02K |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2024 | 69 | 2.99% | 15,624,323 | -6.68% | 57 | 1.71% | 27 | 28.57% | 22 | -29.03% |
| Jun 30, 2024 | 67 | -17.28% | 16,743,407 | -13.84% | 57 | 1.47% | 21 | -4.55% | 31 | -24.39% |
| Mar 31, 2024 | 81 | -17.35% | 19,433,544 | -22.06% | 62 | 1.07% | 22 | -47.62% | 41 | 17.14% |
| Dec 31, 2023 | 98 | 12.64% | 24,934,680 | -3.77% | 76 | 1.20% | 42 | 27.27% | 35 | - |
| Sep 30, 2023 | 87 | -12.12% | 25,912,156 | -0.43% | 79 | 1.23% | 33 | -23.26% | 35 | -12.50% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Hodges Multi Cap Core | 1.00M | 3.67% | 380.08K |
| Vanguard Total Stock Mkt Idx Inv | 980.07K | 3.57% | - |
| Columbia Small Cap Value I | 831.55K | 3.05% | 29.30K |
| Columbia Small Cap Value I A | 831.55K | 3.03% | - |
| Hodges Retail | 473.72K | 1.74% | -45.36K |
| Hodges Best Ideas Growth | 473.72K | 1.74% | - |
| Vanguard Institutional Extnd Mkt Idx Tr | 413.67K | 1.51% | - |
| NewSouth Capital Mgt NSCM Sm Cap Val Eq | 307.62K | 1.13% | - |
| Columbia VP Small Cap Value 1 | 262.44K | 0.96% | -3.70K |
| Royce Micro Cap Trust | 244.10K | 0.90% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Dec 17, 2024 | Mattox Timothy | - | Sell | $12.61K |
| Nov 13, 2024 | Mattox Timothy | - | Sell | $5.27K |
| Nov 14, 2024 | Mattox Timothy | - | Sell | $45.06K |
| Aug 09, 2024 | MCDONALD JOHN T | CEO | Buy | $130.31K |
| Aug 08, 2024 | MCDONALD JOHN T | CEO | Buy | $66.63K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q4 | - | 3 |
| 2024 Q3 | 2 | - |
| 2024 Q2 | - | - |
| 2024 Q1 | - | - |
| 2023 Q4 | - | 2 |
UPLD Ownership FAQ
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