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Upland Software Ownership | Who Owns Upland Software?

OverviewForecastRevenueFinancialsChartTranscripts

Upland Software Ownership Summary

Upland Software is owned by 57.90% institutional investors, 19.07% insiders, and 23.03% 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

TypeName% Inst% Insiders% Retail
StockUpland Software57.90%19.07%23.03%
SectorTechnology Stocks 52.86%10.49%36.65%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
Hodges Multi Cap Core1.00M3.67%380.08K
Vanguard Total Stock Mkt Idx Inv980.07K3.57%-
Columbia Small Cap Value I831.55K3.05%29.30K
Columbia Small Cap Value I A831.55K3.03%-
Hodges Retail473.72K1.74%-45.36K
Hodges Best Ideas Growth473.72K1.74%-
Vanguard Institutional Extnd Mkt Idx Tr413.67K1.52%-
NewSouth Capital Mgt NSCM Sm Cap Val Eq307.62K1.13%-
Columbia VP Small Cap Value 1262.44K0.96%-3.70K
Royce Micro Cap Trust244.10K0.90%-

Recent Insider Transactions

DateNameRoleActivityValue
Nov 13, 2024Mattox Timothy-Sell$5.27K
Nov 14, 2024Mattox Timothy-Sell$45.06K
Aug 09, 2024MCDONALD JOHN T CEOBuy$130.31K
Aug 08, 2024MCDONALD JOHN T CEOBuy$66.63K
Nov 21, 2023COURTER STEPHEN E-Sell$90.63K

Insider Transactions Trends

DateBuySell
2024 Q4-2
2024 Q32-
2024 Q2--
2024 Q1--
2023 Q4-2

UPLD Ownership FAQ

Who owns the most shares of Upland Software?

Upland Software’s largest shareholders are Vanguard group (1.9M shares, 6.56%), New south capital management (1.43M shares, 4.96%), and Acadian asset management (1.33M shares, 4.60%). Together, they hold 16.13% of Upland Software’s total shares outstanding.

Does Blackrock own Upland Software?

Yes, BlackRock owns 2.88% of Upland Software, totaling 832.86K shares as of Jun 2024. This represents 0% of BlackRock's total assets, with a market value of 2.07M$. In the last quarter, BlackRock decreased its holdings by -217K shares, a -20.70% change.

Who is Upland Software’s biggest shareholder by percentage of total assets invested?

B. riley asset management is Upland Software’s biggest shareholder by percentage of total assets invested, with 0.92% of its assets in 738.42K Upland Software shares, valued at 1.84M$.

Who is the top mutual fund holder of Upland Software shares?

Hodges Multi Cap Core is the top mutual fund holder of Upland Software shares, with 3.67% of its total shares outstanding invested in 1M Upland Software shares.

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