NasdaqGM - Delayed Quote • USD
Upland Software, Inc. (UPLD)
At close: April 26 at 4:00 PM EDT
Major Holders
| Breakdown | |
|---|---|
| 16.40% | % of Shares Held by All Insider |
| 78.55% | % of Shares Held by Institutions |
| 93.96% | % of Float Held by Institutions |
| 126 | Number of Institutions Holding Shares |
Top Institutional Holders
| Holder | Shares | Date Reported | % Out | Value |
|---|---|---|---|---|
| Vanguard Group Inc | 1.9M | Dec 31, 2023 | 6.81% | 4,173,901 |
| B. Riley Asset Management, Llc | 1.67M | Dec 31, 2023 | 6.00% | 3,674,959 |
| New South Capital Management Inc | 1.52M | Dec 31, 2023 | 5.47% | 3,351,235 |
| Acadian Asset Management. LLC | 1.33M | Dec 31, 2023 | 4.78% | 2,929,038 |
| Hodges Capital Management, Inc. | 1.33M | Mar 31, 2024 | 4.76% | 2,916,128 |
| Shaw D.E. & Co., Inc. | 1.27M | Dec 31, 2023 | 4.56% | 2,792,475 |
| Ameriprise Financial, Inc. | 1.26M | Dec 31, 2023 | 4.52% | 2,772,704 |
| Blackrock Inc. | 1.06M | Dec 31, 2023 | 3.81% | 2,334,992 |
| Boothbay Fund Management, LLC | 868.43k | Dec 31, 2023 | 3.12% | 1,910,539 |
| First Eagle Investment Management, LLC | 839.18k | Dec 31, 2023 | 3.01% | 1,846,202 |
Top Mutual Fund Holders
| Holder | Shares | Date Reported | % Out | Value |
|---|---|---|---|---|
| Northern Lights Fd Tr II-Hodges Fund | 1M | Dec 31, 2023 | 3.59% | 2,200,000 |
| Vanguard Total Stock Market Index Fund | 980.07k | Dec 31, 2023 | 3.52% | 2,156,162 |
| First Eagle Small Opportunity Fund | 828.75k | Jan 31, 2024 | 2.97% | 1,823,250 |
| Columbia Fds Ser Tr I-Columbia Small Cap Value Fd I | 751.37k | Jan 31, 2024 | 2.70% | 1,653,003 |
| Vanguard Information Technology Index Fund | 662.81k | Nov 30, 2023 | 2.38% | 1,458,179 |
| Vanguard Extended Market Index Fund | 413.67k | Dec 31, 2023 | 1.48% | 910,063 |
| Columbia Fds Var Ins Tr-Columbia Var Port-Small Cap Value Fd | 298.49k | Dec 31, 2023 | 1.07% | 656,678 |
| Royce Micro Cap Trust | 244.1k | Dec 31, 2023 | 0.88% | 537,020 |
| Vanguard Explorer Fund, Inc. | 233.41k | Jan 31, 2024 | 0.84% | 513,513 |
| Northern Lights Fd Tr II-Hodges Small Cap Fund | 200k | Dec 31, 2023 | 0.72% | 440,000 |
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