Upland Software (UPLD) Shareholding Patterns

Stock Card

$4.70

$0.07 (1.51%)

As on 28-Aug-2026 16:00EDT

Market cap

$14 Mln

Revenue (TTM)

$198 Mln

P/E Ratio

P/B Ratio

10.3

Div. Yield

0 %

Annual
Quarterly

Shareholding Pattern

Shareholder's Name	Category	Holding (% of equity)	Change in shares (%)	Filing date
BlackRock Inc	Institutions	6.93	-8.14	31-Dec-2022
Hodges Capital Management Inc	Institutions	3.74	163.51	31-Dec-2022
Ameriprise Financial Inc	Institutions	2.71	21.64	31-Dec-2022
Federated Hermes Inc	Institutions	2.62	-1.18	31-Dec-2022
Millennium Management LLC	Institutions	2.60	21.79	31-Dec-2022
JPMorgan Chase & Co	Institutions	2.32	4,599.78	31-Dec-2022
Hillsdale Investment Management Inc.	Institutions	1.87	661.89	31-Dec-2022
Geode Capital Management, LLC	Institutions	1.72	5.02	31-Dec-2022
Prudential Financial Inc	Institutions	1.49	64.91	31-Dec-2022
Ameriprise Financial Inc	Institutions	2.24	36.67	30-Sep-2022
Millennium Management LLC	Institutions	2.15	90.34	30-Sep-2022
Geode Capital Management, LLC	Institutions	1.65	3.31	30-Sep-2022
Hodges Capital Management Inc	Institutions	1.43	-36.40	30-Sep-2022
Vanguard Group Inc	Institutions	6.20	-2.69	30-Jun-2022
Newsouth Capital Management Inc	Institutions	3.66	-1.83	30-Jun-2022
P2 Capital Partners, LLC	Institutions	2.99	0.00	30-Jun-2022
Federated Hermes Inc	Institutions	2.67	173.70	30-Jun-2022
State Street Corporation	Institutions	2.44	2.44	30-Jun-2022
Dimensional Fund Advisors, Inc.	Institutions	2.01	54.59	30-Jun-2022
ArrowMark Colorado Holdings, LLC (ArrowMark Partners)	Institutions	1.92	-6.05	30-Jun-2022
Ameriprise Financial Inc	Institutions	1.66	0.39	30-Jun-2022
Geode Capital Management, LLC	Institutions	1.61	5.95	30-Jun-2022
Needham Investment Management, LLC	Institutions	1.37	521.43	30-Jun-2022
G2 Investment Partners Management LLC	Institutions	1.32	20.84	30-Jun-2022
Motley Fool Wealth Management LLC	Institutions	1.21	-4.46	30-Jun-2022
William Blair Investment Management, LLC	Institutions	1.19	-37.26	30-Jun-2022
D. E. Shaw & Co LP	Institutions	1.17	-8.13	30-Jun-2022
Millennium Management LLC	Institutions	1.15	-6.69	30-Jun-2022
Ameriprise Financial Inc	Institutions	1.66	22.25	31-Mar-2022
D. E. Shaw & Co LP	Institutions	1.28	-4.98	31-Mar-2022
Goldman Sachs Group Inc	Institutions	1.26	5.01	31-Mar-2022
Ashford Capital Management Inc	Institutions	1.54	1.35	30-Sep-2021
CI Investments Inc	Institutions	1.38	59.23	30-Sep-2021
BlackRock Inc	Institutions	5.90	-2.70	30-Jun-2021

Date	Person	Buy / Sell	Transaction Type	No. of Shares	Price ($)	Value ($ K)
17-Mar-2025	Timothy Mattox	Sell	Market	6,270	3.19	20.00
17-Dec-2024	Timothy Mattox	Sell	Market	607	4.56	2.77
17-Dec-2024	Timothy Mattox	Sell	Market	607	4.56	2.77
08-Aug-2024	John T Mcdonald	Buy	Market	16,987	1.98	33.64
08-Aug-2024	John T Mcdonald	Buy	Market	16,987	1.98	33.64

Upland Software (UPLD) Shareholding Patterns

Shareholding Pattern

Shareholders more than 1%

Insider Trades