Security key
91544A109
- Security type / class
- Equity / Common Stock
- Total 13F shares
- 1,034,174
- Total 13F value
- $7,291,000
- Share change
- -177,569
- SEC-reported price per share
- $7.05
- Number of holders
- 24
- Value change
- -$1,465,131
- Number of buys
- 8
- Number of sells
- 15
- Shares outstanding
- 28,888,889
Holder snapshot
6 signals
Security identity
1 source field
Report period
Q4 2015
Institutions
24
Top holders
10
UPLD full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q1 2016
Previous quarter: Q3 2015
Upland Software, Inc. SEC filings
Upland Software, Inc. company facts
Broader feeds
Reporting periods
Holder history for CUSIP 91544A109
Recent filing periods:
Ownership snapshot
Top reported holders of UPLD - Upland Software, Inc. - Common Stock (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
RAYMOND JAMES & ASSOCIATES
Disclosed value leader
RAYMOND JAMES & ASSOCIATES
Comparable rows
15/15
Latest evidence
30 Sep 2015
13F
Lead comparable stake: 1%
Showing 1-6 of 15 holder rows.
Quick read
RAYMOND JAMES & ASSOCIATES leads the comparable SEC ownership view at 1%.
15 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Comparable ownership
Top 5
RAYMOND JAMES & ASSOCIATES
1%
Alyeska Investment Group, L.P.
0.81%
BlackRock Institutional Trust Com...
0.5%
Skylands Capital, LLC
0.38%
MORGAN STANLEY
0.32%
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
Detailed SEC evidence table Showing 1-6 of 15 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| RAYMOND JAMES & ASSOCIATES |
13F
Company
|
1%
|
$2,348,000
297,197 shares
|
— | 30 Sep 2015 |
| Alyeska Investment Group, L.P. |
13F
Company
|
0.81%
|
$1,850,000
234,222 shares
|
— | 30 Sep 2015 |
| BlackRock Institutional Trust Company, N.A. |
13F
Company
|
0.5%
|
$1,140,000
144,335 shares
|
— | 30 Sep 2015 |
| Skylands Capital, LLC |
13F
Company
|
0.38%
|
$873,000
110,485 shares
|
— | 30 Sep 2015 |
| MORGAN STANLEY |
13F
Company
|
0.32%
|
$729,000
92,241 shares
|
— | 30 Sep 2015 |
| STEEL GROVE CAPITAL ADVISORS, LLC |
13F
Company
|
0.3%
|
$687,000
86,911 shares
|
— | 30 Sep 2015 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
13F holder rows
Institutional holders as of Q4 2015
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
24
Shares
1,034,174
Rows available
24
| Investor | Option | Weight % | Change % | SEC-reported value | * Price | Shares | Share Change | Activity | Report Period |
|---|
* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.
Compare Q4 2015 vs Q3 2015 Across Filers
Q3 2015 holders
24
Q4 2015 holders
24
Holder diff
0
| Investor | Q3 2015 Shares | Q4 2015 Shares | Share Diff | Share Chg % | Q3 2015 value | Q4 2015 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend