Security key
91544A109
- Security type / class
- Equity / Common Stock
- Shares outstanding
- 28,888,889
- Total 13F shares
- 1,116,486
- Share change
- +82,312
- Total reported value
- $7,670,000
- Reported price per share
- $6.87
- Number of holders
- 23
- Value change
- +$559,079
- Number of buys
- 10
- Number of sells
- 10
Security identity
Holder snapshot
Report period
Q1 2016
Institutions
23
Top holders
10
UPLD full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q2 2016
Previous quarter: Q4 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.
Lead holder
RAYMOND JAMES & ASSOCIATES
13D/G signal
—
Evidence rows
15
Latest as of
31 Dec 2015
13F
Lead comparable stake: 0.95%
Showing 1-6 of 15 holder rows.
Rank 1 holder
RAYMOND JAMES & ASSOCIATES
13F
- Ownership
- 0.95%
- Position
- $1.94M
Rank 2 holder
BlackRock Institutional Trust Company, N.A.
13F
- Ownership
- 0.49%
- Position
- $988K
Rank 3 holder
Skylands Capital, LLC
13F
- Ownership
- 0.35%
- Position
- $705K
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| RAYMOND JAMES & ASSOCIATES |
13F
Company
|
0.95%
|
$1,936,000
274,677 shares
|
— | 31 Dec 2015 |
| BlackRock Institutional Trust Company, N.A. |
13F
Company
|
0.49%
|
$988,000
140,174 shares
|
— | 31 Dec 2015 |
| Skylands Capital, LLC |
13F
Company
|
0.35%
|
$705,000
100,000 shares
|
— | 31 Dec 2015 |
| VANGUARD GROUP INC |
13F
Company
|
0.33%
|
$673,000
95,461 shares
|
— | 31 Dec 2015 |
| STEEL GROVE CAPITAL ADVISORS, LLC |
13F
Company
|
0.3%
|
$613,000
86,911 shares
|
— | 31 Dec 2015 |
| MORGAN STANLEY |
13F
Company
|
0.27%
|
$553,000
78,394 shares
|
— | 31 Dec 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 Q1 2016
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
23
Shares
1,116,486
Rows available
23
| Investor | Option | Weight % | Change % | Reported value | * Price | Shares | Share Change | Activity | Report Period |
|---|
* 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 failed the local validity check.
Compare Q1 2016 vs Q4 2015 Across Filers
Q4 2015 holders
24
Q1 2016 holders
23
Holder diff
-1
| Investor | Q4 2015 Shares | Q1 2016 Shares | Share Diff | Share Chg % | Q4 2015 value | Q1 2016 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend