- Type / Class
- Equity / Common Stock
- Shares outstanding
- 28,888,889
- Total 13F shares
- 1,047,769
- Share change
- +64,497
- Total reported value
- $9,230,000
- Price per share
- $8.81
- Number of holders
- 22
- Value change
- +$570,688
- Number of buys
- 10
- Number of sells
- 11
Quarterly Holders Quick Answers
What is CUSIP 91544A109?
CUSIP 91544A109 identifies UPLD - Upland Software, Inc. - Common Stock in SEC institutional holdings data.
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Open the full security ownership history page.
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- Back to full security ownership history for the broader multi-quarter picture.
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- SEC investors directory for manager drilldown.
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Jump to adjacent filing periods for faster comparison and easier crawl discovery.
Recent filing periods for CUSIP 91544A109:
Top shareholders of UPLD - Upland Software, Inc. - Common Stock (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
Methodology: rows are grouped by holder and ranked by the holder's primary source value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
| Holder | Source | Role / Reporting | Ownership % | Shares | Holdings Value | 12M Net Δ | As of | Details |
|---|---|---|---|---|---|---|---|---|
| Skylands Capital, LLC |
13F
|
Company |
0.71%
|
204,950
|
$1,562,000 | — | 30 Jun 2016 | |
| RAYMOND JAMES & ASSOCIATES |
13F
|
Company |
0.41%
|
119,078
|
$907,000 | — | 30 Jun 2016 | |
| VANGUARD GROUP INC |
13F
|
Company |
0.38%
|
108,672
|
$828,000 | — | 30 Jun 2016 | |
| RENAISSANCE TECHNOLOGIES LLC |
13F
|
Company |
0.33%
|
95,800
|
$730,000 | — | 30 Jun 2016 | |
| STEEL GROVE CAPITAL ADVISORS, LLC |
13F
|
Company |
0.3%
|
86,911
|
$662,000 | — | 30 Jun 2016 | |
| MORGAN STANLEY |
13F
|
Company |
0.24%
|
69,216
|
$528,000 | — | 30 Jun 2016 | |
| Emancipation Management LLC |
13F
|
Company |
0.22%
|
63,438
|
$483,000 | — | 30 Jun 2016 | |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC |
13F
|
Company |
0.12%
|
34,000
|
$259,000 | — | 30 Jun 2016 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
0.09%
|
26,535
|
$202,000 | — | 30 Jun 2016 | |
| JACOBS LEVY EQUITY MANAGEMENT, INC |
13F
|
Company |
0.08%
|
23,704
|
$181,000 | — | 30 Jun 2016 | |
| UBS Group AG |
13F
|
Company |
0.08%
|
22,772
|
$174,000 | — | 30 Jun 2016 | |
| WHITE PINE CAPITAL LLC |
13F
|
Company |
0.08%
|
22,500
|
$171,000 | — | 30 Jun 2016 | |
| DEUTSCHE BANK AG\ |
13F
|
Company |
0.07%
|
19,837
|
$151,000 | — | 30 Jun 2016 | |
| Spark Investment Management LLC |
13F
|
Company |
0.06%
|
18,500
|
$140,000 | — | 30 Jun 2016 | |
| BlackRock Fund Advisors |
13F
|
Company |
0.05%
|
15,704
|
$120,000 | — | 30 Jun 2016 | |
| KING LUTHER CAPITAL MANAGEMENT CORP |
13F
|
Company |
0.05%
|
14,268
|
$109,000 | — | 30 Jun 2016 | |
| RBF Capital, LLC |
13F
|
Company |
0.04%
|
11,626
|
$89,000 | — | 30 Jun 2016 | |
| BLAIR WILLIAM & CO/IL |
13F
|
Company |
0.04%
|
11,500
|
$88,000 | — | 30 Jun 2016 | |
| Sterling Capital Management LLC |
13F
|
Company |
0.03%
|
10,000
|
$76,000 | — | 30 Jun 2016 | |
| GILDER GAGNON HOWE & CO LLC |
13F
|
Company |
0.01%
|
1,650
|
$13,000 | — | 30 Jun 2016 | |
| BlackRock Investment Management, LLC |
13F
|
Company |
0%
|
1,197
|
$9,000 | — | 30 Jun 2016 | |
| Tower Research Capital LLC (TRC) |
13F
|
Company |
0%
|
714
|
$5,000 | — | 30 Jun 2016 | |
| Acrospire Investment Management LLC |
13F
|
Company |
0%
|
700
|
$5,000 | — | 30 Jun 2016 |
Institutional Holders of Upland Software, Inc. - Common Stock (UPLD) as of Q3 2016
As of 30 Sep 2016,
Upland Software, Inc. - Common Stock (UPLD) was held by
22 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
1,047,769 shares.
The largest 10 holders included
VANGUARD GROUP INC, Skylands Capital, LLC, RENAISSANCE TECHNOLOGIES LLC, RAYMOND JAMES & ASSOCIATES, GREEN SQUARE CAPITAL LLC, Emancipation Management LLC, MORGAN STANLEY, BRIDGEWAY CAPITAL MANAGEMENT INC, GEODE CAPITAL MANAGEMENT, LLC, and UBS Group AG.
This page lists
22
institutional shareholders reporting positions in this security
for the Q3 2016 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q3 2016 vs Q2 2016 Across Filers
Q2 2016 holders
23
Q3 2016 holders
22
Holder diff
-1
| Investor | Q2 2016 Shares | Q3 2016 Shares | Share Diff | Share Chg % | Q2 2016 Value $ | Q3 2016 Value $ | Value Diff $ | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.
An asterisk sign (*) next to the price indicates that the price is likely invalid.