Security key
91544A109
- Security type / class
- Equity / Common Stock
- Total 13F shares
- 1,047,769
- Total 13F value
- $9,230,000
- Share change
- +64,497
- SEC-reported price per share
- $8.81
- Number of holders
- 22
- Value change
- +$570,688
- Number of buys
- 10
- Number of sells
- 11
- Shares outstanding
- 28,888,889
Holder snapshot
6 signals
Security identity
Names, identifiers, and filing context for this profile.
1 source field
Report period
Q3 2016
Institutions
22
Top holders
10
UPLD full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q4 2016
Previous quarter: Q2 2016
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
Skylands Capital, LLC
Disclosed value leader
Skylands Capital, LLC
Comparable rows
15/15
Latest evidence
30 Jun 2016
13F
Lead comparable stake: 0.71%
Showing 1-6 of 15 holder rows.
Quick read
Skylands Capital, LLC leads the comparable SEC ownership view at 0.71%.
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.
Open SEC evidence
Opens Skylands Capital, LLC's linked filing trail.
Comparable ownership
Top 5
Skylands Capital, LLC
0.71%
RAYMOND JAMES & ASSOCIATES
0.41%
VANGUARD GROUP INC
0.38%
RENAISSANCE TECHNOLOGIES LLC
0.33%
STEEL GROVE CAPITAL ADVISORS, LLC
0.3%
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 |
|---|---|---|---|---|---|
| Skylands Capital, LLC |
13F
Company
|
0.71%
|
$1,562,000
204,950 shares
|
— | 30 Jun 2016 |
| RAYMOND JAMES & ASSOCIATES |
13F
Company
|
0.41%
|
$907,000
119,078 shares
|
— | 30 Jun 2016 |
| VANGUARD GROUP INC |
13F
Company
|
0.38%
|
$828,000
108,672 shares
|
— | 30 Jun 2016 |
| RENAISSANCE TECHNOLOGIES LLC |
13F
Company
|
0.33%
|
$730,000
95,800 shares
|
— | 30 Jun 2016 |
| STEEL GROVE CAPITAL ADVISORS, LLC |
13F
Company
|
0.3%
|
$662,000
86,911 shares
|
— | 30 Jun 2016 |
| MORGAN STANLEY |
13F
Company
|
0.24%
|
$528,000
69,216 shares
|
— | 30 Jun 2016 |
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 Q3 2016
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
22
Shares
1,047,769
Rows available
22
| 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 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 change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend