Security key
91544A109
- Security type / class
- Equity / Common Stock
- Total 13F shares
- 10,735,481
- Total 13F value
- $308,865,457
- Share change
- +421,706
- SEC-reported price per share
- $28.79
- Number of holders
- 109
- Value change
- +$13,817,961
- Number of buys
- 65
- Number of sells
- 42
- Shares outstanding
- 28,888,889
Holder snapshot
6 signals
Security identity
Names, identifiers, and filing context for this profile.
1 source field
Report period
Q1 2018
Institutions
109
Top holders
10
UPLD full security history
Ownership snapshot
Full 13F holder table
Upland Software, Inc. SEC filings
Upland Software, Inc. company facts
Broader feeds
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
Park West Asset Managemen...
Disclosed value leader
Park West Asset Managemen...
Comparable rows
15/15
Latest evidence
31 Dec 2017
13F
Lead comparable stake: 7.1%
Showing 1-6 of 15 holder rows.
Quick read
Park West Asset Management LLC leads the comparable SEC ownership view at 7.1%.
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.
Open SEC evidence
Opens Park West Asset Management LLC's linked filing trail.
Comparable ownership
Top 5
Park West Asset Management LLC
7.1%
Pembroke Management, LTD
2.7%
VANGUARD GROUP INC
1.9%
G2 Investment Partners Management...
1.7%
MILLENNIUM MANAGEMENT LLC
1.6%
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 |
|---|---|---|---|---|---|
| Park West Asset Management LLC |
13F
Company
|
7.1%
|
$44,198,000
2,040,520 shares
|
— | 31 Dec 2017 |
| Pembroke Management, LTD |
13F
Company
|
2.7%
|
$16,654,000
768,900 shares
|
— | 31 Dec 2017 |
| VANGUARD GROUP INC |
13F
Company
|
1.9%
|
$12,093,000
558,326 shares
|
— | 31 Dec 2017 |
| G2 Investment Partners Management LLC |
13F
Company
|
1.7%
|
$10,375,000
479,009 shares
|
— | 31 Dec 2017 |
| MILLENNIUM MANAGEMENT LLC |
13F
Company
|
1.6%
|
$10,199,000
470,868 shares
|
— | 31 Dec 2017 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC |
13F
Company
|
1.5%
|
$9,548,335
440,828 shares
|
— | 31 Dec 2017 |
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 2018
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
109
Shares
10,735,481
Rows available
109
| 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 Q1 2018 vs Q1 2018 Across Filers
Q1 2018 holders
109
Q1 2018 holders
109
Holder diff
0
| Investor | Q1 2018 Shares | Q1 2018 Shares | Share Diff | Share Chg % | Q1 2018 value | Q1 2018 value | Value change | Value Chg % |
|---|