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UPLD Upland Software

Institutional ownership

Data for period
(Last complete reporting period)
Institutional shares
Float
Outstanding shares
Total positions
Opened positions
Closed positions
Increased positions
Decreased positions

Latest institutional filings

Type Filer #Shares Filed For date #Previous %Chg Prev. Date
13F-HR
Global Retirement Partners 100 22 Oct 21 30 Sep 21 0 +∞% 30 Jun 21
13F-HR
Parallel Advisors 1 21 Oct 21 30 Sep 21 1 0% 30 Jun 21
13F-HR
Arkadios Wealth Advisors 5 19 Oct 21 30 Sep 21 7 -29% 30 Jun 21
13F-HR
Green Square Capital Advisors 14.41K 19 Oct 21 30 Sep 21 14.41K 0% 30 Jun 21
13F-HR
Bernzott Capital Advisors 830.34K 19 Oct 21 30 Sep 21 635.29K +31% 30 Jun 21
13F-HR
CENTRAL TRUST 43 19 Oct 21 30 Sep 21 43 0% 30 Jun 21
13F-HR
Nisa Investment Advisors 2.45K 18 Oct 21 30 Sep 21 2.45K 0% 30 Jun 21
13F-HR
Fifth Third Bancorp 259 15 Oct 21 30 Sep 21 259 0% 30 Jun 21
13F-HR
NEXT Financial 524 14 Oct 21 30 Sep 21 0 +∞% 30 Jun 21
13F-HR
Wedge Capital Management L L P 390.54K 14 Oct 21 30 Sep 21 414.18K -6% 30 Jun 21

About this data

This data is updated daily from 13F, 13D and 13G SEC filings.

Faded values represent incomplete data for the quarter, where values have been used from the previous quarter for institutions that haven't filed updated data yet.

UPLD 5-year stock price

Institutional ownership trends

Institutional shares (*long positions only)
Number of holders
Opened vs closed positions (#holders, opened on top)
Increased vs decreased positions (#holders, increased on top)
Puts vs calls (#shares, puts on top)

Institutional ownership history data

All data in millions (MM) except percentages. "0.0" is < 100,000 and "0.0%" is < 0.1%
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