STEEL GROVE CAPITAL ADVISORS, LLC - UPLAND SOFTWARE INC ownership

UPLAND SOFTWARE INC's ticker is UPLD and the CUSIP is 91544A109. A total of 152 filers reported holding UPLAND SOFTWARE INC in Q1 2020. The put-call ratio across all filers is 1.24 and the average weighting 0.5%.

Quarter-by-quarter ownership
STEEL GROVE CAPITAL ADVISORS, LLC ownership history of UPLAND SOFTWARE INC
ValueSharesWeighting
Q3 2023$66,579
+28.3%
14,4110.0%0.01%
+28.6%
Q2 2023$51,880
-16.3%
14,4110.0%0.01%
-12.5%
Q1 2023$61,967
-39.7%
14,4110.0%0.01%
-46.7%
Q4 2022$102,750
-12.2%
14,4110.0%0.02%
-28.6%
Q3 2022$117,000
-44.0%
14,4110.0%0.02%
-44.7%
Q2 2022$209,000
-17.7%
14,4110.0%0.04%
-5.0%
Q1 2022$254,000
-1.9%
14,4110.0%0.04%
-21.6%
Q4 2021$259,000
-46.3%
14,4110.0%0.05%
-53.2%
Q3 2021$482,000
-18.7%
14,4110.0%0.11%
-32.7%
Q2 2021$593,000
-12.8%
14,4110.0%0.16%
-27.0%
Q1 2021$680,000
+2.9%
14,4110.0%0.22%
+2.8%
Q4 2020$661,000
+21.7%
14,4110.0%0.22%
-2.3%
Q3 2020$543,000
+8.4%
14,4110.0%0.22%
-1.8%
Q2 2020$501,000
+21.3%
14,411
-6.5%
0.22%
-16.4%
Q1 2020$413,000
-19.8%
15,411
+6.9%
0.27%
-6.6%
Q4 2019$515,000
+2.6%
14,4110.0%0.29%
-3.0%
Q3 2019$502,000
-23.5%
14,4110.0%0.30%
-27.2%
Q2 2019$656,000
+7.5%
14,4110.0%0.41%
+3.3%
Q1 2019$610,000
-9.9%
14,411
-42.2%
0.40%
+311.5%
Q4 2018$677,000
-29.9%
24,911
-16.7%
0.10%
-28.9%
Q3 2018$966,000
-6.0%
29,9110.0%0.14%
-18.2%
Q2 2018$1,028,000
+19.4%
29,9110.0%0.16%
+22.2%
Q1 2018$861,000
+13.9%
29,911
-14.3%
0.14%
+18.4%
Q4 2017$756,000
-10.5%
34,911
-12.5%
0.11%
-25.0%
Q3 2017$845,000
-3.8%
39,9110.0%0.15%
-2.6%
Q2 2017$878,000
+38.5%
39,9110.0%0.16%
+39.3%
Q1 2017$634,000
+9.1%
39,911
-38.5%
0.11%
-3.4%
Q4 2016$581,000
+1.6%
64,9110.0%0.12%
-10.1%
Q3 2016$572,000
-13.6%
64,911
-25.3%
0.13%
-20.9%
Q2 2016$662,000
+10.9%
86,9110.0%0.16%
+7.2%
Q1 2016$597,000
-2.6%
86,9110.0%0.15%0.0%
Q4 2015$613,000
-10.8%
86,9110.0%0.15%
-11.1%
Q3 2015$687,000
-14.2%
86,9110.0%0.17%
-3.9%
Q2 2015$801,00086,9110.18%
Other shareholders
UPLAND SOFTWARE INC shareholders Q1 2020
NameSharesValueWeighting ↓
B. Riley Asset Management, LLC 1,225,851$5,271,1592.18%
Hodges Capital Management Inc. 1,133,986$8,4160.69%
Palogic Value Management, L.P. 265,000$1,139,5000.56%
NEEDHAM INVESTMENT MANAGEMENT LLC 650,000$2,795,0000.48%
Hillsdale Investment Management Inc. 594,806$2,557,6660.22%
NEW SOUTH CAPITAL MANAGEMENT INC 913,167$3,926,6180.18%
Invenomic Capital Management LP 664,000$2,855,2000.16%
First Dallas Securities Inc. 41,500$1780.10%
RICE HALL JAMES & ASSOCIATES, LLC 423,933$1,822,9120.10%
LANNEBO FONDER AB 145,865$6270.10%
View complete list of UPLAND SOFTWARE INC shareholders