LPL Financial LLC - UPLAND SOFTWARE INC ownership

UPLAND SOFTWARE INC's ticker is UPLD and the CUSIP is 91544A109. A total of 85 filers reported holding UPLAND SOFTWARE INC in Q3 2023. The put-call ratio across all filers is 0.20 and the average weighting 0.1%.

Quarter-by-quarter ownership
LPL Financial LLC ownership history of UPLAND SOFTWARE INC
ValueSharesWeighting
Q3 2021$1,346,000
+2.1%
40,244
+25.7%
0.00%0.0%
Q2 2021$1,318,000
-15.0%
32,010
-2.6%
0.00%
-50.0%
Q1 2021$1,551,000
+1.0%
32,857
-1.9%
0.00%0.0%
Q4 2020$1,536,000
+44.1%
33,478
+18.4%
0.00%0.0%
Q3 2020$1,066,000
+12.4%
28,268
+3.6%
0.00%0.0%
Q2 2020$948,000
+257.7%
27,284
+175.7%
0.00%
+100.0%
Q1 2020$265,000
-17.4%
9,897
+10.2%
0.00%0.0%
Q4 2019$321,000
+3.5%
8,983
+0.9%
0.00%0.0%
Q3 2019$310,000
-19.7%
8,901
+5.1%
0.00%0.0%
Q2 2019$386,000
+7.5%
8,4700.0%0.00%0.0%
Q1 2019$359,000
+79.5%
8,470
+15.0%
0.00%0.0%
Q4 2018$200,0007,3680.00%
Other shareholders
UPLAND SOFTWARE INC shareholders Q3 2023
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