Raymond James Financial Services Advisors, Inc. - UPLAND SOFTWARE INC ownership

UPLAND SOFTWARE INC's ticker is UPLD and the CUSIP is 91544A109. A total of 155 filers reported holding UPLAND SOFTWARE INC in Q3 2021. The put-call ratio across all filers is 0.40 and the average weighting 0.2%.

Quarter-by-quarter ownership
Raymond James Financial Services Advisors, Inc. ownership history of UPLAND SOFTWARE INC
ValueSharesWeighting
Q3 2021$524,000
-18.8%
15,6700.0%0.00%0.0%
Q2 2021$645,000
-13.7%
15,670
-1.0%
0.00%
-50.0%
Q1 2021$747,000
-3.2%
15,829
-5.9%
0.00%0.0%
Q4 2020$772,000
+27.8%
16,829
+5.1%
0.00%0.0%
Q3 2020$604,000
+6.9%
16,015
-1.5%
0.00%0.0%
Q2 2020$565,000
+74.4%
16,265
+34.6%
0.00%
+100.0%
Q1 2020$324,000
-72.8%
12,085
-63.8%
0.00%
-75.0%
Q4 2019$1,193,000
+37.9%
33,410
+34.6%
0.00%
+33.3%
Q3 2019$865,000
-20.1%
24,825
+4.4%
0.00%
-25.0%
Q2 2019$1,083,000
+12.8%
23,785
+5.0%
0.00%0.0%
Q1 2019$960,000
+55.8%
22,6580.0%0.00%
+33.3%
Q4 2018$616,000
-13.1%
22,658
+3.2%
0.00%0.0%
Q3 2018$709,000
-15.0%
21,958
-9.6%
0.00%
-25.0%
Q2 2018$834,000
-0.8%
24,278
-16.8%
0.00%
-20.0%
Q1 2018$841,00029,1950.01%
Other shareholders
UPLAND SOFTWARE INC shareholders Q3 2021
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