PATHSTONE FAMILY OFFICE, LLC - UPLAND SOFTWARE INC ownership

UPLAND SOFTWARE INC's ticker is UPLD and the CUSIP is 91544A109. A total of 180 filers reported holding UPLAND SOFTWARE INC in Q1 2021. The put-call ratio across all filers is 0.19 and the average weighting 0.4%.

Quarter-by-quarter ownership
PATHSTONE FAMILY OFFICE, LLC ownership history of UPLAND SOFTWARE INC
ValueSharesWeighting
Q3 2023$108,006
-67.1%
23,378
+138.6%
0.00%
-90.0%
Q3 2021$328,000
-13.7%
9,796
+6.2%
0.01%
-9.1%
Q2 2021$380,000
+33.8%
9,225
+53.3%
0.01%
+10.0%
Q1 2021$284,0006,0180.01%
Other shareholders
UPLAND SOFTWARE INC shareholders Q1 2021
NameSharesValueWeighting ↓
NEEDHAM INVESTMENT MANAGEMENT LLC 725,000$5,894,0001.16%
P2 Capital Partners, LLC 950,000$7,724,0000.95%
BERNZOTT CAPITAL ADVISORS 571,966$4,650,0000.64%
Hodges Capital Management Inc. 460,810$3,747,0000.62%
Summit Creek Advisors LLC 440,631$3,582,0000.49%
NEW SOUTH CAPITAL MANAGEMENT INC 1,161,736$9,445,0000.46%
Monarch Partners Asset Management LLC 179,313$1,458,0000.44%
Marathon Asset Management Ltd 1,327,021$10,789,0000.32%
Counterpoint Mutual Funds LLC 12,850$104,0000.25%
LANNEBO FONDER AB 145,865$1,186,0000.24%
View complete list of UPLAND SOFTWARE INC shareholders