Creative Planning - UPLAND SOFTWARE INC ownership

UPLAND SOFTWARE INC's ticker is UPLD and the CUSIP is 91544A109. A total of 147 filers reported holding UPLAND SOFTWARE INC in Q3 2018. The put-call ratio across all filers is 0.41 and the average weighting 0.3%.

Quarter-by-quarter ownership
Creative Planning ownership history of UPLAND SOFTWARE INC
ValueSharesWeighting
Q1 2021$371,000
+3.1%
7,868
+0.4%
0.00%0.0%
Q4 2020$360,000
+6.8%
7,838
-12.3%
0.00%0.0%
Q3 2020$337,000
-23.6%
8,938
-29.6%
0.00%0.0%
Q2 2020$441,000
+43.2%
12,697
+10.4%
0.00%0.0%
Q1 2020$308,000
-17.9%
11,5000.0%0.00%0.0%
Q4 2019$375,000
-20.7%
11,500
-20.7%
0.00%
-50.0%
Q3 2019$473,000
-14.2%
14,500
+19.8%
0.00%0.0%
Q2 2019$551,000
+18.2%
12,100
+10.0%
0.00%0.0%
Q1 2019$466,000
+55.9%
11,0000.0%0.00%
+100.0%
Q4 2018$299,000
-15.8%
11,0000.0%0.00%0.0%
Q3 2018$355,000
-6.1%
11,0000.0%0.00%0.0%
Q2 2018$378,000
+45.9%
11,000
+22.2%
0.00%0.0%
Q1 2018$259,000
+41.5%
9,000
-65.3%
0.00%
-50.0%
Q4 2015$183,00025,9600.00%
Other shareholders
UPLAND SOFTWARE INC shareholders Q3 2018
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