Sowell Financial Services LLC - UPLAND SOFTWARE INC ownership

UPLAND SOFTWARE INC's ticker is UPLD and the CUSIP is 91544A109. A total of 190 filers reported holding UPLAND SOFTWARE INC in Q4 2020. The put-call ratio across all filers is 0.23 and the average weighting 0.5%.

Quarter-by-quarter ownership
Sowell Financial Services LLC ownership history of UPLAND SOFTWARE INC
ValueSharesWeighting
Q1 2021$10,000
-41.2%
246
-34.6%
0.00%
-100.0%
Q4 2020$17,000
+30.8%
376
+6.8%
0.00%0.0%
Q3 2020$13,000
+62.5%
352
+47.9%
0.00%
Q2 2020$8,000
+60.0%
238
+16.1%
0.00%
Q1 2020$5,0000.0%205
+40.4%
0.00%
Q4 2019$5,0000.0%1460.0%0.00%
Q3 2019$5,0001460.00%
Other shareholders
UPLAND SOFTWARE INC shareholders Q4 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