IFP Advisors, Inc - UPLAND SOFTWARE INC ownership

UPLAND SOFTWARE INC's ticker is UPLD and the CUSIP is 91544A109. A total of 162 filers reported holding UPLAND SOFTWARE INC in Q2 2021. The put-call ratio across all filers is 0.15 and the average weighting 0.3%.

Quarter-by-quarter ownership
IFP Advisors, Inc ownership history of UPLAND SOFTWARE INC
ValueSharesWeighting
Q2 2023$4,0322080.00%
Q2 2021$000.00%
Q1 2021$0
-100.0%
0
-100.0%
0.00%
Q4 2020$3,0000.0%690.0%0.00%
Q3 2020$3,0000.0%69
-26.6%
0.00%
Q2 2020$3,0000.0%94
+11.9%
0.00%
Q1 2020$3,0000.0%84
+5.0%
0.00%
Q4 2019$3,0000.0%80
-7.0%
0.00%
Q3 2019$3,0000.0%86
-34.4%
0.00%
Q4 2018$3,000
-40.0%
131
-14.9%
0.00%
Q3 2018$5,000
-16.7%
154
-4.9%
0.00%
Q2 2018$6,0001620.00%
Other shareholders
UPLAND SOFTWARE INC shareholders Q2 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