JPMORGAN CHASE & CO - UPLAND SOFTWARE INC ownership

UPLAND SOFTWARE INC's ticker is UPLD and the CUSIP is 91544A109. A total of 85 filers reported holding UPLAND SOFTWARE INC in Q3 2023. The put-call ratio across all filers is 0.20 and the average weighting 0.1%.

Quarter-by-quarter ownership
JPMORGAN CHASE & CO ownership history of UPLAND SOFTWARE INC
ValueSharesWeighting
Q3 2023$1,306,605
+91.7%
282,815
+49.4%
0.00%
Q2 2023$681,512
-81.7%
189,309
-78.1%
0.00%
Q1 2023$3,723,000
+69152.2%
865,914
+14.8%
0.00%
-100.0%
Q4 2022$5,376
-95.9%
754,080
+4599.8%
0.00%
Q3 2022$130,000
-43.2%
16,045
+1.9%
0.00%
Q2 2022$229,000
-5.0%
15,752
+15.1%
0.00%
Q1 2022$241,000
-64.7%
13,688
-64.0%
0.00%
Q4 2021$683,000
-90.8%
38,064
-82.8%
0.00%
-100.0%
Q3 2021$7,384,000
+10.9%
220,832
+36.6%
0.00%0.0%
Q2 2021$6,657,000
+6.9%
161,687
+22.5%
0.00%0.0%
Q1 2021$6,229,000
+12.1%
131,989
+9.0%
0.00%0.0%
Q4 2020$5,558,000
+59.9%
121,115
+31.0%
0.00%0.0%
Q3 2020$3,475,000
+42.0%
92,475
+31.4%
0.00%
Q2 2020$2,447,000
+66.2%
70,386
+28.2%
0.00%
Q1 2020$1,472,000
-11.3%
54,910
+18.3%
0.00%
Q4 2019$1,659,000
+533.2%
46,435
+518.6%
0.00%
Q3 2019$262,000
-3.3%
7,506
+21.6%
0.00%
Q2 2019$271,000
+66.3%
6,173
+60.9%
0.00%
Q1 2019$163,000
-38.5%
3,837
-60.7%
0.00%
Q4 2018$265,000
+124.6%
9,767
+168.1%
0.00%
Q3 2018$118,000
-93.9%
3,643
-93.6%
0.00%
Q2 2018$1,949,000
-36.6%
56,711
-46.8%
0.00%
-100.0%
Q1 2018$3,072,000
+104.3%
106,693
+53.6%
0.00%
Q4 2017$1,504,000
+140.3%
69,445
+134.1%
0.00%
Q3 2017$626,000
+7725.0%
29,666
+8474.0%
0.00%
Q2 2017$8,0003460.00%
Other shareholders
UPLAND SOFTWARE INC shareholders Q3 2023
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