DIMENSIONAL FUND ADVISORS LP - 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
DIMENSIONAL FUND ADVISORS LP ownership history of UPLAND SOFTWARE INC
ValueSharesWeighting
Q3 2023$1,327,153
+64.3%
287,297
+28.0%
0.00%
Q2 2023$807,966
-38.4%
224,423
-26.4%
0.00%
Q1 2023$1,310,616
+59257.6%
304,845
-1.5%
0.00%
-100.0%
Q4 2022$2,208
-99.9%
309,563
-14.3%
0.00%0.0%
Q3 2022$2,938,000
-68.3%
361,324
-43.4%
0.00%
-66.7%
Q2 2022$9,265,000
+27.5%
638,041
+54.6%
0.00%
+50.0%
Q1 2022$7,268,000
-5.4%
412,720
-3.6%
0.00%0.0%
Q4 2021$7,683,000
-50.1%
428,246
-6.9%
0.00%
-60.0%
Q3 2021$15,384,000
-18.6%
460,009
+0.2%
0.01%
-16.7%
Q2 2021$18,907,000
-6.7%
459,226
+6.9%
0.01%
-14.3%
Q1 2021$20,274,000
+3.8%
429,632
+1.0%
0.01%0.0%
Q4 2020$19,524,000
+23.0%
425,438
+1.1%
0.01%0.0%
Q3 2020$15,871,000
+8.1%
420,995
-0.4%
0.01%
+16.7%
Q2 2020$14,684,000
+36.2%
422,486
+5.1%
0.01%0.0%
Q1 2020$10,779,000
-30.9%
401,921
-8.0%
0.01%0.0%
Q4 2019$15,605,000
-2.8%
436,986
-5.1%
0.01%0.0%
Q3 2019$16,060,000
-21.3%
460,712
+2.8%
0.01%
-25.0%
Q2 2019$20,401,000
+26.5%
448,090
+17.7%
0.01%
+33.3%
Q1 2019$16,130,000
+139.9%
380,779
+53.9%
0.01%
+100.0%
Q4 2018$6,725,000
+76.7%
247,433
+110.0%
0.00%
+200.0%
Q3 2018$3,806,000117,8110.00%
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