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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $269,060 | +28.3% | 58,238 | -0.1% | 0.00% | – |
| Q2 2023 | $209,775 | -80.8% | 58,271 | -77.0% | 0.00% | – |
| Q1 2023 | $1,091,473 | -42.0% | 253,831 | -3.8% | 0.00% | – |
| Q4 2022 | $1,880,837 | -19.2% | 263,792 | -7.9% | 0.00% | -100.0% |
| Q3 2022 | $2,329,000 | -45.8% | 286,429 | -3.3% | 0.00% | 0.0% |
| Q2 2022 | $4,299,000 | -19.9% | 296,054 | -2.8% | 0.00% | 0.0% |
| Q1 2022 | $5,365,000 | -5.8% | 304,645 | -4.1% | 0.00% | 0.0% |
| Q4 2021 | $5,695,000 | -47.0% | 317,507 | -1.2% | 0.00% | -50.0% |
| Q3 2021 | $10,744,000 | -20.1% | 321,262 | -1.6% | 0.00% | 0.0% |
| Q2 2021 | $13,441,000 | -10.9% | 326,461 | +2.1% | 0.00% | -33.3% |
| Q1 2021 | $15,087,000 | +0.9% | 319,705 | -1.9% | 0.00% | 0.0% |
| Q4 2020 | $14,951,000 | +20.9% | 325,808 | -0.6% | 0.00% | 0.0% |
| Q3 2020 | $12,363,000 | +15.5% | 327,931 | +6.5% | 0.00% | 0.0% |
| Q2 2020 | $10,706,000 | +36.6% | 307,997 | +5.4% | 0.00% | +50.0% |
| Q1 2020 | $7,837,000 | -23.9% | 292,192 | +1.3% | 0.00% | 0.0% |
| Q4 2019 | $10,299,000 | +1.1% | 288,403 | -1.3% | 0.00% | 0.0% |
| Q3 2019 | $10,186,000 | +4.2% | 292,193 | +36.0% | 0.00% | 0.0% |
| Q2 2019 | $9,779,000 | +18.9% | 214,777 | +10.6% | 0.00% | 0.0% |
| Q1 2019 | $8,225,000 | +56.2% | 194,164 | +0.2% | 0.00% | +100.0% |
| Q4 2018 | $5,267,000 | -18.3% | 193,754 | -2.9% | 0.00% | -50.0% |
| Q3 2018 | $6,448,000 | +3.5% | 199,559 | +10.1% | 0.00% | 0.0% |
| Q2 2018 | $6,232,000 | +99.7% | 181,302 | +67.3% | 0.00% | +100.0% |
| Q1 2018 | $3,121,000 | +41.2% | 108,391 | +6.2% | 0.00% | 0.0% |
| Q4 2017 | $2,210,000 | +8.6% | 102,063 | +6.1% | 0.00% | 0.0% |
| Q3 2017 | $2,035,000 | +5.0% | 96,167 | +9.1% | 0.00% | 0.0% |
| Q2 2017 | $1,939,000 | +660.4% | 88,171 | +449.9% | 0.00% | – |
| Q1 2017 | $255,000 | – | 16,033 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| B. Riley Asset Management, LLC | 1,225,851 | $5,271,159 | 2.18% |
| Hodges Capital Management Inc. | 1,133,986 | $8,416 | 0.69% |
| Palogic Value Management, L.P. | 265,000 | $1,139,500 | 0.56% |
| NEEDHAM INVESTMENT MANAGEMENT LLC | 650,000 | $2,795,000 | 0.48% |
| Hillsdale Investment Management Inc. | 594,806 | $2,557,666 | 0.22% |
| NEW SOUTH CAPITAL MANAGEMENT INC | 913,167 | $3,926,618 | 0.18% |
| Invenomic Capital Management LP | 664,000 | $2,855,200 | 0.16% |
| First Dallas Securities Inc. | 41,500 | $178 | 0.10% |
| RICE HALL JAMES & ASSOCIATES, LLC | 423,933 | $1,822,912 | 0.10% |
| LANNEBO FONDER AB | 145,865 | $627 | 0.10% |