TOCQUEVILLE ASSET MANAGEMENT L.P. - UPLAND SOFTWARE INC ownership

UPLAND SOFTWARE INC's ticker is UPLD and the CUSIP is 91544A109. A total of 180 filers reported holding UPLAND SOFTWARE INC in Q1 2021. The put-call ratio across all filers is 0.19 and the average weighting 0.4%.

Quarter-by-quarter ownership
TOCQUEVILLE ASSET MANAGEMENT L.P. ownership history of UPLAND SOFTWARE INC
ValueSharesWeighting
Q1 2023$365,500
-68.9%
85,000
-48.5%
0.01%
-68.2%
Q4 2022$1,176,450
-41.4%
165,000
-33.1%
0.02%
-46.3%
Q3 2022$2,006,000
+29.3%
246,800
+131.1%
0.04%
+46.4%
Q2 2022$1,551,000
+7.7%
106,800
+30.6%
0.03%
+27.3%
Q1 2022$1,440,000
-1.8%
81,8000.0%0.02%
+10.0%
Q4 2021$1,467,000
-22.7%
81,800
+44.0%
0.02%
-28.6%
Q3 2021$1,899,000
-18.8%
56,8000.0%0.03%
-17.6%
Q2 2021$2,338,000
-12.8%
56,8000.0%0.03%
-17.1%
Q1 2021$2,680,000
+2.8%
56,8000.0%0.04%
-6.8%
Q4 2020$2,607,000
+16.6%
56,800
-4.2%
0.04%
+2.3%
Q3 2020$2,236,000
+8.5%
59,3000.0%0.04%0.0%
Q2 2020$2,061,000
+29.6%
59,3000.0%0.04%
+7.5%
Q1 2020$1,590,000
+526.0%
59,300
+715.1%
0.04%
+1233.3%
Q3 2019$254,000
-22.6%
7,275
+1.0%
0.00%
-25.0%
Q2 2019$328,000
+7.5%
7,2050.0%0.00%0.0%
Q1 2019$305,000
+48.8%
7,205
-4.4%
0.00%
+33.3%
Q4 2018$205,000
-56.6%
7,535
-48.4%
0.00%
-50.0%
Q3 2018$472,00014,6100.01%
Other shareholders
UPLAND SOFTWARE INC shareholders Q1 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