CHARLES SCHWAB INVESTMENT MANAGEMENT INC - 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
CHARLES SCHWAB INVESTMENT MANAGEMENT INC ownership history of UPLAND SOFTWARE INC
ValueSharesWeighting
Q2 2023$568,825
-34.8%
158,007
-22.2%
0.00%
Q1 2023$873,042
-43.6%
203,033
-6.4%
0.00%
Q4 2022$1,546,661
-11.0%
216,923
+1.5%
0.00%
-100.0%
Q3 2022$1,737,000
-37.7%
213,622
+11.3%
0.00%0.0%
Q2 2022$2,787,000
-20.1%
191,927
-3.1%
0.00%0.0%
Q1 2022$3,487,000
+0.8%
197,966
+2.7%
0.00%0.0%
Q4 2021$3,460,000
-44.7%
192,815
+3.1%
0.00%
-50.0%
Q3 2021$6,255,000
-17.5%
187,046
+1.6%
0.00%
-33.3%
Q2 2021$7,579,000
-9.5%
184,082
+3.7%
0.00%0.0%
Q1 2021$8,379,000
+7.5%
177,556
+4.6%
0.00%0.0%
Q4 2020$7,794,000
+24.8%
169,821
+2.5%
0.00%0.0%
Q3 2020$6,244,000
+26.6%
165,602
+16.7%
0.00%
+50.0%
Q2 2020$4,932,000
+36.5%
141,878
+5.3%
0.00%0.0%
Q1 2020$3,614,000
-23.4%
134,723
+1.9%
0.00%
-33.3%
Q4 2019$4,721,000
+4.3%
132,200
+1.8%
0.00%0.0%
Q3 2019$4,528,000
-20.8%
129,886
+3.5%
0.00%0.0%
Q2 2019$5,716,000
+51.1%
125,526
+40.5%
0.00%
+50.0%
Q1 2019$3,784,000
+63.6%
89,318
+5.0%
0.00%0.0%
Q4 2018$2,313,000
-16.1%
85,084
-0.3%
0.00%0.0%
Q3 2018$2,758,000
+136.5%
85,340
+151.7%
0.00%
+100.0%
Q2 2018$1,166,000
+154.6%
33,900
+113.2%
0.00%
Q1 2018$458,000
+80.3%
15,900
+35.9%
0.00%
Q4 2017$254,000
+2.4%
11,7000.0%0.00%
Q3 2017$248,000
-3.9%
11,7000.0%0.00%
Q2 2017$258,00011,7000.00%
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