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 | $87,766 | -61.0% | 18,997 | -69.6% | 0.00% | – |
| Q2 2023 | $224,852 | -77.4% | 62,459 | -73.0% | 0.00% | – |
| Q1 2023 | $993,020 | +30.8% | 230,935 | +116.9% | 0.00% | – |
| Q4 2022 | $759,124 | -10.7% | 106,469 | +1.9% | 0.00% | – |
| Q3 2022 | $850,000 | +60.4% | 104,499 | +186.0% | 0.00% | – |
| Q2 2022 | $530,000 | -92.4% | 36,542 | -90.8% | 0.00% | -100.0% |
| Q1 2022 | $7,006,000 | +3.1% | 397,853 | +5.0% | 0.00% | 0.0% |
| Q4 2021 | $6,797,000 | -37.8% | 378,886 | +16.0% | 0.00% | -50.0% |
| Q3 2021 | $10,921,000 | -28.9% | 326,592 | -12.4% | 0.00% | -33.3% |
| Q2 2021 | $15,354,000 | -31.2% | 372,946 | -21.2% | 0.00% | -50.0% |
| Q1 2021 | $22,328,000 | +156.8% | 473,167 | +149.7% | 0.01% | +200.0% |
| Q4 2020 | $8,696,000 | +54.8% | 189,490 | +27.2% | 0.00% | 0.0% |
| Q3 2020 | $5,616,000 | -19.1% | 148,966 | -25.4% | 0.00% | 0.0% |
| Q2 2020 | $6,938,000 | -7.2% | 199,593 | -28.4% | 0.00% | -33.3% |
| Q1 2020 | $7,478,000 | -31.1% | 278,837 | -8.2% | 0.00% | 0.0% |
| Q4 2019 | $10,848,000 | +23.1% | 303,790 | +20.2% | 0.00% | 0.0% |
| Q3 2019 | $8,814,000 | -13.7% | 252,836 | +12.8% | 0.00% | 0.0% |
| Q2 2019 | $10,208,000 | +194.4% | 224,192 | +173.9% | 0.00% | +200.0% |
| Q1 2019 | $3,467,000 | +715.8% | 81,846 | +423.3% | 0.00% | – |
| Q4 2018 | $425,000 | -35.4% | 15,639 | -23.3% | 0.00% | – |
| Q3 2018 | $658,000 | -25.2% | 20,379 | -20.4% | 0.00% | – |
| Q2 2018 | $880,000 | +66.0% | 25,601 | +39.0% | 0.00% | – |
| Q1 2018 | $530,000 | -65.0% | 18,417 | -73.7% | 0.00% | – |
| Q4 2017 | $1,515,000 | +87.0% | 69,947 | +89.9% | 0.00% | – |
| Q2 2017 | $810,000 | +83.7% | 36,834 | +32.8% | 0.00% | – |
| Q1 2017 | $441,000 | +267.5% | 27,745 | +83.3% | 0.00% | – |
| Q3 2015 | $120,000 | -25.0% | 15,134 | -12.7% | 0.00% | – |
| Q2 2015 | $160,000 | -6.4% | 17,327 | -28.9% | 0.00% | – |
| Q1 2015 | $171,000 | +26.7% | 24,355 | +73.1% | 0.00% | – |
| Q4 2014 | $135,000 | – | 14,073 | – | 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% |