MORGAN STANLEY - 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
MORGAN STANLEY ownership history of UPLAND SOFTWARE INC
ValueSharesWeighting
Q3 2023$129,347
-39.0%
27,997
-52.5%
0.00%
Q2 2023$212,011
-41.3%
58,892
-29.9%
0.00%
Q1 2023$361,304
-78.8%
84,024
-64.9%
0.00%
Q4 2022$1,705,723
-11.8%
239,232
+0.5%
0.00%
Q3 2022$1,935,000
-17.2%
238,060
+48.0%
0.00%
Q2 2022$2,337,000
+115.0%
160,885
+160.6%
0.00%
Q1 2022$1,087,000
-61.6%
61,733
-60.9%
0.00%
Q4 2021$2,834,000
+97.6%
158,052
+268.6%
0.00%
Q3 2021$1,434,000
-72.3%
42,877
-65.9%
0.00%
-100.0%
Q2 2021$5,174,000
+352.3%
125,695
+418.2%
0.00%
Q1 2021$1,144,000
-23.9%
24,254
-26.0%
0.00%
Q4 2020$1,504,000
+167.1%
32,767
+119.6%
0.00%
Q3 2020$563,000
-56.2%
14,921
-59.7%
0.00%
Q2 2020$1,286,000
+100.9%
37,009
+55.1%
0.00%
Q1 2020$640,000
-58.6%
23,854
-44.9%
0.00%
Q4 2019$1,546,000
+72.7%
43,287
+68.7%
0.00%
Q3 2019$895,000
-95.2%
25,662
-93.7%
0.00%
-100.0%
Q2 2019$18,475,000
+25.8%
405,768
+17.0%
0.01%
+25.0%
Q1 2019$14,687,000
+41.5%
346,729
-9.2%
0.00%
+33.3%
Q4 2018$10,377,000
+258.6%
381,820
+326.2%
0.00%
+200.0%
Q3 2018$2,894,000
-45.1%
89,579
-41.6%
0.00%0.0%
Q2 2018$5,273,000
+101.6%
153,410
+68.9%
0.00%0.0%
Q1 2018$2,615,000
+4.3%
90,846
-21.5%
0.00%0.0%
Q4 2017$2,507,000
-20.7%
115,768
-22.5%
0.00%0.0%
Q3 2017$3,160,000
+648.8%
149,312
+677.6%
0.00%
Q2 2017$422,000
-66.9%
19,201
-76.0%
0.00%
Q1 2017$1,274,000
+69.4%
80,120
-4.6%
0.00%
Q4 2016$752,000
+130.7%
84,004
+127.0%
0.00%
Q3 2016$326,000
-38.3%
37,001
-46.5%
0.00%
Q2 2016$528,000
-2.0%
69,216
-11.7%
0.00%
Q1 2016$539,000
-2.5%
78,390
-0.0%
0.00%
Q4 2015$553,000
-24.1%
78,394
-15.0%
0.00%
Q3 2015$729,000
+37.3%
92,241
+60.2%
0.00%
Q2 2015$531,000
+6537.5%
57,562
+4696.8%
0.00%
Q1 2015$8,000
-27.3%
1,200
-2.0%
0.00%
Q4 2014$11,0001,2240.00%
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