I thought what happened 25 years ago was a once- in-a-lifetime event… but how wrong I was. Because here we are, a quarter of a century later, almost to the exact day, and it’s happening again.

UPLD Insider Trading

Insider Trading Chart
Insider Trading History
Frequently Asked Questions
About

Insider Ownership Percentage: 11.30%

Insider Buying (Last 12 Months): $66,597.30

Insider Selling (Last 12 Months): $0.00

Upland Software Insider Trading History Chart

Upland Software Share Price & Price History

^$3.32

▲ +0.04 (1.22%)

As of 11/22/2024 01:00 AM ET

Days: 30 | 90 | 365

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Upland Software Insider Trading History

Transaction Date	Insider Name	Title	Buy/Sell	Number of Shares	Average Share Price	Total Transaction	Shares Held After Transaction
8/8/2024	John T Mcdonald	CEO	Buy	33,635	$1.98	$66,597.30	297,373
11/7/2023	Dan Doman	Insider	Sell	13,996	$4.80	$67,180.80	199,779
3/13/2023	John T Mcdonald	CEO	Buy	10,000	$4.75	$47,500.00	263,738
3/10/2023	John T Mcdonald	CEO	Buy	10,000	$4.80	$48,000.00	253,738
10/12/2022	Stephen E Courter	Director	Sell	3,500	$7.37	$25,795.00	35,364
8/22/2022	John T Mcdonald	CEO	Buy	10,000	$10.99	$109,900.00	233,738
8/19/2022	John T Mcdonald	CEO	Buy	20,000	$10.73	$214,600.00	223,738
8/17/2022	John T Mcdonald	CEO	Buy	10,000	$11.33	$113,300.00	193,738
8/15/2022	John T Mcdonald	CEO	Buy	10,000	$11.22	$112,200.00	183,738
8/11/2022	John T Mcdonald	CEO	Buy	10,000	$11.23	$112,300.00	163,738
8/9/2022	Ian Burk	Insider	Sell	16,748	$11.21	$187,745.08	72,081

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SEC Filings (Institutional Ownership Changes) for Upland Software (NASDAQ:UPLD)

77.78% of Upland Software stock is owned by institutions. Institutional ownership can be a sign of analyst confidence in the fundamentals of the stock.

Institutional Buying and Selling by Quarter

Upland Software Institutional Trading History

Reporting Date	Hedge Fund	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
11/16/2024	Geode Capital Management LLC	273,917	$0.68M	0.0%	-4.4%	0.998%
11/15/2024	Hodges Capital Management Inc.	105,869	$0.26M	0.0%	-91.4%	0.386%
11/15/2024	XTX Topco Ltd	17,318	$43K	0.0%	N/A	0.063%
11/15/2024	Jane Street Group LLC	13,199	$33K	0.0%	-24.2%	0.048%
11/15/2024	Jacobs Levy Equity Management Inc.	255,617	$0.64M	0.0%	+21.8%	0.932%
11/14/2024	272 Capital LP	50,000	$0.12M	0.1%	-93.2%	0.182%
11/13/2024	FMR LLC	78,626	$0.20M	0.0%	+30.0%	0.287%
11/13/2024	Dynamic Technology Lab Private Ltd	12,344	$31K	0.0%	N/A	0.045%
11/5/2024	First Heartland Consultants Inc.	12,086	$30K	0.0%	N/A	0.044%
10/28/2024	Rice Hall James & Associates LLC	589,226	$1.47M	0.1%	+115.4%	2.135%
10/15/2024	NBC Securities Inc.	15,000	$37K	0.0%	-73.7%	0.055%
8/15/2024	Mackenzie Financial Corp	30,191	$75K	0.0%	+74.6%	0.111%
8/14/2024	272 Capital LP	738,421	$1.84M	0.9%	-51.6%	2.708%
8/14/2024	Heron Bay Capital Management	74,114	$0.19M	0.0%	N/A	0.272%
8/9/2024	Renaissance Technologies LLC	288,408	$0.72M	0.0%	+180.6%	1.058%
8/9/2024	Dimensional Fund Advisors LP	493,179	$1.23M	0.0%	-6.8%	1.809%
8/8/2024	Rice Hall James & Associates LLC	273,575	$0.68M	0.0%	+3.7%	0.991%
8/6/2024	New South Capital Management Inc.	1,434,822	$3.57M	0.2%	-2.6%	5.201%
8/2/2024	Hodges Capital Management Inc.	1,224,650	$3.05M	0.2%	-7.6%	4.438%
7/18/2024	Assenagon Asset Management S.A.	150,219	$0.37M	0.0%	+4.2%	0.544%
5/16/2024	Jacobs Levy Equity Management Inc.	403,307	$1.25M	0.0%	-10.8%	1.462%
5/15/2024	Public Employees Retirement System of Ohio	443,677	$1.37M	0.0%	-14.1%	1.608%
5/15/2024	Price T Rowe Associates Inc. MD	44,000	$0.14M	0.0%	-8.1%	0.159%
5/9/2024	First Eagle Investment Management LLC	594,819	$1.84M	0.0%	-29.1%	2.156%
5/9/2024	State Board of Administration of Florida Retirement System	10,984	$34K	0.0%	N/A	0.040%
5/7/2024	New South Capital Management Inc.	1,473,037	$4.55M	0.2%	-3.3%	5.339%
5/1/2024	Mirae Asset Global Investments Co. Ltd.	11,946	$37K	0.0%	N/A	0.043%
4/24/2024	Assenagon Asset Management S.A.	144,201	$0.45M	0.0%	-64.5%	0.518%
4/23/2024	Rice Hall James & Associates LLC	263,820	$0.82M	0.0%	-31.5%	0.947%
4/16/2024	First Dallas Securities Inc.	12,500	$39K	0.0%	-71.3%	0.043%
4/16/2024	Hodges Capital Management Inc.	1,325,513	$4.10M	0.3%	-66.7%	4.594%
2/14/2024	Invenomic Capital Management LP	297,100	$1.26M	0.1%	-59.0%	0.946%
2/14/2024	CastleKnight Management LP	629,058	$2.66M	0.1%	-24.8%	2.003%
2/12/2024	Pingora Partners LLC	11,800	$50K	0.0%	N/A	0.038%
2/9/2024	Oxford Asset Management LLP	12,388	$52K	0.1%	N/A	0.039%
2/9/2024	Verdad Advisers LP	79,576	$0.34M	0.7%	N/A	0.253%
2/8/2024	First Eagle Investment Management LLC	839,183	$3.55M	0.0%	+21.0%	2.673%
2/7/2024	Jump Financial LLC	64,200	$0.27M	0.0%	+494.4%	0.204%
2/7/2024	NBC Securities Inc.	62,500	$0.26M	0.0%	+38.1%	0.199%
1/17/2024	Assenagon Asset Management S.A.	406,447	$1.72M	0.0%	-29.9%	1.294%
12/6/2023	Citigroup Inc.	28,732	$0.13M	0.0%	+73,571.8%	0.092%
11/14/2023	Hodges Capital Management Inc.	1,676,677	$7.75M	0.9%	-29.9%	5.341%
11/14/2023	First Dallas Securities Inc.	1,427,314	$6.59M	1.5%	+1,896.2%	4.547%
11/14/2023	B. Riley Asset Management LLC	1,567,243	$7.24M	2.9%	+1.6%	4.993%
11/13/2023	River & Mercantile Asset Management LLP	212,028	$0.98M	0.2%	+14.4%	0.675%
11/13/2023	Acadian Asset Management LLC	1,331,381	$6.15M	0.0%	+3.4%	4.241%
11/13/2023	Hsbc Holdings PLC	41,368	$0.19M	0.0%	+6.8%	0.132%
11/8/2023	Pathstone Family Office LLC	23,378	$0.11M	0.0%	N/A	0.072%
11/8/2023	First Eagle Investment Management LLC	693,778	$3.21M	0.0%	+71.3%	2.125%
11/7/2023	Barclays PLC	70,663	$0.33M	0.0%	+100.3%	0.216%
11/7/2023	Jump Financial LLC	10,800	$50K	0.0%	-77.0%	0.033%
11/6/2023	Assenagon Asset Management S.A.	580,043	$2.68M	0.0%	+13.1%	1.777%
11/6/2023	Victory Capital Management Inc.	237,731	$1.10M	0.0%	N/A	0.728%
11/4/2023	NBC Securities Inc.	45,250	$0.21M	0.0%	N/A	0.139%
11/2/2023	Rice Hall James & Associates LLC	434,067	$2.01M	0.1%	-1.8%	1.329%
10/25/2023	Mackenzie Financial Corp	12,076	$54K	0.0%	N/A	0.037%
10/24/2023	New South Capital Management Inc.	1,588,215	$7.34M	0.4%	-1.0%	4.864%
9/21/2023	Barclays PLC	35,285	$0.13M	0.0%	-29.8%	0.108%
8/22/2023	New South Capital Management Inc.	1,603,584	$5.77M	0.3%	+75.6%	4.911%
8/15/2023	RBF Capital LLC	443,787	$1.60M	0.1%	N/A	1.359%
8/14/2023	Invenomic Capital Management LP	603,278	$2.17M	0.1%	-9.1%	1.848%
8/14/2023	B. Riley Asset Management LLC	1,542,243	$5.55M	2.0%	+25.8%	4.724%
8/14/2023	CastleKnight Management LP	224,823	$0.81M	0.1%	+41.3%	0.689%
8/14/2023	River & Mercantile Asset Management LLP	185,409	$0.67M	0.1%	+85.7%	0.568%
8/14/2023	Prelude Capital Management LLC	37,900	$0.14M	0.0%	+39.7%	0.116%
8/7/2023	Acadian Asset Management LLC	1,287,902	$4.64M	0.0%	+101.2%	3.970%
8/7/2023	First Dallas Securities Inc.	71,500	$0.26M	0.1%	+72.3%	0.220%
8/7/2023	Hodges Capital Management Inc.	2,390,267	$12.33M	0.7%	+110.8%	7.368%
7/31/2023	Bridgeworth LLC	13,500	$49K	0.0%	N/A	0.042%
7/25/2023	Assenagon Asset Management S.A.	512,712	$1.85M	0.0%	+34.2%	1.580%
7/24/2023	Rice Hall James & Associates LLC	441,812	$1.59M	0.1%	+4.2%	1.362%
6/1/2023	Prelude Capital Management LLC	27,122	$0.12M	0.0%	+83.7%	0.084%
5/23/2023	Royce & Associates LP	244,100	$1.05M	0.0%	+25.8%	0.752%
5/12/2023	Rice Hall James & Associates LLC	423,933	$1.82M	0.1%	+4.1%	1.307%
5/11/2023	Acadian Asset Management LLC	640,193	$2.75M	0.0%	+716.3%	1.973%
5/10/2023	New South Capital Management Inc.	913,167	$3.93M	0.2%	-2.9%	2.815%
5/10/2023	Tocqueville Asset Management L.P.	85,000	$0.37M	0.0%	-48.5%	0.262%
5/9/2023	River & Mercantile Asset Management LLP	99,829	$0.43M	0.1%	+39.0%	0.308%
5/8/2023	Federated Hermes Inc.	391,410	$1.68M	0.0%	-54.0%	1.207%
5/4/2023	Royce & Associates LP	244,100	$1.05M	0.0%	+25.8%	0.758%
5/3/2023	Marathon Asset Management Ltd	640,000	$2.75M	0.1%	-49.8%	1.986%
5/1/2023	Virtu Financial LLC	20,098	$86K	0.0%	N/A	0.062%
4/28/2023	SG Americas Securities LLC	11,515	$50K	0.0%	N/A	0.036%
4/18/2023	Assenagon Asset Management S.A.	382,136	$1.64M	0.0%	+560.5%	1.186%
4/13/2023	Allspring Global Investments Holdings LLC	180,907	$0.78M	0.0%	-3.7%	0.561%
4/12/2023	Vontobel Holding Ltd.	17,000	$73K	0.0%	N/A	0.053%
2/14/2023	Alpine Global Management LLC	15,043	$0.11M	0.0%	N/A	0.047%
2/10/2023	New York Life Investment Management LLC	32,212	$0.23M	0.0%	+12.7%	0.101%
2/10/2023	Summit Creek Advisors LLC	428,453	$3.06M	0.4%	-2.8%	1.348%
2/10/2023	New South Capital Management Inc.	940,814	$6.71M	0.3%	-19.0%	2.960%
2/9/2023	Landscape Capital Management L.L.C.	10,377	$74K	0.0%	N/A	0.033%
2/9/2023	Tocqueville Asset Management L.P.	165,000	$1.18M	0.0%	-33.1%	0.519%
2/9/2023	First Eagle Investment Management LLC	311,504	$2.22M	0.0%	N/A	0.980%
2/9/2023	Skylands Capital LLC	230,000	$1.64M	0.3%	N/A	0.724%
2/9/2023	Motley Fool Wealth Management LLC	329,224	$2.35M	0.2%	-10.6%	1.036%
2/9/2023	Motley Fool Asset Management LLC	169,438	$1.21M	0.1%	+136.3%	0.533%
2/8/2023	Brainard Capital Management LLC	23,378	$0.17M	0.1%	N/A	0.074%
2/8/2023	Russell Investments Group Ltd.	89,324	$0.64M	0.0%	-43.3%	0.281%
2/7/2023	Marathon Asset Management Ltd	1,273,897	$9.08M	0.2%	-4.0%	4.008%
2/3/2023	Hodges Capital Management Inc.	1,214,258	$8.66M	0.8%	+163.5%	3.821%

Data available starting January 2016

Upland Software, Inc., together with its subsidiaries, provides cloud-based software applications under the Upland brand name in the United States, the United Kingdom, Canada, and internationally. It offers software applications that enable organizations to plan, manage and execute projects, and work in the areas of marketing, sales, contact center, knowledge management, project management, information technology, business operations, human resources, and legal. The company also provides professional services, such as implementation, data extraction, integration and configuration, and training services, as well as customer support services. It serves corporations, government agencies, and small and medium-sized businesses in the financial, consulting, technology, manufacturing, media, telecommunication, insurance, non-profit healthcare, life sciences, retail, and hospitality sectors. The company was formerly known as Silverback Enterprise Group, Inc. and changed its name to Upland Software, Inc. in November 2013. Upland Software, Inc. was incorporated in 2010 and is headquartered in Austin, Texas.

Today's Range

Now: $3.32

$3.28

$3.50

50 Day Range

MA: $2.50

$2.13

$3.61

52 Week Range

Now: $3.32

$1.79

$5.28

Volume

470,742 shs

Average Volume

258,784 shs

Market Capitalization

$91.10 million

P/E Ratio

N/A

Dividend Yield

N/A

Beta

1.14

Who are the company insiders with the largest holdings of Upland Software?: Upland Software's top insider investors include:
John T Mcdonald (CEO)
Dan Doman (Insider)
Learn More about top insider investors at Upland Software.
Who are the major institutional investors of Upland Software?: Upland Software's top institutional investors include:
Rice Hall James & Associates LLC — 2.14%
Geode Capital Management LLC — 1.00%
Jacobs Levy Equity Management Inc. — 0.93%
Hodges Capital Management Inc. — 0.39%
FMR LLC — 0.29%
272 Capital LP — 0.18%
Learn More about top institutional investors of Upland Software stock.
Which institutional investors are selling Upland Software stock?: During the last quarter, UPLD stock was sold by these institutional investors:
Hodges Capital Management Inc.
272 Capital LP
NBC Securities Inc.
Geode Capital Management LLC
Jane Street Group LLC
Which institutional investors are buying Upland Software stock?: In the last quarter, UPLD stock was purchased by institutional investors including:
Rice Hall James & Associates LLC
Jacobs Levy Equity Management Inc.
FMR LLC
XTX Topco Ltd
Dynamic Technology Lab Private Ltd
First Heartland Consultants Inc.