Upland Software Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

NasdaqGM:UPLD Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
23 Aug 22	BuyUS$113,307	John McDonald	Individual	10,000	US$11.33
22 Aug 22	BuyUS$324,600	John McDonald	Individual	30,000	US$10.99
18 Aug 22	BuyUS$224,300	John McDonald	Individual	20,000	US$11.33
15 Aug 22	BuyUS$112,200	John McDonald	Individual	10,000	US$11.22
12 Aug 22	BuyUS$113,900	John McDonald	Individual	10,000	US$11.39
11 Aug 22	BuyUS$112,300	John McDonald	Individual	10,000	US$11.23
09 Aug 22	SellUS$187,745	Ian Burk	Individual	16,748	US$11.21

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Dilution of Shares: Shareholders have been diluted in the past year, with total shares outstanding growing by 4.1%.

Top 25 shareholders own 66.56% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
7.7%	BlackRock, Inc.	2,446,754	$22.3m	7.56%	no data
6.88%	The Vanguard Group, Inc.	2,185,822	$19.9m	10.91%	no data
5.58%	John McDonald	1,773,494	$16.1m	0.92%	no data
4.54%	DevFactory FZ-LLC	1,443,344	$13.1m	0%	no data
4.18%	Marathon Asset Management Limited	1,327,021	$12.1m	-45.87%	0.07%
3.66%	NewSouth Capital Management, Inc.	1,161,736	$10.6m	-0.14%	0.4%
2.99%	P2 Capital Partners, LLC	950,000	$8.6m	0%	0.85%
2.93%	ArrowMark Colorado Holdings, LLC	932,562	$8.5m	53%	0.09%
2.71%	Federated Hermes, Inc.	860,460	$7.8m	1.57%	0.02%
2.51%	State Street Global Advisors, Inc.	797,396	$7.3m	2.68%	no data
2.28%	Needham Investment Management, LLC	725,000	$6.6m	66.67%	1.05%
2.27%	Columbia Management Investment Advisers, LLC	722,102	$6.6m	36.67%	no data
2.18%	Millennium Management LLC	692,931	$6.3m	90.34%	0.01%
1.95%	Jacobs Levy Equity Management Inc	618,322	$5.6m	162.81%	0.04%
1.87%	D. E. Shaw & Co., L.P.	594,571	$5.4m	59.89%	0.01%
1.67%	Geode Capital Management, LLC	530,079	$4.8m	3.31%	no data
1.45%	Hodges Capital Management Inc	460,810	$4.2m	-36.4%	0.53%
1.39%	Summit Creek Advisors, LLC	440,631	$4.0m	-3.35%	0.48%
1.33%	Renaissance Technologies LLC	423,686	$3.9m	301.15%	no data
1.28%	Rice Hall James & Associates, LLC	407,084	$3.7m	11.52%	0.18%
1.16%	Motley Fool Wealth Management, LLC	368,161	$3.4m	-4.01%	0.19%
1.14%	Dimensional Fund Advisors LP	361,324	$3.3m	-43.37%	no data
1.12%	Ohio Public Employees Retirement System	354,334	$3.2m	18.1%	0.01%
0.9%	Citadel Advisors LLC	286,462	$2.6m	94.33%	no data
0.9%	Northern Trust Global Investments	286,429	$2.6m	-3.25%	no data