Upland Software, Inc.

NasdaqGM:UPLD Stock Report

Mkt Cap: US$289.2m

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
DateValueNameEntityRoleSharesMax Price
23 Aug 22BuyUS$113,307John McDonaldIndividual10,000US$11.33
22 Aug 22BuyUS$324,600John McDonaldIndividual30,000US$10.99
18 Aug 22BuyUS$224,300John McDonaldIndividual20,000US$11.33
15 Aug 22BuyUS$112,200John McDonaldIndividual10,000US$11.22
12 Aug 22BuyUS$113,900John McDonaldIndividual10,000US$11.39
11 Aug 22BuyUS$112,300John McDonaldIndividual10,000US$11.23
09 Aug 22SellUS$187,745Ian BurkIndividual16,748US$11.21

Insider Trading Volume

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


Ownership Breakdown

What is the ownership structure of UPLD?
Owner TypeNumber of SharesOwnership Percentage
Private Companies1,443,3444.5%
Individual Insiders2,395,0537.5%
General Public4,183,05613.2%
Institutions23,756,59174.8%

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


Top Shareholders

Top 25 shareholders own 66.56% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
7.7%
BlackRock, Inc.
2,446,754$22.3m7.56%no data
6.88%
The Vanguard Group, Inc.
2,185,822$19.9m10.91%no data
5.58%
John McDonald
1,773,494$16.1m0.92%no data
4.54%
DevFactory FZ-LLC
1,443,344$13.1m0%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$8.6m0%0.85%
2.93%
ArrowMark Colorado Holdings, LLC
932,562$8.5m53%0.09%
2.71%
Federated Hermes, Inc.
860,460$7.8m1.57%0.02%
2.51%
State Street Global Advisors, Inc.
797,396$7.3m2.68%no data
2.28%
Needham Investment Management, LLC
725,000$6.6m66.67%1.05%
2.27%
Columbia Management Investment Advisers, LLC
722,102$6.6m36.67%no data
2.18%
Millennium Management LLC
692,931$6.3m90.34%0.01%
1.95%
Jacobs Levy Equity Management Inc
618,322$5.6m162.81%0.04%
1.87%
D. E. Shaw & Co., L.P.
594,571$5.4m59.89%0.01%
1.67%
Geode Capital Management, LLC
530,079$4.8m3.31%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$3.9m301.15%no data
1.28%
Rice Hall James & Associates, LLC
407,084$3.7m11.52%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$3.2m18.1%0.01%
0.9%
Citadel Advisors LLC
286,462$2.6m94.33%no data
0.9%
Northern Trust Global Investments
286,429$2.6m-3.25%no data