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	Role	Shares	Max Price
21 Nov 23	SellUS$90,626	Stephen Courter	Individual		20,448	US$4.43
07 Nov 23	SellUS$67,242	Daniel Doman	Individual		13,996	US$4.80

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 Type	Number of Shares	Ownership Percentage
Private Companies	1,916	0.00688%
General Public	1,285,831	4.62%
Hedge Funds	1,670,436	6%
Individual Insiders	3,452,344	12.4%
Institutions	21,447,318	77%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 74.89% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
6.81%	The Vanguard Group, Inc.	1,897,228	US$4.1m	-27.5%	no data
6.79%	John McDonald	1,890,219	US$4.1m	1.39%	no data
6%	272 Capital LLC	1,670,436	US$3.6m	6.58%	1.76%
5.47%	NewSouth Capital Management, Inc.	1,523,289	US$3.3m	-4.09%	0.15%
4.78%	Acadian Asset Management LLC	1,331,381	US$2.9m	0%	0.01%
4.76%	Hodges Capital Management Inc	1,325,513	US$2.9m	-66.7%	0.21%
4.56%	D. E. Shaw & Co., L.P.	1,269,307	US$2.7m	-1.81%	no data
4.52%	Columbia Management Investment Advisers, LLC	1,260,320	US$2.7m	-11.5%	no data
3.81%	BlackRock, Inc.	1,061,360	US$2.3m	-2.66%	no data
3.12%	Boothbay Fund Management, LLC	868,427	US$1.9m	11%	0.08%
3.01%	First Eagle Investment Management, LLC	839,183	US$1.8m	21%	no data
2.26%	Castleknight Management LP	629,058	US$1.4m	-24.8%	0.22%
1.93%	Hillsdale Investment Management Inc.	536,606	US$1.2m	-0.13%	0.06%
1.85%	Ohio Public Employees Retirement System	516,712	US$1.1m	0%	no data
1.76%	RBF Capital LLC	489,183	US$1.1m	0.61%	0.07%
1.73%	Dimensional Fund Advisors LP	481,409	US$1.0m	67.6%	no data
1.62%	Jacobs Levy Equity Management Inc	451,966	US$976.2k	-8.5%	0.01%
1.46%	Assenagon Asset Management S.A.	406,447	US$877.9k	-29.9%	no data
1.44%	British Columbia Investment Management Corporation	402,204	US$868.8k	0%	no data
1.38%	Rice Hall James & Associates, LLC	384,933	US$831.5k	-11.3%	0.06%
1.38%	Timothy Mattox	384,089	US$829.6k	0%	no data
1.15%	Geode Capital Management, LLC	320,644	US$692.6k	3.88%	no data
1.15%	AQR Capital Management, LLC	320,174	US$691.6k	-58.1%	no data
1.09%	Two Sigma Advisers, LP	304,400	US$657.5k	-10.9%	no data
1.07%	Invenomic Capital Management LP	297,100	US$641.7k	-59%	0.09%