Upland Software, Inc.

NasdaqGM:UPLD Stock Report

Market Cap: US$87.3m

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
14 Nov 24SellUS$50,333Timothy MattoxIndividual20,000US$2.64
09 Aug 24BuyUS$196,935John McDonaldIndividual100,000US$1.98

Insider Trading Volume

Insider Buying: UPLD insiders have only sold shares in the past 3 months.


Ownership Breakdown

What is the ownership structure of UPLD?
Owner TypeNumber of SharesOwnership Percentage
Individual Insiders3,696,16913.5%
General Public7,534,11127.5%
Institutions16,210,68859.1%

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


Top Shareholders

Top 25 shareholders own 62.83% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
7.45%
John McDonald
2,045,177US$6.5m6.65%no data
6.91%
The Vanguard Group, Inc.
1,897,228US$6.0m0%no data
5.22%
NewSouth Capital Management, Inc.
1,433,785US$4.6m-0.07%0.15%
4.95%
Columbia Management Investment Advisers, LLC
1,359,021US$4.3m2.15%no data
4.86%
Castleknight Management LP
1,333,295US$4.2m0.6%0.41%
4.85%
Acadian Asset Management LLC
1,331,381US$4.2m0%0.01%
4.18%
D. E. Shaw & Co., L.P.
1,146,394US$3.6m-9.33%no data
3.04%
BlackRock, Inc.
832,862US$2.6m0%no data
2.15%
Rice Hall James & Associates, LLC
589,226US$1.9m115%0.08%
2.04%
Kent Lake PR LLC
559,579US$1.8m0%0.45%
1.89%
RBF Capital LLC
519,183US$1.7m0%0.06%
1.79%
Boothbay Fund Management, LLC
491,018US$1.6m0%0.04%
1.49%
Ohio Public Employees Retirement System
408,860US$1.3m-0.7%no data
1.4%
Timothy Mattox
384,854US$1.2m3.65%no data
1.2%
Michael Hill
330,522US$1.1m5.44%no data
1.09%
Dimensional Fund Advisors LP
300,033US$954.1k-39.2%no data
1.09%
Numeric Investors LLC
298,643US$949.7k11.2%no data
1.06%
Renaissance Technologies LLC
292,124US$929.0k1.29%no data
1%
Geode Capital Management, LLC
273,917US$871.1k-4.39%no data
0.96%
Karen Cummings
262,864US$835.9k1.81%no data
0.93%
Jacobs Levy Equity Management Inc
255,617US$812.9k21.8%no data
0.92%
HGGC, LLC
251,727US$800.5k0%no data
0.89%
Royce & Associates, LP
244,100US$776.2k0%0.01%
0.74%
River Global Investors LLP
204,050US$648.9k-0.45%0.03%
0.72%
Two Sigma Advisers, LP
196,500US$624.9k8.86%no data