UPLD Insider Trading

Insider Ownership Percentage: 9.20%
Insider Buying (Last 12 Months): $0.00
Insider Selling (Last 12 Months): $67,180.80

Upland Software Insider Trading History Chart

This chart shows the insider buying and selling history at Upland Software by year and by quarter.

Skip ChartChart Data in Insider Trading History Table

Upland Software Share Price & Price History

Current Price: $2.20
Price Change: Price Decrease of -0.12 (-5.17%)
As of 04/19/2024 02:15 PM ET

This chart shows the closing price history over time for UPLD up to the past year.

Skip Chart and Table DataPrice Data in Insider Trading History Table
Days: 30 | 90 | 365

Upland Software Insider Trading History

Transaction DateInsider NameTitleBuy/SellNumber of SharesAverage Share PriceTotal TransactionShares Held After TransactionDetails
11/7/2023Dan DomanInsiderSell13,996$4.80$67,180.80199,779View SEC Filing Icon  
3/13/2023John T McdonaldCEOBuy10,000$4.75$47,500.00263,738View SEC Filing Icon  
3/10/2023John T McdonaldCEOBuy10,000$4.80$48,000.00253,738View SEC Filing Icon  
10/12/2022Stephen E CourterDirectorSell3,500$7.37$25,795.0035,364View SEC Filing Icon  
8/22/2022John T McdonaldCEOBuy10,000$10.99$109,900.00233,738View SEC Filing Icon  
8/19/2022John T McdonaldCEOBuy20,000$10.73$214,600.00223,738View SEC Filing Icon  
8/17/2022John T McdonaldCEOBuy10,000$11.33$113,300.00193,738View SEC Filing Icon  
8/15/2022John T McdonaldCEOBuy10,000$11.22$112,200.00183,738View SEC Filing Icon  
8/11/2022John T McdonaldCEOBuy10,000$11.23$112,300.00163,738View SEC Filing Icon  
8/9/2022Ian BurkInsiderSell16,748$11.21$187,745.0872,081View SEC Filing Icon  
11/18/2021Kinloch Gill, IIIEVPSell3,481$21.97$76,477.57View SEC Filing Icon  
9/20/2021Michael Douglass HillCFOSell87$35.87$3,120.69224,157View SEC Filing Icon  
9/20/2021Rodney C. FavaronPresidentSell150$35.86$5,379.00228,467View SEC Filing Icon  
9/17/2021Michael Douglass HillCFOSell7,111$36.62$260,404.82224,157View SEC Filing Icon  
9/17/2021Rodney C. FavaronPresidentSell9,808$36.51$358,090.08228,467View SEC Filing Icon  
7/2/2021John T. McDonaldCEOSell52,740$41.58$2,192,929.20View SEC Filing Icon  
6/21/2021John T McdonaldCEOSell51$40.45$2,062.951,355,153View SEC Filing Icon  
6/21/2021Michael Douglass HillCFOSell7,398$41.50$307,017.00258,846View SEC Filing Icon  
6/21/2021Rodney C. FavaronPresidentSell49$40.44$1,981.56238,324View SEC Filing Icon  
6/18/2021John T McdonaldCEOSell10,322$41.12$424,440.641,355,153View SEC Filing Icon  
6/18/2021Rodney C. FavaronPresidentSell10,062$41.13$413,850.06238,324View SEC Filing Icon  
4/16/2021Rodney C. FavaronPresidentSell28,989$50.00$1,449,450.00277,375View SEC Filing Icon  
See Full Table

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

This chart shows the instiutional buying and selling at UPLD by year and by quarter.

Skip Institutional Buying and Selling Chart and Table DataRead Chart Data in Institutional Trading History Table

Upland Software Institutional Trading History

Reporting DateHedge FundShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/16/2024First Dallas Securities Inc.12,500$39K0.0%-71.3%0.043%Search for SEC Filing on Google Icon
4/16/2024Hodges Capital Management Inc.1,325,513$4.10M0.3%-66.7%4.594%Search for SEC Filing on Google Icon
3/11/2024Vanguard Group Inc.1,897,228$8.03M0.0%-27.5%6.575%Search for SEC Filing on Google Icon
3/1/2024Goldman Sachs Group Inc.11,219$47K0.0%-40.9%0.039%Search for SEC Filing on Google Icon
2/16/2024Price T Rowe Associates Inc. MD47,853$0.20M0.0%-8.8%0.152%Search for SEC Filing on Google Icon
2/15/2024Barclays PLC66,242$0.28M0.0%-6.3%0.211%Search for SEC Filing on Google Icon
2/15/2024Vanguard Group Inc.1,897,228$8.03M0.0%-27.5%6.042%Search for SEC Filing on Google Icon
2/15/2024Occudo Quantitative Strategies LP26,664$0.11M0.0%-29.3%0.085%Search for SEC Filing on Google Icon
2/15/2024Prelude Capital Management LLC15,277$65K0.0%-43.3%0.049%Search for SEC Filing on Google Icon
2/15/2024Price T Rowe Associates Inc. MD47,853$0.20M0.0%-8.8%0.152%Search for SEC Filing on Google Icon
2/14/2024Pathstone Holdings LLC24,407$0.10M0.0%N/A0.078%Search for SEC Filing on Google Icon
2/14/2024Invenomic Capital Management LP297,100$1.26M0.1%-59.0%0.946%Search for SEC Filing on Google Icon
2/14/2024CastleKnight Management LP629,058$2.66M0.1%-24.8%2.003%Search for SEC Filing on Google Icon
2/13/2024Northern Trust Corp68,049$0.29M0.0%+16.8%0.217%Search for SEC Filing on Google Icon
2/13/2024Goldman Sachs Group Inc.11,219$47K0.0%-40.9%0.036%Search for SEC Filing on Google Icon
2/12/2024Pingora Partners LLC11,800$50K0.0%N/A0.038%Search for SEC Filing on Google Icon
2/9/2024Oxford Asset Management LLP12,388$52K0.1%N/A0.039%Search for SEC Filing on Google Icon
2/9/2024Verdad Advisers LP79,576$0.34M0.7%N/A0.253%Search for SEC Filing on Google Icon
2/8/2024First Eagle Investment Management LLC839,183$3.55M0.0%+21.0%2.673%Search for SEC Filing on Google Icon
2/7/2024Dimensional Fund Advisors LP481,409$2.04M0.0%+67.6%1.533%Search for SEC Filing on Google Icon
2/7/2024Jump Financial LLC64,200$0.27M0.0%+494.4%0.204%Search for SEC Filing on Google Icon
2/7/2024NBC Securities Inc.62,500$0.26M0.0%+38.1%0.199%Search for SEC Filing on Google Icon
2/6/2024Charles Schwab Investment Management Inc.22,775$96K0.0%N/A0.073%Search for SEC Filing on Google Icon
1/17/2024Assenagon Asset Management S.A.406,447$1.72M0.0%-29.9%1.294%Search for SEC Filing on Google Icon
12/18/2023Vanguard Group Inc.2,615,360$12.08M0.0%-0.5%8.329%Search for SEC Filing on Google Icon
12/6/2023Citigroup Inc.28,732$0.13M0.0%+73,571.8%0.092%Search for SEC Filing on Google Icon
11/21/2023Walleye Capital LLC205,959$0.95M0.0%-36.7%0.656%Search for SEC Filing on Google Icon
11/17/2023Jacobs Levy Equity Management Inc.493,930$2.28M0.0%+140.6%1.574%Search for SEC Filing on Google Icon
11/15/2023Ameriprise Financial Inc.1,423,659$6.58M0.0%-4.2%4.535%Search for SEC Filing on Google Icon
11/15/2023AQR Capital Management LLC763,455$3.53M0.0%-24.3%2.432%Search for SEC Filing on Google Icon
11/14/2023Hodges Capital Management Inc.1,676,677$7.75M0.9%-29.9%5.341%Search for SEC Filing on Google Icon
11/14/2023First Dallas Securities Inc.1,427,314$6.59M1.5%+1,896.2%4.547%Search for SEC Filing on Google Icon
11/14/2023B. Riley Asset Management LLC1,567,243$7.24M2.9%+1.6%4.993%Search for SEC Filing on Google Icon
11/14/2023Qube Research & Technologies Ltd11,901$55K0.0%-75.9%0.038%Search for SEC Filing on Google Icon
11/13/2023River & Mercantile Asset Management LLP212,028$0.98M0.2%+14.4%0.675%Search for SEC Filing on Google Icon
11/13/2023Acadian Asset Management LLC1,331,381$6.15M0.0%+3.4%4.241%Search for SEC Filing on Google Icon
11/13/2023Hsbc Holdings PLC41,368$0.19M0.0%+6.8%0.132%Search for SEC Filing on Google Icon
11/9/2023Citigroup Inc.28,732$0.13M0.0%+73,571.8%0.092%Search for SEC Filing on Google Icon
11/8/2023Pathstone Family Office LLC23,378$0.11M0.0%N/A0.072%Search for SEC Filing on Google Icon
11/8/2023First Eagle Investment Management LLC693,778$3.21M0.0%+71.3%2.125%Search for SEC Filing on Google Icon
11/7/2023Barclays PLC70,663$0.33M0.0%+100.3%0.216%Search for SEC Filing on Google Icon
11/7/2023Jump Financial LLC10,800$50K0.0%-77.0%0.033%Search for SEC Filing on Google Icon
11/6/2023Assenagon Asset Management S.A.580,043$2.68M0.0%+13.1%1.777%Search for SEC Filing on Google Icon
11/6/2023Victory Capital Management Inc.237,731$1.10M0.0%N/A0.728%Search for SEC Filing on Google Icon
11/4/2023NBC Securities Inc.45,250$0.21M0.0%N/A0.139%Search for SEC Filing on Google Icon
11/2/2023Rice Hall James & Associates LLC434,067$2.01M0.1%-1.8%1.329%Search for SEC Filing on Google Icon
10/25/2023Mackenzie Financial Corp12,076$54K0.0%N/A0.037%Search for SEC Filing on Google Icon
10/24/2023New South Capital Management Inc.1,588,215$7.34M0.4%-1.0%4.864%Search for SEC Filing on Google Icon
9/21/2023Barclays PLC35,285$0.13M0.0%-29.8%0.108%Search for SEC Filing on Google Icon
8/22/2023New South Capital Management Inc.1,603,584$5.77M0.3%+75.6%4.911%Search for SEC Filing on Google Icon
8/15/2023Public Employees Retirement System of Ohio516,712$1.86M0.0%+78.4%1.583%Search for SEC Filing on Google Icon
8/15/2023Walleye Capital LLC325,173$1.17M0.0%+194.4%0.996%Search for SEC Filing on Google Icon
8/15/2023XTX Topco Ltd182,859$0.66M0.1%+82.7%0.560%Search for SEC Filing on Google Icon
8/15/2023Y Intercept Hong Kong Ltd31,429$0.11M0.0%N/A0.096%Search for SEC Filing on Google Icon
8/15/2023Goldman Sachs Group Inc.62,459$0.23M0.0%-73.0%0.191%Search for SEC Filing on Google Icon
8/15/2023Point72 Middle East FZE23,349$84K0.0%+1,542.0%0.072%Search for SEC Filing on Google Icon
8/15/2023RBF Capital LLC443,787$1.60M0.1%N/A1.359%Search for SEC Filing on Google Icon
8/15/2023Boothbay Fund Management LLC776,968$2.80M0.1%+34.8%2.380%Search for SEC Filing on Google Icon
8/14/2023Invenomic Capital Management LP603,278$2.17M0.1%-9.1%1.848%Search for SEC Filing on Google Icon
8/14/2023B. Riley Asset Management LLC1,542,243$5.55M2.0%+25.8%4.724%Search for SEC Filing on Google Icon
8/14/2023State of Wyoming23,859$86K0.0%+221.4%0.073%Search for SEC Filing on Google Icon
8/14/2023Schonfeld Strategic Advisors LLC11,100$40K0.0%-41.3%0.034%Search for SEC Filing on Google Icon
8/14/2023CastleKnight Management LP224,823$0.81M0.1%+41.3%0.689%Search for SEC Filing on Google Icon
8/14/2023State of Wisconsin Investment Board162,200$0.58M0.0%+37.9%0.497%Search for SEC Filing on Google Icon
8/14/2023State Street Corp102,051$0.37M0.0%-80.6%0.313%Search for SEC Filing on Google Icon
8/14/2023Thrivent Financial for Lutherans83,125$0.30M0.0%-4.7%0.255%Search for SEC Filing on Google Icon
8/14/2023River & Mercantile Asset Management LLP185,409$0.67M0.1%+85.7%0.568%Search for SEC Filing on Google Icon
8/14/2023Prelude Capital Management LLC37,900$0.14M0.0%+39.7%0.116%Search for SEC Filing on Google Icon
8/11/2023Renaissance Technologies LLC363,047$1.31M0.0%+4.3%1.112%Search for SEC Filing on Google Icon
8/11/2023BlackRock Inc.1,108,669$3.99M0.0%-54.9%3.396%Search for SEC Filing on Google Icon
8/11/2023Geode Capital Management LLC292,864$1.05M0.0%-49.0%0.897%Search for SEC Filing on Google Icon
8/11/2023JPMorgan Chase & Co.189,309$0.68M0.0%-78.1%0.580%Search for SEC Filing on Google Icon
8/11/2023Northern Trust Corp58,271$0.21M0.0%-77.0%0.178%Search for SEC Filing on Google Icon
8/10/2023Charles Schwab Investment Management Inc.158,007$0.57M0.0%-22.2%0.484%Search for SEC Filing on Google Icon
8/9/2023Dimensional Fund Advisors LP224,423$0.81M0.0%-26.4%0.687%Search for SEC Filing on Google Icon
8/9/2023BNP Paribas Arbitrage SNC31,882$0.12M0.0%-10.2%0.098%Search for SEC Filing on Google Icon
8/7/2023Acadian Asset Management LLC1,287,902$4.64M0.0%+101.2%3.970%Search for SEC Filing on Google Icon
8/7/2023First Dallas Securities Inc.71,500$0.26M0.1%+72.3%0.220%Search for SEC Filing on Google Icon
8/7/2023Hodges Capital Management Inc.2,390,267$12.33M0.7%+110.8%7.368%Search for SEC Filing on Google Icon
8/3/2023Barclays PLC35,285$0.13M0.0%-29.8%0.109%Search for SEC Filing on Google Icon
8/3/2023Bank of New York Mellon Corp75,968$0.27M0.0%-54.7%0.234%Search for SEC Filing on Google Icon
7/31/2023Bridgeworth LLC13,500$49K0.0%N/A0.042%Search for SEC Filing on Google Icon
7/25/2023Assenagon Asset Management S.A.512,712$1.85M0.0%+34.2%1.580%Search for SEC Filing on Google Icon
7/24/2023Rice Hall James & Associates LLC441,812$1.59M0.1%+4.2%1.362%Search for SEC Filing on Google Icon
6/1/2023Prelude Capital Management LLC27,122$0.12M0.0%+83.7%0.084%Search for SEC Filing on Google Icon
5/23/2023Royce & Associates LP244,100$1.05M0.0%+25.8%0.752%Search for SEC Filing on Google Icon
5/18/2023JPMorgan Chase & Co.865,914$3.72M0.0%+14.8%2.669%Search for SEC Filing on Google Icon
5/18/2023New York State Common Retirement Fund9,263$40K0.0%-55.2%0.029%Search for SEC Filing on Google Icon
5/17/2023Thrivent Financial for Lutherans87,207$0.38M0.0%N/A0.269%Search for SEC Filing on Google Icon
5/16/2023Jane Street Group LLC43,680$0.19M0.0%-21.6%0.135%Search for SEC Filing on Google Icon
5/16/2023State Street Corp526,861$2.27M0.0%+2.2%1.624%Search for SEC Filing on Google Icon
5/16/2023Squarepoint Ops LLC60,076$0.26M0.0%+177.8%0.185%Search for SEC Filing on Google Icon
5/16/2023Geode Capital Management LLC574,335$2.47M0.0%+3.2%1.770%Search for SEC Filing on Google Icon
5/16/2023AQR Capital Management LLC764,856$3.29M0.0%+33.7%2.358%Search for SEC Filing on Google Icon
5/16/2023Arrowstreet Capital Limited Partnership123,923$0.53M0.0%-6.7%0.382%Search for SEC Filing on Google Icon
5/15/2023Schonfeld Strategic Advisors LLC18,900$81K0.0%N/A0.058%Search for SEC Filing on Google Icon
5/15/2023Cubist Systematic Strategies LLC66,483$0.29M0.0%-19.0%0.205%Search for SEC Filing on Google Icon
5/15/2023First Dallas Securities Inc.41,500$0.18M0.1%+97.6%0.128%Search for SEC Filing on Google Icon
5/15/2023B. Riley Asset Management LLC1,225,851$5.27M2.2%N/A3.779%Search for SEC Filing on Google Icon
5/15/2023Public Employees Retirement System of Ohio289,577$1.25M0.0%+6.9%0.893%Search for SEC Filing on Google Icon
Data available starting January 2016

See Full Table
Upland Software logo
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.
Read More on Upland Software

Today's Range

Now: $2.20
Low: $2.19
High: $2.32

50 Day Range

MA: $3.08
Low: $2.24
High: $4.89

52 Week Range

Now: $2.20
Low: $2.15
High: $5.28

Volume

65,316 shs

Average Volume

213,713 shs

Market Capitalization

$61.29 million

P/E Ratio

N/A

Dividend Yield

N/A

Beta

0.96

Who are the company insiders with the largest holdings of Upland Software?

Upland Software's top insider investors include:
  1. John T Mcdonald (CEO)
  2. Dan Doman (Insider)
  3. Ian Burk (Insider)
  4. Stephen E Courter (Director)
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:
  1. Hodges Capital Management Inc. — 4.59%
  2. First Dallas Securities Inc. — 0.04%
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:
  1. Hodges Capital Management Inc.
  2. First Dallas Securities Inc.