Learn to Customize Your Own Options Trading Strategy
This guide will help you evaluate and analyze your trading plan to create a custom options trading strategy tailored to your risk profile and market outlook. Learn how to take your trading to the next level.
Download your FREE Options Strategy Guide Today!
pixel

UPLD Insider Trading (Upland Software)

Insider Ownership Percentage: 6.90%
Insider Buying (Last 12 Months): $0.00
Insider Selling (Last 12 Months): $21,908,595.18

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: $33.50
Price Change: Price Increase of +0.36 (1.09%)
As of 10/22/2021 01:00 AM 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
Learn to Customize Your Own Options Trading Strategy
This guide will help you evaluate and analyze your trading plan to create a custom options trading strategy tailored to your risk profile and market outlook. Learn how to take your trading to the next level.
Download your FREE Options Strategy Guide Today!
pixel

Upland Software Insider Trading History

Transaction DateInsider NameTitleBuy/SellNumber of SharesAverage Share PriceTotal TransactionShares Held After TransactionDetails
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  
3/17/2021John T. McdonaldCEOSell10,877$48.37$526,120.49View SEC Filing Icon  
3/17/2021Michael Douglass HillCFOSell7,236$48.34$349,788.24268,685View SEC Filing Icon  
3/17/2021Rodney C FavaronPresidentSell9,936$48.34$480,306.24274,210View SEC Filing Icon  
2/11/2021John T. McdonaldCEOSell14,684$50.73$744,919.32View SEC Filing Icon  
2/11/2021Timothy MattoxCOOSell4,483$51.00$228,633.00434,045View SEC Filing Icon  
2/9/2021John T McdonaldCEOSell124,309$50.54$6,282,576.86View SEC Filing Icon  
2/4/2021John T. McdonaldCEOSell7,080$50.03$354,212.40View SEC Filing Icon  
2/4/2021Michael Douglass HillCFOSell33,662$50.04$1,684,446.48
2/2/2021John T. McdonaldCEOSell13,588$50.03$679,807.64View SEC Filing Icon  
1/27/2021John T. McdonaldCEOSell1,700$50.01$85,017.00View SEC Filing Icon  
1/27/2021Michael Douglass HillCFOSell2,226$50.00$111,300.00239,642View SEC Filing Icon  
1/25/2021John T McdonaldCEOSell26,219$50.04$1,311,998.761,514,915View SEC Filing Icon  
1/25/2021Michael Douglass HillCFOSell7,060$50.09$353,635.40249,378View SEC Filing Icon  
1/21/2021John T McdonaldCEOSell1,000$50.00$50,000.001,514,915View SEC Filing Icon  
1/21/2021Michael Douglass HillCFOSell941$50.00$47,050.00249,378View SEC Filing Icon  
12/22/2020John T McdonaldCEOSell13,622$46.92$639,144.241,653,537View SEC Filing Icon  
12/22/2020Michael Douglass HillCFOSell7,110$46.93$333,672.30251,924View SEC Filing Icon  
12/22/2020Rodney C FavaronInsiderSell25,880$46.95$1,215,066.00150,000View SEC Filing Icon  
12/22/2020Timothy MattoxCOOSell12,982$46.93$609,245.26476,945View SEC Filing Icon  
11/13/2020Stephen E CourterDirectorSell1,235$42.21$52,129.35
11/5/2020Michael Douglass HillCFOSell7,002$50.10$350,800.20257,429View SEC Filing Icon  
10/19/2020Timothy MattoxCOOSell29,713$45.00$1,337,085.00516,740View SEC Filing Icon  
10/16/2020Timothy MattoxCOOSell7,232$45.00$325,440.00516,740View SEC Filing Icon  
9/18/2020John T McdonaldCEOSell13,784$37.07$510,972.881,688,121View SEC Filing Icon  
9/18/2020Michael Douglass HillCFOSell7,146$37.33$266,760.18266,931View SEC Filing Icon  
9/18/2020Timothy MattoxCOOSell13,118$37.13$487,071.34527,903View SEC Filing Icon  
8/17/2020David MayDirectorBuy10,000$33.72$337,200.0064,740View SEC Filing Icon  
8/7/2020John T McdonaldCEOSell12,820$44.31$568,054.201,704,407View SEC Filing Icon  
8/7/2020Timothy MattoxCOOSell3,055$45.00$137,475.00537,090View SEC Filing Icon  
6/18/2020John T McdonaldCEOSell8,062$34.15$275,317.301,718,883View SEC Filing Icon  
6/18/2020Michael Douglass HillCFOSell4,918$34.10$167,703.80276,495View SEC Filing Icon  
6/18/2020Rodney C FavaronInsiderSell88$34.35$3,022.80162,925View SEC Filing Icon  
6/18/2020Timothy MattoxCOOSell9,835$34.10$335,373.50549,980View SEC Filing Icon  
11/1/2019Stephen E CourterDirectorSell1,450$34.42$49,909.0011,651View SEC Filing Icon  
8/23/2019David MayDirectorSell20,000$42.81$856,200.0065,773View SEC Filing Icon  
3/19/2019Michael Douglass HillCFOSell41,431$41.31$1,711,514.61304,435View SEC Filing Icon  
3/11/2019Timothy MattoxCOOSell28,196$40.27$1,135,452.92509,230View SEC Filing Icon  
3/8/2019Timothy MattoxCOOSell12,804$40.00$512,160.00509,230View SEC Filing Icon  
1/18/2019John T McdonaldCEOSell20,000$30.00$600,000.001,565,947View SEC Filing Icon  
11/14/2018John T McdonaldCEOSell10,635$30.45$323,835.751,581,652View SEC Filing Icon  
11/12/2018John T McdonaldCEOSell9,505$30.50$289,902.501,581,652View SEC Filing Icon  
See Full Table
Insider Selling at Upland Software?
Sign-up to receive InsiderTrades.com's daily insider buying and selling report for Upland Software and related companies.

SEC Filings (Institutional Ownership Changes) for Upland Software (NASDAQ:UPLD)

78.33% 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
10/19/2021Bernzott Capital Advisors830,342$27.77M2.5%+30.7%2.730%Search for SEC Filing on Google Icon
10/14/2021Wedge Capital Management L L P NC390,542$13.06M0.2%-5.7%1.284%Search for SEC Filing on Google Icon
10/13/2021Scout Investments Inc.215,169$7.20M0.1%-1.1%0.707%Search for SEC Filing on Google Icon
10/6/2021First Dallas Securities Inc.9,100$0.30M0.2%+23.8%0.030%Search for SEC Filing on Google Icon
10/6/2021Hodges Capital Management Inc.248,782$8.32M0.6%+91.1%0.818%Search for SEC Filing on Google Icon
9/3/2021Parametric Portfolio Associates LLC38,243$1.57M0.0%-8.1%0.126%Search for SEC Filing on Google Icon
8/30/2021B. Metzler seel. Sohn & Co. Holding AG28,216$1.16M0.0%+15.0%0.093%Search for SEC Filing on Google Icon
8/26/2021Ashford Capital Management Inc.472,306$19.45M1.8%-0.3%1.553%Search for SEC Filing on Google Icon
8/26/2021Comerica Bank111,813$4M0.0%-20.9%0.368%Search for SEC Filing on Google Icon
8/25/2021Marshall Wace LLP36,531$1.50M0.0%-70.2%0.120%Search for SEC Filing on Google Icon
8/25/2021Marshall Wace North America L.P.13,949$0.57M0.0%-63.5%0.046%Search for SEC Filing on Google Icon
8/23/2021Morgan Stanley125,695$5.17M0.0%+418.2%0.413%Search for SEC Filing on Google Icon
8/17/2021Wells Fargo & Company MN53,323$2.20M0.0%+17.3%0.175%Search for SEC Filing on Google Icon
8/17/2021Invesco Ltd.16,453$0.68M0.0%+15.8%0.054%Search for SEC Filing on Google Icon
8/17/2021Metropolitan Life Insurance Co NY7,555$0.31M0.0%+107,828.6%0.025%Search for SEC Filing on Google Icon
8/17/2021Prudential Financial Inc.41,823$1.72M0.0%N/A0.138%Search for SEC Filing on Google Icon
8/17/2021ArrowMark Colorado Holdings LLC303,976$12.52M0.1%-4.4%0.999%Search for SEC Filing on Google Icon
8/17/2021Balyasny Asset Management LLC26,561$1.09M0.0%N/A0.087%Search for SEC Filing on Google Icon
8/16/2021Squarepoint Ops LLC5,235$0.22M0.0%N/A0.017%Search for SEC Filing on Google Icon
8/16/2021Bank of America Corp DE17,234$0.71M0.0%-51.0%0.057%Search for SEC Filing on Google Icon
8/16/2021Amalgamated Bank5,401$0.22M0.0%N/A0.018%Search for SEC Filing on Google Icon
8/16/2021UBS Asset Management Americas Inc.22,745$0.94M0.0%-3.7%0.075%Search for SEC Filing on Google Icon
8/16/2021Cubist Systematic Strategies LLC13,653$0.56M0.0%+89.6%0.045%Search for SEC Filing on Google Icon
8/16/2021P2 Capital Partners LLC1,275,000$52.49M3.9%+19.9%4.192%Search for SEC Filing on Google Icon
8/16/2021California State Teachers Retirement System39,449$1.62M0.0%-1.6%0.130%Search for SEC Filing on Google Icon
8/16/2021First Trust Advisors LP37,390$1.54M0.0%-33.8%0.123%Search for SEC Filing on Google Icon
8/16/2021Putnam Investments LLC296,295$12.20M0.0%+2.2%0.974%Search for SEC Filing on Google Icon
8/16/2021Royal Bank of Canada3,272$0.14M0.0%-40.1%0.011%Search for SEC Filing on Google Icon
8/16/2021General Equity Holdings LP172,626$7.11M4.1%-54.9%0.568%Search for SEC Filing on Google Icon
8/16/2021Morgan Stanley125,695$5.17M0.0%+418.2%0.413%Search for SEC Filing on Google Icon
8/16/2021New York Life Investments Alternatives12,707$0.52M0.3%-15.7%0.042%Search for SEC Filing on Google Icon
8/16/2021Credit Suisse AG18,173$0.75M0.0%-17.3%0.060%Search for SEC Filing on Google Icon
8/16/2021Charles Schwab Investment Management Inc.184,082$7.58M0.0%+3.7%0.605%Search for SEC Filing on Google Icon
8/16/2021State Street Corp667,237$27.47M0.0%+6.3%2.194%Search for SEC Filing on Google Icon
8/16/2021Axiom Investment Management LLC5,290$0.22M0.2%N/A0.017%Search for SEC Filing on Google Icon
8/16/2021Nuveen Asset Management LLC130,004$5.35M0.0%+25.8%0.427%Search for SEC Filing on Google Icon
8/16/2021Goldman Sachs Group Inc.372,946$15.35M0.0%-21.2%1.226%Search for SEC Filing on Google Icon
8/16/2021Marshall Wace LLP36,531$1.50M0.0%-70.2%0.120%Search for SEC Filing on Google Icon
8/13/2021Renaissance Technologies LLC114,517$4.72M0.0%+17.8%0.377%Search for SEC Filing on Google Icon
8/13/2021Northern Trust Corp326,461$13.44M0.0%+2.1%1.073%Search for SEC Filing on Google Icon
8/13/2021Jump Financial LLC8,173$0.34M0.0%N/A0.027%Search for SEC Filing on Google Icon
8/13/2021Clearbridge Investments LLC11,350$0.47M0.0%N/A0.037%Search for SEC Filing on Google Icon
8/13/2021LPL Financial LLC32,010$1.32M0.0%-2.6%0.105%Search for SEC Filing on Google Icon
8/13/2021Stifel Financial Corp27,102$1.12M0.0%-13.9%0.089%Search for SEC Filing on Google Icon
8/13/2021Qube Research & Technologies Ltd24,296$1M0.0%N/A0.080%Search for SEC Filing on Google Icon
8/13/2021RK Capital Management LLC236,900$9.75M1.8%-12.6%0.779%Search for SEC Filing on Google Icon
8/13/2021Geode Capital Management LLC476,131$19.60M0.0%+7.8%1.566%Search for SEC Filing on Google Icon
8/13/2021Vanguard Group Inc.1,406,193$57.89M0.0%+3.2%4.624%Search for SEC Filing on Google Icon
8/13/2021ProShare Advisors LLC7,420$0.31M0.0%+4.5%0.024%Search for SEC Filing on Google Icon
8/12/2021Wasatch Advisors Inc.1,645,149$67.73M0.3%+15.8%5.409%Search for SEC Filing on Google Icon
8/12/2021William Blair Investment Management LLC587,972$24.21M0.1%-3.9%1.933%Search for SEC Filing on Google Icon
8/12/2021AlphaCrest Capital Management LLC65,526$2.70M0.1%+255.6%0.215%Search for SEC Filing on Google Icon
8/12/2021Dimensional Fund Advisors LP459,226$18.91M0.0%+6.9%1.510%Search for SEC Filing on Google Icon
8/12/2021JPMorgan Chase & Co.161,687$6.66M0.0%+22.5%0.532%Search for SEC Filing on Google Icon
8/12/2021Blair William & Co. IL8,475$0.35M0.0%-35.8%0.028%Search for SEC Filing on Google Icon
8/12/2021Bank of Montreal Can33,559$1.41M0.0%+3,899.9%0.110%Search for SEC Filing on Google Icon
8/12/2021The Manufacturers Life Insurance Company16,446$0.68M0.0%+9.8%0.054%Search for SEC Filing on Google Icon
8/11/2021Baird Financial Group Inc.31,874$1.31M0.0%+43.9%0.105%Search for SEC Filing on Google Icon
8/11/2021Millrace Asset Group Inc.52,139$2.15M1.1%-18.2%0.171%Search for SEC Filing on Google Icon
8/11/2021New South Capital Management Inc.585,563$24.11M0.7%-1.3%1.925%Search for SEC Filing on Google Icon
8/11/2021Bank of New York Mellon Corp119,811$4.93M0.0%-23.1%0.394%Search for SEC Filing on Google Icon
8/11/2021BlackRock Inc.1,801,206$74.15M0.0%-2.7%5.922%Search for SEC Filing on Google Icon
8/10/2021BNP Paribas Arbitrage SA5,113$0.21M0.0%-46.1%0.017%Search for SEC Filing on Google Icon
8/10/2021State Board of Administration of Florida Retirement System10,974$0.45M0.0%+7.9%0.036%Search for SEC Filing on Google Icon
8/10/2021Bernzott Capital Advisors635,292$26.16M2.2%+77.2%2.089%Search for SEC Filing on Google Icon
8/10/2021Citigroup Inc.12,054$0.50M0.0%-12.8%0.040%Search for SEC Filing on Google Icon
8/10/2021Rafferty Asset Management LLC57,028$2.35M0.0%-16.0%0.188%Search for SEC Filing on Google Icon
8/10/2021WINTON GROUP Ltd6,289$0.26M0.0%N/A0.021%Search for SEC Filing on Google Icon
8/6/2021HighTower Advisors LLC66,354$2.73M0.0%+1.5%0.220%Search for SEC Filing on Google Icon
8/6/2021Swiss National Bank56,200$2.31M0.0%-1.7%0.187%Search for SEC Filing on Google Icon
8/5/2021Rhumbline Advisers27,148$1.12M0.0%-3.7%0.090%Search for SEC Filing on Google Icon
8/5/2021US Bancorp DE795$33K0.0%+85.7%0.003%Search for SEC Filing on Google Icon
8/5/2021WCM Investment Management LLC269,344$11.09M0.0%+4.0%0.895%Search for SEC Filing on Google Icon
8/4/2021Summit Creek Advisors LLC406,575$16.74M2.0%-3.6%1.351%Search for SEC Filing on Google Icon
8/4/2021Envestnet Asset Management Inc.12,283$0.51M0.0%-41.8%0.041%Search for SEC Filing on Google Icon
8/4/2021Russell Investments Group Ltd.36,372$1.50M0.0%+9.7%0.121%Search for SEC Filing on Google Icon
8/3/2021Victory Capital Management Inc.135,881$5.59M0.0%-4.8%0.451%Search for SEC Filing on Google Icon
8/2/2021Arizona State Retirement System6,929$0.29M0.0%-5.0%0.023%Search for SEC Filing on Google Icon
8/2/2021New York State Common Retirement Fund119,257$4.91M0.0%-35.1%0.396%Search for SEC Filing on Google Icon
8/2/2021Advisor Group Holdings Inc.11,461$0.47M0.0%-20.8%0.038%Search for SEC Filing on Google Icon
8/1/2021Monarch Partners Asset Management LLC192,547$7.93M1.1%+27.0%0.640%Search for SEC Filing on Google Icon
8/1/2021Oak Ridge Investments LLC149,502$6.16M0.5%-3.1%0.497%Search for SEC Filing on Google Icon
7/31/2021Rice Hall James & Associates LLC35,048$1.44M0.1%-4.4%0.116%Search for SEC Filing on Google Icon
7/31/2021We Are One Seven LLC8,350$0.34M0.0%N/A0.028%Search for SEC Filing on Google Icon
7/26/2021Scout Investments Inc.217,454$8.95M0.1%-7.2%0.722%Search for SEC Filing on Google Icon
7/6/2021Hodges Capital Management Inc.130,212$5.36M0.6%+43.3%0.433%Search for SEC Filing on Google Icon
5/26/2021New South Capital Management Inc.593,284$28M0.8%-1.8%1.971%Search for SEC Filing on Google Icon
5/24/2021Principal Financial Group Inc.5,668$0.27M0.0%-15.8%0.019%Search for SEC Filing on Google Icon
5/20/2021B. Metzler seel. Sohn & Co. Holding AG24,529$1.16M0.0%+42.1%0.081%Search for SEC Filing on Google Icon
5/19/2021Paradiem LLC61,048$2.90M1.0%+18.4%0.203%Search for SEC Filing on Google Icon
5/18/2021Millennium Management LLC27,885$1.32M0.0%-52.6%0.093%Search for SEC Filing on Google Icon
5/18/2021Morgan Stanley24,254$1.14M0.0%-26.0%0.081%Search for SEC Filing on Google Icon
5/18/2021Cubist Systematic Strategies LLC7,201$0.34M0.0%-70.8%0.024%Search for SEC Filing on Google Icon
5/18/2021General Equity Holdings LP382,626$18.06M10.7%-48.4%1.271%Search for SEC Filing on Google Icon
5/18/2021G2 Investment Partners Management LLC348,655$16.45M2.6%+6.8%1.158%Search for SEC Filing on Google Icon
5/18/2021P2 Capital Partners LLC1,063,081$50.17M3.3%+77.8%3.532%Search for SEC Filing on Google Icon
5/17/2021Royal Bank of Canada5,460$0.26M0.0%+20.7%0.018%Search for SEC Filing on Google Icon
5/17/2021Putnam Investments LLC289,894$13.68M0.0%+59.4%0.963%Search for SEC Filing on Google Icon
5/17/2021Ameriprise Financial Inc.149,672$7.06M0.0%+9.5%0.497%Search for SEC Filing on Google Icon
5/17/2021Nuveen Asset Management LLC103,313$4.88M0.0%-1.1%0.343%Search for SEC Filing on Google Icon
Data available starting January 2016

See Full Table
Upland Software logo
Upland Software, Inc. engages in the provision of cloud-based enterprise work management software, which enables organizations to plan, manage and execute projects and work. It offers customer experience management, cloud, enterprise Sales and marketing cloud, project and IT management cloud, and document workflow cloud. The company was founded by John T. McDonald in July 2010 and is headquartered in Austin, TX.
Read More on Upland Software

Today's Range

Now: $33.50
Low: $32.89
High: $33.97

50 Day Range

MA: $36.04
Low: $31.81
High: $39.60

52 Week Range

Now: $33.50
Low: $30.64
High: $53.00

Volume

242,821 shs

Average Volume

213,210 shs

Market Capitalization

$1.02 billion

P/E Ratio

N/A

Dividend Yield

N/A

Beta

0.95

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. Timothy Mattox (COO)
  3. Rodney C Favaron (President)
  4. Michael Douglass Hill (CFO)
  5. Rodney C Favaron (President)
  6. Rodney C Favaron (Insider)
  7. David May (Director)
  8. Stephen E Courter (Director)
  9. John T Mcdonald (CEO)

Who are the major institutional investors of Upland Software?

Upland Software's top institutional investors include:
  1. Bernzott Capital Advisors — 2.73%
  2. Wedge Capital Management L L P NC — 1.28%
  3. Hodges Capital Management Inc. — 0.82%
  4. Scout Investments Inc. — 0.71%
  5. First Dallas Securities Inc. — 0.03%

Which institutional investors are selling Upland Software stock?

During the last quarter, UPLD stock was sold by these institutional investors:
  1. Wedge Capital Management L L P NC
  2. Scout Investments Inc.
During the last year, company insiders that have sold Upland Software company stock include:
  1. John T Mcdonald (CEO)
  2. Timothy Mattox (COO)
  3. Rodney C Favaron (President)
  4. Michael Douglass Hill (CFO)
  5. Rodney C Favaron (President)
  6. Rodney C Favaron (Insider)
  7. David May (Director)
  8. Stephen E Courter (Director)

Which institutional investors are buying Upland Software stock?

Within the previous quarter, UPLD stock was purchased by institutional investors including:
  1. Bernzott Capital Advisors
  2. Hodges Capital Management Inc.
  3. First Dallas Securities Inc.
Learn to Customize Your Own Options Trading Strategy
This guide will help you evaluate and analyze your trading plan to create a custom options trading strategy tailored to your risk profile and market outlook. Learn how to take your trading to the next level.
Download your FREE Options Strategy Guide Today!
pixel