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UPLD Insider Trading

Insider Ownership Percentage: 11.30%
Insider Buying (Last 12 Months): $66,597.30
Insider Selling (Last 12 Months): $12,622.08

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: $3.10
Price Change: +0.30 (1.20%)
As of 03/14/2025 05:00 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
12/17/2024Timothy MattoxDirectorSell2,768$4.56$12,622.08414,008View SEC Filing Icon  
8/8/2024John T McdonaldCEOBuy33,635$1.98$66,597.30297,373View SEC Filing Icon  
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  
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
2/27/2025Jefferies Financial Group Inc.20,000$87K0.0%N/A0.073%Search for SEC Filing on Google Icon
2/20/2025Mackenzie Financial Corp60,350$0.26M0.0%+355.8%0.220%Search for SEC Filing on Google Icon
2/19/2025Public Employees Retirement System of Ohio379,690$1.65M0.0%-7.1%1.384%Search for SEC Filing on Google Icon
2/17/2025Two Sigma Investments LP321,583$1.40M0.0%+111.1%1.172%Search for SEC Filing on Google Icon
2/17/2025Two Sigma Advisers LP406,400$1.76M0.0%+106.8%1.481%Search for SEC Filing on Google Icon
2/17/2025Sherbrooke Park Advisers LLC13,477$58K0.0%N/A0.049%Search for SEC Filing on Google Icon
2/17/2025Man Group plc398,800$1.73M0.0%+33.5%1.453%Search for SEC Filing on Google Icon
2/17/2025Millennium Management LLC106,364$0.46M0.0%+54.1%0.388%Search for SEC Filing on Google Icon
2/17/2025Jefferies Financial Group Inc.20,000$87K0.0%N/A0.073%Search for SEC Filing on Google Icon
2/17/2025D. E. Shaw & Co. Inc.1,301,061$5.65M0.0%+13.5%4.741%Search for SEC Filing on Google Icon
2/17/2025Cresset Asset Management LLC20,000$87K0.0%N/A0.073%Search for SEC Filing on Google Icon
2/17/2025Cubist Systematic Strategies LLC41,781$0.18M0.0%N/A0.152%Search for SEC Filing on Google Icon
2/17/2025CastleKnight Management LP1,020,143$4.43M0.1%-23.5%3.718%Search for SEC Filing on Google Icon
2/17/2025Bridgeway Capital Management LLC241,200$1.05M0.0%+46.7%0.879%Search for SEC Filing on Google Icon
2/17/2025Bank of America Corp DE81,386$0.35M0.0%+87.0%0.297%Search for SEC Filing on Google Icon
2/17/2025Ameriprise Financial Inc.1,256,479$5.45M0.0%-7.5%4.579%Search for SEC Filing on Google Icon
2/17/2025Algert Global LLC22,860$99K0.0%N/A0.083%Search for SEC Filing on Google Icon
2/17/2025272 Capital LP8,610$37K0.0%-98.4%0.031%Search for SEC Filing on Google Icon
2/14/2025Jane Street Group LLC112,689$0.49M0.0%+753.8%0.411%Search for SEC Filing on Google Icon
2/14/2025Northern Trust Corp52,716$0.23M0.0%-6.7%0.192%Search for SEC Filing on Google Icon
2/14/2025Hsbc Holdings PLC38,874$0.17M0.0%-5.9%0.142%Search for SEC Filing on Google Icon
2/14/2025Dimensional Fund Advisors LP92,151$0.40M0.0%-69.3%0.336%Search for SEC Filing on Google Icon
2/13/2025Marshall Wace LLP135,431$0.59M0.0%+278.2%0.494%Search for SEC Filing on Google Icon
2/13/2025Walleye Capital LLC114,833$0.50M0.0%N/A0.418%Search for SEC Filing on Google Icon
2/13/2025XTX Topco Ltd13,633$59K0.0%-21.3%0.050%Search for SEC Filing on Google Icon
2/13/2025Renaissance Technologies LLC358,808$1.56M0.0%+22.8%1.308%Search for SEC Filing on Google Icon
2/12/2025Arrowstreet Capital Limited Partnership187,187$0.81M0.0%N/A0.682%Search for SEC Filing on Google Icon
2/12/2025JPMorgan Chase & Co.14,064$61K0.0%N/A0.051%Search for SEC Filing on Google Icon
2/11/2025Prudential Financial Inc.21,950$95K0.0%N/A0.080%Search for SEC Filing on Google Icon
2/11/2025Heron Bay Capital Management96,963$0.42M0.1%+22.9%0.353%Search for SEC Filing on Google Icon
2/10/2025Essential Planning LLC.13,000$56K0.0%N/A0.047%Search for SEC Filing on Google Icon
2/6/2025New South Capital Management Inc.1,320,785$5.73M0.2%-7.9%4.813%Search for SEC Filing on Google Icon
2/4/2025WESPAC Advisors LLC12,658$55K0.0%N/A0.046%Search for SEC Filing on Google Icon
1/31/2025Rice Hall James & Associates LLC964,624$4.19M0.2%+63.7%3.515%Search for SEC Filing on Google Icon
1/29/2025Legato Capital Management LLC10,071$44K0.0%N/A0.037%Search for SEC Filing on Google Icon
1/24/2025Hodges Capital Management Inc.42,500$0.19M0.0%-59.9%0.155%Search for SEC Filing on Google Icon
1/14/2025Assenagon Asset Management S.A.101,340$0.44M0.0%-32.5%0.369%Search for SEC Filing on Google Icon
12/5/2024272 Capital LP541,018$1.35M0.7%-26.7%1.972%Search for SEC Filing on Google Icon
11/16/2024Geode Capital Management LLC273,917$0.68M0.0%-4.4%0.998%Search for SEC Filing on Google Icon
11/15/2024Hodges Capital Management Inc.105,869$0.26M0.0%-91.4%0.386%Search for SEC Filing on Google Icon
11/15/2024XTX Topco Ltd17,318$43K0.0%N/A0.063%Search for SEC Filing on Google Icon
11/15/2024Jane Street Group LLC13,199$33K0.0%-24.2%0.048%Search for SEC Filing on Google Icon
11/15/2024Jacobs Levy Equity Management Inc.255,617$0.64M0.0%+21.8%0.932%Search for SEC Filing on Google Icon
11/14/2024272 Capital LP50,000$0.12M0.1%-93.2%0.182%Search for SEC Filing on Google Icon
11/13/2024FMR LLC78,626$0.20M0.0%+30.0%0.287%Search for SEC Filing on Google Icon
11/13/2024Dynamic Technology Lab Private Ltd12,344$31K0.0%N/A0.045%Search for SEC Filing on Google Icon
11/5/2024First Heartland Consultants Inc.12,086$30K0.0%N/A0.044%Search for SEC Filing on Google Icon
10/28/2024Rice Hall James & Associates LLC589,226$1.47M0.1%+115.4%2.135%Search for SEC Filing on Google Icon
10/15/2024NBC Securities Inc.15,000$37K0.0%-73.7%0.055%Search for SEC Filing on Google Icon
8/15/2024Mackenzie Financial Corp30,191$75K0.0%+74.6%0.111%Search for SEC Filing on Google Icon
8/14/2024272 Capital LP738,421$1.84M0.9%-51.6%2.708%Search for SEC Filing on Google Icon
8/14/2024Heron Bay Capital Management74,114$0.19M0.0%N/A0.272%Search for SEC Filing on Google Icon
8/9/2024Renaissance Technologies LLC288,408$0.72M0.0%+180.6%1.058%Search for SEC Filing on Google Icon
8/9/2024Dimensional Fund Advisors LP493,179$1.23M0.0%-6.8%1.809%Search for SEC Filing on Google Icon
8/8/2024Rice Hall James & Associates LLC273,575$0.68M0.0%+3.7%0.991%Search for SEC Filing on Google Icon
8/6/2024New South Capital Management Inc.1,434,822$3.57M0.2%-2.6%5.201%Search for SEC Filing on Google Icon
8/2/2024Hodges Capital Management Inc.1,224,650$3.05M0.2%-7.6%4.438%Search for SEC Filing on Google Icon
7/18/2024Assenagon Asset Management S.A.150,219$0.37M0.0%+4.2%0.544%Search for SEC Filing on Google Icon
5/16/2024Jacobs Levy Equity Management Inc.403,307$1.25M0.0%-10.8%1.462%Search for SEC Filing on Google Icon
5/15/2024Public Employees Retirement System of Ohio443,677$1.37M0.0%-14.1%1.608%Search for SEC Filing on Google Icon
5/15/2024Price T Rowe Associates Inc. MD44,000$0.14M0.0%-8.1%0.159%Search for SEC Filing on Google Icon
5/9/2024First Eagle Investment Management LLC594,819$1.84M0.0%-29.1%2.156%Search for SEC Filing on Google Icon
5/9/2024State Board of Administration of Florida Retirement System10,984$34K0.0%N/A0.040%Search for SEC Filing on Google Icon
5/7/2024New South Capital Management Inc.1,473,037$4.55M0.2%-3.3%5.339%Search for SEC Filing on Google Icon
5/1/2024Mirae Asset Global Investments Co. Ltd.11,946$37K0.0%N/A0.043%Search for SEC Filing on Google Icon
4/24/2024Assenagon Asset Management S.A.144,201$0.45M0.0%-64.5%0.518%Search for SEC Filing on Google Icon
4/23/2024Rice Hall James & Associates LLC263,820$0.82M0.0%-31.5%0.947%Search for SEC Filing on Google Icon
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
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
2/12/2024Pingora 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
2/7/2024Jump 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
1/17/2024Assenagon Asset Management S.A.406,447$1.72M0.0%-29.9%1.294%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
11/14/2023Hodges 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
11/13/2023River & 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
11/8/2023Pathstone 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
8/15/2023RBF Capital LLC443,787$1.60M0.1%N/A1.359%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
Data available starting January 2016

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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: $3.10
Low: $3.10
High: $3.31

50 Day Range

MA: $3.92
Low: $2.69
High: $4.79

52 Week Range

Now: $3.10
Low: $1.79
High: $5.64

Volume

170,841 shs

Average Volume

340,072 shs

Market Capitalization

$85.07 million

P/E Ratio

N/A

Dividend Yield

N/A

Beta

1.4

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

Upland Software's top insider investors include:
  1. Timothy Mattox (Director)
  2. John T Mcdonald (CEO)
  3. Dan Doman (Insider)
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. New South Capital Management Inc. — 4.81%
  2. D. E. Shaw & Co. Inc. — 4.74%
  3. Ameriprise Financial Inc. — 4.58%
  4. CastleKnight Management LP — 3.72%
  5. Rice Hall James & Associates LLC — 3.52%
  6. Two Sigma Advisers LP — 1.48%
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. 272 Capital LP
  2. CastleKnight Management LP
  3. Dimensional Fund Advisors LP
  4. New South Capital Management Inc.
  5. Ameriprise Financial Inc.
  6. Hodges Capital Management Inc.
  7. Assenagon Asset Management S.A.
  8. Public Employees Retirement System of Ohio

Which institutional investors are buying Upland Software stock?

In the last quarter, UPLD stock was purchased by institutional investors including:
  1. Rice Hall James & Associates LLC
  2. Two Sigma Advisers LP
  3. Arrowstreet Capital Limited Partnership
  4. Two Sigma Investments LP
  5. D. E. Shaw & Co. Inc.
  6. Walleye Capital LLC
  7. Man Group plc
  8. Marshall Wace LLP