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UPLD Insider Trading (Upland Software)

Insider Ownership Percentage: 10.60%
Insider Buying (Last 12 Months): $337,200.00
Insider Selling (Last 12 Months): $20,904,145.18

Upland Software Insider Trading History Chart

Upland Software Share Price & Price History

$49.93
▼ -0.76 (-1.50%)
As of 04/19/2021 01:00 AM ET
Days: 30 | 90 | 365
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Upland Software Insider Trading History

Transaction DateInsider NameTitleBuy/SellNumber of SharesAverage Share PriceTotal TransactionShares Held After TransactionDetails
3/17/2021John T. McdonaldCEOSell10,877$48.37$526,120.49  
3/17/2021Michael Douglass HillCFOSell7,236$48.34$349,788.24268,685  
3/17/2021Rodney C FavaronPresidentSell9,936$48.34$480,306.24274,210  
2/11/2021John T. McdonaldCEOSell14,684$50.73$744,919.32  
2/11/2021Timothy MattoxCOOSell4,483$51.00$228,633.00434,045  
2/9/2021John T McdonaldCEOSell124,309$50.54$6,282,576.86  
2/4/2021John T. McdonaldCEOSell7,080$50.03$354,212.40  
2/4/2021Michael Douglass HillCFOSell33,662$50.04$1,684,446.48
2/2/2021John T. McdonaldCEOSell13,588$50.03$679,807.64  
1/27/2021John T. McdonaldCEOSell1,700$50.01$85,017.00  
1/27/2021Michael Douglass HillCFOSell2,226$50.00$111,300.00239,642  
1/25/2021John T McdonaldCEOSell26,219$50.04$1,311,998.761,514,915  
1/25/2021Michael Douglass HillCFOSell7,060$50.09$353,635.40249,378  
1/21/2021John T McdonaldCEOSell1,000$50.00$50,000.001,514,915  
1/21/2021Michael Douglass HillCFOSell941$50.00$47,050.00249,378  
12/22/2020John T McdonaldCEOSell13,622$46.92$639,144.241,653,537  
12/22/2020Michael Douglass HillCFOSell7,110$46.93$333,672.30251,924  
12/22/2020Rodney C FavaronInsiderSell25,880$46.95$1,215,066.00150,000  
12/22/2020Timothy MattoxCOOSell12,982$46.93$609,245.26476,945  
11/13/2020Stephen E CourterDirectorSell1,235$42.21$52,129.35
11/5/2020Michael Douglass HillCFOSell7,002$50.10$350,800.20257,429  
10/19/2020Timothy MattoxCOOSell29,713$45.00$1,337,085.00516,740  
10/16/2020Timothy MattoxCOOSell7,232$45.00$325,440.00516,740  
9/18/2020John T McdonaldCEOSell13,784$37.07$510,972.881,688,121  
9/18/2020Michael Douglass HillCFOSell7,146$37.33$266,760.18266,931  
9/18/2020Timothy MattoxCOOSell13,118$37.13$487,071.34527,903  
8/17/2020David MayDirectorBuy10,000$33.72$337,200.0064,740  
8/7/2020John T McdonaldCEOSell12,820$44.31$568,054.201,704,407  
8/7/2020Timothy MattoxCOOSell3,055$45.00$137,475.00537,090  
6/18/2020John T McdonaldCEOSell8,062$34.15$275,317.301,718,883  
6/18/2020Michael Douglass HillCFOSell4,918$34.10$167,703.80276,495  
6/18/2020Rodney C FavaronInsiderSell88$34.35$3,022.80162,925  
6/18/2020Timothy MattoxCOOSell9,835$34.10$335,373.50549,980  
11/1/2019Stephen E CourterDirectorSell1,450$34.42$49,909.0011,651  
8/23/2019David MayDirectorSell20,000$42.81$856,200.0065,773  
3/19/2019Michael Douglass HillCFOSell41,431$41.31$1,711,514.61304,435  
3/11/2019Timothy MattoxCOOSell28,196$40.27$1,135,452.92509,230  
3/8/2019Timothy MattoxCOOSell12,804$40.00$512,160.00509,230  
1/18/2019John T McdonaldCEOSell20,000$30.00$600,000.001,565,947  
11/14/2018John T McdonaldCEOSell10,635$30.45$323,835.751,581,652  
11/12/2018John T McdonaldCEOSell9,505$30.50$289,902.501,581,652  
10/5/2018John T McdonaldCEOSell1,570$37.00$58,090.001,583,222  
9/10/2018John T McdonaldCEOSell46,203$35.25$1,628,655.751,614,897  
9/6/2018John T McdonaldCEOSell20,744$35.26$731,433.441,700,144  
9/4/2018John T McdonaldCEOSell26,390$36.03$950,831.701,700,144  
8/29/2018Timothy MattoxCOOSell1,099$38.00$41,762.00449,690  
8/27/2018Epm Live, Inc.InsiderSell859,400$34.85$29,950,090.00  
8/23/2018Epm Live, Inc.InsiderSell14,653$34.97$512,415.41  
8/21/2018Epm Live, Inc.Major ShareholderSell7,500$34.93$261,975.00  
8/16/2018Epm Live, Inc.InsiderSell70,846$35.65$2,525,659.90  
8/13/2018Epm Live, Inc.InsiderSell55,101$36.32$2,001,268.32  
8/9/2018Epm Live, Inc.Major ShareholderSell45,601$36.60$1,668,996.60  
7/18/2018Michael Douglass HillCFOSell40,000$35.14$1,405,600.00283,896  
7/16/2018David MayDirectorSell20,000$34.96$699,200.00103,500  
7/16/2018Michael Douglass HillCFOSell6,644$34.98$232,407.12283,896  
7/12/2018Timothy MattoxCOOSell17,000$36.03$612,510.00449,429  
6/18/2018David MayDirectorSell40,000$35.32$1,412,800.00128,479  
6/15/2018David MayDirectorSell35,021$35.21$1,233,089.41128,479  
See Full Table

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

77.64% 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

Upland Software Institutional Trading History

Reporting DateHedge FundShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in Company
4/19/2021Arlington Partners LLC2,449$0.12M0.0%N/A0.008%
4/19/2021Kirr Marbach & Co. LLC IN6,900$0.33M0.1%N/A0.023%
4/15/2021Juncture Wealth Strategies LLC20,239$0.94M0.6%+44.9%0.067%
4/14/2021Mesirow Financial Investment Management Inc.8,812$0.42M1.1%-3.1%0.029%
4/12/2021Wedge Capital Management L L P NC418,333$19.74M0.2%-15.2%1.395%
4/9/2021Scout Investments Inc.234,200$11.05M0.2%+11.0%0.781%
4/7/2021Hodges Capital Management Inc.90,877$4.29M0.6%+2.8%0.303%
3/8/2021B. Metzler seel. Sohn & Co. Holding AG17,262$0.81M0.0%N/A0.058%
3/8/2021Dimensional Fund Advisors LP425,438$19.52M0.0%+1.1%1.419%
3/4/2021Eaton Vance Management4,500$0.21M0.0%N/A0.015%
3/3/2021Channing Capital Management LLC820,369$37.65M1.5%N/A2.784%
2/25/2021Dimensional Fund Advisors LP425,438$19.52M0.0%+1.1%1.444%
2/24/2021EMC Capital Management31,698$1.46M1.1%N/A0.108%
2/23/2021WCM Investment Management LLC205,010$9.41M0.0%N/A0.696%
2/23/2021Principal Financial Group Inc.6,735$0.31M0.0%N/A0.023%
2/19/2021JPMorgan Chase & Co.121,115$5.56M0.0%+31.0%0.411%
2/18/2021Strategic Wealth Partners Ltd.7,199$0.33M0.1%N/A0.024%
2/18/2021Truist Financial Corp109,756$5.04M0.0%-8.5%0.373%
2/17/2021Castleark Management LLC96,705$4.44M0.2%N/A0.328%
2/16/2021Squarepoint Ops LLC11,215$0.52M0.0%-72.8%0.038%
2/16/2021Rice Hall James & Associates LLC36,645$1.68M0.1%+7.3%0.124%
2/16/2021Tudor Investment Corp Et Al5,610$0.26M0.0%-81.1%0.019%
2/16/2021Nuveen Asset Management LLC104,472$4.79M0.0%-0.3%0.355%
2/16/2021WCM Investment Management LLC205,010$9.41M0.0%N/A0.696%
2/16/2021New York Life Investments Alternatives34,083$1.56M1.0%N/A0.116%
2/16/2021P2 Capital Partners LLC598,000$27.44M1.9%-14.6%2.030%
2/16/2021Ashford Capital Management Inc.469,386$21.54M2.1%-28.2%1.593%
2/16/2021Charles Schwab Investment Management Inc.169,821$7.79M0.0%+2.5%0.576%
2/13/2021PenderFund Capital Management Ltd.29,586$1.73M0.4%-16.9%0.100%
2/12/2021Stifel Financial Corp17,816$0.82M0.0%+81.2%0.060%
2/12/20211492 Capital Management LLC131,266$6.02M3.5%-1.2%0.446%
2/12/2021Raymond James Financial Services Advisors Inc.16,829$0.77M0.0%+5.1%0.057%
2/12/2021LPL Financial LLC33,478$1.54M0.0%+18.4%0.114%
2/12/2021The Manufacturers Life Insurance Company15,847$0.73M0.0%+11.3%0.054%
2/12/2021Credit Suisse AG30,598$1.40M0.0%+43.4%0.104%
2/12/2021Eaton Vance Management4,500$0.21M0.0%N/A0.015%
2/12/2021Kennedy Capital Management Inc.98,717$4.53M0.1%-63.2%0.335%
2/12/2021M&T Bank Corp4,405$0.20M0.0%N/A0.015%
2/11/2021Millrace Asset Group Inc.66,337$3.04M2.1%-24.1%0.225%
2/11/2021Whetstone Capital Advisors LLC504,437$23.15M4.8%+1.5%1.712%
2/11/2021Northern Trust Corp325,808$14.95M0.0%-0.6%1.106%
2/11/2021Baird Financial Group Inc.16,619$0.76M0.0%+18.2%0.056%
2/11/2021Barclays PLC23,068$1.06M0.0%+93.5%0.078%
2/11/2021Citigroup Inc.19,053$0.87M0.0%+318.7%0.065%
2/11/2021Dynamic Technology Lab Private Ltd7,900$0.36M0.1%N/A0.027%
2/11/2021Oppenheimer & Co. Inc.10,054$0.46M0.0%N/A0.034%
2/10/2021Rhumbline Advisers30,643$1.41M0.0%+7.7%0.104%
2/10/2021Renaissance Technologies LLC43,717$2.01M0.0%N/A0.148%
2/10/2021Intrust Bank NA4,437$0.20M0.0%N/A0.015%
2/10/2021Argent Capital Management LLC10,290$0.47M0.0%-78.6%0.035%
2/9/2021Wells Fargo & Company MN65,103$2.99M0.0%-27.7%0.221%
2/9/2021Keybank National Association OH5,032$0.23M0.0%N/A0.017%
2/9/2021Bank of New York Mellon Corp156,502$7.18M0.0%+60.9%0.531%
2/9/2021New South Capital Management Inc.604,027$27.72M0.9%+1.2%2.050%
2/9/2021Lord Abbett & CO. LLC148,053$6.79M0.0%-2.9%0.502%
2/9/2021CI Investments Inc.114,465$5.25M0.0%-6.1%0.388%
2/9/2021William Blair Investment Management LLC564,307$25.90M0.1%+62.6%1.915%
2/9/2021ProShare Advisors LLC5,884$0.27M0.0%N/A0.020%
2/8/2021Royce & Associates LP1,102,115$50.58M0.4%+4.6%3.741%
2/8/2021New York State Common Retirement Fund181,741$8.34M0.0%+392.5%0.617%
2/8/2021Russell Investments Group Ltd.16,623$0.76M0.0%-38.1%0.056%
2/8/2021Avalon Investment & Advisory71,670$3.29M0.1%-2.5%0.243%
2/5/2021Catalyst Capital Advisors LLC8,360$0.38M0.0%-5.6%0.028%
2/5/2021BlackRock Inc.1,820,921$83.56M0.0%+7.8%6.180%
2/5/2021THB Asset Management147,913$6.79M1.5%-10.9%0.502%
2/5/2021SG Americas Securities LLC2,919$0.13M0.0%N/A0.010%
2/5/2021Monarch Partners Asset Management LLC159,683$7.33M1.3%+632.8%0.542%
2/5/2021US Bancorp DE1,663$76K0.0%-27.7%0.006%
2/4/2021Lannebo Fonder AB96,000$4.41M0.6%+9.1%0.326%
2/4/2021GSA Capital Partners LLP6,861$0.32M0.1%N/A0.023%
2/3/2021Oak Ridge Investments LLC154,553$7.09M0.6%-16.8%0.525%
2/2/2021California Public Employees Retirement System53,000$2.43M0.0%-2.0%0.180%
2/2/2021First Trust Advisors LP52,379$2.40M0.0%+33.6%0.178%
2/1/2021Hodges Capital Management Inc.88,379$4.06M0.6%+9.0%0.300%
2/1/2021MESIROW FINANCIAL INVESTMENT MANAGEMENT Equity & Fixed Income115,973$5.32M0.7%-14.4%0.394%
2/1/2021First Dallas Securities Inc.9,350$0.43M0.4%+10.0%0.032%
1/30/2021Paradiem LLC51,544$2.47M1.0%N/A0.175%
1/29/2021Creative Planning7,838$0.36M0.0%-12.3%0.027%
1/28/2021Arizona State Retirement System7,100$0.33M0.0%-3.9%0.024%
1/28/2021Zurcher Kantonalbank Zurich Cantonalbank3,213$0.15M0.0%+38.2%0.011%
1/28/2021Comerica Bank147,393$7.35M0.0%-13.4%0.500%
1/26/2021Harel Insurance Investments & Financial Services Ltd.744$34K0.0%N/A0.003%
1/25/2021Juncture Wealth Strategies LLC13,967$0.64M0.4%-7.1%0.047%
1/25/2021Nisa Investment Advisors LLC2,450$0.11M0.0%+14.0%0.008%
1/20/2021Summit Creek Advisors LLC298,076$13.68M1.8%+6.1%1.012%
1/12/2021Scout Investments Inc.211,070$9.69M0.2%+2.8%0.716%
1/8/2021Wedge Capital Management L L P NC493,560$22.65M0.3%-22.3%1.675%
11/17/2020Nantahala Capital Management LLC478,523$18.04M0.6%-8.7%1.624%
11/17/2020Public Employees Retirement System of Ohio132,135$4.98M0.0%+28.0%0.448%
11/17/2020California State Teachers Retirement System39,405$1.49M0.0%+14.0%0.134%
11/17/2020Millrace Asset Group Inc.87,352$3.29M2.7%+16.8%0.296%
11/16/2020Cubist Systematic Strategies LLC12,842$0.48M0.0%N/A0.044%
11/16/2020Squarepoint Ops LLC41,278$1.56M0.0%+531.2%0.140%
11/16/2020ExodusPoint Capital Management LP46,274$1.75M0.0%N/A0.157%
11/16/2020Venator Capital Management Ltd.134,300$5.06M2.7%+122.5%0.456%
11/16/2020ArrowMark Colorado Holdings LLC262,219$9.89M0.1%-23.3%0.890%
11/16/2020Oberweis Asset Management Inc.29,700$1.12M0.4%+16.5%0.101%
11/16/2020Ashford Capital Management Inc.654,070$24.66M2.9%+39.0%2.220%
11/16/2020RK Capital Management LLC270,300$10.19M2.9%-3.8%0.917%
11/13/2020Morgan Stanley14,921$0.56M0.0%-59.7%0.051%
Data available starting January 2016

See Full Table
Upland Software logo
Upland Software, Inc. provides cloud-based enterprise work management software in the United States, the United Kingdom, Canada, and internationally. The company offers a family of software applications under the Upland brand in the areas of information technology, digital marketing, ecommerce, customer service and support, project management, business operations, human resources and legal departments, and sales and marketing. Its software applications address enterprise work challenges in various categories comprising customer experience management that enables organizations to manage customer lifecycle, which include awareness, acquisition, and advocacy across multiple channels consisting of email, short and multimedia messaging services, web, social, and mobile apps; and enterprise sales enablement solutions to optimize sales activities, digital content production, automate key proposal and reference processes, and track key metrics. The company also provides professional services automation solution for proposal automation, customer reference management, voice of the customer, and insights-driven business intelligence; project and financial management solution that provide a centralized framework for demand management, resource optimization, project delivery, and financial oversight; enterprise knowledge management solution suite that enables knowledge sharing across different departments within an organization; secure document services; and document lifecycle automation solution, which enables enterprises to manage and automate document intensive business processes with data security. It sells its products through direct and indirect sales organization to financial services, retail, manufacturing, legal, consumer goods, media, and other industries. 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 founded in 2010 and is headquartered in Austin, Texas.
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Today's Range

Now: $49.93
$49.57
$51.22

50 Day Range

MA: $47.87
$44.42
$50.69

52 Week Range

Now: $49.93
$26.56
$52.00

Volume

244,329 shs

Average Volume

239,459 shs

Market Capitalization

$1.50 billion

P/E Ratio

N/A

Dividend Yield

N/A

Beta

0.99

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

Who are the major institutional investors of Upland Software?

Upland Software's top institutional investors include:
  1. Wedge Capital Management L L P NC — 1.40%
  2. Scout Investments Inc. — 0.78%
  3. Hodges Capital Management Inc. — 0.30%
  4. Juncture Wealth Strategies LLC — 0.07%
  5. Mesirow Financial Investment Management Inc. — 0.03%
  6. Kirr Marbach & Co. LLC IN — 0.02%

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. Mesirow Financial Investment Management 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. Michael Douglass Hill (CFO)
  4. Rodney C Favaron (President)
  5. Rodney C Favaron (Insider)
  6. David May (Director)
  7. 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. Scout Investments Inc.
  2. Kirr Marbach & Co. LLC IN
  3. Juncture Wealth Strategies LLC
  4. Hodges Capital Management Inc.
  5. Arlington Partners LLC
Man Who Predicted March 2020 Crash Says 2021 Is The Time
If you've got money invested in the stock market, but are confused as to what to do next...This is the can't-miss interview of 2021...
Learn more here!