UPLD Stock Ownership Breakdown

A company's 13F filings with the Securities and Exchange Commission (SEC) provides investors with comprehensive information about institutional ownership in a listed company, a sign of strength in terms of how many institutions have confidence in that company. The number of institutional investors who currently own UPLD shares is 90, representing 60.53% of the company's common stock.

D. E. SHAW & CO., INC., in the last quarter, reduced its stake in UPLD by -4.55% restricting it's holding to 1.21 million shares of worth nearly $3.74M. HILLSDALE INVESTMENT MANAGEMENT INC. also lessened -100% of the UPLD shares from its portfolio, reducing its holding to 0 shares of worth -. SIGNATUREFD, LLC also shunned UPLD shares holding by -100% last quarter which brought its holding to 0 shares worth -.

As per its latest 13F filing, DIMENSIONAL FUND ADVISORS LP increased its stake in UPLD by 9.88% in the last quarter. The institutional holder raised its holding to 528.98 thousand shares having worth more than $1.63M. RBF CAPITAL, LLC also added 6.13% more shares of UPLD to its portfolio, raising its holding to 519.18 thousand shares of worth $1.60M. GEODE CAPITAL MANAGEMENT, LLC also increased its UPLD shares holding by 0.29% which brought its holding to 321.58 thousand shares worth $993.91K.

The insider with the most stakes in UPLD is Mattox Timothy , director at the company. Additionally, UPLD stock is highly held by CEO MCDONALD JOHN T and President Favaron Rodney C among others.

Company executives, directors, and other insiders own 20.27% percent of Upland Software, Inc.'s stock. Within the last six months, there have been 3 transaction(s) in which UPLD insiders have sold stock, totaling 22.77K shares. Insiders that have sold shares include MATTOX TIMOTHY, COURTER STEPHEN E, and DOMAN DAN.

There have been 2 transaction(s) during the past 6-months in which Upland Software, Inc. insiders have bought stock, totalling 100000 shares

Around 1.93M Upland Software, Inc. shares are held by insiders, which represents about 20.27% of UPLD stock.

UPLD director, Mattox Timothy holds the largest portfolio of the company's shares. UPLD shares owned by Mattox total nearly 414.01 thousand.

D. E. SHAW & CO., INC. is the largest institutional owner in UPLD which holds 1.21 million shares worth $3.74M or 3.91% of the total UPLD shares outstanding followed by GPS WEALTH STRATEGIES GROUP, LLC with ownership of 39 shares representing 0% of the UPLD ownership. HUNTINGTON NATIONAL BANK is the third largest stakeholder with 1 shares or 0% of the ownership worth more than $3.00.

Stock options give the owner the ability but not the obligation to buy or sell a security at a predetermined price and date. Stock options can be classified into two types: puts and calls. A put is a bet on falling stock, and a call is a bet on rising stock. As far as the UPLD is concerned, it is a stock which is optionable.

Number of UPLD shares short is 567.94K. Shares short is a market sentiment in which investors have sold their shares short in a given stock but have not yet covered them or closed them out.

As of today, 27.44M shares of UPLD are outstanding.

Float represents the number of tradeable shares in a specific stock. By subtracting restricted and closely-held shares from a firm's total outstanding shares, we can calculate its floating stock. The term "closely-held shares" refers to shares held by employees, major shareholders, and company insiders. At present, UPLD has 22.34M shares in float.

Short ratio is calculated by dividing the number of short shares, short interest or bets that shareholders will sell short from the average daily volume. A higher ratio indicates longer times needed to repurchase borrowed shares (sold). The short ratio for UPLD is 0.88.