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Upland Software

Name Holding Trade Value Shares
Change
Change in
Stake
RA
26
Royce & Associates
New York
$879K
CM
27
CastleKnight Management
New York
$809K +$226K +6,576 +41%
Dimensional Fund Advisors
28
Dimensional Fund Advisors
Texas
$808K -$277K -8,043 -26%
Jacobs Levy Equity Management
29
Jacobs Levy Equity Management
New Jersey
$739K -$10.8K -315 -2%
JP Morgan Chase
30
JP Morgan Chase
New York
$682K -$2.33M -67,660 -78%
RGI
31
River Global Investors
United Kingdom
$669K +$295K +8,558 +86%
XT
32
XTX Topco
Cayman Islands
$658K +$285K +8,276 +83%
State of Wisconsin Investment Board
33
State of Wisconsin Investment Board
Wisconsin
$584K +$154K +4,460 +38%
Charles Schwab
34
Charles Schwab
California
$569K -$155K -4,502 -22%
Bank of America
35
Bank of America
North Carolina
$486K -$94.2K -2,735 -17%
Squarepoint
36
Squarepoint
New York
$451K +$224K +6,507 +108%
State Street
37
State Street
Massachusetts
$367K -$1.46M -42,481 -81%
NIM
38
Needham Investment Management
New York
$360K -$1.89M -55,000 -85%
GCP
39
GSA Capital Partners
United Kingdom
$360K -$267K -7,755 -44%
Thrivent Financial for Lutherans
40
Thrivent Financial for Lutherans
Minnesota
$299K -$14.1K -408 -5%
EGM
41
Engineers Gate Manager
New York
$298K -$71.6K -2,078 -20%
Bank of New York Mellon
42
Bank of New York Mellon
New York
$273K -$316K -9,164 -55%
FDS
43
First Dallas Securities
Texas
$257K +$103K +3,000 +72%
Goldman Sachs
44
Goldman Sachs
New York
$225K -$580K -16,848 -73%
KCM
45
Kennedy Capital Management
Missouri
$217K
Morgan Stanley
46
Morgan Stanley
New York
$212K -$86.6K -2,513 -30%
Northern Trust
47
Northern Trust
Illinois
$210K -$674K -19,556 -77%
Fidelity Investments
48
Fidelity Investments
Massachusetts
$209K +$3.2K +93 +2%
Susquehanna International Group
49
Susquehanna International Group
Pennsylvania
$206K +$153K +4,449 +349%
Invesco
50
Invesco
Georgia
$199K -$28.7K -832 -13%