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Ownership — UPLD
Institutional Holdings
Insider Transactions
US Institutional Ownership
100.0%
Institution
Shares
Value
Ownership %
Change
Filing Date
Ameriprise Financial Inc
1.36M
--
45.84%
+15.4K
2026-03-31
Vanguard Capital Management LLC
1.20M
--
40.71%
--
2026-03-31
Rice Hall James & Associates, LLC
974.4K
--
32.95%
+80.8K
2026-03-31
CastleKnight Management LP
777.2K
--
26.28%
--
2026-03-31
D. E. Shaw & Co., Inc.
658.1K
--
22.25%
-190.3K
2026-03-31
BlackRock, Inc.
624.5K
--
21.12%
+3.3K
2026-03-31
Geode Capital Management, LLC
450.1K
--
15.22%
+172.0K
2026-03-31
RBF Capital, LLC
427.5K
--
14.46%
--
2026-03-31
Vanguard Portfolio Management LLC
364.1K
--
12.31%
--
2026-03-31
Russell Investments Group, Ltd.
267.2K
--
9.03%
+4.8K
2026-03-31
Renaissance Technologies LLC
242.4K
--
8.20%
+8.3K
2026-03-31
Man Group plc
200.9K
--
6.79%
-59.7K
2026-03-31
Vanguard Fiduciary Trust Co
143.5K
--
4.85%
--
2026-03-31
Assenagon Asset Management S.A.
125.4K
--
4.24%
-176.0K
2026-03-31
State Street Corp
110.0K
--
3.72%
--
2026-03-31
Northern Trust Corp
64.0K
--
2.17%
--
2026-03-31
Evergreen Capital Management LLC
62.4K
--
2.11%
--
2026-03-31
Gsa Capital Partners LLP
44.5K
--
1.51%
-118.1K
2026-03-31
Boston Partners
43.7K
--
1.48%
-1.6K
2026-03-31
XTX Topco Ltd
42.6K
--
1.44%
+3.6K
2026-03-31
HSBC Holdings PLC
38.9K
--
1.31%
--
2026-03-31
UBS Group AG
33.1K
--
1.12%
-16.9K
2026-03-31
Bank of America Corp
31.1K
--
1.05%
-743
2026-03-31
Heron Bay Capital Management
27.2K
--
0.92%
-56.0K
2026-03-31
Price T Rowe Associates Inc
23.5K
--
0.80%
--
2026-03-31
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