Upland software inc UPLD.US Whale Interest Analysis

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(No presentation for UPLD)

UPLD Whale Interest Score

3

24

15

Neglected
  • AI analysis rates UPLD with  the lowest whale interest score of 1.
  • While ownership is  relatively concentrated, it also brings higher risks to the stock.
  • Institutions have been consistently selling for 5 consecutive quarters,  watch out for the distribution of ownership.
  • Tracking 10 prominent institutions, the following have traded this quarter:
    • Buying: Renaissance Technologies LLC
    • Selling: None

UPLD Whale Interest Reference Factors

According to the latest 13F reports, we summarizes key information, including whale invest rate, number of institutions, and related fund flows, providing an overview of major institutional activity.

Update to 2025/2/18 (Quarterly Update)

Net Flow (Inflow - Outflow)-$4.05M

Capital Inflow

$9.31M

Accumulator : 23 $6.41M
Initiator : 22 $2.90M

Capital Outflow

$13.36M

Reducer : 17 $5.73M
Liquidator : 15 $7.63M

UPLD Historical Whale Interest Score

You can use historical scores of 3 or above to observe potential performance and make investment decisions.

Prominent Inst. Holdings of UPLD

The buying and selling records of 10 well-known and widely followed institutions for this stock over the past year are listed in the table below.

2024Q4Shares

358.81 K23%

2024Q3Shares

292.12 K1%

2024Q2Shares

288.41 K181%

2024Q1Shares

102.79 K48%

UPLD Insider Transactions

According to the statistics, 1 insider has conducted stock transactions in the past year, with a total of 4 trades. All trades were selling transactions (with a total of 42.77K shares sold).

UPLD Top 5 Insider Shareholders

Top 10 High Relevance to UPLD Whale Interest Score