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UPLAND SOFTWARE INC
UPLAND SOFTWARE INC. Institutional holdings reported to the SEC.

Institutional Holders (2015Q4)
Portfolio Summary: 24 Institutional holders with a total value of $7,293,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 RAYMOND JAMES & ASSOCIATES 274,677 1,936,000 26.55%
2 BlackRock Institutional Trust Company, N.A. 140,174 988,000 13.55%
3 Skylands Capital, LLC 100,000 705,000 9.67%
4 VANGUARD GROUP INC 95,461 673,000 9.23%
5 STEEL GROVE CAPITAL ADVISORS, LLC 86,911 613,000 8.41%
6 MORGAN STANLEY 78,394 553,000 7.58%
7 RENAISSANCE TECHNOLOGIES LLC 50,393 355,000 4.87%
8 JACOBS LEVY EQUITY MANAGEMENT, INC 41,300 291,000 3.99%
9 Creative Planning 25,960 183,000 2.51%
10 GEODE CAPITAL MANAGEMENT, LLC 24,182 170,000 2.33%
11 BRIDGEWAY CAPITAL MANAGEMENT, LLC 22,000 155,000 2.13%
12 BlackRock Group LTD 19,822 140,000 1.92%
13 WMS Partners, LLC 19,397 137,000 1.88%
14 KING LUTHER CAPITAL MANAGEMENT CORP 14,268 101,000 1.38%
15 Spark Investment Management LLC 14,200 100,000 1.37%
16 BLAIR WILLIAM & CO/IL 11,500 81,000 1.11%
17 BlackRock Fund Advisors 3,907 28,000 0.38%
18 BlackRock Japan Co. Ltd 3,499 25,000 0.34%
19 BLACKROCK ADVISORS LLC 2,240 16,000 0.22%
20 GILDER GAGNON HOWE & CO LLC 1,650 12,000 0.16%
21 DEUTSCHE BANK AG\ 1,687 11,000 0.15%
22 BlackRock Investment Management, LLC 1,197 8,000 0.11%
23 UBS Group AG 939 7,000 0.10%
24 Tower Research Capital LLC (TRC) 635 5,000 0.07%

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.