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

Institutional Holders (2016Q1)
Portfolio Summary: 24 Institutional holders with a total value of $7,672,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 RAYMOND JAMES & ASSOCIATES 274,927 1,889,000 24.62%
2 BlackRock Institutional Trust Company, N.A. 140,147 963,000 12.55%
3 Skylands Capital, LLC 117,500 807,000 10.52%
4 VANGUARD GROUP INC 97,472 670,000 8.73%
5 STEEL GROVE CAPITAL ADVISORS, LLC 86,911 597,000 7.78%
6 MORGAN STANLEY 78,390 539,000 7.03%
7 RENAISSANCE TECHNOLOGIES LLC 63,472 436,000 5.68%
8 EMANCIPATION MANAGEMENT LLC 55,000 378,000 4.93%
9 BRIDGEWAY CAPITAL MANAGEMENT, LLC 34,000 234,000 3.05%
10 JACOBS LEVY EQUITY MANAGEMENT, INC 29,603 203,000 2.65%
11 GEODE CAPITAL MANAGEMENT, LLC 26,535 182,000 2.37%
12 BlackRock Group LTD 19,822 136,000 1.77%
13 WMS Partners, LLC 17,397 120,000 1.56%
14 KING LUTHER CAPITAL MANAGEMENT CORP 14,268 98,000 1.28%
15 Spark Investment Management LLC 14,200 97,000 1.26%
16 WHITE PINE CAPITAL LLC 12,000 82,000 1.07%
17 BLAIR WILLIAM & CO/IL 11,500 79,000 1.03%
18 Sterling Capital Management LLC 10,000 69,000 0.90%
19 DEUTSCHE BANK AG\ 3,949 27,000 0.35%
20 BlackRock Fund Advisors 3,761 26,000 0.34%
21 BlackRock Japan Co. Ltd 3,004 21,000 0.27%
22 GILDER GAGNON HOWE & CO LLC 1,650 11,000 0.14%
23 BlackRock Investment Management, LLC 1,197 8,000 0.10%
24 Tower Research Capital LLC (TRC) 13 0 0.00%

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.