Institutional Owners for UPLD
Institution Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta (%) Period of Report
VANGUARD GROUP INC COM 1 $8,025,274 1,897,228 0.00 0.00 -731,887 -27.84 12-31-2023
B RILEY ASSET MANAGEMENT LLC COM 2 $7,240,663 1,567,243 0.00 1,567,243 +Inf 09-30-2023
HODGES CAPITAL MANAGEMENT INC COM 3 $4,096,000 1,325,513 0.26 0.89 -2,658,508 -66.73 03-31-2024
D E SHAW & CO INC COM 4 $5,972,163 1,292,676 0.00 0.01 890,815 221.67 09-30-2023
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