Upland Software, Inc.
UPLD- Exchange
- Nasdaq
- Industry
- Services-Prepackaged Software
- SEC CIK
- 0001505155
In the last 90 days, Upland Software, Inc. insiders filed 0 open-market purchases and 4 sales; 30 institutions reported holding it in 13F filings for Q2 2026, worth $4.26M in total; no superinvestor holds it.
13F holders, Q2 2026
Institutional positions in Upland Software, Inc. as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 30
- −16 vs. Q1 2026
- Shares held
- 912.4K
- −9.18M (−91.0%) vs. Q1 2026
- Total value
- $4.26M
- −$2.46M (−36.6%) vs. Q1 2026
- New holders
- 1
- 1 more added
- Sold out
- 17
- 27 more reduced
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting UPLD on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 30 | $4.26M |
| Q1 2026 | 46 | $6.72M |
| Q4 2025 | 59 | $19.3M |
| Q3 2025 | 69 | $32.8M |
| Q2 2025 | 65 | $27.9M |
| Q1 2025 | 70 | $42.6M |
| Q4 2024 | 75 | $65.5M |
| Q3 2024 | 69 | $40.1M |
| Q2 2024 | 64 | $41.7M |
| Q1 2024 | 80 | $60.4M |
| Q4 2023 | 95 | $106.7M |
| Q3 2023 | 80 | $119.7M |
| Q2 2023 | 90 | $97.4M |
| Q1 2023 | 122 | $115.7M |
| Q4 2022 | 132 | $176.4M |
| Q3 2022 | 136 | $194.4M |
| Q2 2022 | 128 | $339.3M |
| Q1 2022 | 150 | $426.2M |
| Q4 2021 | 156 | $443.3M |
| Q3 2021 | 154 | $842.0M |
| Q2 2021 | 159 | $1.02B |
| Q1 2021 | 176 | $1.18B |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding Upland Software, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Ameriprise Financial Inc | 137,919 | $644.1K | 0.00% | −1,217,722−89.8% | Reduced |
| Vanguard Capital Management LLC | 120,376 | $562.2K | 0.00% | −1,083,398−90.0% | Reduced |
| Acadian Asset Management LLC | 112,368 | $524.0K | 0.00% | −1,099,097−90.7% | Reduced |
| Rice Hall James & Associates, LLC | 101,143 | $472.3K | 0.02% | −873,305−89.6% | Reduced |
| CastleKnight Management LP | 77,720 | $363.0K | 0.01% | −699,481−90.0% | Reduced |
| BlackRock, Inc. | 54,961 | $256.7K | 0.00% | −569,578−91.2% | Reduced |
| D. E. Shaw & Co., Inc. | 47,867 | $223.5K | 0.00% | −610,243−92.7% | Reduced |
| RBF Capital, LLC | 42,754 | $199.7K | 0.01% | −384,794−90.0% | Reduced |
| Geode Capital Management, LLC | 35,839 | $167.4K | 0.00% | −414,255−92.0% | Reduced |
| Two Sigma Investments, LP | 26,790 | $125.1K | 0.00% | −385,324−93.5% | Reduced |
| Man Group plc | 25,265 | $118.0K | 0.00% | −175,630−87.4% | Reduced |
| Renaissance Technologies LLC | 24,584 | $114.8K | 0.00% | −217,807−89.9% | Reduced |
| Vanguard Portfolio Management LLC | 23,341 | $109.0K | 0.00% | −340,727−93.6% | Reduced |
| Russell Investments Group, Ltd. | 21,530 | $100.5K | 0.00% | −245,626−91.9% | Reduced |
| Jane Street Group, LLC | 15,585 | $72.8K | 0.00% | +15,585 | New |
| Vanguard Fiduciary Trust Co | 14,350 | $67.0K | 0.00% | −129,152−90.0% | Reduced |
| UBS Group AG | 11,658 | $54.4K | 0.00% | −21,419−64.8% | Reduced |
| State Street Corp | 10,994 | $51.3K | 0.00% | −98,957−90.0% | Reduced |
| Barclays PLC | 3,164 | $14.8K | 0.00% | −27,047−89.5% | Reduced |
| FMR LLC | 1,720 | $8.03K | 0.00% | −15,482−90.0% | Reduced |
| Tower Research Capital LLC (TRC) | 1,002 | $4.68K | 0.00% | +554+123.7% | Added |
| Vanguard Global Advisers, LLC | 966 | $4.51K | 0.00% | −8,699−90.0% | Reduced |
| Advisor Group Holdings, Inc. | 378 | $1.76K | 0.00% | −6,347−94.4% | Reduced |
| Morgan Stanley | 60 | $280 | 0.00% | −528−89.8% | Reduced |
| CoreCap Advisors, LLC | 50 | $234 | 0.00% | −455−90.1% | Reduced |
| BNP Paribas Arbitrage, SA | 15 | $70 | 0.00% | −207−93.2% | Reduced |
| Federated Hermes, Inc. | 12 | $56 | 0.00% | −1,322−99.1% | Reduced |
| SBI Securities Co., Ltd. | 2 | $9 | 0.00% | −2−50.0% | Reduced |
| Anchor Investment Management, LLC | 1 | $5 | 0.00% | −16−94.1% | Reduced |
| Huntington National Bank | 1 | $1 | 0.00% | 00.0% | Unchanged |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −125,366−100.0% | Sold out |
| Northern Trust Corp | 0 | $0 | 0.00% | −64,044−100.0% | Sold out |
| Evergreen Capital Management LLC | 0 | $0 | 0.00% | −62,390−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −44,525−100.0% | Sold out |
| Boston Partners | 0 | $0 | 0.00% | −43,744−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −42,599−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −38,874−100.0% | Sold out |
| Bank of America Corp | 0 | $0 | 0.00% | −31,149−100.0% | Sold out |
| Heron Bay Capital Management | 0 | $0 | 0.00% | −27,192−100.0% | Sold out |
| Price T Rowe Associates Inc | 0 | $0 | 0.00% | −23,520−100.0% | Sold out |
| First Heartland Consultants, Inc. | 0 | $0 | 0.00% | −20,004−100.0% | Sold out |
| Green Square Capital Advisors LLC | 0 | $0 | 0.00% | −14,411−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −13,665−100.0% | Sold out |
| Savant Capital, LLC | 0 | $0 | 0.00% | −13,500−100.0% | Sold out |
| Steward Partners Investment Advisory, LLC | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Caitong International Asset Management Co., Ltd | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Royal Bank of Canada | 0 | $0 | 0.00% | −785−100.0% | Sold out |