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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, Q1 2021

Institutional positions in Upland Software, Inc. as of Mar 31, 2021. 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
176
No complete 13F data for Q4 2020
Shares held
24.8M
No complete 13F data for Q4 2020
Total value
$1.17B
No complete 13F data for Q4 2020

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.

Institutional holdersQ1 2021: 176 institutions
Q1 2021: 176 institutionsQ2 2021: 159 institutionsQ3 2021: 154 institutionsQ4 2021: 156 institutionsQ1 2022: 150 institutionsQ2 2022: 128 institutionsQ3 2022: 136 institutionsQ4 2022: 132 institutionsQ1 2023: 122 institutionsQ2 2023: 90 institutionsQ3 2023: 80 institutionsQ4 2023: 95 institutionsQ1 2024: 80 institutionsQ2 2024: 64 institutionsQ3 2024: 69 institutionsQ4 2024: 75 institutionsQ1 2025: 70 institutionsQ2 2025: 65 institutionsQ3 2025: 69 institutionsQ4 2025: 59 institutionsQ1 2026: 46 institutionsQ2 2026: 30 institutions
Value heldQ1 2021: $1.17B
Q1 2021: $1.17BQ2 2021: $1.02BQ3 2021: $842.0MQ4 2021: $442.6MQ1 2022: $426.2MQ2 2022: $339.3MQ3 2022: $194.3MQ4 2022: $176.4MQ1 2023: $115.5MQ2 2023: $97.4MQ3 2023: $119.7MQ4 2023: $106.0MQ1 2024: $60.1MQ2 2024: $41.7MQ3 2024: $40.1MQ4 2024: $65.0MQ1 2025: $42.6MQ2 2025: $27.9MQ3 2025: $32.8MQ4 2025: $18.7MQ1 2026: $6.72MQ2 2026: $4.26M
Institutions holding UPLD and their total value by quarter
QuarterHoldersValue
Q2 202630$4.26M
Q1 202646$6.72M
Q4 202559$18.7M
Q3 202569$32.8M
Q2 202565$27.9M
Q1 202570$42.6M
Q4 202475$65.0M
Q3 202469$40.1M
Q2 202464$41.7M
Q1 202480$60.1M
Q4 202395$106.0M
Q3 202380$119.7M
Q2 202390$97.4M
Q1 2023122$115.5M
Q4 2022132$176.4M
Q3 2022136$194.3M
Q2 2022128$339.3M
Q1 2022150$426.2M
Q4 2021156$442.6M
Q3 2021154$842.0M
Q2 2021159$1.02B
Q1 2021176$1.17B

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding Upland Software, Inc..

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding UPLD in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
BlackRock Inc.1,851,254$87.4M0.00%––
CDAM (UK) Ltd1,615,705$76.2M10.09%––
Wasatch Advisors Inc1,420,590$67.0M0.30%––
Vanguard Group Inc1,362,738$64.3M0.00%––
Royce & Associates LP1,220,945$57.6M0.39%––
Swedbank AB1,113,000$52.5M0.11%––
P2 Capital Partners, LLC1,063,081$50.2M3.33%––
Channing Capital Management, LLC841,242$39.7M1.36%––
State Street Corp627,872$29.6M0.00%––
William Blair Investment Management, LLC611,720$28.9M0.09%––
New South Capital Management Inc593,284$28.0M0.82%––
Ashford Capital Management Inc473,541$22.3M2.09%––
Goldman Sachs Group Inc473,167$22.3M0.01%––
Geode Capital Management, LLC441,578$20.8M0.00%––
Dimensional Fund Advisors LP429,632$20.3M0.01%––
Summit Creek Advisors LLC421,575$19.9M2.37%––
Wedge Capital Management L L P418,333$19.7M0.24%––
General Equity Holdings LP382,626$18.1M10.73%––
Ardsley Advisory Partners LP380,000$17.9M3.14%––
Bernzott Capital Advisors358,583$16.9M1.48%––
G2 Investment Partners Management LLC348,655$16.5M2.64%––
Northern Trust Corp319,705$15.1M0.00%––
ArrowMark Colorado Holdings LLC318,056$15.0M0.11%––
Whetstone Capital Advisors, LLC303,245$14.3M3.04%––
Knott David M300,000$14.2M6.15%––
Putnam Investments LLC289,894$13.7M0.02%––
Cooper Investors Pty Ltd285,387$13.5M1.00%––
RK Capital Management, LLC270,900$12.8M2.55%––
WCM Investment Management, LLC258,873$12.2M0.03%––
Scout Investments, Inc.234,200$11.1M0.17%––
Silvercrest Asset Management Group LLC221,198$10.4M0.07%––
New York State Common Retirement Fund183,705$8.67M0.01%––
Charles Schwab Investment Management Inc177,556$8.38M0.00%––
Portolan Capital Management, LLC175,676$8.29M0.65%––
Lord, Abbett & Co. LLC167,659$7.91M0.02%––
Bank of New York Mellon Corp155,762$7.35M0.00%––
Oak Ridge Investments LLC154,295$7.28M0.68%––
Monarch Partners Asset Management LLC151,622$7.16M1.08%––
Comerica Bank141,314$7.10M0.04%––
Ameriprise Financial Inc149,672$7.06M0.00%––
Two Sigma Investments, LP143,030$6.75M0.02%––
Victory Capital Management Inc142,713$6.74M0.01%––
Thames Capital Management LLC142,538$6.73M1.55%––
Public Employees Retirement System of Ohio132,135$6.24M0.02%––
JPMorgan Chase & Co131,989$6.23M0.00%––
1492 Capital Management LLC129,194$6.10M3.52%––
Marshall Wace, LLP122,415$5.78M0.03%––
Brown Advisory Inc120,886$5.71M0.01%––
Jupiter Asset Management Ltd120,886$5.70M0.06%––
Ci Investments Inc.110,465$5.21M0.02%––
Lannebo Fonder AB108,000$5.10M0.68%––
Nuveen Asset Management, LLC103,313$4.88M0.00%––
Parallax Volatility Advisers, L.P.103,127$4.87M0.04%––
Renaissance Technologies LLC97,217$4.59M0.01%––
Kennedy Capital Management, Inc.93,571$4.42M0.09%––
Hodges Capital Management Inc.90,877$4.29M0.59%––
Venator Capital Management Ltd.70,000$3.83M2.08%––
Friess Associates LLC78,858$3.72M1.45%––
Avalon Investment & Advisory74,574$3.52M0.08%––
Rafferty Asset Management, LLC67,867$3.20M0.02%––
HighTower Advisors, LLC65,402$3.09M0.01%––
HighTower Trust Services, LTA65,012$3.07M0.41%––
Citadel Advisors LLC65,013$3.07M0.00%––
Millrace Asset Group, Inc.63,728$3.01M1.62%––
Paradiem, LLC61,048$2.90M0.96%––
Swiss National Bank57,200$2.70M0.00%––
Tocqueville Asset Management L.P.56,800$2.68M0.04%––
First Trust Advisors LP56,513$2.67M0.00%––
California Public Employees Retirement System53,000$2.50M0.00%––
Precept Management LLC45,548$2.15M2.47%––
Wells Fargo & Company45,460$2.15M0.00%––
Parametric Portfolio Associates LLC41,618$1.96M0.00%––
Formula Growth Ltd40,900$1.93M0.28%––
California State Teachers Retirement System40,071$1.89M0.00%––
Marshall Wace North America L.P.38,234$1.80M0.01%––
Rice Hall James & Associates, LLC36,655$1.73M0.06%––
Bank of America Corp35,179$1.66M0.00%––
EMC Capital Management35,048$1.65M1.18%––
Two Sigma Advisers, LP33,700$1.59M0.00%––
Dana Investment Advisors, Inc.33,658$1.59M0.07%––
Russell Investments Group, Ltd.33,163$1.56M0.00%––
LPL Financial LLC32,857$1.55M0.00%––
Raymond James & Associates32,365$1.53M0.00%––
Stifel Financial Corp31,477$1.48M0.00%––
Bluefin Capital Management, LLC29,217$1.38M0.07%––
Oberweis Asset Management Inc28,600$1.35M0.28%––
Rhumbline Advisers28,196$1.33M0.00%––
Millennium Management LLC27,885$1.32M0.00%––
Castleark Management LLC26,900$1.27M0.05%––
Alliancebernstein L.P.26,200$1.24M0.00%––
Arrowstreet Capital, Limited Partnership26,010$1.23M0.00%––
Barclays PLC24,596$1.16M0.00%––
B. Metzler seel. Sohn & Co. Holding AG24,529$1.16M0.02%––
Morgan Stanley24,254$1.14M0.00%––
UBS Asset Management Americas Inc23,623$1.11M0.00%––
Baird Financial Group, Inc.22,144$1.04M0.00%––
Renaissance Group LLC22,037$1.04M0.04%––
Credit Suisse AG21,976$1.04M0.00%––
Envestnet Asset Management Inc21,116$996.0K0.00%––
Juncture Wealth Strategies, LLC20,239$943.0K0.59%––