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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
Arkadios Wealth Advisors7$00.00%––
Anchor Investment Management, LLC17$8020.00%––
Meeder Asset Management Inc18$1.00K0.00%––
Quadrant Capital Group LLC11$1.00K0.00%––
Valeo Financial Advisors, LLC14$1.00K0.00%––
First Horizon Advisors, Inc.43$2.00K0.00%––
FMR LLC53$3.00K0.00%––
American Portfolios Advisors68$3.21K0.00%––
Central Trust Co106$5.00K0.00%––
Proequities, Inc.150$7.00K0.00%––
Farmers & Merchants Investments Inc190$9.00K0.00%––
Migdal Insurance & Financial Holdings Ltd.221$10.0K0.00%––
Sowell Financial Services LLC246$10.0K0.00%––
First Horizon Corp365$17.0K0.00%––
Huntington National Bank413$19.0K0.00%––
US Bancorp428$20.0K0.00%––
Fifth Third Bancorp469$22.0K0.00%––
Macquarie Group Ltd668$32.0K0.00%––
The PNC Financial Services Group, Inc.710$34.0K0.00%––
Bank of Montreal839$40.0K0.00%––
Private Capital Group, LLC1,129$53.0K0.01%––
Tower Research Capital LLC (TRC)1,447$68.0K0.00%––
Financial Management Professionals, Inc.1,553$73.0K0.02%––
Lazard Asset Management LLC1,654$78.0K0.00%––
Walleye Trading LLC1,650$78.0K0.00%––
Great West Life Assurance Co1,769$83.0K0.00%––
Ameritas Investment Partners, Inc.2,219$105.0K0.00%––
Harel Insurance Investments & Financial Services Ltd.1,118$115.0K0.00%––
Nisa Investment Advisors, LLC2,450$116.0K0.00%––
Arlington Partners LLC2,449$116.0K0.04%––
Zurcher Kantonalbank (Zurich Cantonalbank)3,213$152.0K0.00%––
MAI Capital Management4,260$201.0K0.00%––
SG Americas Securities, LLC4,423$209.0K0.00%––
Intrust Bank NA4,464$210.0K0.03%––
Eaton Vance Management4,500$212.0K0.00%––
Keybank National Association4,810$227.0K0.00%––
Royal Bank of Canada5,460$258.0K0.00%––
Principal Financial Group Inc5,668$267.0K0.00%––
M&T Bank Corp5,816$274.0K0.00%––
Pathstone Family Office, LLC6,018$284.0K0.01%––
Wellington Management Group LLP6,043$285.0K0.00%––
Kirr Marbach & Co LLC6,900$326.0K0.09%––
Metropolitan Life Insurance Co7,017$331.1K0.00%––
ProShare Advisors LLC7,101$335.0K0.00%––
King Luther Capital Management Corp7,163$338.0K0.00%––
Cubist Systematic Strategies, LLC7,201$340.0K0.00%––
UBS Group AG7,206$340.0K0.00%––
Arizona State Retirement System7,291$344.0K0.00%––
Catalyst Capital Advisors LLC7,460$352.0K0.02%––
SEI Investments Co7,616$359.0K0.00%––
Martingale Asset Management L P7,602$359.0K0.00%––
Legal & General Group Plc7,743$365.0K0.00%––
Creative Planning7,868$371.0K0.00%––
Pitcairn Co7,928$374.0K0.03%––
AMP Capital Investors Ltd8,210$387.0K0.00%––
Mesirow Financial Investment Management, Inc.8,812$416.0K1.13%––
PEAK6 Investments LLC8,972$423.0K0.01%––
First Dallas Securities Inc.9,350$441.0K0.38%––
BNP Paribas Arbitrage, SA9,482$447.5K0.00%––
Argent Capital Management LLC9,685$457.0K0.02%––
MetLife Investment Management10,139$478.5K0.00%––
State Board of Administration of Florida Retirement System10,174$480.0K0.00%––
Voya Investment Management LLC11,600$547.0K0.00%––
Blair William & Co13,201$623.0K0.00%––
Oppenheimer & Co Inc13,353$630.0K0.01%––
Citigroup Inc13,819$652.0K0.00%––
Invesco Ltd.14,205$670.0K0.00%––
Green Square Capital Advisors LLC14,411$680.0K0.22%––
Advisor Group Holdings, Inc.14,472$683.0K0.00%––
Manufacturers Life Insurance Company, The14,983$707.0K0.00%––
New York Life Investments Alternatives15,068$711.0K0.50%––
American International Group, Inc.15,488$731.0K0.00%––
Raymond James Financial Services Advisors, Inc.15,829$747.0K0.00%––
AlphaCrest Capital Management LLC18,426$870.0K0.05%––
Deutsche Bank AG19,931$941.0K0.00%––
Juncture Wealth Strategies, LLC20,239$943.0K0.59%––
Envestnet Asset Management Inc21,116$996.0K0.00%––
Credit Suisse AG21,976$1.04M0.00%––
Renaissance Group LLC22,037$1.04M0.04%––
Baird Financial Group, Inc.22,144$1.04M0.00%––
UBS Asset Management Americas Inc23,623$1.11M0.00%––
Morgan Stanley24,254$1.14M0.00%––
B. Metzler seel. Sohn & Co. Holding AG24,529$1.16M0.02%––
Barclays PLC24,596$1.16M0.00%––
Arrowstreet Capital, Limited Partnership26,010$1.23M0.00%––
Alliancebernstein L.P.26,200$1.24M0.00%––
Castleark Management LLC26,900$1.27M0.05%––
Millennium Management LLC27,885$1.32M0.00%––
Rhumbline Advisers28,196$1.33M0.00%––
Oberweis Asset Management Inc28,600$1.35M0.28%––
Bluefin Capital Management, LLC29,217$1.38M0.07%––
Stifel Financial Corp31,477$1.48M0.00%––
Raymond James & Associates32,365$1.53M0.00%––
LPL Financial LLC32,857$1.55M0.00%––
Russell Investments Group, Ltd.33,163$1.56M0.00%––
Dana Investment Advisors, Inc.33,658$1.59M0.07%––
Two Sigma Advisers, LP33,700$1.59M0.00%––
EMC Capital Management35,048$1.65M1.18%––
Bank of America Corp35,179$1.66M0.00%––
Rice Hall James & Associates, LLC36,655$1.73M0.06%––