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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
Deutsche Bank AG19,931$941.0K0.00%––
AlphaCrest Capital Management LLC18,426$870.0K0.05%––
Raymond James Financial Services Advisors, Inc.15,829$747.0K0.00%––
American International Group, Inc.15,488$731.0K0.00%––
New York Life Investments Alternatives15,068$711.0K0.50%––
Manufacturers Life Insurance Company, The14,983$707.0K0.00%––
Advisor Group Holdings, Inc.14,472$683.0K0.00%––
Green Square Capital Advisors LLC14,411$680.0K0.22%––
Invesco Ltd.14,205$670.0K0.00%––
Citigroup Inc13,819$652.0K0.00%––
Oppenheimer & Co Inc13,353$630.0K0.01%––
Blair William & Co13,201$623.0K0.00%––
Voya Investment Management LLC11,600$547.0K0.00%––
State Board of Administration of Florida Retirement System10,174$480.0K0.00%––
MetLife Investment Management10,139$478.5K0.00%––
Argent Capital Management LLC9,685$457.0K0.02%––
BNP Paribas Arbitrage, SA9,482$447.5K0.00%––
First Dallas Securities Inc.9,350$441.0K0.38%––
PEAK6 Investments LLC8,972$423.0K0.01%––
Mesirow Financial Investment Management, Inc.8,812$416.0K1.13%––
AMP Capital Investors Ltd8,210$387.0K0.00%––
Pitcairn Co7,928$374.0K0.03%––
Creative Planning7,868$371.0K0.00%––
Legal & General Group Plc7,743$365.0K0.00%––
SEI Investments Co7,616$359.0K0.00%––
Martingale Asset Management L P7,602$359.0K0.00%––
Catalyst Capital Advisors LLC7,460$352.0K0.02%––
Arizona State Retirement System7,291$344.0K0.00%––
Cubist Systematic Strategies, LLC7,201$340.0K0.00%––
UBS Group AG7,206$340.0K0.00%––
King Luther Capital Management Corp7,163$338.0K0.00%––
ProShare Advisors LLC7,101$335.0K0.00%––
Metropolitan Life Insurance Co7,017$331.1K0.00%––
Kirr Marbach & Co LLC6,900$326.0K0.09%––
Wellington Management Group LLP6,043$285.0K0.00%––
Pathstone Family Office, LLC6,018$284.0K0.01%––
M&T Bank Corp5,816$274.0K0.00%––
Principal Financial Group Inc5,668$267.0K0.00%––
Royal Bank of Canada5,460$258.0K0.00%––
Keybank National Association4,810$227.0K0.00%––
Eaton Vance Management4,500$212.0K0.00%––
Intrust Bank NA4,464$210.0K0.03%––
SG Americas Securities, LLC4,423$209.0K0.00%––
MAI Capital Management4,260$201.0K0.00%––
Zurcher Kantonalbank (Zurich Cantonalbank)3,213$152.0K0.00%––
Nisa Investment Advisors, LLC2,450$116.0K0.00%––
Arlington Partners LLC2,449$116.0K0.04%––
Harel Insurance Investments & Financial Services Ltd.1,118$115.0K0.00%––
Ameritas Investment Partners, Inc.2,219$105.0K0.00%––
Great West Life Assurance Co1,769$83.0K0.00%––
Lazard Asset Management LLC1,654$78.0K0.00%––
Walleye Trading LLC1,650$78.0K0.00%––
Financial Management Professionals, Inc.1,553$73.0K0.02%––
Tower Research Capital LLC (TRC)1,447$68.0K0.00%––
Private Capital Group, LLC1,129$53.0K0.01%––
Bank of Montreal839$40.0K0.00%––
The PNC Financial Services Group, Inc.710$34.0K0.00%––
Macquarie Group Ltd668$32.0K0.00%––
Fifth Third Bancorp469$22.0K0.00%––
US Bancorp428$20.0K0.00%––
Huntington National Bank413$19.0K0.00%––
First Horizon Corp365$17.0K0.00%––
Migdal Insurance & Financial Holdings Ltd.221$10.0K0.00%––
Sowell Financial Services LLC246$10.0K0.00%––
Farmers & Merchants Investments Inc190$9.00K0.00%––
Proequities, Inc.150$7.00K0.00%––
Central Trust Co106$5.00K0.00%––
American Portfolios Advisors68$3.21K0.00%––
FMR LLC53$3.00K0.00%––
First Horizon Advisors, Inc.43$2.00K0.00%––
Meeder Asset Management Inc18$1.00K0.00%––
Quadrant Capital Group LLC11$1.00K0.00%––
Valeo Financial Advisors, LLC14$1.00K0.00%––
Anchor Investment Management, LLC17$8020.00%––
Arkadios Wealth Advisors7$00.00%––
Newbridge Financial Services Group, Inc.2––––