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 2021
Institutional positions in Upland Software, Inc. as of Jun 30, 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
- 159
- −17 vs. Q1 2021
- Shares held
- 24.8M
- +7.63K (0.0%) vs. Q1 2021
- Total value
- $1.02B
- −$150.8M (−12.9%) vs. Q1 2021
- New holders
- 23
- 49 more added
- Sold out
- 40
- 63 more reduced
Compare with Q1 2021: 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 | $18.7M |
| Q3 2025 | 69 | $32.8M |
| Q2 2025 | 65 | $27.9M |
| Q1 2025 | 70 | $42.6M |
| Q4 2024 | 75 | $65.0M |
| Q3 2024 | 69 | $40.1M |
| Q2 2024 | 64 | $41.7M |
| Q1 2024 | 80 | $60.1M |
| Q4 2023 | 95 | $106.0M |
| Q3 2023 | 80 | $119.7M |
| Q2 2023 | 90 | $97.4M |
| Q1 2023 | 122 | $115.5M |
| Q4 2022 | 132 | $176.4M |
| Q3 2022 | 136 | $194.3M |
| Q2 2022 | 128 | $339.3M |
| Q1 2022 | 150 | $426.2M |
| Q4 2021 | 156 | $442.6M |
| Q3 2021 | 154 | $842.0M |
| Q2 2021 | 159 | $1.02B |
| Q1 2021 | 176 | $1.17B |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Upland Software, Inc.; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Royce & Associates LP | 2,044,380 | $84.2M | 0.58% | +823,435+67.4% | Added |
| BlackRock Inc. | 1,801,206 | $74.2M | 0.00% | −50,048−2.7% | Reduced |
| Wasatch Advisors Inc | 1,645,149 | $67.7M | 0.27% | +224,559+15.8% | Added |
| CDAM (UK) Ltd | 1,618,763 | $66.6M | 8.60% | +3,058+0.2% | Added |
| Vanguard Group Inc | 1,406,193 | $57.9M | 0.00% | +43,455+3.2% | Added |
| P2 Capital Partners, LLC | 1,275,000 | $52.5M | 3.94% | +211,919+19.9% | Added |
| Swedbank AB | 882,900 | $36.3M | 0.07% | −230,100−20.7% | Reduced |
| State Street Corp | 667,237 | $27.5M | 0.00% | +39,365+6.3% | Added |
| Bernzott Capital Advisors | 635,292 | $26.2M | 2.22% | +276,709+77.2% | Added |
| William Blair Investment Management, LLC | 587,972 | $24.2M | 0.08% | −23,748−3.9% | Reduced |
| New South Capital Management Inc | 585,563 | $24.1M | 0.67% | −7,721−1.3% | Reduced |
| Channing Capital Management, LLC | 510,262 | $21.0M | 0.69% | −330,980−39.3% | Reduced |
| Geode Capital Management, LLC | 476,131 | $19.6M | 0.00% | +34,553+7.8% | Added |
| Ashford Capital Management Inc | 472,306 | $19.4M | 1.75% | −1,235−0.3% | Reduced |
| Dimensional Fund Advisors LP | 459,226 | $18.9M | 0.01% | +29,594+6.9% | Added |
| Cooper Investors Pty Ltd | 453,447 | $18.7M | 1.22% | +168,060+58.9% | Added |
| Wedge Capital Management L L P | 414,175 | $17.1M | 0.21% | −4,158−1.0% | Reduced |
| Summit Creek Advisors LLC | 406,575 | $16.7M | 2.00% | −15,000−3.6% | Reduced |
| Goldman Sachs Group Inc | 372,946 | $15.4M | 0.00% | −100,221−21.2% | Reduced |
| Ardsley Advisory Partners LP | 350,000 | $14.4M | 2.41% | −30,000−7.9% | Reduced |
| Northern Trust Corp | 326,461 | $13.4M | 0.00% | +6,756+2.1% | Added |
| ArrowMark Colorado Holdings LLC | 303,976 | $12.5M | 0.09% | −14,080−4.4% | Reduced |
| Knott David M | 300,000 | $12.4M | 4.76% | 00.0% | Unchanged |
| Putnam Investments LLC | 296,295 | $12.2M | 0.02% | +6,401+2.2% | Added |
| G2 Investment Partners Management LLC | 290,000 | $11.9M | 1.97% | −58,655−16.8% | Reduced |
| WCM Investment Management, LLC | 269,344 | $11.1M | 0.03% | +10,471+4.0% | Added |
| Ci Investments Inc. | 268,963 | $11.1M | 0.04% | +158,498+143.5% | Added |
| Whetstone Capital Advisors, LLC | 255,715 | $10.5M | 1.97% | −47,530−15.7% | Reduced |
| RK Capital Management, LLC | 236,900 | $9.75M | 1.83% | −34,000−12.6% | Reduced |
| Scout Investments, Inc. | 217,454 | $8.95M | 0.13% | −16,746−7.2% | Reduced |
| Monarch Partners Asset Management LLC | 192,547 | $7.93M | 1.14% | +40,925+27.0% | Added |
| Charles Schwab Investment Management Inc | 184,082 | $7.58M | 0.00% | +6,526+3.7% | Added |
| Motley Fool Wealth Management, LLC | 174,313 | $7.18M | 0.30% | +174,313 | New |
| General Equity Holdings LP | 172,626 | $7.11M | 4.10% | −210,000−54.9% | Reduced |
| JPMorgan Chase & Co | 161,687 | $6.66M | 0.00% | +29,698+22.5% | Added |
| Oak Ridge Investments LLC | 149,502 | $6.16M | 0.54% | −4,793−3.1% | Reduced |
| Ameriprise Financial Inc | 142,750 | $5.88M | 0.00% | −6,922−4.6% | Reduced |
| Thames Capital Management LLC | 142,538 | $5.87M | 1.38% | 00.0% | Unchanged |
| Victory Capital Management Inc | 135,881 | $5.59M | 0.01% | −6,832−4.8% | Reduced |
| Public Employees Retirement System of Ohio | 132,135 | $5.44M | 0.02% | 00.0% | Unchanged |
| Hodges Capital Management Inc. | 130,212 | $5.36M | 0.60% | +39,335+43.3% | Added |
| Nuveen Asset Management, LLC | 130,004 | $5.35M | 0.00% | +26,691+25.8% | Added |
| 1492 Capital Management LLC | 129,534 | $5.33M | 2.76% | +340+0.3% | Added |
| Parallax Volatility Advisers, L.P. | 129,092 | $5.32M | 0.07% | +25,965+25.2% | Added |
| Morgan Stanley | 125,695 | $5.17M | 0.00% | +101,441+418.2% | Added |
| Jupiter Asset Management Ltd | 120,886 | $4.97M | 0.05% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 119,811 | $4.93M | 0.00% | −35,951−23.1% | Reduced |
| New York State Common Retirement Fund | 119,257 | $4.91M | 0.01% | −64,448−35.1% | Reduced |
| Raymond James & Associates | 117,175 | $4.82M | 0.00% | +84,810+262.0% | Added |
| Renaissance Technologies LLC | 114,517 | $4.71M | 0.01% | +17,300+17.8% | Added |
| Motley Fool Asset Management LLC | 110,170 | $4.54M | 0.30% | +110,170 | New |
| Citadel Advisors LLC | 109,871 | $4.52M | 0.00% | +44,858+69.0% | Added |
| Lannebo Fonder AB | 100,000 | $4.12M | 0.51% | −8,000−7.4% | Reduced |
| Comerica Bank | 111,813 | $4.00M | 0.02% | −29,501−20.9% | Reduced |
| Two Sigma Investments, LP | 80,460 | $3.31M | 0.01% | −62,570−43.7% | Reduced |
| HighTower Advisors, LLC | 66,354 | $2.73M | 0.01% | +952+1.5% | Added |
| HighTower Trust Services, LTA | 66,228 | $2.73M | 0.33% | +1,216+1.9% | Added |
| AlphaCrest Capital Management LLC | 65,526 | $2.70M | 0.12% | +47,100+255.6% | Added |
| Rafferty Asset Management, LLC | 57,028 | $2.35M | 0.01% | −10,839−16.0% | Reduced |
| Tocqueville Asset Management L.P. | 56,800 | $2.34M | 0.03% | 00.0% | Unchanged |
| Swiss National Bank | 56,200 | $2.31M | 0.00% | −1,000−1.7% | Reduced |
| Wells Fargo & Company | 53,323 | $2.19M | 0.00% | +7,863+17.3% | Added |
| Millrace Asset Group, Inc. | 52,139 | $2.15M | 1.12% | −11,589−18.2% | Reduced |
| Precept Management LLC | 44,248 | $1.82M | 1.86% | −1,300−2.9% | Reduced |
| Prudential Financial Inc | 41,823 | $1.72M | 0.00% | +41,823 | New |
| Formula Growth Ltd | 40,900 | $1.68M | 0.23% | 00.0% | Unchanged |
| California State Teachers Retirement System | 39,449 | $1.62M | 0.00% | −622−1.6% | Reduced |
| Parametric Portfolio Associates LLC | 38,243 | $1.57M | 0.00% | −3,375−8.1% | Reduced |
| First Trust Advisors LP | 37,390 | $1.54M | 0.00% | −19,123−33.8% | Reduced |
| Marshall Wace, LLP | 36,531 | $1.50M | 0.01% | −85,884−70.2% | Reduced |
| Russell Investments Group, Ltd. | 36,372 | $1.50M | 0.00% | +3,209+9.7% | Added |
| Rice Hall James & Associates, LLC | 35,048 | $1.44M | 0.05% | −1,607−4.4% | Reduced |
| Bank of Montreal | 33,559 | $1.41M | 0.00% | +32,720+3,899.9% | Added |
| EMC Capital Management | 34,211 | $1.41M | 0.80% | −837−2.4% | Reduced |
| LPL Financial LLC | 32,010 | $1.32M | 0.00% | −847−2.6% | Reduced |
| Baird Financial Group, Inc. | 31,874 | $1.31M | 0.00% | +9,730+43.9% | Added |
| B. Metzler seel. Sohn & Co. Holding AG | 28,216 | $1.16M | 0.02% | +3,687+15.0% | Added |
| Rhumbline Advisers | 27,148 | $1.12M | 0.00% | −1,048−3.7% | Reduced |
| Stifel Financial Corp | 27,102 | $1.11M | 0.00% | −4,375−13.9% | Reduced |
| Balyasny Asset Management LLC | 26,561 | $1.09M | 0.01% | +26,561 | New |
| Alliancebernstein L.P. | 26,200 | $1.08M | 0.00% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 24,296 | $1.00M | 0.01% | +24,296 | New |
| UBS Asset Management Americas Inc | 22,745 | $936.4K | 0.00% | −878−3.7% | Reduced |
| Renaissance Group LLC | 21,835 | $899.0K | 0.04% | −202−0.9% | Reduced |
| Deutsche Bank AG | 19,996 | $823.0K | 0.00% | +65+0.3% | Added |
| HRT Financial LP | 19,275 | $793.0K | 0.01% | +19,275 | New |
| Credit Suisse AG | 18,173 | $748.0K | 0.00% | −3,803−17.3% | Reduced |
| Barclays PLC | 17,294 | $712.0K | 0.00% | −7,302−29.7% | Reduced |
| Bank of America Corp | 17,234 | $710.0K | 0.00% | −17,945−51.0% | Reduced |
| Jane Street Group, LLC | 17,046 | $702.0K | 0.00% | +17,046 | New |
| Manufacturers Life Insurance Company, The | 16,446 | $677.0K | 0.00% | +1,463+9.8% | Added |
| Invesco Ltd. | 16,453 | $677.0K | 0.00% | +2,248+15.8% | Added |
| American International Group, Inc. | 16,027 | $660.0K | 0.00% | +539+3.5% | Added |
| Raymond James Financial Services Advisors, Inc. | 15,670 | $645.0K | 0.00% | −159−1.0% | Reduced |
| Green Square Capital Advisors LLC | 14,411 | $593.0K | 0.16% | 00.0% | Unchanged |
| Marshall Wace North America L.P. | 13,949 | $574.0K | 0.00% | −24,285−63.5% | Reduced |
| Cubist Systematic Strategies, LLC | 13,653 | $562.0K | 0.01% | +6,452+89.6% | Added |
| Two Sigma Advisers, LP | 13,400 | $552.0K | 0.00% | −20,300−60.2% | Reduced |
| New York Life Investments Alternatives | 12,707 | $523.0K | 0.35% | −2,361−15.7% | Reduced |
| PEAK6 Investments LLC | 12,318 | $507.0K | 0.01% | +3,346+37.3% | Added |