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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.

Q2 2021 vs. Q1 2021

How the institutions holding Upland Software, Inc. changed between Q1 2021 and Q2 2021.

All holders in Q2 2021All holders in Q1 2021

13F holders of UPLD: Q1 2021 compared with Q2 2021
MeasureQ1 2021Q2 2021Change
Holders176159−17
Shares24.8M24.8M+7.63K (0.0%)
Value$1.17B$1.02B−$150.8M (−12.9%)

New holders (23)

Institutions that held Upland Software, Inc. at the end of Q2 2021 but not at the end of Q1 2021.

Institutions new to UPLD in Q2 2021
InstitutionSharesValue% of portfolio
Motley Fool Wealth Management, LLC174,313$7.18M0.30%
Motley Fool Asset Management LLC110,170$4.54M0.30%
Prudential Financial Inc41,823$1.72M0.00%
Balyasny Asset Management LLC26,561$1.09M0.01%
Qube Research & Technologies Ltd24,296$1.00M0.01%
HRT Financial LP19,275$793.0K0.01%
Jane Street Group, LLC17,046$702.0K0.00%
Clearbridge Investments, LLC11,350$467.0K0.00%
Holocene Advisors, LP10,443$430.0K0.00%
We Are One Seven, LLC8,350$344.0K0.05%
Jump Financial, LLC8,173$337.0K0.03%
Dynamic Technology Lab Private Ltd7,832$322.0K0.03%
Winton Group Ltd6,289$259.0K0.01%
Amalgamated Bank5,401$222.0K0.00%
Axiom Investment Management LLC5,290$218.0K0.17%
Squarepoint Ops LLC5,235$216.0K0.00%
Cutler Group LP3,900$160.0K0.01%
Dark Forest Capital Management LP376$15.0K0.01%
Point72 Hong Kong Ltd314$13.0K0.00%
Simplex Trading, LLC278$11.0K0.00%
Manchester Capital Management LLC44$2.00K0.00%
Signaturefd, LLC41$2.00K0.00%
Parallel Advisors, LLC1$00.00%

Sold out (40)

Institutions that held Upland Software, Inc. at the end of Q1 2021 and filed for Q2 2021 without it.

Institutions that sold out of UPLD in Q2 2021
InstitutionShares, Q1 2021Value, Q1 2021
Silvercrest Asset Management Group LLC221,198$10.4M
Portolan Capital Management, LLC175,676$8.29M
Lord, Abbett & Co. LLC167,659$7.91M
Brown Advisory Inc120,886$5.71M
Kennedy Capital Management, Inc.93,571$4.42M
Venator Capital Management Ltd.70,000$3.83M
Friess Associates LLC78,858$3.72M
Avalon Investment & Advisory74,574$3.52M
Paradiem, LLC61,048$2.90M
California Public Employees Retirement System53,000$2.50M
Dana Investment Advisors, Inc.33,658$1.59M
Bluefin Capital Management, LLC29,217$1.38M
Oberweis Asset Management Inc28,600$1.35M
Millennium Management LLC27,885$1.32M
Castleark Management LLC26,900$1.27M
Arrowstreet Capital, Limited Partnership26,010$1.23M
Juncture Wealth Strategies, LLC20,239$943.0K
Oppenheimer & Co Inc13,353$630.0K
Argent Capital Management LLC9,685$457.0K
Mesirow Financial Investment Management, Inc.8,812$416.0K
AMP Capital Investors Ltd8,210$387.0K
Pitcairn Co7,928$374.0K
Creative Planning7,868$371.0K
SEI Investments Co7,616$359.0K
Catalyst Capital Advisors LLC7,460$352.0K
Wellington Management Group LLP6,043$285.0K
Principal Financial Group Inc5,668$267.0K
Keybank National Association4,810$227.0K
Intrust Bank NA4,464$210.0K
SG Americas Securities, LLC4,423$209.0K
MAI Capital Management4,260$201.0K
Arlington Partners LLC2,449$116.0K
Lazard Asset Management LLC1,654$78.0K
Financial Management Professionals, Inc.1,553$73.0K
The PNC Financial Services Group, Inc.710$34.0K
Huntington National Bank413$19.0K
Sowell Financial Services LLC246$10.0K
Farmers & Merchants Investments Inc190$9.00K
First Horizon Advisors, Inc.43$2.00K
Valeo Financial Advisors, LLC14$1.00K