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 |
|---|---|---|---|---|---|
| Quadrant Capital Group LLC | 11 | $0 | 0.00% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 7 | $0 | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1 | $0 | 0.00% | +1 | New |
| Newbridge Financial Services Group, Inc. | 4 | $0 | 0.00% | +2+100.0% | Added |
| Anchor Investment Management, LLC | 17 | $700 | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 18 | $1.00K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 43 | $2.00K | 0.00% | −63−59.4% | Reduced |
| FMR LLC | 50 | $2.00K | 0.00% | −3−5.7% | Reduced |
| Manchester Capital Management LLC | 44 | $2.00K | 0.00% | +44 | New |
| Signaturefd, LLC | 41 | $2.00K | 0.00% | +41 | New |
| American Portfolios Advisors | 68 | $2.80K | 0.00% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 166 | $7.00K | 0.00% | −55−24.9% | Reduced |
| Proequities, Inc. | 200 | $8.00K | 0.00% | +50+33.3% | Added |
| Fifth Third Bancorp | 259 | $11.0K | 0.00% | −210−44.8% | Reduced |
| Simplex Trading, LLC | 278 | $11.0K | 0.00% | +278 | New |
| Point72 Hong Kong Ltd | 314 | $13.0K | 0.00% | +314 | New |
| First Horizon Corp | 365 | $15.0K | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 376 | $15.0K | 0.01% | +376 | New |
| Harel Insurance Investments & Financial Services Ltd. | 408 | $17.0K | 0.00% | −710−63.5% | Reduced |
| Macquarie Group Ltd | 668 | $28.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 717 | $30.0K | 0.00% | −730−50.4% | Reduced |
| Private Capital Group, LLC | 810 | $33.0K | 0.01% | −319−28.3% | Reduced |
| US Bancorp | 795 | $33.0K | 0.00% | +367+85.7% | Added |
| UBS Group AG | 1,118 | $46.0K | 0.00% | −6,088−84.5% | Reduced |
| Great West Life Assurance Co | 1,769 | $73.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 2,219 | $91.0K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 2,450 | $101.0K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 3,213 | $132.0K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 3,272 | $136.0K | 0.00% | −2,188−40.1% | Reduced |
| Cutler Group LP | 3,900 | $160.0K | 0.01% | +3,900 | New |
| Eaton Vance Management | 4,500 | $185.0K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 5,113 | $210.5K | 0.00% | −4,369−46.1% | Reduced |
| Squarepoint Ops LLC | 5,235 | $216.0K | 0.00% | +5,235 | New |
| Axiom Investment Management LLC | 5,290 | $218.0K | 0.17% | +5,290 | New |
| Amalgamated Bank | 5,401 | $222.0K | 0.00% | +5,401 | New |
| M&T Bank Corp | 5,816 | $239.0K | 0.00% | 00.0% | Unchanged |
| Walleye Trading LLC | 5,862 | $241.0K | 0.01% | +4,212+255.3% | Added |
| Winton Group Ltd | 6,289 | $259.0K | 0.01% | +6,289 | New |
| Kirr Marbach & Co LLC | 6,900 | $284.0K | 0.08% | 00.0% | Unchanged |
| Arizona State Retirement System | 6,929 | $285.0K | 0.00% | −362−5.0% | Reduced |
| King Luther Capital Management Corp | 7,163 | $295.0K | 0.00% | 00.0% | Unchanged |
| First Dallas Securities Inc. | 7,350 | $303.0K | 0.20% | −2,000−21.4% | Reduced |
| ProShare Advisors LLC | 7,420 | $305.0K | 0.00% | +319+4.5% | Added |
| Metropolitan Life Insurance Co | 7,555 | $311.0K | 0.00% | +538+7.7% | Added |
| Legal & General Group Plc | 7,803 | $321.0K | 0.00% | +60+0.8% | Added |
| Dynamic Technology Lab Private Ltd | 7,832 | $322.0K | 0.03% | +7,832 | New |
| Jump Financial, LLC | 8,173 | $337.0K | 0.03% | +8,173 | New |
| We Are One Seven, LLC | 8,350 | $344.0K | 0.05% | +8,350 | New |
| Blair William & Co | 8,475 | $349.0K | 0.00% | −4,726−35.8% | Reduced |
| Pathstone Family Office, LLC | 9,225 | $380.0K | 0.01% | +3,207+53.3% | Added |
| Martingale Asset Management L P | 9,418 | $389.0K | 0.00% | +1,816+23.9% | Added |
| MetLife Investment Management | 10,139 | $417.4K | 0.00% | 00.0% | Unchanged |
| Holocene Advisors, LP | 10,443 | $430.0K | 0.00% | +10,443 | New |
| Voya Investment Management LLC | 10,954 | $451.0K | 0.00% | −646−5.6% | Reduced |
| State Board of Administration of Florida Retirement System | 10,974 | $452.0K | 0.00% | +800+7.9% | Added |
| Clearbridge Investments, LLC | 11,350 | $467.0K | 0.00% | +11,350 | New |
| Advisor Group Holdings, Inc. | 11,461 | $472.0K | 0.00% | −3,011−20.8% | Reduced |
| Citigroup Inc | 12,054 | $496.0K | 0.00% | −1,765−12.8% | Reduced |
| Envestnet Asset Management Inc | 12,283 | $506.0K | 0.00% | −8,833−41.8% | Reduced |
| PEAK6 Investments LLC | 12,318 | $507.0K | 0.01% | +3,346+37.3% | Added |
| New York Life Investments Alternatives | 12,707 | $523.0K | 0.35% | −2,361−15.7% | Reduced |
| Two Sigma Advisers, LP | 13,400 | $552.0K | 0.00% | −20,300−60.2% | Reduced |
| Cubist Systematic Strategies, LLC | 13,653 | $562.0K | 0.01% | +6,452+89.6% | Added |
| Marshall Wace North America L.P. | 13,949 | $574.0K | 0.00% | −24,285−63.5% | Reduced |
| Green Square Capital Advisors LLC | 14,411 | $593.0K | 0.16% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 15,670 | $645.0K | 0.00% | −159−1.0% | Reduced |
| American International Group, Inc. | 16,027 | $660.0K | 0.00% | +539+3.5% | Added |
| 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 |
| Jane Street Group, LLC | 17,046 | $702.0K | 0.00% | +17,046 | New |
| Bank of America Corp | 17,234 | $710.0K | 0.00% | −17,945−51.0% | Reduced |
| Barclays PLC | 17,294 | $712.0K | 0.00% | −7,302−29.7% | Reduced |
| Credit Suisse AG | 18,173 | $748.0K | 0.00% | −3,803−17.3% | Reduced |
| HRT Financial LP | 19,275 | $793.0K | 0.01% | +19,275 | New |
| Deutsche Bank AG | 19,996 | $823.0K | 0.00% | +65+0.3% | Added |
| Renaissance Group LLC | 21,835 | $899.0K | 0.04% | −202−0.9% | Reduced |
| UBS Asset Management Americas Inc | 22,745 | $936.4K | 0.00% | −878−3.7% | Reduced |
| Qube Research & Technologies Ltd | 24,296 | $1.00M | 0.01% | +24,296 | New |
| Alliancebernstein L.P. | 26,200 | $1.08M | 0.00% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 26,561 | $1.09M | 0.01% | +26,561 | New |
| Stifel Financial Corp | 27,102 | $1.11M | 0.00% | −4,375−13.9% | Reduced |
| Rhumbline Advisers | 27,148 | $1.12M | 0.00% | −1,048−3.7% | Reduced |
| B. Metzler seel. Sohn & Co. Holding AG | 28,216 | $1.16M | 0.02% | +3,687+15.0% | Added |
| Baird Financial Group, Inc. | 31,874 | $1.31M | 0.00% | +9,730+43.9% | Added |
| LPL Financial LLC | 32,010 | $1.32M | 0.00% | −847−2.6% | Reduced |
| EMC Capital Management | 34,211 | $1.41M | 0.80% | −837−2.4% | Reduced |
| Bank of Montreal | 33,559 | $1.41M | 0.00% | +32,720+3,899.9% | Added |
| Rice Hall James & Associates, LLC | 35,048 | $1.44M | 0.05% | −1,607−4.4% | Reduced |
| Russell Investments Group, Ltd. | 36,372 | $1.50M | 0.00% | +3,209+9.7% | Added |
| Marshall Wace, LLP | 36,531 | $1.50M | 0.01% | −85,884−70.2% | Reduced |
| First Trust Advisors LP | 37,390 | $1.54M | 0.00% | −19,123−33.8% | Reduced |
| Parametric Portfolio Associates LLC | 38,243 | $1.57M | 0.00% | −3,375−8.1% | Reduced |
| California State Teachers Retirement System | 39,449 | $1.62M | 0.00% | −622−1.6% | Reduced |
| Formula Growth Ltd | 40,900 | $1.68M | 0.23% | 00.0% | Unchanged |
| Prudential Financial Inc | 41,823 | $1.72M | 0.00% | +41,823 | New |
| Precept Management LLC | 44,248 | $1.82M | 1.86% | −1,300−2.9% | Reduced |
| Millrace Asset Group, Inc. | 52,139 | $2.15M | 1.12% | −11,589−18.2% | Reduced |
| Wells Fargo & Company | 53,323 | $2.19M | 0.00% | +7,863+17.3% | Added |
| Swiss National Bank | 56,200 | $2.31M | 0.00% | −1,000−1.7% | Reduced |
| Tocqueville Asset Management L.P. | 56,800 | $2.34M | 0.03% | 00.0% | Unchanged |