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 |
|---|---|---|---|---|---|
| Rafferty Asset Management, LLC | 57,028 | $2.35M | 0.01% | −10,839−16.0% | Reduced |
| AlphaCrest Capital Management LLC | 65,526 | $2.70M | 0.12% | +47,100+255.6% | Added |
| HighTower Trust Services, LTA | 66,228 | $2.73M | 0.33% | +1,216+1.9% | Added |
| HighTower Advisors, LLC | 66,354 | $2.73M | 0.01% | +952+1.5% | Added |
| Two Sigma Investments, LP | 80,460 | $3.31M | 0.01% | −62,570−43.7% | Reduced |
| Comerica Bank | 111,813 | $4.00M | 0.02% | −29,501−20.9% | Reduced |
| Lannebo Fonder AB | 100,000 | $4.12M | 0.51% | −8,000−7.4% | Reduced |
| Citadel Advisors LLC | 109,871 | $4.52M | 0.00% | +44,858+69.0% | Added |
| Motley Fool Asset Management LLC | 110,170 | $4.54M | 0.30% | +110,170 | New |
| Renaissance Technologies LLC | 114,517 | $4.71M | 0.01% | +17,300+17.8% | Added |
| Raymond James & Associates | 117,175 | $4.82M | 0.00% | +84,810+262.0% | Added |
| New York State Common Retirement Fund | 119,257 | $4.91M | 0.01% | −64,448−35.1% | Reduced |
| Bank of New York Mellon Corp | 119,811 | $4.93M | 0.00% | −35,951−23.1% | Reduced |
| Jupiter Asset Management Ltd | 120,886 | $4.97M | 0.05% | 00.0% | Unchanged |
| Morgan Stanley | 125,695 | $5.17M | 0.00% | +101,441+418.2% | Added |
| Parallax Volatility Advisers, L.P. | 129,092 | $5.32M | 0.07% | +25,965+25.2% | Added |
| 1492 Capital Management LLC | 129,534 | $5.33M | 2.76% | +340+0.3% | Added |
| Nuveen Asset Management, LLC | 130,004 | $5.35M | 0.00% | +26,691+25.8% | Added |
| Hodges Capital Management Inc. | 130,212 | $5.36M | 0.60% | +39,335+43.3% | Added |
| Public Employees Retirement System of Ohio | 132,135 | $5.44M | 0.02% | 00.0% | Unchanged |
| Victory Capital Management Inc | 135,881 | $5.59M | 0.01% | −6,832−4.8% | Reduced |
| Thames Capital Management LLC | 142,538 | $5.87M | 1.38% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 142,750 | $5.88M | 0.00% | −6,922−4.6% | Reduced |
| Oak Ridge Investments LLC | 149,502 | $6.16M | 0.54% | −4,793−3.1% | Reduced |
| JPMorgan Chase & Co | 161,687 | $6.66M | 0.00% | +29,698+22.5% | Added |
| General Equity Holdings LP | 172,626 | $7.11M | 4.10% | −210,000−54.9% | Reduced |
| Motley Fool Wealth Management, LLC | 174,313 | $7.18M | 0.30% | +174,313 | New |
| Charles Schwab Investment Management Inc | 184,082 | $7.58M | 0.00% | +6,526+3.7% | Added |
| Monarch Partners Asset Management LLC | 192,547 | $7.93M | 1.14% | +40,925+27.0% | Added |
| Scout Investments, Inc. | 217,454 | $8.95M | 0.13% | −16,746−7.2% | Reduced |
| RK Capital Management, LLC | 236,900 | $9.75M | 1.83% | −34,000−12.6% | Reduced |
| Whetstone Capital Advisors, LLC | 255,715 | $10.5M | 1.97% | −47,530−15.7% | Reduced |
| Ci Investments Inc. | 268,963 | $11.1M | 0.04% | +158,498+143.5% | Added |
| WCM Investment Management, LLC | 269,344 | $11.1M | 0.03% | +10,471+4.0% | Added |
| G2 Investment Partners Management LLC | 290,000 | $11.9M | 1.97% | −58,655−16.8% | Reduced |
| Putnam Investments LLC | 296,295 | $12.2M | 0.02% | +6,401+2.2% | Added |
| Knott David M | 300,000 | $12.4M | 4.76% | 00.0% | Unchanged |
| ArrowMark Colorado Holdings LLC | 303,976 | $12.5M | 0.09% | −14,080−4.4% | Reduced |
| Northern Trust Corp | 326,461 | $13.4M | 0.00% | +6,756+2.1% | Added |
| Ardsley Advisory Partners LP | 350,000 | $14.4M | 2.41% | −30,000−7.9% | Reduced |
| Goldman Sachs Group Inc | 372,946 | $15.4M | 0.00% | −100,221−21.2% | Reduced |
| Summit Creek Advisors LLC | 406,575 | $16.7M | 2.00% | −15,000−3.6% | Reduced |
| Wedge Capital Management L L P | 414,175 | $17.1M | 0.21% | −4,158−1.0% | Reduced |
| Cooper Investors Pty Ltd | 453,447 | $18.7M | 1.22% | +168,060+58.9% | Added |
| Dimensional Fund Advisors LP | 459,226 | $18.9M | 0.01% | +29,594+6.9% | Added |
| Ashford Capital Management Inc | 472,306 | $19.4M | 1.75% | −1,235−0.3% | Reduced |
| Geode Capital Management, LLC | 476,131 | $19.6M | 0.00% | +34,553+7.8% | Added |
| Channing Capital Management, LLC | 510,262 | $21.0M | 0.69% | −330,980−39.3% | Reduced |
| New South Capital Management Inc | 585,563 | $24.1M | 0.67% | −7,721−1.3% | Reduced |
| William Blair Investment Management, LLC | 587,972 | $24.2M | 0.08% | −23,748−3.9% | Reduced |
| Bernzott Capital Advisors | 635,292 | $26.2M | 2.22% | +276,709+77.2% | Added |
| State Street Corp | 667,237 | $27.5M | 0.00% | +39,365+6.3% | Added |
| Swedbank AB | 882,900 | $36.3M | 0.07% | −230,100−20.7% | Reduced |
| P2 Capital Partners, LLC | 1,275,000 | $52.5M | 3.94% | +211,919+19.9% | Added |
| Vanguard Group Inc | 1,406,193 | $57.9M | 0.00% | +43,455+3.2% | Added |
| CDAM (UK) Ltd | 1,618,763 | $66.6M | 8.60% | +3,058+0.2% | Added |
| Wasatch Advisors Inc | 1,645,149 | $67.7M | 0.27% | +224,559+15.8% | Added |
| BlackRock Inc. | 1,801,206 | $74.2M | 0.00% | −50,048−2.7% | Reduced |
| Royce & Associates LP | 2,044,380 | $84.2M | 0.58% | +823,435+67.4% | Added |
| Silvercrest Asset Management Group LLC | 0 | $0 | 0.00% | −221,198−100.0% | Sold out |
| Portolan Capital Management, LLC | 0 | $0 | 0.00% | −175,676−100.0% | Sold out |
| Lord, Abbett & Co. LLC | 0 | $0 | 0.00% | −167,659−100.0% | Sold out |
| Brown Advisory Inc | 0 | $0 | 0.00% | −120,886−100.0% | Sold out |
| Kennedy Capital Management, Inc. | 0 | $0 | 0.00% | −93,571−100.0% | Sold out |
| Venator Capital Management Ltd. | 0 | $0 | 0.00% | −70,000−100.0% | Sold out |
| Friess Associates LLC | 0 | $0 | 0.00% | −78,858−100.0% | Sold out |
| Avalon Investment & Advisory | 0 | $0 | 0.00% | −74,574−100.0% | Sold out |
| Paradiem, LLC | 0 | $0 | 0.00% | −61,048−100.0% | Sold out |
| California Public Employees Retirement System | 0 | $0 | 0.00% | −53,000−100.0% | Sold out |
| Dana Investment Advisors, Inc. | 0 | $0 | 0.00% | −33,658−100.0% | Sold out |
| Bluefin Capital Management, LLC | 0 | $0 | 0.00% | −29,217−100.0% | Sold out |
| Oberweis Asset Management Inc | 0 | $0 | 0.00% | −28,600−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −27,885−100.0% | Sold out |
| Castleark Management LLC | 0 | $0 | 0.00% | −26,900−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −26,010−100.0% | Sold out |
| Juncture Wealth Strategies, LLC | 0 | $0 | 0.00% | −20,239−100.0% | Sold out |
| Oppenheimer & Co Inc | 0 | $0 | 0.00% | −13,353−100.0% | Sold out |
| Argent Capital Management LLC | 0 | $0 | 0.00% | −9,685−100.0% | Sold out |
| Mesirow Financial Investment Management, Inc. | 0 | $0 | 0.00% | −8,812−100.0% | Sold out |
| AMP Capital Investors Ltd | 0 | $0 | 0.00% | −8,210−100.0% | Sold out |
| Pitcairn Co | 0 | $0 | 0.00% | −7,928−100.0% | Sold out |
| Creative Planning | 0 | $0 | 0.00% | −7,868−100.0% | Sold out |
| SEI Investments Co | 0 | $0 | 0.00% | −7,616−100.0% | Sold out |
| Catalyst Capital Advisors LLC | 0 | $0 | 0.00% | −7,460−100.0% | Sold out |
| Wellington Management Group LLP | 0 | $0 | 0.00% | −6,043−100.0% | Sold out |
| Principal Financial Group Inc | 0 | $0 | 0.00% | −5,668−100.0% | Sold out |
| Keybank National Association | 0 | $0 | 0.00% | −4,810−100.0% | Sold out |
| Intrust Bank NA | 0 | $0 | 0.00% | −4,464−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −4,423−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −4,260−100.0% | Sold out |
| Arlington Partners LLC | 0 | $0 | 0.00% | −2,449−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −1,654−100.0% | Sold out |
| Financial Management Professionals, Inc. | 0 | $0 | 0.00% | −1,553−100.0% | Sold out |
| The PNC Financial Services Group, Inc. | 0 | $0 | 0.00% | −710−100.0% | Sold out |
| Huntington National Bank | 0 | $0 | 0.00% | −413−100.0% | Sold out |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −246−100.0% | Sold out |
| Farmers & Merchants Investments Inc | 0 | $0 | 0.00% | −190−100.0% | Sold out |
| First Horizon Advisors, Inc. | 0 | $0 | 0.00% | −43−100.0% | Sold out |
| Valeo Financial Advisors, LLC | 0 | $0 | 0.00% | −14−100.0% | Sold out |