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 |
|---|---|---|---|---|---|
| Envestnet Asset Management Inc | 12,283 | $506.0K | 0.00% | −8,833−41.8% | Reduced |
| Citigroup Inc | 12,054 | $496.0K | 0.00% | −1,765−12.8% | Reduced |
| Advisor Group Holdings, Inc. | 11,461 | $472.0K | 0.00% | −3,011−20.8% | Reduced |
| Clearbridge Investments, LLC | 11,350 | $467.0K | 0.00% | +11,350 | New |
| State Board of Administration of Florida Retirement System | 10,974 | $452.0K | 0.00% | +800+7.9% | Added |
| Voya Investment Management LLC | 10,954 | $451.0K | 0.00% | −646−5.6% | Reduced |
| Holocene Advisors, LP | 10,443 | $430.0K | 0.00% | +10,443 | New |
| MetLife Investment Management | 10,139 | $417.4K | 0.00% | 00.0% | Unchanged |
| Martingale Asset Management L P | 9,418 | $389.0K | 0.00% | +1,816+23.9% | Added |
| Pathstone Family Office, LLC | 9,225 | $380.0K | 0.01% | +3,207+53.3% | Added |
| Blair William & Co | 8,475 | $349.0K | 0.00% | −4,726−35.8% | Reduced |
| We Are One Seven, LLC | 8,350 | $344.0K | 0.05% | +8,350 | New |
| Jump Financial, LLC | 8,173 | $337.0K | 0.03% | +8,173 | New |
| Dynamic Technology Lab Private Ltd | 7,832 | $322.0K | 0.03% | +7,832 | New |
| Legal & General Group Plc | 7,803 | $321.0K | 0.00% | +60+0.8% | Added |
| Metropolitan Life Insurance Co | 7,555 | $311.0K | 0.00% | +538+7.7% | Added |
| ProShare Advisors LLC | 7,420 | $305.0K | 0.00% | +319+4.5% | Added |
| First Dallas Securities Inc. | 7,350 | $303.0K | 0.20% | −2,000−21.4% | Reduced |
| King Luther Capital Management Corp | 7,163 | $295.0K | 0.00% | 00.0% | Unchanged |
| Arizona State Retirement System | 6,929 | $285.0K | 0.00% | −362−5.0% | Reduced |
| Kirr Marbach & Co LLC | 6,900 | $284.0K | 0.08% | 00.0% | Unchanged |
| Winton Group Ltd | 6,289 | $259.0K | 0.01% | +6,289 | New |
| Walleye Trading LLC | 5,862 | $241.0K | 0.01% | +4,212+255.3% | Added |
| M&T Bank Corp | 5,816 | $239.0K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 5,401 | $222.0K | 0.00% | +5,401 | New |
| Axiom Investment Management LLC | 5,290 | $218.0K | 0.17% | +5,290 | New |
| Squarepoint Ops LLC | 5,235 | $216.0K | 0.00% | +5,235 | New |
| BNP Paribas Arbitrage, SA | 5,113 | $210.5K | 0.00% | −4,369−46.1% | Reduced |
| Eaton Vance Management | 4,500 | $185.0K | 0.00% | 00.0% | Unchanged |
| Cutler Group LP | 3,900 | $160.0K | 0.01% | +3,900 | New |
| Royal Bank of Canada | 3,272 | $136.0K | 0.00% | −2,188−40.1% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 3,213 | $132.0K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 2,450 | $101.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 2,219 | $91.0K | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 1,769 | $73.0K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 1,118 | $46.0K | 0.00% | −6,088−84.5% | 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 |
| Tower Research Capital LLC (TRC) | 717 | $30.0K | 0.00% | −730−50.4% | Reduced |
| Macquarie Group Ltd | 668 | $28.0K | 0.00% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 408 | $17.0K | 0.00% | −710−63.5% | Reduced |
| First Horizon Corp | 365 | $15.0K | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 376 | $15.0K | 0.01% | +376 | New |
| Point72 Hong Kong Ltd | 314 | $13.0K | 0.00% | +314 | New |
| Fifth Third Bancorp | 259 | $11.0K | 0.00% | −210−44.8% | Reduced |
| Simplex Trading, LLC | 278 | $11.0K | 0.00% | +278 | New |
| Proequities, Inc. | 200 | $8.00K | 0.00% | +50+33.3% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 166 | $7.00K | 0.00% | −55−24.9% | Reduced |
| American Portfolios Advisors | 68 | $2.80K | 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 |
| Meeder Asset Management Inc | 18 | $1.00K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 17 | $700 | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |