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, Q3 2021
Institutional positions in Upland Software, Inc. as of Sep 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
- 154
- −4 vs. Q2 2021
- Shares held
- 25.2M
- +315.8K (+1.3%) vs. Q2 2021
- Total value
- $842.0M
- −$180.1M (−17.6%) vs. Q2 2021
- New holders
- 16
- 63 more added
- Sold out
- 20
- 44 more reduced
1 institution that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding Upland Software, Inc.; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Royce & Associates LP | 2,413,015 | $80.7M | 0.60% | +368,635+18.0% | Added |
| BlackRock Inc. | 1,828,309 | $61.1M | 0.00% | +27,103+1.5% | Added |
| CDAM (UK) Ltd | 1,648,887 | $55.1M | 6.79% | +30,124+1.9% | Added |
| Wasatch Advisors Inc | 1,627,004 | $54.4M | 0.22% | −18,145−1.1% | Reduced |
| Vanguard Group Inc | 1,393,858 | $46.6M | 0.00% | −12,335−0.9% | Reduced |
| P2 Capital Partners, LLC | 1,165,000 | $39.0M | 3.28% | −110,000−8.6% | Reduced |
| Bernzott Capital Advisors | 830,342 | $27.8M | 2.50% | +195,050+30.7% | Added |
| Swedbank AB | 802,200 | $26.8M | 0.05% | −80,700−9.1% | Reduced |
| New South Capital Management Inc | 731,290 | $24.5M | 0.85% | +145,727+24.9% | Added |
| State Street Corp | 696,537 | $23.3M | 0.00% | +29,300+4.4% | Added |
| William Blair Investment Management, LLC | 594,993 | $19.9M | 0.06% | +7,021+1.2% | Added |
| Cooper Investors Pty Ltd | 511,035 | $17.1M | 1.13% | +57,588+12.7% | Added |
| Geode Capital Management, LLC | 507,713 | $17.0M | 0.00% | +31,582+6.6% | Added |
| Ashford Capital Management Inc | 478,696 | $16.0M | 1.45% | +6,390+1.4% | Added |
| Dimensional Fund Advisors LP | 460,009 | $15.4M | 0.00% | +783+0.2% | Added |
| Summit Creek Advisors LLC | 441,745 | $14.8M | 1.56% | +35,170+8.7% | Added |
| Ci Investments Inc. | 428,282 | $14.3M | 0.05% | +159,319+59.2% | Added |
| Motley Fool Wealth Management, LLC | 412,480 | $13.8M | 0.60% | +238,167+136.6% | Added |
| Wedge Capital Management L L P | 390,542 | $13.1M | 0.17% | −23,633−5.7% | Reduced |
| WCM Investment Management, LLC | 357,516 | $12.0M | 0.03% | +88,172+32.7% | Added |
| ArrowMark Colorado Holdings LLC | 345,243 | $11.5M | 0.09% | +41,267+13.6% | Added |
| Goldman Sachs Group Inc | 326,592 | $10.9M | 0.00% | −46,354−12.4% | Reduced |
| Northern Trust Corp | 321,262 | $10.7M | 0.00% | −5,199−1.6% | Reduced |
| Knott David M | 300,000 | $10.0M | 4.18% | 00.0% | Unchanged |
| Putnam Investments LLC | 296,934 | $9.93M | 0.02% | +639+0.2% | Added |
| G2 Investment Partners Management LLC | 265,000 | $8.86M | 1.54% | −25,000−8.6% | Reduced |
| Monarch Partners Asset Management LLC | 260,174 | $8.70M | 1.27% | +67,627+35.1% | Added |
| Ardsley Advisory Partners LP | 256,000 | $8.56M | 1.79% | −94,000−26.9% | Reduced |
| Hodges Capital Management Inc. | 248,782 | $8.32M | 0.61% | +118,570+91.1% | Added |
| RK Capital Management, LLC | 236,900 | $7.92M | 1.50% | 00.0% | Unchanged |
| Comerica Bank | 221,564 | $7.67M | 0.05% | +109,751+98.2% | Added |
| Whetstone Capital Advisors, LLC | 227,518 | $7.61M | 1.34% | −28,197−11.0% | Reduced |
| JPMorgan Chase & Co | 220,832 | $7.38M | 0.00% | +59,145+36.6% | Added |
| Scout Investments, Inc. | 215,169 | $7.20M | 0.11% | −2,285−1.1% | Reduced |
| Charles Schwab Investment Management Inc | 187,046 | $6.25M | 0.00% | +2,964+1.6% | Added |
| Public Employees Retirement System of Ohio | 174,080 | $5.82M | 0.02% | +41,945+31.7% | Added |
| Ameriprise Financial Inc | 142,570 | $4.77M | 0.00% | −180−0.1% | Reduced |
| Nuveen Asset Management, LLC | 129,363 | $4.74M | 0.00% | −641−0.5% | Reduced |
| Oak Ridge Investments LLC | 137,292 | $4.59M | 0.40% | −12,210−8.2% | Reduced |
| Victory Capital Management Inc | 135,881 | $4.54M | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 133,958 | $4.48M | 0.00% | +24,087+21.9% | Added |
| 1492 Capital Management LLC | 129,574 | $4.33M | 2.22% | +400.0% | Added |
| Lannebo Fonder AB | 127,000 | $4.25M | 0.53% | +27,000+27.0% | Added |
| Thames Capital Management LLC | 125,828 | $4.21M | 0.92% | −16,710−11.7% | Reduced |
| Parallax Volatility Advisers, L.P. | 125,318 | $4.19M | 0.05% | −3,774−2.9% | Reduced |
| Motley Fool Asset Management LLC | 108,394 | $3.63M | 0.24% | −1,776−1.6% | Reduced |
| Bank of New York Mellon Corp | 91,842 | $3.07M | 0.00% | −27,969−23.3% | Reduced |
| Prudential Financial Inc | 89,163 | $2.98M | 0.00% | +47,340+113.2% | Added |
| Raymond James & Associates | 82,701 | $2.77M | 0.00% | −34,474−29.4% | Reduced |
| Rafferty Asset Management, LLC | 74,182 | $2.48M | 0.02% | +17,154+30.1% | Added |
| HighTower Advisors, LLC | 67,904 | $2.27M | 0.01% | +1,550+2.3% | Added |
| HighTower Trust Services, LTA | 67,576 | $2.26M | 0.28% | +1,348+2.0% | Added |
| Renaissance Technologies LLC | 67,117 | $2.24M | 0.00% | −47,400−41.4% | Reduced |
| Nordea Investment Management AB | 63,960 | $2.18M | 0.00% | +63,960 | New |
| Wells Fargo & Company | 57,749 | $1.93M | 0.00% | +4,426+8.3% | Added |
| Tocqueville Asset Management L.P. | 56,800 | $1.90M | 0.03% | 00.0% | Unchanged |
| Swiss National Bank | 56,200 | $1.88M | 0.00% | 00.0% | Unchanged |
| Parametric Portfolio Associates LLC | 45,410 | $1.52M | 0.00% | +7,167+18.7% | Added |
| Morgan Stanley | 42,877 | $1.43M | 0.00% | −82,818−65.9% | Reduced |
| Formula Growth Ltd | 40,900 | $1.37M | 0.20% | 00.0% | Unchanged |
| LPL Financial LLC | 40,244 | $1.35M | 0.00% | +8,234+25.7% | Added |
| Bank of Montreal | 37,969 | $1.33M | 0.00% | +4,410+13.1% | Added |
| PEAK6 Investments LLC | 37,611 | $1.26M | 0.03% | +25,293+205.3% | Added |
| California State Teachers Retirement System | 36,382 | $1.22M | 0.00% | −3,067−7.8% | Reduced |
| Rice Hall James & Associates, LLC | 35,887 | $1.20M | 0.04% | +839+2.4% | Added |
| Russell Investments Group, Ltd. | 35,291 | $1.18M | 0.00% | −1,081−3.0% | Reduced |
| Precept Management LLC | 34,820 | $1.16M | 1.11% | −9,428−21.3% | Reduced |
| EMC Capital Management | 34,211 | $1.14M | 0.64% | 00.0% | Unchanged |
| Renaissance Group LLC | 30,614 | $1.02M | 0.04% | +8,779+40.2% | Added |
| Rhumbline Advisers | 28,498 | $953.0K | 0.00% | +1,350+5.0% | Added |
| Martingale Asset Management L P | 27,773 | $930.0K | 0.01% | +18,355+194.9% | Added |
| B. Metzler seel. Sohn & Co. Holding AG | 26,310 | $880.0K | 0.01% | −1,906−6.8% | Reduced |
| Alliancebernstein L.P. | 26,200 | $876.0K | 0.00% | 00.0% | Unchanged |
| Employees Retirement System of Texas | 26,000 | $869.0K | 0.01% | +26,000 | New |
| AMG National Trust Bank | 25,472 | $852.0K | 0.03% | +25,472 | New |
| Stifel Financial Corp | 23,719 | $793.0K | 0.00% | −3,383−12.5% | Reduced |
| Millrace Asset Group, Inc. | 23,087 | $772.0K | 0.48% | −29,052−55.7% | Reduced |
| UBS Asset Management Americas Inc | 22,745 | $760.6K | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 21,255 | $711.0K | 0.00% | +4,209+24.7% | Added |
| New York State Common Retirement Fund | 20,633 | $690.0K | 0.00% | −98,624−82.7% | Reduced |
| Deutsche Bank AG | 19,635 | $657.0K | 0.00% | −361−1.8% | Reduced |
| Credit Suisse AG | 19,272 | $645.0K | 0.00% | +1,099+6.0% | Added |
| Invesco Ltd. | 19,169 | $640.0K | 0.00% | +2,716+16.5% | Added |
| Strategic Wealth Partners, Ltd. | 18,425 | $616.0K | 0.18% | +18,425 | New |
| Barclays PLC | 18,164 | $607.0K | 0.00% | +870+5.0% | Added |
| Bank of America Corp | 17,587 | $588.0K | 0.00% | +353+2.0% | Added |
| American International Group, Inc. | 15,818 | $529.0K | 0.00% | −209−1.3% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 15,670 | $524.0K | 0.00% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 15,197 | $508.0K | 0.00% | −1,249−7.6% | Reduced |
| Dynamic Technology Lab Private Ltd | 14,583 | $488.0K | 0.06% | +6,751+86.2% | Added |
| Green Square Capital Advisors LLC | 14,411 | $482.0K | 0.11% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 14,075 | $480.0K | 0.01% | +14,075 | New |
| Citigroup Inc | 14,207 | $475.0K | 0.00% | +2,153+17.9% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 13,898 | $465.0K | 0.00% | +13,898 | New |
| Baird Financial Group, Inc. | 13,487 | $451.0K | 0.00% | −18,387−57.7% | Reduced |
| Legal & General Group Plc | 13,180 | $441.0K | 0.00% | +5,377+68.9% | Added |
| AlphaCrest Capital Management LLC | 12,726 | $426.0K | 0.02% | −52,800−80.6% | Reduced |
| First Trust Advisors LP | 12,484 | $417.0K | 0.00% | −24,906−66.6% | Reduced |
| We Are One Seven, LLC | 11,833 | $395.0K | 0.05% | +3,483+41.7% | Added |
| Advisor Group Holdings, Inc. | 11,620 | $388.0K | 0.00% | +159+1.4% | Added |