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.
Q3 2021 vs. Q2 2021
How the institutions holding Upland Software, Inc. changed between Q2 2021 and Q3 2021.
All holders in Q3 2021All holders in Q2 2021
| Measure | Q2 2021 | Of which not filed for Q3 2021 | Q3 2021 | Change |
|---|---|---|---|---|
| Holders | 159 | 1 | 154 | −4 |
| Shares | 24.8M | 365 | 25.2M | +315.8K (+1.3%) |
| Value | $1.02B | $15.0K | $842.0M | −$180.1M (−17.6%) |
1 institution that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so the changes leave them out.
New holders (16)
Institutions that held Upland Software, Inc. at the end of Q3 2021 but not at the end of Q2 2021.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Nordea Investment Management AB | 63,960 | $2.18M | 0.00% |
| Employees Retirement System of Texas | 26,000 | $869.0K | 0.01% |
| AMG National Trust Bank | 25,472 | $852.0K | 0.03% |
| Strategic Wealth Partners, Ltd. | 18,425 | $616.0K | 0.18% |
| Wolverine Trading, LLC | 14,075 | $480.0K | 0.01% |
| Connor, Clark & Lunn Investment Management Ltd. | 13,898 | $465.0K | 0.00% |
| SG Americas Securities, LLC | 10,763 | $360.0K | 0.00% |
| Wellington Management Group LLP | 7,850 | $263.0K | 0.00% |
| Millennium Management LLC | 7,374 | $247.0K | 0.00% |
| Principal Financial Group Inc | 6,067 | $203.0K | 0.00% |
| Quantbot Technologies LP | 669 | $22.0K | 0.00% |
| Whittier Trust Co of Nevada Inc | 620 | $21.0K | 0.00% |
| NEXT Financial Group, Inc | 524 | $18.0K | 0.00% |
| First Horizon Advisors, Inc. | 345 | $11.0K | 0.00% |
| Global Retirement Partners, LLC | 100 | $3.00K | 0.00% |
| Berman Capital Advisors, LLC | 24 | $0 | 0.00% |
Sold out (20)
Institutions that held Upland Software, Inc. at the end of Q2 2021 and filed for Q3 2021 without it.
| Institution | Shares, Q2 2021 | Value, Q2 2021 |
|---|---|---|
| Channing Capital Management, LLC | 510,262 | $21.0M |
| General Equity Holdings LP | 172,626 | $7.11M |
| Jupiter Asset Management Ltd | 120,886 | $4.97M |
| Marshall Wace, LLP | 36,531 | $1.50M |
| Balyasny Asset Management LLC | 26,561 | $1.09M |
| Marshall Wace North America L.P. | 13,949 | $574.0K |
| Cubist Systematic Strategies, LLC | 13,653 | $562.0K |
| Two Sigma Advisers, LP | 13,400 | $552.0K |
| Clearbridge Investments, LLC | 11,350 | $467.0K |
| Jump Financial, LLC | 8,173 | $337.0K |
| ProShare Advisors LLC | 7,420 | $305.0K |
| Amalgamated Bank | 5,401 | $222.0K |
| Axiom Investment Management LLC | 5,290 | $218.0K |
| Squarepoint Ops LLC | 5,235 | $216.0K |
| Dark Forest Capital Management LP | 376 | $15.0K |
| Point72 Hong Kong Ltd | 314 | $13.0K |
| FMR LLC | 50 | $2.00K |
| Manchester Capital Management LLC | 44 | $2.00K |
| Quadrant Capital Group LLC | 11 | $0 |
| Parallel Advisors, LLC | 1 | $0 |
Not filed for Q3 2021 yet (1)
Institutions that held Upland Software, Inc. at the end of Q2 2021 and haven't filed a 13F for Q3 2021. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q2 2021 | Value, Q2 2021 |
|---|---|---|
| First Horizon Corp | 365 | $15.0K |