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 |
|---|---|---|---|---|---|
| Arkadios Wealth Advisors | 5 | $0 | 0.00% | −2−28.6% | Reduced |
| Berman Capital Advisors, LLC | 24 | $0 | 0.00% | +24 | New |
| Anchor Investment Management, LLC | 17 | $568 | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 43 | $1.00K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 40 | $1.00K | 0.00% | −1−2.4% | Reduced |
| Meeder Asset Management Inc | 18 | $1.00K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 68 | $2.27K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 100 | $3.00K | 0.00% | +100 | New |
| Migdal Insurance & Financial Holdings Ltd. | 166 | $6.00K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 259 | $9.00K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 278 | $11.0K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 314 | $11.0K | 0.00% | +114+57.0% | Added |
| First Horizon Advisors, Inc. | 345 | $11.0K | 0.00% | +345 | New |
| NEXT Financial Group, Inc | 524 | $18.0K | 0.00% | +524 | New |
| Harel Insurance Investments & Financial Services Ltd. | 592 | $20.0K | 0.00% | +184+45.1% | Added |
| Whittier Trust Co of Nevada Inc | 620 | $21.0K | 0.00% | +620 | New |
| Macquarie Group Ltd | 668 | $22.0K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 669 | $22.0K | 0.00% | +669 | New |
| Private Capital Group, LLC | 810 | $27.0K | 0.01% | 00.0% | Unchanged |
| US Bancorp | 1,031 | $35.0K | 0.00% | +236+29.7% | Added |
| Tower Research Capital LLC (TRC) | 1,499 | $50.0K | 0.00% | +782+109.1% | Added |
| Great West Life Assurance Co | 1,769 | $59.0K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 1,913 | $64.0K | 0.00% | +795+71.1% | Added |
| Ameritas Investment Partners, Inc. | 2,219 | $74.0K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 2,450 | $82.0K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 3,103 | $104.0K | 0.00% | −169−5.2% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 3,213 | $107.0K | 0.00% | 00.0% | Unchanged |
| Walleye Trading LLC | 4,025 | $135.0K | 0.00% | −1,837−31.3% | Reduced |
| Eaton Vance Management | 4,500 | $150.0K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 5,740 | $191.9K | 0.00% | +627+12.3% | Added |
| Cutler Group LP | 6,000 | $200.0K | 0.02% | +2,100+53.8% | Added |
| Principal Financial Group Inc | 6,067 | $203.0K | 0.00% | +6,067 | New |
| Winton Group Ltd | 6,452 | $216.0K | 0.01% | +163+2.6% | Added |
| Kirr Marbach & Co LLC | 6,900 | $231.0K | 0.07% | 00.0% | Unchanged |
| Arizona State Retirement System | 6,969 | $233.0K | 0.00% | +40+0.6% | Added |
| HRT Financial LP | 7,095 | $237.0K | 0.00% | −12,180−63.2% | Reduced |
| King Luther Capital Management Corp | 7,163 | $240.0K | 0.00% | 00.0% | Unchanged |
| Millennium Management LLC | 7,374 | $247.0K | 0.00% | +7,374 | New |
| Metropolitan Life Insurance Co | 7,555 | $252.6K | 0.00% | 00.0% | Unchanged |
| M&T Bank Corp | 7,629 | $255.0K | 0.00% | +1,813+31.2% | Added |
| Wellington Management Group LLP | 7,850 | $263.0K | 0.00% | +7,850 | New |
| Qube Research & Technologies Ltd | 8,111 | $271.0K | 0.00% | −16,185−66.6% | Reduced |
| Holocene Advisors, LP | 8,332 | $279.0K | 0.00% | −2,111−20.2% | Reduced |
| First Dallas Securities Inc. | 9,100 | $304.0K | 0.21% | +1,750+23.8% | Added |
| Two Sigma Investments, LP | 9,148 | $306.0K | 0.00% | −71,312−88.6% | Reduced |
| Blair William & Co | 9,470 | $317.0K | 0.00% | +995+11.7% | Added |
| New York Life Investments Alternatives | 9,699 | $324.0K | 0.21% | −3,008−23.7% | Reduced |
| Pathstone Family Office, LLC | 9,796 | $328.0K | 0.01% | +571+6.2% | Added |
| MetLife Investment Management | 10,139 | $339.0K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 10,763 | $360.0K | 0.00% | +10,763 | New |
| State Board of Administration of Florida Retirement System | 10,974 | $367.0K | 0.00% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 11,341 | $379.0K | 0.00% | −942−7.7% | Reduced |
| Voya Investment Management LLC | 11,385 | $381.0K | 0.00% | +431+3.9% | Added |
| Advisor Group Holdings, Inc. | 11,620 | $388.0K | 0.00% | +159+1.4% | Added |
| We Are One Seven, LLC | 11,833 | $395.0K | 0.05% | +3,483+41.7% | Added |
| First Trust Advisors LP | 12,484 | $417.0K | 0.00% | −24,906−66.6% | Reduced |
| AlphaCrest Capital Management LLC | 12,726 | $426.0K | 0.02% | −52,800−80.6% | Reduced |
| Legal & General Group Plc | 13,180 | $441.0K | 0.00% | +5,377+68.9% | Added |
| Baird Financial Group, Inc. | 13,487 | $451.0K | 0.00% | −18,387−57.7% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 13,898 | $465.0K | 0.00% | +13,898 | New |
| Citigroup Inc | 14,207 | $475.0K | 0.00% | +2,153+17.9% | Added |
| Wolverine Trading, LLC | 14,075 | $480.0K | 0.01% | +14,075 | New |
| Green Square Capital Advisors LLC | 14,411 | $482.0K | 0.11% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 14,583 | $488.0K | 0.06% | +6,751+86.2% | Added |
| Manufacturers Life Insurance Company, The | 15,197 | $508.0K | 0.00% | −1,249−7.6% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 15,670 | $524.0K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 15,818 | $529.0K | 0.00% | −209−1.3% | Reduced |
| Bank of America Corp | 17,587 | $588.0K | 0.00% | +353+2.0% | Added |
| Barclays PLC | 18,164 | $607.0K | 0.00% | +870+5.0% | Added |
| Strategic Wealth Partners, Ltd. | 18,425 | $616.0K | 0.18% | +18,425 | New |
| Invesco Ltd. | 19,169 | $640.0K | 0.00% | +2,716+16.5% | Added |
| Credit Suisse AG | 19,272 | $645.0K | 0.00% | +1,099+6.0% | Added |
| Deutsche Bank AG | 19,635 | $657.0K | 0.00% | −361−1.8% | Reduced |
| New York State Common Retirement Fund | 20,633 | $690.0K | 0.00% | −98,624−82.7% | Reduced |
| Jane Street Group, LLC | 21,255 | $711.0K | 0.00% | +4,209+24.7% | Added |
| UBS Asset Management Americas Inc | 22,745 | $760.6K | 0.00% | 00.0% | Unchanged |
| Millrace Asset Group, Inc. | 23,087 | $772.0K | 0.48% | −29,052−55.7% | Reduced |
| Stifel Financial Corp | 23,719 | $793.0K | 0.00% | −3,383−12.5% | Reduced |
| AMG National Trust Bank | 25,472 | $852.0K | 0.03% | +25,472 | New |
| Employees Retirement System of Texas | 26,000 | $869.0K | 0.01% | +26,000 | New |
| Alliancebernstein L.P. | 26,200 | $876.0K | 0.00% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. Holding AG | 26,310 | $880.0K | 0.01% | −1,906−6.8% | Reduced |
| Martingale Asset Management L P | 27,773 | $930.0K | 0.01% | +18,355+194.9% | Added |
| Rhumbline Advisers | 28,498 | $953.0K | 0.00% | +1,350+5.0% | Added |
| Renaissance Group LLC | 30,614 | $1.02M | 0.04% | +8,779+40.2% | Added |
| EMC Capital Management | 34,211 | $1.14M | 0.64% | 00.0% | Unchanged |
| Precept Management LLC | 34,820 | $1.16M | 1.11% | −9,428−21.3% | Reduced |
| Russell Investments Group, Ltd. | 35,291 | $1.18M | 0.00% | −1,081−3.0% | Reduced |
| Rice Hall James & Associates, LLC | 35,887 | $1.20M | 0.04% | +839+2.4% | Added |
| California State Teachers Retirement System | 36,382 | $1.22M | 0.00% | −3,067−7.8% | Reduced |
| PEAK6 Investments LLC | 37,611 | $1.26M | 0.03% | +25,293+205.3% | Added |
| Bank of Montreal | 37,969 | $1.33M | 0.00% | +4,410+13.1% | Added |
| LPL Financial LLC | 40,244 | $1.35M | 0.00% | +8,234+25.7% | Added |
| Formula Growth Ltd | 40,900 | $1.37M | 0.20% | 00.0% | Unchanged |
| Morgan Stanley | 42,877 | $1.43M | 0.00% | −82,818−65.9% | Reduced |
| Parametric Portfolio Associates LLC | 45,410 | $1.52M | 0.00% | +7,167+18.7% | Added |
| Swiss National Bank | 56,200 | $1.88M | 0.00% | 00.0% | Unchanged |
| Tocqueville Asset Management L.P. | 56,800 | $1.90M | 0.03% | 00.0% | Unchanged |
| Wells Fargo & Company | 57,749 | $1.93M | 0.00% | +4,426+8.3% | Added |
| Nordea Investment Management AB | 63,960 | $2.18M | 0.00% | +63,960 | New |