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 |
|---|---|---|---|---|---|
| Renaissance Technologies LLC | 67,117 | $2.24M | 0.00% | −47,400−41.4% | Reduced |
| HighTower Trust Services, LTA | 67,576 | $2.26M | 0.28% | +1,348+2.0% | Added |
| HighTower Advisors, LLC | 67,904 | $2.27M | 0.01% | +1,550+2.3% | Added |
| Rafferty Asset Management, LLC | 74,182 | $2.48M | 0.02% | +17,154+30.1% | Added |
| Raymond James & Associates | 82,701 | $2.77M | 0.00% | −34,474−29.4% | Reduced |
| Prudential Financial Inc | 89,163 | $2.98M | 0.00% | +47,340+113.2% | Added |
| Bank of New York Mellon Corp | 91,842 | $3.07M | 0.00% | −27,969−23.3% | Reduced |
| Motley Fool Asset Management LLC | 108,394 | $3.63M | 0.24% | −1,776−1.6% | Reduced |
| Parallax Volatility Advisers, L.P. | 125,318 | $4.19M | 0.05% | −3,774−2.9% | Reduced |
| Thames Capital Management LLC | 125,828 | $4.21M | 0.92% | −16,710−11.7% | Reduced |
| Lannebo Fonder AB | 127,000 | $4.25M | 0.53% | +27,000+27.0% | Added |
| 1492 Capital Management LLC | 129,574 | $4.33M | 2.22% | +400.0% | Added |
| Citadel Advisors LLC | 133,958 | $4.48M | 0.00% | +24,087+21.9% | Added |
| Victory Capital Management Inc | 135,881 | $4.54M | 0.00% | 00.0% | Unchanged |
| Oak Ridge Investments LLC | 137,292 | $4.59M | 0.40% | −12,210−8.2% | Reduced |
| Nuveen Asset Management, LLC | 129,363 | $4.74M | 0.00% | −641−0.5% | Reduced |
| Ameriprise Financial Inc | 142,570 | $4.77M | 0.00% | −180−0.1% | Reduced |
| Public Employees Retirement System of Ohio | 174,080 | $5.82M | 0.02% | +41,945+31.7% | Added |
| Charles Schwab Investment Management Inc | 187,046 | $6.25M | 0.00% | +2,964+1.6% | Added |
| Scout Investments, Inc. | 215,169 | $7.20M | 0.11% | −2,285−1.1% | Reduced |
| JPMorgan Chase & Co | 220,832 | $7.38M | 0.00% | +59,145+36.6% | Added |
| Whetstone Capital Advisors, LLC | 227,518 | $7.61M | 1.34% | −28,197−11.0% | Reduced |
| Comerica Bank | 221,564 | $7.67M | 0.05% | +109,751+98.2% | Added |
| RK Capital Management, LLC | 236,900 | $7.92M | 1.50% | 00.0% | Unchanged |
| Hodges Capital Management Inc. | 248,782 | $8.32M | 0.61% | +118,570+91.1% | Added |
| Ardsley Advisory Partners LP | 256,000 | $8.56M | 1.79% | −94,000−26.9% | Reduced |
| Monarch Partners Asset Management LLC | 260,174 | $8.70M | 1.27% | +67,627+35.1% | Added |
| G2 Investment Partners Management LLC | 265,000 | $8.86M | 1.54% | −25,000−8.6% | Reduced |
| Putnam Investments LLC | 296,934 | $9.93M | 0.02% | +639+0.2% | Added |
| Knott David M | 300,000 | $10.0M | 4.18% | 00.0% | Unchanged |
| Northern Trust Corp | 321,262 | $10.7M | 0.00% | −5,199−1.6% | Reduced |
| Goldman Sachs Group Inc | 326,592 | $10.9M | 0.00% | −46,354−12.4% | Reduced |
| ArrowMark Colorado Holdings LLC | 345,243 | $11.5M | 0.09% | +41,267+13.6% | Added |
| WCM Investment Management, LLC | 357,516 | $12.0M | 0.03% | +88,172+32.7% | Added |
| Wedge Capital Management L L P | 390,542 | $13.1M | 0.17% | −23,633−5.7% | Reduced |
| Motley Fool Wealth Management, LLC | 412,480 | $13.8M | 0.60% | +238,167+136.6% | Added |
| Ci Investments Inc. | 428,282 | $14.3M | 0.05% | +159,319+59.2% | Added |
| Summit Creek Advisors LLC | 441,745 | $14.8M | 1.56% | +35,170+8.7% | Added |
| Dimensional Fund Advisors LP | 460,009 | $15.4M | 0.00% | +783+0.2% | Added |
| Ashford Capital Management Inc | 478,696 | $16.0M | 1.45% | +6,390+1.4% | Added |
| Geode Capital Management, LLC | 507,713 | $17.0M | 0.00% | +31,582+6.6% | Added |
| Cooper Investors Pty Ltd | 511,035 | $17.1M | 1.13% | +57,588+12.7% | Added |
| William Blair Investment Management, LLC | 594,993 | $19.9M | 0.06% | +7,021+1.2% | Added |
| State Street Corp | 696,537 | $23.3M | 0.00% | +29,300+4.4% | Added |
| New South Capital Management Inc | 731,290 | $24.5M | 0.85% | +145,727+24.9% | Added |
| Swedbank AB | 802,200 | $26.8M | 0.05% | −80,700−9.1% | Reduced |
| Bernzott Capital Advisors | 830,342 | $27.8M | 2.50% | +195,050+30.7% | Added |
| P2 Capital Partners, LLC | 1,165,000 | $39.0M | 3.28% | −110,000−8.6% | Reduced |
| Vanguard Group Inc | 1,393,858 | $46.6M | 0.00% | −12,335−0.9% | Reduced |
| Wasatch Advisors Inc | 1,627,004 | $54.4M | 0.22% | −18,145−1.1% | Reduced |
| CDAM (UK) Ltd | 1,648,887 | $55.1M | 6.79% | +30,124+1.9% | Added |
| BlackRock Inc. | 1,828,309 | $61.1M | 0.00% | +27,103+1.5% | Added |
| Royce & Associates LP | 2,413,015 | $80.7M | 0.60% | +368,635+18.0% | Added |
| Newbridge Financial Services Group, Inc. | 4 | – | – | 00.0% | Unchanged |
| Channing Capital Management, LLC | 0 | $0 | 0.00% | −510,262−100.0% | Sold out |
| General Equity Holdings LP | 0 | $0 | 0.00% | −172,626−100.0% | Sold out |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −120,886−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −36,531−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −26,561−100.0% | Sold out |
| Marshall Wace North America L.P. | 0 | $0 | 0.00% | −13,949−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −13,653−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −13,400−100.0% | Sold out |
| Clearbridge Investments, LLC | 0 | $0 | 0.00% | −11,350−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −8,173−100.0% | Sold out |
| ProShare Advisors LLC | 0 | $0 | 0.00% | −7,420−100.0% | Sold out |
| Amalgamated Bank | 0 | $0 | 0.00% | −5,401−100.0% | Sold out |
| Axiom Investment Management LLC | 0 | $0 | 0.00% | −5,290−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −5,235−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −376−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −314−100.0% | Sold out |
| FMR LLC | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Manchester Capital Management LLC | 0 | $0 | 0.00% | −44−100.0% | Sold out |
| Quadrant Capital Group LLC | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| Parallel Advisors, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| First Horizon Corp | – | – | – | – | Not filed |