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 |
|---|---|---|---|---|---|
| Voya Investment Management LLC | 11,385 | $381.0K | 0.00% | +431+3.9% | Added |
| Envestnet Asset Management Inc | 11,341 | $379.0K | 0.00% | −942−7.7% | Reduced |
| State Board of Administration of Florida Retirement System | 10,974 | $367.0K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 10,763 | $360.0K | 0.00% | +10,763 | New |
| MetLife Investment Management | 10,139 | $339.0K | 0.00% | 00.0% | Unchanged |
| Pathstone Family Office, LLC | 9,796 | $328.0K | 0.01% | +571+6.2% | Added |
| New York Life Investments Alternatives | 9,699 | $324.0K | 0.21% | −3,008−23.7% | Reduced |
| Blair William & Co | 9,470 | $317.0K | 0.00% | +995+11.7% | Added |
| Two Sigma Investments, LP | 9,148 | $306.0K | 0.00% | −71,312−88.6% | Reduced |
| First Dallas Securities Inc. | 9,100 | $304.0K | 0.21% | +1,750+23.8% | Added |
| Holocene Advisors, LP | 8,332 | $279.0K | 0.00% | −2,111−20.2% | Reduced |
| Qube Research & Technologies Ltd | 8,111 | $271.0K | 0.00% | −16,185−66.6% | Reduced |
| Wellington Management Group LLP | 7,850 | $263.0K | 0.00% | +7,850 | New |
| M&T Bank Corp | 7,629 | $255.0K | 0.00% | +1,813+31.2% | Added |
| Metropolitan Life Insurance Co | 7,555 | $252.6K | 0.00% | 00.0% | Unchanged |
| Millennium Management LLC | 7,374 | $247.0K | 0.00% | +7,374 | New |
| King Luther Capital Management Corp | 7,163 | $240.0K | 0.00% | 00.0% | Unchanged |
| HRT Financial LP | 7,095 | $237.0K | 0.00% | −12,180−63.2% | Reduced |
| Arizona State Retirement System | 6,969 | $233.0K | 0.00% | +40+0.6% | Added |
| Kirr Marbach & Co LLC | 6,900 | $231.0K | 0.07% | 00.0% | Unchanged |
| Winton Group Ltd | 6,452 | $216.0K | 0.01% | +163+2.6% | Added |
| Principal Financial Group Inc | 6,067 | $203.0K | 0.00% | +6,067 | New |
| Cutler Group LP | 6,000 | $200.0K | 0.02% | +2,100+53.8% | Added |
| BNP Paribas Arbitrage, SA | 5,740 | $191.9K | 0.00% | +627+12.3% | Added |
| Eaton Vance Management | 4,500 | $150.0K | 0.00% | 00.0% | Unchanged |
| Walleye Trading LLC | 4,025 | $135.0K | 0.00% | −1,837−31.3% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 3,213 | $107.0K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 3,103 | $104.0K | 0.00% | −169−5.2% | Reduced |
| Nisa Investment Advisors, LLC | 2,450 | $82.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 2,219 | $74.0K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 1,913 | $64.0K | 0.00% | +795+71.1% | Added |
| Great West Life Assurance Co | 1,769 | $59.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,499 | $50.0K | 0.00% | +782+109.1% | Added |
| US Bancorp | 1,031 | $35.0K | 0.00% | +236+29.7% | Added |
| Private Capital Group, LLC | 810 | $27.0K | 0.01% | 00.0% | Unchanged |
| Macquarie Group Ltd | 668 | $22.0K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 669 | $22.0K | 0.00% | +669 | New |
| Whittier Trust Co of Nevada Inc | 620 | $21.0K | 0.00% | +620 | New |
| Harel Insurance Investments & Financial Services Ltd. | 592 | $20.0K | 0.00% | +184+45.1% | Added |
| NEXT Financial Group, Inc | 524 | $18.0K | 0.00% | +524 | New |
| 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 |
| Fifth Third Bancorp | 259 | $9.00K | 0.00% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 166 | $6.00K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 100 | $3.00K | 0.00% | +100 | New |
| American Portfolios Advisors | 68 | $2.27K | 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 |
| Anchor Investment Management, LLC | 17 | $568 | 0.00% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 5 | $0 | 0.00% | −2−28.6% | Reduced |
| Berman Capital Advisors, LLC | 24 | $0 | 0.00% | +24 | New |
| 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 |