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, Q4 2021
Institutional positions in Upland Software, Inc. as of Dec 31, 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
- 156
- +5 vs. Q3 2021
- Shares held
- 24.6M
- −209.0K (−0.8%) vs. Q3 2021
- Total value
- $442.6M
- −$388.4M (−46.7%) vs. Q3 2021
- New holders
- 49
- 53 more added
- Sold out
- 44
- 39 more reduced
3 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding Upland Software, Inc.; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Marathon Asset Mgmt Ltd | 2,811,151 | $50.4M | 0.62% | +2,811,151 | New |
| BlackRock Inc. | 1,857,864 | $33.3M | 0.00% | +29,555+1.6% | Added |
| Vanguard Group Inc | 1,508,017 | $27.1M | 0.00% | +114,159+8.2% | Added |
| New South Capital Management Inc | 1,126,692 | $20.2M | 0.67% | +395,402+54.1% | Added |
| Bernzott Capital Advisors | 1,091,921 | $19.6M | 1.69% | +261,579+31.5% | Added |
| P2 Capital Partners, LLC | 950,000 | $17.0M | 1.33% | −215,000−18.5% | Reduced |
| State Street Corp | 779,863 | $14.0M | 0.00% | +83,326+12.0% | Added |
| Millennium Management LLC | 736,534 | $13.2M | 0.01% | +729,160+9,888.3% | Added |
| ArrowMark Colorado Holdings LLC | 618,570 | $11.1M | 0.09% | +273,327+79.2% | Added |
| William Blair Investment Management, LLC | 589,227 | $10.6M | 0.03% | −5,766−1.0% | Reduced |
| Cooper Investors Pty Ltd | 541,591 | $9.72M | 0.61% | +30,556+6.0% | Added |
| Geode Capital Management, LLC | 506,921 | $9.09M | 0.00% | −792−0.2% | Reduced |
| Summit Creek Advisors LLC | 454,086 | $8.15M | 0.82% | +12,341+2.8% | Added |
| Ameriprise Financial Inc | 430,527 | $7.72M | 0.00% | +287,957+202.0% | Added |
| Dimensional Fund Advisors LP | 428,246 | $7.68M | 0.00% | −31,763−6.9% | Reduced |
| D. E. Shaw & Co., Inc. | 426,006 | $7.64M | 0.01% | +426,006 | New |
| WCM Investment Management, LLC | 396,702 | $7.12M | 0.02% | +39,186+11.0% | Added |
| Motley Fool Wealth Management, LLC | 391,916 | $7.03M | 0.31% | −20,564−5.0% | Reduced |
| Goldman Sachs Group Inc | 378,886 | $6.80M | 0.00% | +52,294+16.0% | Added |
| Wedge Capital Management L L P | 370,170 | $6.64M | 0.08% | −20,372−5.2% | Reduced |
| Northern Trust Corp | 317,507 | $5.70M | 0.00% | −3,755−1.2% | Reduced |
| Public Employees Retirement System of Ohio | 300,020 | $5.38M | 0.02% | +125,940+72.3% | Added |
| Royce & Associates LP | 297,217 | $5.33M | 0.04% | −2,115,798−87.7% | Reduced |
| Marshall Wace, LLP | 291,339 | $5.23M | 0.01% | +291,339 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 289,900 | $5.20M | 0.01% | +289,900 | New |
| Nordea Investment Management AB | 244,381 | $4.56M | 0.01% | +180,421+282.1% | Added |
| Scout Investments, Inc. | 250,182 | $4.49M | 0.07% | +35,013+16.3% | Added |
| RK Capital Management, LLC | 249,300 | $4.47M | 0.81% | +12,400+5.2% | Added |
| Hodges Capital Management Inc. | 231,244 | $4.15M | 0.30% | −17,538−7.0% | Reduced |
| Norges Bank | 213,200 | $3.83M | 0.00% | +213,200 | New |
| Knott David M Jr | 200,000 | $3.59M | 1.36% | +200,000 | New |
| PEAK6 Investments LLC | 198,730 | $3.56M | 0.10% | +161,119+428.4% | Added |
| Charles Schwab Investment Management Inc | 192,815 | $3.46M | 0.00% | +5,769+3.1% | Added |
| Two Sigma Investments, LP | 180,649 | $3.24M | 0.01% | +171,501+1,874.7% | Added |
| Needham Investment Management LLC | 180,000 | $3.23M | 0.41% | +180,000 | New |
| Wasatch Advisors Inc | 164,306 | $2.95M | 0.01% | −1,462,698−89.9% | Reduced |
| Renaissance Technologies LLC | 160,743 | $2.88M | 0.00% | +93,626+139.5% | Added |
| Morgan Stanley | 158,052 | $2.83M | 0.00% | +115,175+268.6% | Added |
| Cubist Systematic Strategies, LLC | 148,048 | $2.66M | 0.03% | +148,048 | New |
| Victory Capital Management Inc | 137,721 | $2.47M | 0.00% | +1,840+1.4% | Added |
| Lannebo Fonder AB | 137,000 | $2.46M | 0.30% | +10,000+7.9% | Added |
| Citadel Advisors LLC | 127,763 | $2.29M | 0.00% | −6,195−4.6% | Reduced |
| Voloridge Investment Management, LLC | 127,693 | $2.29M | 0.01% | +127,693 | New |
| Monarch Partners Asset Management LLC | 127,364 | $2.29M | 0.46% | −132,810−51.0% | Reduced |
| Parametric Portfolio Associates LLC | 125,133 | $2.25M | 0.00% | +79,723+175.6% | Added |
| Nuveen Asset Management, LLC | 121,185 | $2.24M | 0.00% | −8,178−6.3% | Reduced |
| Bank of New York Mellon Corp | 122,235 | $2.19M | 0.00% | +30,393+33.1% | Added |
| Comerica Bank | 109,598 | $2.14M | 0.02% | −111,966−50.5% | Reduced |
| Prudential Financial Inc | 115,955 | $2.08M | 0.00% | +26,792+30.0% | Added |
| Motley Fool Asset Management LLC | 103,066 | $1.85M | 0.12% | −5,328−4.9% | Reduced |
| Jane Street Group, LLC | 99,987 | $1.79M | 0.00% | +78,732+370.4% | Added |
| EMC Capital Management | 70,332 | $1.79M | 0.96% | +36,121+105.6% | Added |
| Putnam Investments LLC | 98,125 | $1.76M | 0.00% | −198,809−67.0% | Reduced |
| Tudor Investment Corp Et Al | 90,437 | $1.62M | 0.03% | +90,437 | New |
| Assenagon Asset Management S.A. | 85,811 | $1.54M | 0.01% | +85,811 | New |
| G2 Investment Partners Management LLC | 82,000 | $1.47M | 0.25% | −183,000−69.1% | Reduced |
| Tocqueville Asset Management L.P. | 81,800 | $1.47M | 0.02% | +25,000+44.0% | Added |
| Engineers Gate Manager LP | 79,098 | $1.42M | 0.06% | +79,098 | New |
| Caption Management, LLC | 76,465 | $1.37M | 0.09% | +76,465 | New |
| M&G Investment Management Ltd | 76,132 | $1.37M | 0.01% | +76,132 | New |
| Occudo Quantitative Strategies LP | 72,361 | $1.30M | 0.12% | +72,361 | New |
| Rafferty Asset Management, LLC | 70,312 | $1.26M | 0.01% | −3,870−5.2% | Reduced |
| HAP Trading, LLC | 63,063 | $1.13M | 0.08% | +63,063 | New |
| ExodusPoint Capital Management, LP | 62,198 | $1.12M | 0.01% | +62,198 | New |
| Qube Research & Technologies Ltd | 60,306 | $1.08M | 0.01% | +52,195+643.5% | Added |
| AQR Capital Management LLC | 58,534 | $1.05M | 0.00% | +58,534 | New |
| Swiss National Bank | 56,200 | $1.01M | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 47,358 | $850.0K | 0.00% | +29,771+169.3% | Added |
| Dynamic Technology Lab Private Ltd | 46,278 | $831.0K | 0.09% | +31,695+217.3% | Added |
| Cornercap Investment Counsel Inc | 45,931 | $824.0K | 0.12% | +45,931 | New |
| Bluefin Capital Management, LLC | 40,508 | $727.0K | 0.06% | +40,508 | New |
| JPMorgan Chase & Co | 38,064 | $683.0K | 0.00% | −182,768−82.8% | Reduced |
| California State Teachers Retirement System | 37,598 | $675.0K | 0.00% | +1,216+3.3% | Added |
| Gsa Capital Partners LLP | 36,686 | $658.0K | 0.08% | +36,686 | New |
| Jump Financial, LLC | 36,558 | $656.0K | 0.04% | +36,558 | New |
| Barclays PLC | 35,078 | $630.0K | 0.00% | +16,914+93.1% | Added |
| Group One Trading, L.P. | 32,939 | $591.0K | 0.01% | +32,939 | New |
| Nomura Holdings Inc | 32,715 | $589.0K | 0.00% | +32,715 | New |
| Russell Investments Group, Ltd. | 32,191 | $577.0K | 0.00% | −3,100−8.8% | Reduced |
| Rice Hall James & Associates, LLC | 31,433 | $564.0K | 0.02% | −4,454−12.4% | Reduced |
| Paloma Partners Management Co | 31,189 | $560.0K | 0.02% | +31,189 | New |
| Renaissance Group LLC | 30,495 | $547.0K | 0.02% | −119−0.4% | Reduced |
| Wells Fargo & Company | 29,429 | $529.0K | 0.00% | −28,320−49.0% | Reduced |
| Rhumbline Advisers | 27,988 | $502.0K | 0.00% | −510−1.8% | Reduced |
| Formula Growth Ltd | 27,900 | $501.0K | 0.09% | −13,000−31.8% | Reduced |
| Two Sigma Advisers, LP | 27,700 | $497.0K | 0.00% | +27,700 | New |
| Jacobs Levy Equity Management, Inc | 27,439 | $492.0K | 0.00% | +27,439 | New |
| Raymond James & Associates | 26,751 | $480.0K | 0.00% | −55,950−67.7% | Reduced |
| Alliancebernstein L.P. | 26,200 | $470.0K | 0.00% | 00.0% | Unchanged |
| Employees Retirement System of Texas | 26,000 | $466.0K | 0.01% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 25,996 | $466.0K | 0.00% | +25,996 | New |
| AMG National Trust Bank | 25,472 | $457.0K | 0.01% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 25,106 | $450.4K | 0.00% | +2,361+10.4% | Added |
| Balyasny Asset Management LLC | 24,089 | $432.0K | 0.00% | +24,089 | New |
| Wolverine Trading, LLC | 21,851 | $407.0K | 0.01% | +7,776+55.2% | Added |
| Deutsche Bank AG | 22,241 | $399.0K | 0.00% | +2,606+13.3% | Added |
| Allspring Global Investments Holdings, LLC | 21,384 | $383.0K | 0.00% | +21,384 | New |
| New York State Common Retirement Fund | 20,643 | $370.0K | 0.00% | +100.0% | Added |
| Invesco Ltd. | 18,591 | $333.0K | 0.00% | −578−3.0% | Reduced |
| Credit Suisse AG | 17,260 | $310.0K | 0.00% | −2,012−10.4% | Reduced |