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 |
|---|---|---|---|---|---|
| Huntington National Bank | 1 | $0 | 0.00% | +1 | New |
| The PNC Financial Services Group, Inc. | 13 | $0 | 0.00% | +13 | New |
| Glassman Wealth Services | 21 | $0 | 0.00% | +21 | New |
| Anchor Investment Management, LLC | 17 | $305 | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 23 | $413 | 0.00% | −45−66.2% | Reduced |
| McDonald Partners LLC | 33 | $592 | 0.00% | +33 | New |
| Absolute Capital Management, LLC | 33 | $592 | 0.00% | +33 | New |
| Chilton Capital Management LLC | 50 | $1.00K | 0.00% | +50 | New |
| Newbridge Financial Services Group, Inc. | 42 | $1.00K | 0.00% | +38+950.0% | Added |
| Confluence Wealth Services, Inc. | 66 | $1.00K | 0.00% | +66 | New |
| Fifth Third Bancorp | 132 | $2.00K | 0.00% | −127−49.0% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 160 | $3.00K | 0.00% | −6−3.6% | Reduced |
| Parallel Advisors, LLC | 224 | $4.00K | 0.00% | +224 | New |
| EverSource Wealth Advisors, LLC | 257 | $5.00K | 0.00% | +257 | New |
| First Horizon Advisors, Inc. | 345 | $7.00K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 371 | $7.00K | 0.00% | +371 | New |
| Proequities, Inc. | 428 | $8.00K | 0.00% | +114+36.3% | Added |
| NEXT Financial Group, Inc | 524 | $9.00K | 0.00% | 00.0% | Unchanged |
| Macquarie Group Ltd | 668 | $12.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 789 | $14.0K | 0.00% | −710−47.4% | Reduced |
| Dark Forest Capital Management LP | 832 | $15.0K | 0.01% | +832 | New |
| Quadrant Capital Group LLC | 1,083 | $19.0K | 0.00% | +1,083 | New |
| Counterpoint Mutual Funds LLC | 1,303 | $23.0K | 0.02% | +1,303 | New |
| Signaturefd, LLC | 1,512 | $27.0K | 0.00% | +1,472+3,680.0% | Added |
| Captrust Financial Advisors | 1,478 | $27.0K | 0.00% | +1,478 | New |
| Great West Life Assurance Co | 1,769 | $32.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 2,219 | $40.0K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 3,215 | $58.0K | 0.00% | +2+0.1% | Added |
| US Bancorp | 3,217 | $58.0K | 0.00% | +2,186+212.0% | Added |
| Cutler Group LP | 4,000 | $71.0K | 0.00% | −2,000−33.3% | Reduced |
| Eaton Vance Management | 4,500 | $81.0K | 0.00% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 5,730 | $103.0K | 0.00% | −119,588−95.4% | Reduced |
| Royal Bank of Canada | 5,856 | $106.0K | 0.00% | +2,753+88.7% | Added |
| Metropolitan Life Insurance Co | 7,555 | $135.5K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 8,512 | $153.0K | 0.00% | −3,108−26.7% | Reduced |
| MetLife Investment Management | 10,139 | $181.9K | 0.00% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 10,181 | $183.0K | 0.00% | +10,181 | New |
| PDT Partners, LLC | 10,333 | $185.0K | 0.01% | +10,333 | New |
| Quantbot Technologies LP | 10,400 | $186.0K | 0.02% | +9,731+1,454.6% | Added |
| Blair William & Co | 10,643 | $191.0K | 0.00% | +1,173+12.4% | Added |
| State Board of Administration of Florida Retirement System | 10,974 | $197.0K | 0.00% | 00.0% | Unchanged |
| Algert Global LLC | 11,020 | $198.0K | 0.02% | +11,020 | New |
| Voya Investment Management LLC | 11,366 | $204.0K | 0.00% | −19−0.2% | Reduced |
| Aristides Capital LLC | 11,886 | $213.0K | 0.12% | +11,886 | New |
| BNP Paribas Arbitrage, SA | 11,879 | $213.1K | 0.00% | +6,139+107.0% | Added |
| Goff John C | 13,000 | $233.0K | 0.27% | +13,000 | New |
| Baird Financial Group, Inc. | 13,197 | $237.0K | 0.00% | −290−2.2% | Reduced |
| Legal & General Group Plc | 13,235 | $237.0K | 0.00% | +55+0.4% | Added |
| We Are One Seven, LLC | 13,357 | $240.0K | 0.02% | +1,524+12.9% | Added |
| UBS Group AG | 13,698 | $246.0K | 0.00% | +11,785+616.0% | Added |
| M&T Bank Corp | 14,330 | $257.0K | 0.00% | +6,701+87.8% | Added |
| Green Square Capital Advisors LLC | 14,411 | $259.0K | 0.05% | 00.0% | Unchanged |
| Stifel Financial Corp | 14,619 | $262.0K | 0.00% | −9,100−38.4% | Reduced |
| Citigroup Inc | 15,351 | $275.0K | 0.00% | +1,144+8.1% | Added |
| American International Group, Inc. | 15,358 | $276.0K | 0.00% | −460−2.9% | Reduced |
| Manufacturers Life Insurance Company, The | 15,442 | $277.0K | 0.00% | +245+1.6% | Added |
| Credit Suisse AG | 17,260 | $310.0K | 0.00% | −2,012−10.4% | Reduced |
| Invesco Ltd. | 18,591 | $333.0K | 0.00% | −578−3.0% | Reduced |
| New York State Common Retirement Fund | 20,643 | $370.0K | 0.00% | +100.0% | Added |
| Allspring Global Investments Holdings, LLC | 21,384 | $383.0K | 0.00% | +21,384 | New |
| Deutsche Bank AG | 22,241 | $399.0K | 0.00% | +2,606+13.3% | Added |
| Wolverine Trading, LLC | 21,851 | $407.0K | 0.01% | +7,776+55.2% | Added |
| Balyasny Asset Management LLC | 24,089 | $432.0K | 0.00% | +24,089 | New |
| UBS Asset Management Americas Inc | 25,106 | $450.4K | 0.00% | +2,361+10.4% | Added |
| AMG National Trust Bank | 25,472 | $457.0K | 0.01% | 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 |
| Alliancebernstein L.P. | 26,200 | $470.0K | 0.00% | 00.0% | Unchanged |
| Raymond James & Associates | 26,751 | $480.0K | 0.00% | −55,950−67.7% | Reduced |
| Jacobs Levy Equity Management, Inc | 27,439 | $492.0K | 0.00% | +27,439 | New |
| Two Sigma Advisers, LP | 27,700 | $497.0K | 0.00% | +27,700 | New |
| Formula Growth Ltd | 27,900 | $501.0K | 0.09% | −13,000−31.8% | Reduced |
| Rhumbline Advisers | 27,988 | $502.0K | 0.00% | −510−1.8% | Reduced |
| Wells Fargo & Company | 29,429 | $529.0K | 0.00% | −28,320−49.0% | Reduced |
| Renaissance Group LLC | 30,495 | $547.0K | 0.02% | −119−0.4% | Reduced |
| Paloma Partners Management Co | 31,189 | $560.0K | 0.02% | +31,189 | New |
| Rice Hall James & Associates, LLC | 31,433 | $564.0K | 0.02% | −4,454−12.4% | Reduced |
| Russell Investments Group, Ltd. | 32,191 | $577.0K | 0.00% | −3,100−8.8% | Reduced |
| Nomura Holdings Inc | 32,715 | $589.0K | 0.00% | +32,715 | New |
| Group One Trading, L.P. | 32,939 | $591.0K | 0.01% | +32,939 | New |
| Barclays PLC | 35,078 | $630.0K | 0.00% | +16,914+93.1% | Added |
| Jump Financial, LLC | 36,558 | $656.0K | 0.04% | +36,558 | New |
| Gsa Capital Partners LLP | 36,686 | $658.0K | 0.08% | +36,686 | New |
| California State Teachers Retirement System | 37,598 | $675.0K | 0.00% | +1,216+3.3% | Added |
| JPMorgan Chase & Co | 38,064 | $683.0K | 0.00% | −182,768−82.8% | Reduced |
| Bluefin Capital Management, LLC | 40,508 | $727.0K | 0.06% | +40,508 | New |
| Cornercap Investment Counsel Inc | 45,931 | $824.0K | 0.12% | +45,931 | New |
| Dynamic Technology Lab Private Ltd | 46,278 | $831.0K | 0.09% | +31,695+217.3% | Added |
| Bank of America Corp | 47,358 | $850.0K | 0.00% | +29,771+169.3% | Added |
| Swiss National Bank | 56,200 | $1.01M | 0.00% | 00.0% | Unchanged |
| AQR Capital Management LLC | 58,534 | $1.05M | 0.00% | +58,534 | New |
| Qube Research & Technologies Ltd | 60,306 | $1.08M | 0.01% | +52,195+643.5% | Added |
| ExodusPoint Capital Management, LP | 62,198 | $1.12M | 0.01% | +62,198 | New |
| HAP Trading, LLC | 63,063 | $1.13M | 0.08% | +63,063 | New |
| Rafferty Asset Management, LLC | 70,312 | $1.26M | 0.01% | −3,870−5.2% | Reduced |
| Occudo Quantitative Strategies LP | 72,361 | $1.30M | 0.12% | +72,361 | New |
| M&G Investment Management Ltd | 76,132 | $1.37M | 0.01% | +76,132 | New |
| Caption Management, LLC | 76,465 | $1.37M | 0.09% | +76,465 | New |
| Engineers Gate Manager LP | 79,098 | $1.42M | 0.06% | +79,098 | New |
| Tocqueville Asset Management L.P. | 81,800 | $1.47M | 0.02% | +25,000+44.0% | Added |