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 |
|---|---|---|---|---|---|
| G2 Investment Partners Management LLC | 82,000 | $1.47M | 0.25% | −183,000−69.1% | Reduced |
| Assenagon Asset Management S.A. | 85,811 | $1.54M | 0.01% | +85,811 | New |
| Tudor Investment Corp Et Al | 90,437 | $1.62M | 0.03% | +90,437 | New |
| Putnam Investments LLC | 98,125 | $1.76M | 0.00% | −198,809−67.0% | Reduced |
| EMC Capital Management | 70,332 | $1.79M | 0.96% | +36,121+105.6% | Added |
| Jane Street Group, LLC | 99,987 | $1.79M | 0.00% | +78,732+370.4% | Added |
| Motley Fool Asset Management LLC | 103,066 | $1.85M | 0.12% | −5,328−4.9% | Reduced |
| Prudential Financial Inc | 115,955 | $2.08M | 0.00% | +26,792+30.0% | Added |
| Comerica Bank | 109,598 | $2.14M | 0.02% | −111,966−50.5% | Reduced |
| Bank of New York Mellon Corp | 122,235 | $2.19M | 0.00% | +30,393+33.1% | Added |
| Nuveen Asset Management, LLC | 121,185 | $2.24M | 0.00% | −8,178−6.3% | Reduced |
| Parametric Portfolio Associates LLC | 125,133 | $2.25M | 0.00% | +79,723+175.6% | Added |
| Monarch Partners Asset Management LLC | 127,364 | $2.29M | 0.46% | −132,810−51.0% | Reduced |
| Voloridge Investment Management, LLC | 127,693 | $2.29M | 0.01% | +127,693 | New |
| Citadel Advisors LLC | 127,763 | $2.29M | 0.00% | −6,195−4.6% | Reduced |
| Lannebo Fonder AB | 137,000 | $2.46M | 0.30% | +10,000+7.9% | Added |
| Victory Capital Management Inc | 137,721 | $2.47M | 0.00% | +1,840+1.4% | Added |
| Cubist Systematic Strategies, LLC | 148,048 | $2.66M | 0.03% | +148,048 | New |
| Morgan Stanley | 158,052 | $2.83M | 0.00% | +115,175+268.6% | Added |
| Renaissance Technologies LLC | 160,743 | $2.88M | 0.00% | +93,626+139.5% | Added |
| Wasatch Advisors Inc | 164,306 | $2.95M | 0.01% | −1,462,698−89.9% | Reduced |
| Needham Investment Management LLC | 180,000 | $3.23M | 0.41% | +180,000 | New |
| Two Sigma Investments, LP | 180,649 | $3.24M | 0.01% | +171,501+1,874.7% | Added |
| Charles Schwab Investment Management Inc | 192,815 | $3.46M | 0.00% | +5,769+3.1% | Added |
| PEAK6 Investments LLC | 198,730 | $3.56M | 0.10% | +161,119+428.4% | Added |
| Knott David M Jr | 200,000 | $3.59M | 1.36% | +200,000 | New |
| Norges Bank | 213,200 | $3.83M | 0.00% | +213,200 | New |
| Hodges Capital Management Inc. | 231,244 | $4.15M | 0.30% | −17,538−7.0% | Reduced |
| RK Capital Management, LLC | 249,300 | $4.47M | 0.81% | +12,400+5.2% | Added |
| Scout Investments, Inc. | 250,182 | $4.49M | 0.07% | +35,013+16.3% | Added |
| Nordea Investment Management AB | 244,381 | $4.56M | 0.01% | +180,421+282.1% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 289,900 | $5.20M | 0.01% | +289,900 | New |
| Marshall Wace, LLP | 291,339 | $5.23M | 0.01% | +291,339 | New |
| Royce & Associates LP | 297,217 | $5.33M | 0.04% | −2,115,798−87.7% | Reduced |
| Public Employees Retirement System of Ohio | 300,020 | $5.38M | 0.02% | +125,940+72.3% | Added |
| Northern Trust Corp | 317,507 | $5.70M | 0.00% | −3,755−1.2% | Reduced |
| Wedge Capital Management L L P | 370,170 | $6.64M | 0.08% | −20,372−5.2% | Reduced |
| Goldman Sachs Group Inc | 378,886 | $6.80M | 0.00% | +52,294+16.0% | Added |
| Motley Fool Wealth Management, LLC | 391,916 | $7.03M | 0.31% | −20,564−5.0% | Reduced |
| WCM Investment Management, LLC | 396,702 | $7.12M | 0.02% | +39,186+11.0% | Added |
| D. E. Shaw & Co., Inc. | 426,006 | $7.64M | 0.01% | +426,006 | New |
| Dimensional Fund Advisors LP | 428,246 | $7.68M | 0.00% | −31,763−6.9% | Reduced |
| Ameriprise Financial Inc | 430,527 | $7.72M | 0.00% | +287,957+202.0% | Added |
| Summit Creek Advisors LLC | 454,086 | $8.15M | 0.82% | +12,341+2.8% | Added |
| Geode Capital Management, LLC | 506,921 | $9.09M | 0.00% | −792−0.2% | Reduced |
| Cooper Investors Pty Ltd | 541,591 | $9.72M | 0.61% | +30,556+6.0% | Added |
| William Blair Investment Management, LLC | 589,227 | $10.6M | 0.03% | −5,766−1.0% | Reduced |
| ArrowMark Colorado Holdings LLC | 618,570 | $11.1M | 0.09% | +273,327+79.2% | Added |
| Millennium Management LLC | 736,534 | $13.2M | 0.01% | +729,160+9,888.3% | Added |
| State Street Corp | 779,863 | $14.0M | 0.00% | +83,326+12.0% | Added |
| P2 Capital Partners, LLC | 950,000 | $17.0M | 1.33% | −215,000−18.5% | Reduced |
| Bernzott Capital Advisors | 1,091,921 | $19.6M | 1.69% | +261,579+31.5% | Added |
| New South Capital Management Inc | 1,126,692 | $20.2M | 0.67% | +395,402+54.1% | Added |
| Vanguard Group Inc | 1,508,017 | $27.1M | 0.00% | +114,159+8.2% | Added |
| BlackRock Inc. | 1,857,864 | $33.3M | 0.00% | +29,555+1.6% | Added |
| Marathon Asset Mgmt Ltd | 2,811,151 | $50.4M | 0.62% | +2,811,151 | New |
| CDAM (UK) Ltd | 0 | $0 | 0.00% | −1,648,887−100.0% | Sold out |
| Swedbank AB | 0 | $0 | 0.00% | −802,200−100.0% | Sold out |
| Ashford Capital Management Inc | 0 | $0 | 0.00% | −478,696−100.0% | Sold out |
| Ci Investments Inc. | 0 | $0 | 0.00% | −428,282−100.0% | Sold out |
| Ardsley Advisory Partners LP | 0 | $0 | 0.00% | −256,000−100.0% | Sold out |
| Whetstone Capital Advisors, LLC | 0 | $0 | 0.00% | −227,518−100.0% | Sold out |
| Oak Ridge Investments LLC | 0 | $0 | 0.00% | −137,292−100.0% | Sold out |
| 1492 Capital Management LLC | 0 | $0 | 0.00% | −129,574−100.0% | Sold out |
| Thames Capital Management LLC | 0 | $0 | 0.00% | −125,828−100.0% | Sold out |
| HighTower Advisors, LLC | 0 | $0 | 0.00% | −67,904−100.0% | Sold out |
| HighTower Trust Services, LTA | 0 | $0 | 0.00% | −67,576−100.0% | Sold out |
| LPL Financial LLC | 0 | $0 | 0.00% | −40,244−100.0% | Sold out |
| Bank of Montreal | 0 | $0 | 0.00% | −37,969−100.0% | Sold out |
| Precept Management LLC | 0 | $0 | 0.00% | −34,820−100.0% | Sold out |
| Martingale Asset Management L P | 0 | $0 | 0.00% | −27,773−100.0% | Sold out |
| Millrace Asset Group, Inc. | 0 | $0 | 0.00% | −23,087−100.0% | Sold out |
| Strategic Wealth Partners, Ltd. | 0 | $0 | 0.00% | −18,425−100.0% | Sold out |
| Raymond James Financial Services Advisors, Inc. | 0 | $0 | 0.00% | −15,670−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −13,898−100.0% | Sold out |
| AlphaCrest Capital Management LLC | 0 | $0 | 0.00% | −12,726−100.0% | Sold out |
| First Trust Advisors LP | 0 | $0 | 0.00% | −12,484−100.0% | Sold out |
| Envestnet Asset Management Inc | 0 | $0 | 0.00% | −11,341−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −10,763−100.0% | Sold out |
| Pathstone Family Office, LLC | 0 | $0 | 0.00% | −9,796−100.0% | Sold out |
| New York Life Investments Alternatives | 0 | $0 | 0.00% | −9,699−100.0% | Sold out |
| First Dallas Securities Inc. | 0 | $0 | 0.00% | −9,100−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −8,332−100.0% | Sold out |
| Wellington Management Group LLP | 0 | $0 | 0.00% | −7,850−100.0% | Sold out |
| King Luther Capital Management Corp | 0 | $0 | 0.00% | −7,163−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −7,095−100.0% | Sold out |
| Arizona State Retirement System | 0 | $0 | 0.00% | −6,969−100.0% | Sold out |
| Kirr Marbach & Co LLC | 0 | $0 | 0.00% | −6,900−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −6,452−100.0% | Sold out |
| Principal Financial Group Inc | 0 | $0 | 0.00% | −6,067−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −4,025−100.0% | Sold out |
| Nisa Investment Advisors, LLC | 0 | $0 | 0.00% | −2,450−100.0% | Sold out |
| Private Capital Group, LLC | 0 | $0 | 0.00% | −810−100.0% | Sold out |
| Whittier Trust Co of Nevada Inc | 0 | $0 | 0.00% | −620−100.0% | Sold out |
| Harel Insurance Investments & Financial Services Ltd. | 0 | $0 | 0.00% | −592−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −278−100.0% | Sold out |
| Global Retirement Partners, LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Central Trust Co | 0 | $0 | 0.00% | −43−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −18−100.0% | Sold out |
| Arkadios Wealth Advisors | 0 | $0 | 0.00% | −5−100.0% | Sold out |