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 |
|---|---|---|---|---|---|
| Manufacturers Life Insurance Company, The | 15,442 | $277.0K | 0.00% | +245+1.6% | Added |
| American International Group, Inc. | 15,358 | $276.0K | 0.00% | −460−2.9% | Reduced |
| Citigroup Inc | 15,351 | $275.0K | 0.00% | +1,144+8.1% | Added |
| Stifel Financial Corp | 14,619 | $262.0K | 0.00% | −9,100−38.4% | Reduced |
| Green Square Capital Advisors LLC | 14,411 | $259.0K | 0.05% | 00.0% | Unchanged |
| M&T Bank Corp | 14,330 | $257.0K | 0.00% | +6,701+87.8% | Added |
| UBS Group AG | 13,698 | $246.0K | 0.00% | +11,785+616.0% | Added |
| We Are One Seven, LLC | 13,357 | $240.0K | 0.02% | +1,524+12.9% | Added |
| 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 |
| Goff John C | 13,000 | $233.0K | 0.27% | +13,000 | New |
| BNP Paribas Arbitrage, SA | 11,879 | $213.1K | 0.00% | +6,139+107.0% | Added |
| Aristides Capital LLC | 11,886 | $213.0K | 0.12% | +11,886 | New |
| Voya Investment Management LLC | 11,366 | $204.0K | 0.00% | −19−0.2% | Reduced |
| Algert Global LLC | 11,020 | $198.0K | 0.02% | +11,020 | New |
| State Board of Administration of Florida Retirement System | 10,974 | $197.0K | 0.00% | 00.0% | Unchanged |
| Blair William & Co | 10,643 | $191.0K | 0.00% | +1,173+12.4% | Added |
| Quantbot Technologies LP | 10,400 | $186.0K | 0.02% | +9,731+1,454.6% | Added |
| PDT Partners, LLC | 10,333 | $185.0K | 0.01% | +10,333 | New |
| Thrivent Financial for Lutherans | 10,181 | $183.0K | 0.00% | +10,181 | New |
| MetLife Investment Management | 10,139 | $181.9K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 8,512 | $153.0K | 0.00% | −3,108−26.7% | Reduced |
| Metropolitan Life Insurance Co | 7,555 | $135.5K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 5,856 | $106.0K | 0.00% | +2,753+88.7% | Added |
| Parallax Volatility Advisers, L.P. | 5,730 | $103.0K | 0.00% | −119,588−95.4% | Reduced |
| Eaton Vance Management | 4,500 | $81.0K | 0.00% | 00.0% | Unchanged |
| Cutler Group LP | 4,000 | $71.0K | 0.00% | −2,000−33.3% | Reduced |
| 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 |
| Ameritas Investment Partners, Inc. | 2,219 | $40.0K | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 1,769 | $32.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Counterpoint Mutual Funds LLC | 1,303 | $23.0K | 0.02% | +1,303 | New |
| Quadrant Capital Group LLC | 1,083 | $19.0K | 0.00% | +1,083 | New |
| Dark Forest Capital Management LP | 832 | $15.0K | 0.01% | +832 | New |
| Tower Research Capital LLC (TRC) | 789 | $14.0K | 0.00% | −710−47.4% | Reduced |
| Macquarie Group Ltd | 668 | $12.0K | 0.00% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 524 | $9.00K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 428 | $8.00K | 0.00% | +114+36.3% | Added |
| First Horizon Advisors, Inc. | 345 | $7.00K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 371 | $7.00K | 0.00% | +371 | New |
| EverSource Wealth Advisors, LLC | 257 | $5.00K | 0.00% | +257 | New |
| Parallel Advisors, LLC | 224 | $4.00K | 0.00% | +224 | New |
| Migdal Insurance & Financial Holdings Ltd. | 160 | $3.00K | 0.00% | −6−3.6% | Reduced |
| Fifth Third Bancorp | 132 | $2.00K | 0.00% | −127−49.0% | Reduced |
| 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 |
| McDonald Partners LLC | 33 | $592 | 0.00% | +33 | New |
| Absolute Capital Management, LLC | 33 | $592 | 0.00% | +33 | New |
| American Portfolios Advisors | 23 | $413 | 0.00% | −45−66.2% | Reduced |
| Anchor Investment Management, LLC | 17 | $305 | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |