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, Q1 2022
Institutional positions in Upland Software, Inc. as of Mar 31, 2022. 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
- 150
- −5 vs. Q4 2021
- Shares held
- 24.2M
- −405.0K (−1.6%) vs. Q4 2021
- Total value
- $426.2M
- −$16.4M (−3.7%) vs. Q4 2021
- New holders
- 27
- 48 more added
- Sold out
- 32
- 55 more reduced
1 institution that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Upland Software, Inc.; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Marathon Asset Mgmt Ltd | 2,555,166 | $45.0M | 0.61% | −255,985−9.1% | Reduced |
| Vanguard Group Inc | 2,025,310 | $35.7M | 0.00% | +517,293+34.3% | Added |
| BlackRock Inc. | 1,891,762 | $33.3M | 0.00% | +33,898+1.8% | Added |
| New South Capital Management Inc | 1,185,072 | $20.9M | 0.78% | +58,380+5.2% | Added |
| Bernzott Capital Advisors | 1,105,702 | $19.5M | 1.79% | +13,781+1.3% | Added |
| P2 Capital Partners, LLC | 950,000 | $16.7M | 1.58% | 00.0% | Unchanged |
| State Street Corp | 758,120 | $13.3M | 0.00% | −21,743−2.8% | Reduced |
| ArrowMark Colorado Holdings LLC | 648,778 | $11.4M | 0.10% | +30,208+4.9% | Added |
| William Blair Investment Management, LLC | 601,995 | $10.6M | 0.03% | +12,768+2.2% | Added |
| Cooper Investors Pty Ltd | 585,020 | $10.3M | 0.72% | +43,429+8.0% | Added |
| Hodges Capital Management Inc. | 537,889 | $9.47M | 0.75% | +306,645+132.6% | Added |
| Ameriprise Financial Inc | 526,307 | $9.27M | 0.00% | +95,780+22.2% | Added |
| Geode Capital Management, LLC | 484,283 | $8.53M | 0.00% | −22,638−4.5% | Reduced |
| Summit Creek Advisors LLC | 455,856 | $8.03M | 0.91% | +1,770+0.4% | Added |
| WCM Investment Management, LLC | 420,011 | $7.40M | 0.02% | +23,309+5.9% | Added |
| Dimensional Fund Advisors LP | 412,720 | $7.27M | 0.00% | −15,526−3.6% | Reduced |
| D. E. Shaw & Co., Inc. | 404,776 | $7.13M | 0.01% | −21,230−5.0% | Reduced |
| Motley Fool Wealth Management, LLC | 401,444 | $7.07M | 0.34% | +9,528+2.4% | Added |
| Goldman Sachs Group Inc | 397,853 | $7.01M | 0.00% | +18,967+5.0% | Added |
| Millennium Management LLC | 390,157 | $6.87M | 0.01% | −346,377−47.0% | Reduced |
| Wedge Capital Management L L P | 357,689 | $6.30M | 0.08% | −12,481−3.4% | Reduced |
| G2 Investment Partners Management LLC | 346,492 | $6.10M | 1.45% | +264,492+322.6% | Added |
| Scout Investments, Inc. | 345,010 | $6.08M | 0.10% | +94,828+37.9% | Added |
| Federated Hermes, Inc. | 309,537 | $5.45M | 0.01% | +309,537 | New |
| Northern Trust Corp | 304,645 | $5.37M | 0.00% | −12,862−4.1% | Reduced |
| Public Employees Retirement System of Ohio | 300,020 | $5.28M | 0.02% | 00.0% | Unchanged |
| Jacobs Levy Equity Management, Inc | 287,099 | $5.06M | 0.03% | +259,660+946.3% | Added |
| Monarch Partners Asset Management LLC | 282,782 | $4.98M | 1.11% | +155,418+122.0% | Added |
| Norges Bank | 253,400 | $4.46M | 0.00% | +40,200+18.9% | Added |
| Nordea Investment Management AB | 247,624 | $4.39M | 0.01% | +3,243+1.3% | Added |
| Royce & Associates LP | 210,556 | $3.71M | 0.03% | −86,661−29.2% | Reduced |
| Knott David M Jr | 200,000 | $3.52M | 1.21% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 197,966 | $3.49M | 0.00% | +5,151+2.7% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 159,200 | $2.80M | 0.01% | −130,700−45.1% | Reduced |
| Prudential Financial Inc | 152,755 | $2.69M | 0.00% | +36,800+31.7% | Added |
| Lannebo Fonder AB | 145,865 | $2.57M | 0.36% | +8,865+6.5% | Added |
| Marshall Wace, LLP | 127,857 | $2.25M | 0.00% | −163,482−56.1% | Reduced |
| Parametric Portfolio Associates LLC | 127,417 | $2.24M | 0.00% | +2,284+1.8% | Added |
| Bank of New York Mellon Corp | 126,674 | $2.23M | 0.00% | +4,439+3.6% | Added |
| Victory Capital Management Inc | 121,901 | $2.15M | 0.00% | −15,820−11.5% | Reduced |
| Nuveen Asset Management, LLC | 117,723 | $2.01M | 0.00% | −3,462−2.9% | Reduced |
| Voloridge Investment Management, LLC | 114,009 | $2.01M | 0.01% | −13,684−10.7% | Reduced |
| Rafferty Asset Management, LLC | 104,769 | $1.84M | 0.01% | +34,457+49.0% | Added |
| Comerica Bank | 100,158 | $1.55M | 0.01% | −9,440−8.6% | Reduced |
| Motley Fool Asset Management LLC | 82,938 | $1.46M | 0.11% | −20,128−19.5% | Reduced |
| Tocqueville Asset Management L.P. | 81,800 | $1.44M | 0.02% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 81,661 | $1.44M | 0.04% | −117,069−58.9% | Reduced |
| Citadel Advisors LLC | 80,041 | $1.41M | 0.00% | −47,722−37.4% | Reduced |
| Putnam Investments LLC | 79,099 | $1.39M | 0.00% | −19,026−19.4% | Reduced |
| Caption Management, LLC | 75,527 | $1.33M | 0.09% | −938−1.2% | Reduced |
| Needham Investment Management LLC | 70,000 | $1.23M | 0.18% | −110,000−61.1% | Reduced |
| Bluefin Capital Management, LLC | 68,793 | $1.21M | 0.21% | +28,285+69.8% | Added |
| Assenagon Asset Management S.A. | 65,284 | $1.15M | 0.00% | −20,527−23.9% | Reduced |
| FMR LLC | 64,775 | $1.14M | 0.00% | +64,775 | New |
| HAP Trading, LLC | 63,751 | $1.12M | 0.13% | +688+1.1% | Added |
| Morgan Stanley | 61,733 | $1.09M | 0.00% | −96,319−60.9% | Reduced |
| Swiss National Bank | 61,400 | $1.08M | 0.00% | +5,200+9.3% | Added |
| AQR Capital Management LLC | 61,106 | $1.08M | 0.00% | +2,572+4.4% | Added |
| Kennedy Capital Management, Inc. | 60,966 | $1.07M | 0.03% | +60,966 | New |
| Cubist Systematic Strategies, LLC | 51,651 | $910.0K | 0.01% | −96,397−65.1% | Reduced |
| Gsa Capital Partners LLP | 50,749 | $894.0K | 0.12% | +14,063+38.3% | Added |
| Jane Street Group, LLC | 49,342 | $869.0K | 0.00% | −50,645−50.7% | Reduced |
| Employees Retirement System of Texas | 49,000 | $863.0K | 0.01% | +23,000+88.5% | Added |
| Renaissance Technologies LLC | 47,717 | $840.0K | 0.00% | −113,026−70.3% | Reduced |
| Russell Investments Group, Ltd. | 41,530 | $730.0K | 0.00% | +9,339+29.0% | Added |
| HighTower Trust Services, LTA | 39,279 | $692.0K | 0.07% | +39,279 | New |
| Invesco Ltd. | 37,238 | $656.0K | 0.00% | +18,647+100.3% | Added |
| Walleye Trading LLC | 34,645 | $610.0K | 0.01% | +34,645 | New |
| California State Teachers Retirement System | 34,440 | $606.0K | 0.00% | −3,158−8.4% | Reduced |
| Rice Hall James & Associates, LLC | 32,434 | $571.0K | 0.02% | +1,001+3.2% | Added |
| Group One Trading, L.P. | 32,147 | $566.0K | 0.01% | −792−2.4% | Reduced |
| Algert Global LLC | 31,152 | $549.0K | 0.04% | +20,132+182.7% | Added |
| River & Mercantile Asset Management LLP | 30,400 | $535.0K | 0.07% | +30,400 | New |
| State of Wisconsin Investment Board | 30,300 | $534.0K | 0.00% | +30,300 | New |
| Qube Research & Technologies Ltd | 30,226 | $532.0K | 0.00% | −30,080−49.9% | Reduced |
| Occudo Quantitative Strategies LP | 29,998 | $528.0K | 0.04% | −42,363−58.5% | Reduced |
| Rhumbline Advisers | 28,995 | $511.0K | 0.00% | +1,007+3.6% | Added |
| Formula Growth Ltd | 27,900 | $491.0K | 0.09% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 26,960 | $474.0K | 0.00% | +5,576+26.1% | Added |
| B. Metzler seel. Sohn & Co. AG | 26,505 | $467.0K | 0.01% | +26,505 | New |
| Alliancebernstein L.P. | 26,200 | $461.0K | 0.00% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 25,106 | $442.1K | 0.00% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 24,903 | $439.0K | 0.00% | −155,746−86.2% | Reduced |
| Schonfeld Strategic Advisors LLC | 23,300 | $411.0K | 0.00% | +23,300 | New |
| IndexIQ Advisors LLC | 22,638 | $399.0K | 0.01% | +22,638 | New |
| New York State Common Retirement Fund | 20,658 | $364.0K | 0.00% | +15+0.1% | Added |
| Deutsche Bank AG | 20,500 | $361.0K | 0.00% | −1,741−7.8% | Reduced |
| Wells Fargo & Company | 19,978 | $352.0K | 0.00% | −9,451−32.1% | Reduced |
| Credit Suisse AG | 18,662 | $328.0K | 0.00% | +1,402+8.1% | Added |
| Bank of America Corp | 18,433 | $325.0K | 0.00% | −28,925−61.1% | Reduced |
| Squarepoint Ops LLC | 17,910 | $315.0K | 0.00% | −8,086−31.1% | Reduced |
| BNP Paribas Arbitrage, SA | 17,823 | $313.9K | 0.00% | +5,944+50.0% | Added |
| Boothbay Fund Management, LLC | 17,665 | $311.0K | 0.01% | +17,665 | New |
| Stifel Financial Corp | 17,079 | $301.0K | 0.00% | +2,460+16.8% | Added |
| MetLife Investment Management | 15,875 | $279.6K | 0.00% | +5,736+56.6% | Added |
| M&T Bank Corp | 15,628 | $275.0K | 0.00% | +1,298+9.1% | Added |
| Baird Financial Group, Inc. | 14,656 | $258.0K | 0.00% | +1,459+11.1% | Added |
| Trexquant Investment LP | 14,597 | $257.0K | 0.01% | +14,597 | New |
| Green Square Capital Advisors LLC | 14,411 | $254.0K | 0.04% | 00.0% | Unchanged |
| American International Group, Inc. | 14,348 | $253.0K | 0.00% | −1,010−6.6% | Reduced |