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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.

Q1 2022 vs. Q4 2021

How the institutions holding Upland Software, Inc. changed between Q4 2021 and Q1 2022.

All holders in Q1 2022All holders in Q4 2021

13F holders of UPLD: Q4 2021 compared with Q1 2022
MeasureQ4 2021Of which not filed for Q1 2022Q1 2022Change
Holders1561150−5
Shares24.6M52424.2M−405.0K (−1.6%)
Value$442.6M$9.00K$426.2M−$16.4M (−3.7%)

1 institution that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so the changes leave them out.

New holders (27)

Institutions that held Upland Software, Inc. at the end of Q1 2022 but not at the end of Q4 2021.

Institutions new to UPLD in Q1 2022
InstitutionSharesValue% of portfolio
Federated Hermes, Inc.309,537$5.45M0.01%
FMR LLC64,775$1.14M0.00%
Kennedy Capital Management, Inc.60,966$1.07M0.03%
HighTower Trust Services, LTA39,279$692.0K0.07%
Walleye Trading LLC34,645$610.0K0.01%
River & Mercantile Asset Management LLP30,400$535.0K0.07%
State of Wisconsin Investment Board30,300$534.0K0.00%
B. Metzler seel. Sohn & Co. AG26,505$467.0K0.01%
Schonfeld Strategic Advisors LLC23,300$411.0K0.00%
IndexIQ Advisors LLC22,638$399.0K0.01%
Boothbay Fund Management, LLC17,665$311.0K0.01%
Trexquant Investment LP14,597$257.0K0.01%
Bayesian Capital Management, LP14,000$247.0K0.04%
First Dallas Securities Inc.12,900$227.0K0.13%
Ergoteles LLC10,268$181.0K0.01%
Ensign Peak Advisors, Inc4,940$87.0K0.00%
Amalgamated Bank4,706$83.0K0.00%
Amalgamated Financial Corp.4,706$83.0K0.00%
Leonteq Securities AG4,178$73.6K0.00%
Toronto Dominion Bank1,250$22.0K0.00%
Nisa Investment Advisors, LLC1,000$18.0K0.00%
GHP Investment Advisors, Inc.653$11.0K0.00%
TCI Wealth Advisors, Inc.223$4.00K0.00%
Point72 Hong Kong Ltd204$4.00K0.00%
Lindbrook Capital, LLC170$3.00K0.00%
GPS Wealth Strategies Group, LLC39$1.00K0.00%
TCWP LLC84$1.00K0.00%

Sold out (32)

Institutions that held Upland Software, Inc. at the end of Q4 2021 and filed for Q1 2022 without it.

Not filed for Q1 2022 yet (1)

Institutions that held Upland Software, Inc. at the end of Q4 2021 and haven't filed a 13F for Q1 2022. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding UPLD in Q4 2021 that haven't filed for Q1 2022
InstitutionShares, Q4 2021Value, Q4 2021
NEXT Financial Group, Inc524$9.00K