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 |
|---|---|---|---|---|---|
| Parallel Advisors, LLC | 5 | $0 | 0.00% | −219−97.8% | Reduced |
| Huntington National Bank | 1 | $0 | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 9 | $0 | 0.00% | −4−30.8% | Reduced |
| Anchor Investment Management, LLC | 17 | $299 | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 23 | $405 | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 42 | $1.00K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 39 | $1.00K | 0.00% | +39 | New |
| TCWP LLC | 84 | $1.00K | 0.00% | +84 | New |
| EverSource Wealth Advisors, LLC | 173 | $3.00K | 0.00% | −84−32.7% | Reduced |
| Lindbrook Capital, LLC | 170 | $3.00K | 0.00% | +170 | New |
| Signaturefd, LLC | 209 | $4.00K | 0.00% | −1,303−86.2% | Reduced |
| Quadrant Capital Group LLC | 248 | $4.00K | 0.00% | −835−77.1% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 248 | $4.00K | 0.00% | +88+55.0% | Added |
| TCI Wealth Advisors, Inc. | 223 | $4.00K | 0.00% | +223 | New |
| Point72 Hong Kong Ltd | 204 | $4.00K | 0.00% | +204 | New |
| First Horizon Advisors, Inc. | 345 | $6.00K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 519 | $9.00K | 0.00% | −959−64.9% | Reduced |
| GHP Investment Advisors, Inc. | 653 | $11.0K | 0.00% | +653 | New |
| Macquarie Group Ltd | 668 | $12.0K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 1,000 | $18.0K | 0.00% | +1,000 | New |
| Toronto Dominion Bank | 1,250 | $22.0K | 0.00% | +1,250 | New |
| Metropolitan Life Insurance Co | 1,819 | $32.0K | 0.00% | −5,736−75.9% | Reduced |
| Great West Life Assurance Co | 1,769 | $33.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 2,219 | $39.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,447 | $43.0K | 0.00% | +1,658+210.1% | Added |
| US Bancorp | 2,635 | $46.0K | 0.00% | −582−18.1% | Reduced |
| Quantbot Technologies LP | 2,935 | $51.0K | 0.00% | −7,465−71.8% | Reduced |
| Royal Bank of Canada | 3,061 | $54.0K | 0.00% | −2,795−47.7% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 3,213 | $57.0K | 0.00% | −2−0.1% | Reduced |
| Leonteq Securities AG | 4,178 | $73.6K | 0.00% | +4,178 | New |
| UBS Group AG | 4,415 | $78.0K | 0.00% | −9,283−67.8% | Reduced |
| Amalgamated Bank | 4,706 | $83.0K | 0.00% | +4,706 | New |
| Amalgamated Financial Corp. | 4,706 | $83.0K | 0.00% | +4,706 | New |
| Barclays PLC | 4,813 | $85.0K | 0.00% | −30,265−86.3% | Reduced |
| Ensign Peak Advisors, Inc | 4,940 | $87.0K | 0.00% | +4,940 | New |
| Advisor Group Holdings, Inc. | 7,834 | $138.0K | 0.00% | −678−8.0% | Reduced |
| Citigroup Inc | 8,377 | $148.0K | 0.00% | −6,974−45.4% | Reduced |
| Thrivent Financial for Lutherans | 10,181 | $179.0K | 0.00% | 00.0% | Unchanged |
| Ergoteles LLC | 10,268 | $181.0K | 0.01% | +10,268 | New |
| State Board of Administration of Florida Retirement System | 10,974 | $193.0K | 0.00% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 11,744 | $207.0K | 0.00% | −50,454−81.1% | Reduced |
| Voya Investment Management LLC | 12,013 | $212.0K | 0.00% | +647+5.7% | Added |
| Manufacturers Life Insurance Company, The | 12,259 | $215.9K | 0.00% | −3,183−20.6% | Reduced |
| First Dallas Securities Inc. | 12,900 | $227.0K | 0.13% | +12,900 | New |
| Goff John C | 13,000 | $229.0K | 0.21% | 00.0% | Unchanged |
| Legal & General Group Plc | 13,235 | $233.0K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 13,688 | $241.0K | 0.00% | −24,376−64.0% | Reduced |
| Bayesian Capital Management, LP | 14,000 | $247.0K | 0.04% | +14,000 | New |
| We Are One Seven, LLC | 14,085 | $248.0K | 0.03% | +728+5.5% | Added |
| Wolverine Trading, LLC | 14,015 | $251.0K | 0.01% | −7,836−35.9% | Reduced |
| American International Group, Inc. | 14,348 | $253.0K | 0.00% | −1,010−6.6% | Reduced |
| Green Square Capital Advisors LLC | 14,411 | $254.0K | 0.04% | 00.0% | Unchanged |
| Trexquant Investment LP | 14,597 | $257.0K | 0.01% | +14,597 | New |
| Baird Financial Group, Inc. | 14,656 | $258.0K | 0.00% | +1,459+11.1% | Added |
| M&T Bank Corp | 15,628 | $275.0K | 0.00% | +1,298+9.1% | Added |
| MetLife Investment Management | 15,875 | $279.6K | 0.00% | +5,736+56.6% | Added |
| Stifel Financial Corp | 17,079 | $301.0K | 0.00% | +2,460+16.8% | Added |
| Boothbay Fund Management, LLC | 17,665 | $311.0K | 0.01% | +17,665 | New |
| BNP Paribas Arbitrage, SA | 17,823 | $313.9K | 0.00% | +5,944+50.0% | Added |
| Squarepoint Ops LLC | 17,910 | $315.0K | 0.00% | −8,086−31.1% | Reduced |
| Bank of America Corp | 18,433 | $325.0K | 0.00% | −28,925−61.1% | Reduced |
| Credit Suisse AG | 18,662 | $328.0K | 0.00% | +1,402+8.1% | Added |
| Wells Fargo & Company | 19,978 | $352.0K | 0.00% | −9,451−32.1% | Reduced |
| Deutsche Bank AG | 20,500 | $361.0K | 0.00% | −1,741−7.8% | Reduced |
| New York State Common Retirement Fund | 20,658 | $364.0K | 0.00% | +15+0.1% | Added |
| IndexIQ Advisors LLC | 22,638 | $399.0K | 0.01% | +22,638 | New |
| Schonfeld Strategic Advisors LLC | 23,300 | $411.0K | 0.00% | +23,300 | New |
| Two Sigma Investments, LP | 24,903 | $439.0K | 0.00% | −155,746−86.2% | Reduced |
| UBS Asset Management Americas Inc | 25,106 | $442.1K | 0.00% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 26,200 | $461.0K | 0.00% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. AG | 26,505 | $467.0K | 0.01% | +26,505 | New |
| Allspring Global Investments Holdings, LLC | 26,960 | $474.0K | 0.00% | +5,576+26.1% | Added |
| Formula Growth Ltd | 27,900 | $491.0K | 0.09% | 00.0% | Unchanged |
| Rhumbline Advisers | 28,995 | $511.0K | 0.00% | +1,007+3.6% | Added |
| Occudo Quantitative Strategies LP | 29,998 | $528.0K | 0.04% | −42,363−58.5% | Reduced |
| Qube Research & Technologies Ltd | 30,226 | $532.0K | 0.00% | −30,080−49.9% | Reduced |
| State of Wisconsin Investment Board | 30,300 | $534.0K | 0.00% | +30,300 | New |
| River & Mercantile Asset Management LLP | 30,400 | $535.0K | 0.07% | +30,400 | New |
| Algert Global LLC | 31,152 | $549.0K | 0.04% | +20,132+182.7% | Added |
| Group One Trading, L.P. | 32,147 | $566.0K | 0.01% | −792−2.4% | Reduced |
| Rice Hall James & Associates, LLC | 32,434 | $571.0K | 0.02% | +1,001+3.2% | Added |
| California State Teachers Retirement System | 34,440 | $606.0K | 0.00% | −3,158−8.4% | Reduced |
| Walleye Trading LLC | 34,645 | $610.0K | 0.01% | +34,645 | New |
| Invesco Ltd. | 37,238 | $656.0K | 0.00% | +18,647+100.3% | Added |
| HighTower Trust Services, LTA | 39,279 | $692.0K | 0.07% | +39,279 | New |
| Russell Investments Group, Ltd. | 41,530 | $730.0K | 0.00% | +9,339+29.0% | Added |
| Renaissance Technologies LLC | 47,717 | $840.0K | 0.00% | −113,026−70.3% | Reduced |
| Employees Retirement System of Texas | 49,000 | $863.0K | 0.01% | +23,000+88.5% | Added |
| Jane Street Group, LLC | 49,342 | $869.0K | 0.00% | −50,645−50.7% | Reduced |
| Gsa Capital Partners LLP | 50,749 | $894.0K | 0.12% | +14,063+38.3% | Added |
| Cubist Systematic Strategies, LLC | 51,651 | $910.0K | 0.01% | −96,397−65.1% | Reduced |
| Kennedy Capital Management, Inc. | 60,966 | $1.07M | 0.03% | +60,966 | New |
| AQR Capital Management LLC | 61,106 | $1.08M | 0.00% | +2,572+4.4% | Added |
| Swiss National Bank | 61,400 | $1.08M | 0.00% | +5,200+9.3% | Added |
| Morgan Stanley | 61,733 | $1.09M | 0.00% | −96,319−60.9% | Reduced |
| HAP Trading, LLC | 63,751 | $1.12M | 0.13% | +688+1.1% | Added |
| FMR LLC | 64,775 | $1.14M | 0.00% | +64,775 | New |
| Assenagon Asset Management S.A. | 65,284 | $1.15M | 0.00% | −20,527−23.9% | Reduced |
| Bluefin Capital Management, LLC | 68,793 | $1.21M | 0.21% | +28,285+69.8% | Added |
| Needham Investment Management LLC | 70,000 | $1.23M | 0.18% | −110,000−61.1% | Reduced |