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 |
|---|---|---|---|---|---|
| Caption Management, LLC | 75,527 | $1.33M | 0.09% | −938−1.2% | Reduced |
| Putnam Investments LLC | 79,099 | $1.39M | 0.00% | −19,026−19.4% | Reduced |
| Citadel Advisors LLC | 80,041 | $1.41M | 0.00% | −47,722−37.4% | Reduced |
| PEAK6 Investments LLC | 81,661 | $1.44M | 0.04% | −117,069−58.9% | Reduced |
| Tocqueville Asset Management L.P. | 81,800 | $1.44M | 0.02% | 00.0% | Unchanged |
| Motley Fool Asset Management LLC | 82,938 | $1.46M | 0.11% | −20,128−19.5% | Reduced |
| Comerica Bank | 100,158 | $1.55M | 0.01% | −9,440−8.6% | Reduced |
| Rafferty Asset Management, LLC | 104,769 | $1.84M | 0.01% | +34,457+49.0% | Added |
| Voloridge Investment Management, LLC | 114,009 | $2.01M | 0.01% | −13,684−10.7% | Reduced |
| Nuveen Asset Management, LLC | 117,723 | $2.01M | 0.00% | −3,462−2.9% | Reduced |
| Victory Capital Management Inc | 121,901 | $2.15M | 0.00% | −15,820−11.5% | Reduced |
| Bank of New York Mellon Corp | 126,674 | $2.23M | 0.00% | +4,439+3.6% | Added |
| Parametric Portfolio Associates LLC | 127,417 | $2.24M | 0.00% | +2,284+1.8% | Added |
| Marshall Wace, LLP | 127,857 | $2.25M | 0.00% | −163,482−56.1% | Reduced |
| Lannebo Fonder AB | 145,865 | $2.57M | 0.36% | +8,865+6.5% | Added |
| Prudential Financial Inc | 152,755 | $2.69M | 0.00% | +36,800+31.7% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 159,200 | $2.80M | 0.01% | −130,700−45.1% | Reduced |
| Charles Schwab Investment Management Inc | 197,966 | $3.49M | 0.00% | +5,151+2.7% | Added |
| Knott David M Jr | 200,000 | $3.52M | 1.21% | 00.0% | Unchanged |
| Royce & Associates LP | 210,556 | $3.71M | 0.03% | −86,661−29.2% | Reduced |
| Nordea Investment Management AB | 247,624 | $4.39M | 0.01% | +3,243+1.3% | Added |
| Norges Bank | 253,400 | $4.46M | 0.00% | +40,200+18.9% | Added |
| Monarch Partners Asset Management LLC | 282,782 | $4.98M | 1.11% | +155,418+122.0% | Added |
| Jacobs Levy Equity Management, Inc | 287,099 | $5.06M | 0.03% | +259,660+946.3% | Added |
| Public Employees Retirement System of Ohio | 300,020 | $5.28M | 0.02% | 00.0% | Unchanged |
| Northern Trust Corp | 304,645 | $5.37M | 0.00% | −12,862−4.1% | Reduced |
| Federated Hermes, Inc. | 309,537 | $5.45M | 0.01% | +309,537 | New |
| Scout Investments, Inc. | 345,010 | $6.08M | 0.10% | +94,828+37.9% | Added |
| G2 Investment Partners Management LLC | 346,492 | $6.10M | 1.45% | +264,492+322.6% | Added |
| Wedge Capital Management L L P | 357,689 | $6.30M | 0.08% | −12,481−3.4% | Reduced |
| Millennium Management LLC | 390,157 | $6.87M | 0.01% | −346,377−47.0% | Reduced |
| Goldman Sachs Group Inc | 397,853 | $7.01M | 0.00% | +18,967+5.0% | Added |
| Motley Fool Wealth Management, LLC | 401,444 | $7.07M | 0.34% | +9,528+2.4% | Added |
| D. E. Shaw & Co., Inc. | 404,776 | $7.13M | 0.01% | −21,230−5.0% | Reduced |
| Dimensional Fund Advisors LP | 412,720 | $7.27M | 0.00% | −15,526−3.6% | Reduced |
| WCM Investment Management, LLC | 420,011 | $7.40M | 0.02% | +23,309+5.9% | Added |
| Summit Creek Advisors LLC | 455,856 | $8.03M | 0.91% | +1,770+0.4% | Added |
| Geode Capital Management, LLC | 484,283 | $8.53M | 0.00% | −22,638−4.5% | Reduced |
| Ameriprise Financial Inc | 526,307 | $9.27M | 0.00% | +95,780+22.2% | Added |
| Hodges Capital Management Inc. | 537,889 | $9.47M | 0.75% | +306,645+132.6% | Added |
| Cooper Investors Pty Ltd | 585,020 | $10.3M | 0.72% | +43,429+8.0% | Added |
| William Blair Investment Management, LLC | 601,995 | $10.6M | 0.03% | +12,768+2.2% | Added |
| ArrowMark Colorado Holdings LLC | 648,778 | $11.4M | 0.10% | +30,208+4.9% | Added |
| State Street Corp | 758,120 | $13.3M | 0.00% | −21,743−2.8% | Reduced |
| P2 Capital Partners, LLC | 950,000 | $16.7M | 1.58% | 00.0% | Unchanged |
| Bernzott Capital Advisors | 1,105,702 | $19.5M | 1.79% | +13,781+1.3% | Added |
| New South Capital Management Inc | 1,185,072 | $20.9M | 0.78% | +58,380+5.2% | Added |
| BlackRock Inc. | 1,891,762 | $33.3M | 0.00% | +33,898+1.8% | Added |
| Vanguard Group Inc | 2,025,310 | $35.7M | 0.00% | +517,293+34.3% | Added |
| Marathon Asset Mgmt Ltd | 2,555,166 | $45.0M | 0.61% | −255,985−9.1% | Reduced |
| Proequities, Inc. | 0 | $0 | 0.00% | −428−100.0% | Sold out |
| RK Capital Management, LLC | 0 | $0 | 0.00% | −249,300−100.0% | Sold out |
| Wasatch Advisors Inc | 0 | $0 | 0.00% | −164,306−100.0% | Sold out |
| EMC Capital Management | 0 | $0 | 0.00% | −70,332−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −90,437−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −79,098−100.0% | Sold out |
| M&G Investment Management Ltd | 0 | $0 | 0.00% | −76,132−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −46,278−100.0% | Sold out |
| Cornercap Investment Counsel Inc | 0 | $0 | 0.00% | −45,931−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −36,558−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −32,715−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −31,189−100.0% | Sold out |
| Renaissance Group LLC | 0 | $0 | 0.00% | −30,495−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −27,700−100.0% | Sold out |
| Raymond James & Associates | 0 | $0 | 0.00% | −26,751−100.0% | Sold out |
| AMG National Trust Bank | 0 | $0 | 0.00% | −25,472−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −24,089−100.0% | Sold out |
| Aristides Capital LLC | 0 | $0 | 0.00% | −11,886−100.0% | Sold out |
| Blair William & Co | 0 | $0 | 0.00% | −10,643−100.0% | Sold out |
| PDT Partners, LLC | 0 | $0 | 0.00% | −10,333−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −5,730−100.0% | Sold out |
| Eaton Vance Management | 0 | $0 | 0.00% | −4,500−100.0% | Sold out |
| Cutler Group LP | 0 | $0 | 0.00% | −4,000−100.0% | Sold out |
| Counterpoint Mutual Funds LLC | 0 | $0 | 0.00% | −1,303−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −832−100.0% | Sold out |
| Umb Bank N A | 0 | $0 | 0.00% | −371−100.0% | Sold out |
| Fifth Third Bancorp | 0 | $0 | 0.00% | −132−100.0% | Sold out |
| Chilton Capital Management LLC | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Confluence Wealth Services, Inc. | 0 | $0 | 0.00% | −66−100.0% | Sold out |
| McDonald Partners LLC | 0 | $0 | 0.00% | −33−100.0% | Sold out |
| Absolute Capital Management, LLC | 0 | $0 | 0.00% | −33−100.0% | Sold out |
| Glassman Wealth Services | 0 | $0 | 0.00% | −21−100.0% | Sold out |
| NEXT Financial Group, Inc | – | – | – | – | Not filed |