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 |
|---|---|---|---|---|---|
| Wolverine Trading, LLC | 14,015 | $251.0K | 0.01% | −7,836−35.9% | Reduced |
| We Are One Seven, LLC | 14,085 | $248.0K | 0.03% | +728+5.5% | Added |
| Bayesian Capital Management, LP | 14,000 | $247.0K | 0.04% | +14,000 | New |
| JPMorgan Chase & Co | 13,688 | $241.0K | 0.00% | −24,376−64.0% | Reduced |
| Legal & General Group Plc | 13,235 | $233.0K | 0.00% | 00.0% | Unchanged |
| Goff John C | 13,000 | $229.0K | 0.21% | 00.0% | Unchanged |
| First Dallas Securities Inc. | 12,900 | $227.0K | 0.13% | +12,900 | New |
| Manufacturers Life Insurance Company, The | 12,259 | $215.9K | 0.00% | −3,183−20.6% | Reduced |
| Voya Investment Management LLC | 12,013 | $212.0K | 0.00% | +647+5.7% | Added |
| ExodusPoint Capital Management, LP | 11,744 | $207.0K | 0.00% | −50,454−81.1% | Reduced |
| State Board of Administration of Florida Retirement System | 10,974 | $193.0K | 0.00% | 00.0% | Unchanged |
| Ergoteles LLC | 10,268 | $181.0K | 0.01% | +10,268 | New |
| Thrivent Financial for Lutherans | 10,181 | $179.0K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 8,377 | $148.0K | 0.00% | −6,974−45.4% | Reduced |
| Advisor Group Holdings, Inc. | 7,834 | $138.0K | 0.00% | −678−8.0% | Reduced |
| Ensign Peak Advisors, Inc | 4,940 | $87.0K | 0.00% | +4,940 | New |
| Barclays PLC | 4,813 | $85.0K | 0.00% | −30,265−86.3% | Reduced |
| Amalgamated Bank | 4,706 | $83.0K | 0.00% | +4,706 | New |
| Amalgamated Financial Corp. | 4,706 | $83.0K | 0.00% | +4,706 | New |
| UBS Group AG | 4,415 | $78.0K | 0.00% | −9,283−67.8% | Reduced |
| Leonteq Securities AG | 4,178 | $73.6K | 0.00% | +4,178 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 3,213 | $57.0K | 0.00% | −2−0.1% | Reduced |
| Royal Bank of Canada | 3,061 | $54.0K | 0.00% | −2,795−47.7% | Reduced |
| Quantbot Technologies LP | 2,935 | $51.0K | 0.00% | −7,465−71.8% | Reduced |
| US Bancorp | 2,635 | $46.0K | 0.00% | −582−18.1% | Reduced |
| Tower Research Capital LLC (TRC) | 2,447 | $43.0K | 0.00% | +1,658+210.1% | Added |
| Ameritas Investment Partners, Inc. | 2,219 | $39.0K | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 1,769 | $33.0K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 1,819 | $32.0K | 0.00% | −5,736−75.9% | Reduced |
| Toronto Dominion Bank | 1,250 | $22.0K | 0.00% | +1,250 | New |
| Nisa Investment Advisors, LLC | 1,000 | $18.0K | 0.00% | +1,000 | New |
| Macquarie Group Ltd | 668 | $12.0K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 653 | $11.0K | 0.00% | +653 | New |
| Captrust Financial Advisors | 519 | $9.00K | 0.00% | −959−64.9% | Reduced |
| First Horizon Advisors, Inc. | 345 | $6.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| EverSource Wealth Advisors, LLC | 173 | $3.00K | 0.00% | −84−32.7% | Reduced |
| Lindbrook Capital, LLC | 170 | $3.00K | 0.00% | +170 | New |
| 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 |
| American Portfolios Advisors | 23 | $405 | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 17 | $299 | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |