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, Q2 2022
Institutional positions in Upland Software, Inc. as of Jun 30, 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
- 128
- −19 vs. Q1 2022
- Shares held
- 23.4M
- −667.7K (−2.8%) vs. Q1 2022
- Total value
- $339.3M
- −$84.1M (−19.9%) vs. Q1 2022
- New holders
- 12
- 46 more added
- Sold out
- 31
- 49 more reduced
3 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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, Q2 2022
Shares, value and share of portfolio for each institution holding Upland Software, Inc.; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Marathon Asset Mgmt Ltd | 2,451,702 | $35.6M | 0.59% | −103,464−4.0% | Reduced |
| BlackRock Inc. | 2,274,844 | $33.0M | 0.00% | +383,082+20.3% | Added |
| Vanguard Group Inc | 1,970,887 | $28.6M | 0.00% | −54,423−2.7% | Reduced |
| New South Capital Management Inc | 1,163,354 | $16.9M | 0.77% | −21,718−1.8% | Reduced |
| Bernzott Capital Advisors | 1,106,308 | $16.1M | 1.78% | +606+0.1% | Added |
| P2 Capital Partners, LLC | 950,000 | $13.8M | 1.56% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 847,195 | $12.3M | 0.03% | +537,658+173.7% | Added |
| State Street Corp | 776,621 | $11.3M | 0.00% | +18,501+2.4% | Added |
| Hodges Capital Management Inc. | 724,588 | $10.5M | 1.06% | +186,699+34.7% | Added |
| Dimensional Fund Advisors LP | 638,041 | $9.27M | 0.00% | +225,321+54.6% | Added |
| ArrowMark Colorado Holdings LLC | 609,501 | $8.85M | 0.10% | −39,277−6.1% | Reduced |
| Ameriprise Financial Inc | 528,366 | $7.67M | 0.00% | +2,059+0.4% | Added |
| Geode Capital Management, LLC | 513,081 | $7.45M | 0.00% | +28,798+5.9% | Added |
| Summit Creek Advisors LLC | 455,916 | $6.62M | 0.84% | +600.0% | Added |
| Needham Investment Management LLC | 435,000 | $6.32M | 1.18% | +365,000+521.4% | Added |
| G2 Investment Partners Management LLC | 418,707 | $6.08M | 1.94% | +72,215+20.8% | Added |
| Motley Fool Wealth Management, LLC | 383,554 | $5.57M | 0.35% | −17,890−4.5% | Reduced |
| William Blair Investment Management, LLC | 377,699 | $5.48M | 0.02% | −224,296−37.3% | Reduced |
| D. E. Shaw & Co., Inc. | 371,861 | $5.40M | 0.01% | −32,915−8.1% | Reduced |
| Millennium Management LLC | 364,049 | $5.29M | 0.01% | −26,108−6.7% | Reduced |
| Monarch Partners Asset Management LLC | 358,165 | $5.20M | 1.45% | +75,383+26.7% | Added |
| Scout Investments, Inc. | 354,748 | $5.15M | 0.10% | +9,738+2.8% | Added |
| Wedge Capital Management L L P | 341,585 | $4.96M | 0.08% | −16,104−4.5% | Reduced |
| Public Employees Retirement System of Ohio | 300,020 | $4.36M | 0.02% | 00.0% | Unchanged |
| Northern Trust Corp | 296,054 | $4.30M | 0.00% | −8,591−2.8% | Reduced |
| Assenagon Asset Management S.A. | 290,305 | $4.21M | 0.02% | +225,021+344.7% | Added |
| Jacobs Levy Equity Management, Inc | 235,277 | $3.42M | 0.03% | −51,822−18.1% | Reduced |
| Royce & Associates LP | 221,056 | $3.21M | 0.03% | +10,500+5.0% | Added |
| Nordea Investment Management AB | 221,390 | $3.10M | 0.00% | −26,234−10.6% | Reduced |
| Charles Schwab Investment Management Inc | 191,927 | $2.79M | 0.00% | −6,039−3.1% | Reduced |
| Morgan Stanley | 160,885 | $2.34M | 0.00% | +99,152+160.6% | Added |
| Citadel Advisors LLC | 147,412 | $2.14M | 0.00% | +67,371+84.2% | Added |
| Lannebo Fonder AB | 145,865 | $2.12M | 0.39% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 126,291 | $1.83M | 0.00% | −383−0.3% | Reduced |
| Prudential Financial Inc | 125,955 | $1.83M | 0.00% | −26,800−17.5% | Reduced |
| Tocqueville Asset Management L.P. | 106,800 | $1.55M | 0.03% | +25,000+30.6% | Added |
| Renaissance Technologies LLC | 105,617 | $1.53M | 0.00% | +57,900+121.3% | Added |
| Nuveen Asset Management, LLC | 105,331 | $1.53M | 0.00% | −12,392−10.5% | Reduced |
| HAP Trading, LLC | 97,616 | $1.42M | 0.18% | +33,865+53.1% | Added |
| Jane Street Group, LLC | 96,415 | $1.40M | 0.00% | +47,073+95.4% | Added |
| Caption Management, LLC | 91,227 | $1.32M | 0.12% | +15,700+20.8% | Added |
| Rafferty Asset Management, LLC | 89,088 | $1.29M | 0.01% | −15,681−15.0% | Reduced |
| Comerica Bank | 100,158 | $1.20M | 0.01% | 00.0% | Unchanged |
| Motley Fool Asset Management LLC | 75,242 | $1.15M | 0.11% | −7,696−9.3% | Reduced |
| Bluefin Capital Management, LLC | 78,666 | $1.13M | 0.16% | +9,873+14.4% | Added |
| Russell Investments Group, Ltd. | 77,546 | $1.13M | 0.00% | +36,016+86.7% | Added |
| Cornercap Investment Counsel Inc | 75,402 | $1.09M | 0.19% | +75,402 | New |
| PEAK6 Investments LLC | 74,376 | $1.08M | 0.02% | −7,285−8.9% | Reduced |
| Gsa Capital Partners LLP | 72,255 | $1.05M | 0.16% | +21,506+42.4% | Added |
| Swiss National Bank | 64,700 | $939.0K | 0.00% | +3,300+5.4% | Added |
| State of Wisconsin Investment Board | 64,626 | $938.0K | 0.00% | +34,326+113.3% | Added |
| Kennedy Capital Management, Inc. | 60,392 | $877.0K | 0.02% | −574−0.9% | Reduced |
| FMR LLC | 57,946 | $841.0K | 0.00% | −6,829−10.5% | Reduced |
| Engineers Gate Manager LP | 55,517 | $806.0K | 0.03% | +55,517 | New |
| AQR Capital Management LLC | 51,549 | $748.0K | 0.00% | −9,557−15.6% | Reduced |
| Employees Retirement System of Texas | 49,000 | $711.0K | 0.01% | 00.0% | Unchanged |
| Invesco Ltd. | 41,985 | $609.0K | 0.00% | +4,747+12.7% | Added |
| Rhumbline Advisers | 41,465 | $602.0K | 0.00% | +12,470+43.0% | Added |
| Versor Investments LP | 37,070 | $538.0K | 0.02% | +37,070 | New |
| Goldman Sachs Group Inc | 36,542 | $530.0K | 0.00% | −361,311−90.8% | Reduced |
| California State Teachers Retirement System | 35,782 | $520.0K | 0.00% | +1,342+3.9% | Added |
| River & Mercantile Asset Management LLP | 34,400 | $499.0K | 0.09% | +4,000+13.2% | Added |
| M&T Bank Corp | 34,172 | $496.0K | 0.00% | +18,544+118.7% | Added |
| Rice Hall James & Associates, LLC | 33,473 | $486.0K | 0.02% | +1,039+3.2% | Added |
| Alliancebernstein L.P. | 29,800 | $433.0K | 0.00% | +3,600+13.7% | Added |
| Formula Growth Ltd | 27,900 | $405.0K | 0.11% | 00.0% | Unchanged |
| New York Life Investment Management LLC | 26,481 | $385.0K | 0.00% | +26,481 | New |
| Tower Research Capital LLC (TRC) | 25,216 | $366.0K | 0.01% | +22,769+930.5% | Added |
| UBS Asset Management Americas Inc | 25,106 | $364.5K | 0.00% | 00.0% | Unchanged |
| Walleye Trading LLC | 24,471 | $355.0K | 0.01% | −10,174−29.4% | Reduced |
| Bank of America Corp | 23,371 | $339.0K | 0.00% | +4,938+26.8% | Added |
| New York State Common Retirement Fund | 20,615 | $299.0K | 0.00% | −43−0.2% | Reduced |
| First Dallas Securities Inc. | 20,400 | $296.0K | 0.20% | +7,500+58.1% | Added |
| Credit Suisse AG | 17,615 | $256.0K | 0.00% | −1,047−5.6% | Reduced |
| Deutsche Bank AG | 17,441 | $253.0K | 0.00% | −3,059−14.9% | Reduced |
| Stifel Financial Corp | 17,004 | $247.0K | 0.00% | −75−0.4% | Reduced |
| Occudo Quantitative Strategies LP | 16,308 | $237.0K | 0.02% | −13,690−45.6% | Reduced |
| MetLife Investment Management | 15,875 | $230.5K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 15,752 | $229.0K | 0.00% | +2,064+15.1% | Added |
| Voloridge Investment Management, LLC | 15,680 | $228.0K | 0.00% | −98,329−86.2% | Reduced |
| Allspring Global Investments Holdings, LLC | 15,533 | $225.0K | 0.00% | −11,427−42.4% | Reduced |
| Green Square Capital Advisors LLC | 14,411 | $209.0K | 0.04% | 00.0% | Unchanged |
| We Are One Seven, LLC | 13,865 | $201.0K | 0.03% | −220−1.6% | Reduced |
| American International Group, Inc. | 13,635 | $198.0K | 0.00% | −713−5.0% | Reduced |
| Goff John C | 13,000 | $189.0K | 0.23% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 12,966 | $188.0K | 0.00% | −10,334−44.4% | Reduced |
| Legal & General Group Plc | 12,428 | $181.0K | 0.00% | −807−6.1% | Reduced |
| Manufacturers Life Insurance Company, The | 12,206 | $177.2K | 0.00% | −53−0.4% | Reduced |
| Voya Investment Management LLC | 12,013 | $174.0K | 0.00% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 11,811 | $171.0K | 0.00% | −39,840−77.1% | Reduced |
| HRT Financial LP | 11,403 | $165.0K | 0.00% | +11,403 | New |
| State Board of Administration of Florida Retirement System | 10,984 | $159.0K | 0.00% | +10+0.1% | Added |
| SG Americas Securities, LLC | 10,848 | $158.0K | 0.00% | +10,848 | New |
| Citigroup Inc | 8,793 | $128.0K | 0.00% | +416+5.0% | Added |
| BNP Paribas Arbitrage, SA | 8,436 | $122.5K | 0.00% | −9,387−52.7% | Reduced |
| Advisor Group Holdings, Inc. | 7,942 | $116.0K | 0.00% | +108+1.4% | Added |
| Ensign Peak Advisors, Inc | 4,940 | $72.0K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 3,669 | $53.0K | 0.00% | −1,037−22.0% | Reduced |
| State of Wyoming | 3,340 | $48.0K | 0.03% | +3,340 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 3,213 | $47.0K | 0.00% | 00.0% | Unchanged |