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.
Q2 2022 vs. Q1 2022
How the institutions holding Upland Software, Inc. changed between Q1 2022 and Q2 2022.
All holders in Q2 2022All holders in Q1 2022
| Measure | Q1 2022 | Of which not filed for Q2 2022 | Q2 2022 | Change |
|---|---|---|---|---|
| Holders | 150 | 3 | 128 | −19 |
| Shares | 24.2M | 154.8K | 23.4M | −667.7K (−2.8%) |
| Value | $426.2M | $2.73M | $339.3M | −$84.1M (−19.9%) |
3 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so the changes leave them out.
New holders (12)
Institutions that held Upland Software, Inc. at the end of Q2 2022 but not at the end of Q1 2022.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Cornercap Investment Counsel Inc | 75,402 | $1.09M | 0.19% |
| Engineers Gate Manager LP | 55,517 | $806.0K | 0.03% |
| Versor Investments LP | 37,070 | $538.0K | 0.02% |
| New York Life Investment Management LLC | 26,481 | $385.0K | 0.00% |
| HRT Financial LP | 11,403 | $165.0K | 0.00% |
| SG Americas Securities, LLC | 10,848 | $158.0K | 0.00% |
| State of Wyoming | 3,340 | $48.0K | 0.03% |
| Aquatic Capital Management LLC | 500 | $7.00K | 0.00% |
| ACG Wealth | 150 | $2.00K | 0.00% |
| Ahrens Investment Partners LLC | 135 | $2.00K | 0.00% |
| Capital Advisors, Ltd. LLC | 67 | $1.00K | 0.00% |
| Ellevest, Inc. | 10 | $0 | 0.00% |
Sold out (31)
Institutions that held Upland Software, Inc. at the end of Q1 2022 and filed for Q2 2022 without it.
Not filed for Q2 2022 yet (3)
Institutions that held Upland Software, Inc. at the end of Q1 2022 and haven't filed a 13F for Q2 2022. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q1 2022 | Value, Q1 2022 |
|---|---|---|
| Parametric Portfolio Associates LLC | 127,417 | $2.24M |
| IndexIQ Advisors LLC | 22,638 | $399.0K |
| Amalgamated Financial Corp. | 4,706 | $83.0K |