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 |
|---|---|---|---|---|---|
| Huntington National Bank | 1 | $0 | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 11 | $0 | 0.00% | +2+22.2% | Added |
| Ellevest, Inc. | 10 | $0 | 0.00% | +10 | New |
| Anchor Investment Management, LLC | 17 | $247 | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 23 | $334 | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 39 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 67 | $1.00K | 0.00% | +67 | New |
| Migdal Insurance & Financial Holdings Ltd. | 166 | $2.00K | 0.00% | −82−33.1% | Reduced |
| ACG Wealth | 150 | $2.00K | 0.00% | +150 | New |
| Ahrens Investment Partners LLC | 135 | $2.00K | 0.00% | +135 | New |
| Captrust Financial Advisors | 175 | $3.00K | 0.00% | −344−66.3% | Reduced |
| Lindbrook Capital, LLC | 271 | $4.00K | 0.00% | +101+59.4% | Added |
| Signaturefd, LLC | 342 | $5.00K | 0.00% | +133+63.6% | Added |
| Quadrant Capital Group LLC | 487 | $7.00K | 0.00% | +239+96.4% | Added |
| Aquatic Capital Management LLC | 500 | $7.00K | 0.00% | +500 | New |
| Macquarie Group Ltd | 668 | $10.0K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 1,256 | $18.0K | 0.00% | −18,722−93.7% | Reduced |
| Victory Capital Management Inc | 1,389 | $20.0K | 0.00% | −120,512−98.9% | Reduced |
| Leonteq Securities AG | 1,398 | $20.3K | 0.00% | −2,780−66.5% | Reduced |
| Barclays PLC | 1,462 | $21.0K | 0.00% | −3,351−69.6% | Reduced |
| US Bancorp | 1,688 | $24.0K | 0.00% | −947−35.9% | Reduced |
| Royal Bank of Canada | 1,784 | $26.0K | 0.00% | −1,277−41.7% | Reduced |
| Great West Life Assurance Co | 1,769 | $26.0K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 1,819 | $26.4K | 0.00% | 00.0% | Unchanged |
| Toronto Dominion Bank | 1,900 | $28.0K | 0.00% | +650+52.0% | Added |
| Quantbot Technologies LP | 2,127 | $30.0K | 0.00% | −808−27.5% | Reduced |
| Ameritas Investment Partners, Inc. | 2,219 | $32.0K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 2,432 | $36.0K | 0.00% | −1,983−44.9% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 3,213 | $47.0K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 3,340 | $48.0K | 0.03% | +3,340 | New |
| Amalgamated Bank | 3,669 | $53.0K | 0.00% | −1,037−22.0% | Reduced |
| Ensign Peak Advisors, Inc | 4,940 | $72.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 7,942 | $116.0K | 0.00% | +108+1.4% | Added |
| BNP Paribas Arbitrage, SA | 8,436 | $122.5K | 0.00% | −9,387−52.7% | Reduced |
| Citigroup Inc | 8,793 | $128.0K | 0.00% | +416+5.0% | Added |
| SG Americas Securities, LLC | 10,848 | $158.0K | 0.00% | +10,848 | New |
| State Board of Administration of Florida Retirement System | 10,984 | $159.0K | 0.00% | +10+0.1% | Added |
| HRT Financial LP | 11,403 | $165.0K | 0.00% | +11,403 | New |
| Cubist Systematic Strategies, LLC | 11,811 | $171.0K | 0.00% | −39,840−77.1% | Reduced |
| Voya Investment Management LLC | 12,013 | $174.0K | 0.00% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 12,206 | $177.2K | 0.00% | −53−0.4% | Reduced |
| Legal & General Group Plc | 12,428 | $181.0K | 0.00% | −807−6.1% | Reduced |
| Schonfeld Strategic Advisors LLC | 12,966 | $188.0K | 0.00% | −10,334−44.4% | Reduced |
| Goff John C | 13,000 | $189.0K | 0.23% | 00.0% | Unchanged |
| American International Group, Inc. | 13,635 | $198.0K | 0.00% | −713−5.0% | Reduced |
| We Are One Seven, LLC | 13,865 | $201.0K | 0.03% | −220−1.6% | Reduced |
| Green Square Capital Advisors LLC | 14,411 | $209.0K | 0.04% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 15,533 | $225.0K | 0.00% | −11,427−42.4% | Reduced |
| Voloridge Investment Management, LLC | 15,680 | $228.0K | 0.00% | −98,329−86.2% | Reduced |
| JPMorgan Chase & Co | 15,752 | $229.0K | 0.00% | +2,064+15.1% | Added |
| MetLife Investment Management | 15,875 | $230.5K | 0.00% | 00.0% | Unchanged |
| Occudo Quantitative Strategies LP | 16,308 | $237.0K | 0.02% | −13,690−45.6% | Reduced |
| Stifel Financial Corp | 17,004 | $247.0K | 0.00% | −75−0.4% | Reduced |
| Deutsche Bank AG | 17,441 | $253.0K | 0.00% | −3,059−14.9% | Reduced |
| Credit Suisse AG | 17,615 | $256.0K | 0.00% | −1,047−5.6% | Reduced |
| First Dallas Securities Inc. | 20,400 | $296.0K | 0.20% | +7,500+58.1% | Added |
| New York State Common Retirement Fund | 20,615 | $299.0K | 0.00% | −43−0.2% | Reduced |
| Bank of America Corp | 23,371 | $339.0K | 0.00% | +4,938+26.8% | Added |
| Walleye Trading LLC | 24,471 | $355.0K | 0.01% | −10,174−29.4% | Reduced |
| UBS Asset Management Americas Inc | 25,106 | $364.5K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 25,216 | $366.0K | 0.01% | +22,769+930.5% | Added |
| New York Life Investment Management LLC | 26,481 | $385.0K | 0.00% | +26,481 | New |
| Formula Growth Ltd | 27,900 | $405.0K | 0.11% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 29,800 | $433.0K | 0.00% | +3,600+13.7% | Added |
| Rice Hall James & Associates, LLC | 33,473 | $486.0K | 0.02% | +1,039+3.2% | Added |
| M&T Bank Corp | 34,172 | $496.0K | 0.00% | +18,544+118.7% | Added |
| River & Mercantile Asset Management LLP | 34,400 | $499.0K | 0.09% | +4,000+13.2% | Added |
| California State Teachers Retirement System | 35,782 | $520.0K | 0.00% | +1,342+3.9% | Added |
| Goldman Sachs Group Inc | 36,542 | $530.0K | 0.00% | −361,311−90.8% | Reduced |
| Versor Investments LP | 37,070 | $538.0K | 0.02% | +37,070 | New |
| Rhumbline Advisers | 41,465 | $602.0K | 0.00% | +12,470+43.0% | Added |
| Invesco Ltd. | 41,985 | $609.0K | 0.00% | +4,747+12.7% | Added |
| Employees Retirement System of Texas | 49,000 | $711.0K | 0.01% | 00.0% | Unchanged |
| AQR Capital Management LLC | 51,549 | $748.0K | 0.00% | −9,557−15.6% | Reduced |
| Engineers Gate Manager LP | 55,517 | $806.0K | 0.03% | +55,517 | New |
| FMR LLC | 57,946 | $841.0K | 0.00% | −6,829−10.5% | Reduced |
| Kennedy Capital Management, Inc. | 60,392 | $877.0K | 0.02% | −574−0.9% | Reduced |
| State of Wisconsin Investment Board | 64,626 | $938.0K | 0.00% | +34,326+113.3% | Added |
| Swiss National Bank | 64,700 | $939.0K | 0.00% | +3,300+5.4% | Added |
| Gsa Capital Partners LLP | 72,255 | $1.05M | 0.16% | +21,506+42.4% | Added |
| PEAK6 Investments LLC | 74,376 | $1.08M | 0.02% | −7,285−8.9% | Reduced |
| Cornercap Investment Counsel Inc | 75,402 | $1.09M | 0.19% | +75,402 | New |
| Russell Investments Group, Ltd. | 77,546 | $1.13M | 0.00% | +36,016+86.7% | Added |
| Bluefin Capital Management, LLC | 78,666 | $1.13M | 0.16% | +9,873+14.4% | Added |
| Motley Fool Asset Management LLC | 75,242 | $1.15M | 0.11% | −7,696−9.3% | Reduced |
| Comerica Bank | 100,158 | $1.20M | 0.01% | 00.0% | Unchanged |
| Rafferty Asset Management, LLC | 89,088 | $1.29M | 0.01% | −15,681−15.0% | Reduced |
| Caption Management, LLC | 91,227 | $1.32M | 0.12% | +15,700+20.8% | Added |
| Jane Street Group, LLC | 96,415 | $1.40M | 0.00% | +47,073+95.4% | Added |
| HAP Trading, LLC | 97,616 | $1.42M | 0.18% | +33,865+53.1% | Added |
| Nuveen Asset Management, LLC | 105,331 | $1.53M | 0.00% | −12,392−10.5% | Reduced |
| Renaissance Technologies LLC | 105,617 | $1.53M | 0.00% | +57,900+121.3% | Added |
| Tocqueville Asset Management L.P. | 106,800 | $1.55M | 0.03% | +25,000+30.6% | Added |
| Prudential Financial Inc | 125,955 | $1.83M | 0.00% | −26,800−17.5% | Reduced |
| Bank of New York Mellon Corp | 126,291 | $1.83M | 0.00% | −383−0.3% | Reduced |
| Lannebo Fonder AB | 145,865 | $2.12M | 0.39% | 00.0% | Unchanged |
| Citadel Advisors LLC | 147,412 | $2.14M | 0.00% | +67,371+84.2% | Added |
| Morgan Stanley | 160,885 | $2.34M | 0.00% | +99,152+160.6% | Added |
| Charles Schwab Investment Management Inc | 191,927 | $2.79M | 0.00% | −6,039−3.1% | Reduced |
| Nordea Investment Management AB | 221,390 | $3.10M | 0.00% | −26,234−10.6% | Reduced |