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 |
|---|---|---|---|---|---|
| Royce & Associates LP | 221,056 | $3.21M | 0.03% | +10,500+5.0% | Added |
| Jacobs Levy Equity Management, Inc | 235,277 | $3.42M | 0.03% | −51,822−18.1% | Reduced |
| Assenagon Asset Management S.A. | 290,305 | $4.21M | 0.02% | +225,021+344.7% | Added |
| Northern Trust Corp | 296,054 | $4.30M | 0.00% | −8,591−2.8% | Reduced |
| Public Employees Retirement System of Ohio | 300,020 | $4.36M | 0.02% | 00.0% | Unchanged |
| Wedge Capital Management L L P | 341,585 | $4.96M | 0.08% | −16,104−4.5% | Reduced |
| Scout Investments, Inc. | 354,748 | $5.15M | 0.10% | +9,738+2.8% | Added |
| Monarch Partners Asset Management LLC | 358,165 | $5.20M | 1.45% | +75,383+26.7% | Added |
| Millennium Management LLC | 364,049 | $5.29M | 0.01% | −26,108−6.7% | Reduced |
| D. E. Shaw & Co., Inc. | 371,861 | $5.40M | 0.01% | −32,915−8.1% | Reduced |
| William Blair Investment Management, LLC | 377,699 | $5.48M | 0.02% | −224,296−37.3% | Reduced |
| Motley Fool Wealth Management, LLC | 383,554 | $5.57M | 0.35% | −17,890−4.5% | Reduced |
| G2 Investment Partners Management LLC | 418,707 | $6.08M | 1.94% | +72,215+20.8% | Added |
| Needham Investment Management LLC | 435,000 | $6.32M | 1.18% | +365,000+521.4% | Added |
| Summit Creek Advisors LLC | 455,916 | $6.62M | 0.84% | +600.0% | Added |
| Geode Capital Management, LLC | 513,081 | $7.45M | 0.00% | +28,798+5.9% | Added |
| Ameriprise Financial Inc | 528,366 | $7.67M | 0.00% | +2,059+0.4% | Added |
| ArrowMark Colorado Holdings LLC | 609,501 | $8.85M | 0.10% | −39,277−6.1% | Reduced |
| Dimensional Fund Advisors LP | 638,041 | $9.27M | 0.00% | +225,321+54.6% | Added |
| Hodges Capital Management Inc. | 724,588 | $10.5M | 1.06% | +186,699+34.7% | Added |
| State Street Corp | 776,621 | $11.3M | 0.00% | +18,501+2.4% | Added |
| Federated Hermes, Inc. | 847,195 | $12.3M | 0.03% | +537,658+173.7% | Added |
| P2 Capital Partners, LLC | 950,000 | $13.8M | 1.56% | 00.0% | Unchanged |
| Bernzott Capital Advisors | 1,106,308 | $16.1M | 1.78% | +606+0.1% | Added |
| New South Capital Management Inc | 1,163,354 | $16.9M | 0.77% | −21,718−1.8% | Reduced |
| Vanguard Group Inc | 1,970,887 | $28.6M | 0.00% | −54,423−2.7% | Reduced |
| BlackRock Inc. | 2,274,844 | $33.0M | 0.00% | +383,082+20.3% | Added |
| Marathon Asset Mgmt Ltd | 2,451,702 | $35.6M | 0.59% | −103,464−4.0% | Reduced |
| Cooper Investors Pty Ltd | 0 | $0 | 0.00% | −585,020−100.0% | Sold out |
| WCM Investment Management, LLC | 0 | $0 | 0.00% | −420,011−100.0% | Sold out |
| Norges Bank | 0 | $0 | 0.00% | −253,400−100.0% | Sold out |
| Knott David M Jr | 0 | $0 | 0.00% | −200,000−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −159,200−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −127,857−100.0% | Sold out |
| Putnam Investments LLC | 0 | $0 | 0.00% | −79,099−100.0% | Sold out |
| HighTower Trust Services, LTA | 0 | $0 | 0.00% | −39,279−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −32,147−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −31,152−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −30,226−100.0% | Sold out |
| B. Metzler seel. Sohn & Co. AG | 0 | $0 | 0.00% | −26,505−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −24,903−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −17,910−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −17,665−100.0% | Sold out |
| Baird Financial Group, Inc. | 0 | $0 | 0.00% | −14,656−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −14,597−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −14,015−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −14,000−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −11,744−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −10,268−100.0% | Sold out |
| Thrivent Financial for Lutherans | 0 | $0 | 0.00% | −10,181−100.0% | Sold out |
| Nisa Investment Advisors, LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| GHP Investment Advisors, Inc. | 0 | $0 | 0.00% | −653−100.0% | Sold out |
| First Horizon Advisors, Inc. | 0 | $0 | 0.00% | −345−100.0% | Sold out |
| TCI Wealth Advisors, Inc. | 0 | $0 | 0.00% | −223−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −204−100.0% | Sold out |
| EverSource Wealth Advisors, LLC | 0 | $0 | 0.00% | −173−100.0% | Sold out |
| Newbridge Financial Services Group, Inc. | 0 | $0 | 0.00% | −42−100.0% | Sold out |
| TCWP LLC | 0 | $0 | 0.00% | −84−100.0% | Sold out |
| Parallel Advisors, LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Parametric Portfolio Associates LLC | – | – | – | – | Not filed |
| IndexIQ Advisors LLC | – | – | – | – | Not filed |
| Amalgamated Financial Corp. | – | – | – | – | Not filed |