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, Q3 2022
Institutional positions in Upland Software, Inc. as of Sep 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
- 136
- +8 vs. Q2 2022
- Shares held
- 23.9M
- +518.3K (+2.2%) vs. Q2 2022
- Total value
- $194.3M
- −$145.0M (−42.7%) vs. Q2 2022
- New holders
- 31
- 50 more added
- Sold out
- 23
- 34 more reduced
Compare with Q2 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, Q3 2022
Shares, value and share of portfolio for each institution holding Upland Software, Inc.; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 2,446,754 | $19.9M | 0.00% | +171,910+7.6% | Added |
| Vanguard Group Inc | 2,185,822 | $17.8M | 0.00% | +214,935+10.9% | Added |
| Marathon Asset Mgmt Ltd | 1,327,021 | $10.8M | 0.32% | −1,124,681−45.9% | Reduced |
| New South Capital Management Inc | 1,161,736 | $9.45M | 0.46% | −1,618−0.1% | Reduced |
| P2 Capital Partners, LLC | 950,000 | $7.72M | 0.95% | 00.0% | Unchanged |
| ArrowMark Colorado Holdings LLC | 932,562 | $7.58M | 0.09% | +323,061+53.0% | Added |
| Federated Hermes, Inc. | 860,460 | $7.00M | 0.02% | +13,265+1.6% | Added |
| State Street Corp | 797,396 | $6.48M | 0.00% | +20,775+2.7% | Added |
| Needham Investment Management LLC | 725,000 | $5.89M | 1.15% | +290,000+66.7% | Added |
| Ameriprise Financial Inc | 722,102 | $5.87M | 0.00% | +193,736+36.7% | Added |
| Millennium Management LLC | 692,931 | $5.63M | 0.01% | +328,882+90.3% | Added |
| Jacobs Levy Equity Management, Inc | 618,322 | $5.03M | 0.04% | +383,045+162.8% | Added |
| D. E. Shaw & Co., Inc. | 594,571 | $4.83M | 0.01% | +222,710+59.9% | Added |
| Bernzott Capital Advisors | 571,966 | $4.65M | 0.64% | −534,342−48.3% | Reduced |
| Geode Capital Management, LLC | 530,079 | $4.31M | 0.00% | +16,998+3.3% | Added |
| Hodges Capital Management Inc. | 460,810 | $3.75M | 0.62% | −263,778−36.4% | Reduced |
| Summit Creek Advisors LLC | 440,631 | $3.58M | 0.49% | −15,285−3.4% | Reduced |
| Renaissance Technologies LLC | 423,686 | $3.44M | 0.00% | +318,069+301.2% | Added |
| Motley Fool Wealth Management, LLC | 368,161 | $2.99M | 0.20% | −15,393−4.0% | Reduced |
| Rice Hall James & Associates, LLC | 365,016 | $2.97M | 0.17% | +331,543+990.5% | Added |
| Dimensional Fund Advisors LP | 361,324 | $2.94M | 0.00% | −276,717−43.4% | Reduced |
| Public Employees Retirement System of Ohio | 354,334 | $2.88M | 0.01% | +54,314+18.1% | Added |
| Wedge Capital Management L L P | 338,495 | $2.75M | 0.05% | −3,090−0.9% | Reduced |
| Prudential Financial Inc | 292,255 | $2.38M | 0.00% | +166,300+132.0% | Added |
| Northern Trust Corp | 286,429 | $2.33M | 0.00% | −9,625−3.3% | Reduced |
| Citadel Advisors LLC | 286,462 | $2.33M | 0.00% | +139,050+94.3% | Added |
| Tocqueville Asset Management L.P. | 246,800 | $2.01M | 0.04% | +140,000+131.1% | Added |
| Morgan Stanley | 238,060 | $1.94M | 0.00% | +77,175+48.0% | Added |
| Royce & Associates LP | 225,956 | $1.84M | 0.02% | +4,900+2.2% | Added |
| Susquehanna International Group, LLP | 224,377 | $1.82M | 0.00% | +224,377 | New |
| AQR Capital Management LLC | 223,916 | $1.82M | 0.00% | +172,367+334.4% | Added |
| Nordea Investment Management AB | 215,830 | $1.80M | 0.00% | −5,560−2.5% | Reduced |
| Charles Schwab Investment Management Inc | 213,622 | $1.74M | 0.00% | +21,695+11.3% | Added |
| Monarch Partners Asset Management LLC | 179,313 | $1.46M | 0.44% | −178,852−49.9% | Reduced |
| Arrowstreet Capital, Limited Partnership | 165,920 | $1.35M | 0.00% | +165,920 | New |
| Russell Investments Group, Ltd. | 157,418 | $1.28M | 0.00% | +79,872+103.0% | Added |
| Norges Bank | 154,900 | $1.26M | 0.00% | +154,900 | New |
| Lannebo Fonder AB | 145,865 | $1.19M | 0.24% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 136,983 | $1.11M | 0.00% | +10,692+8.5% | Added |
| Assenagon Asset Management S.A. | 124,863 | $1.01M | 0.00% | −165,442−57.0% | Reduced |
| Goldman Sachs Group Inc | 104,499 | $850.0K | 0.00% | +67,957+186.0% | Added |
| Nuveen Asset Management, LLC | 101,258 | $823.0K | 0.00% | −4,073−3.9% | Reduced |
| Comerica Bank | 100,158 | $698.0K | 0.01% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 81,560 | $663.0K | 0.00% | +16,934+26.2% | Added |
| Cubist Systematic Strategies, LLC | 81,237 | $660.0K | 0.00% | +69,426+587.8% | Added |
| Hillsdale Investment Management Inc. | 79,632 | $647.0K | 0.06% | +79,632 | New |
| Engineers Gate Manager LP | 76,215 | $620.0K | 0.04% | +20,698+37.3% | Added |
| Motley Fool Asset Management LLC | 71,690 | $583.0K | 0.06% | −3,552−4.7% | Reduced |
| Swiss National Bank | 66,800 | $543.0K | 0.00% | +2,100+3.2% | Added |
| Kennedy Capital Management, Inc. | 60,280 | $490.0K | 0.01% | −112−0.2% | Reduced |
| Bank of America Corp | 58,314 | $474.0K | 0.00% | +34,943+149.5% | Added |
| FMR LLC | 57,590 | $468.0K | 0.00% | −356−0.6% | Reduced |
| Boothbay Fund Management, LLC | 53,901 | $438.0K | 0.01% | +53,901 | New |
| River & Mercantile Asset Management LLP | 49,800 | $405.0K | 0.08% | +15,400+44.8% | Added |
| M&T Bank Corp | 48,130 | $392.0K | 0.00% | +13,958+40.8% | Added |
| Dynamic Technology Lab Private Ltd | 44,523 | $362.0K | 0.04% | +44,523 | New |
| Rhumbline Advisers | 43,880 | $357.0K | 0.00% | +2,415+5.8% | Added |
| Panagora Asset Management Inc | 43,942 | $357.0K | 0.00% | +43,942 | New |
| CastleKnight Management LP | 43,000 | $350.0K | 0.11% | +43,000 | New |
| Invesco Ltd. | 40,433 | $329.0K | 0.00% | −1,552−3.7% | Reduced |
| HighTower Trust Services, LTA | 39,600 | $322.0K | 0.04% | +39,600 | New |
| California State Teachers Retirement System | 35,759 | $291.0K | 0.00% | −23−0.1% | Reduced |
| Graham Capital Management, L.P. | 35,773 | $290.0K | 0.01% | +35,773 | New |
| Simplex Trading, LLC | 35,592 | $289.0K | 0.01% | +35,592 | New |
| Alliancebernstein L.P. | 32,300 | $263.0K | 0.00% | +2,500+8.4% | Added |
| Jump Financial, LLC | 29,400 | $239.0K | 0.01% | +29,400 | New |
| New York Life Investment Management LLC | 28,583 | $232.0K | 0.00% | +2,102+7.9% | Added |
| Allspring Global Investments Holdings, LLC | 28,393 | $230.0K | 0.00% | +12,860+82.8% | Added |
| Bluefin Capital Management, LLC | 28,204 | $229.0K | 0.02% | −50,462−64.1% | Reduced |
| Formula Growth Ltd | 27,900 | $227.0K | 0.06% | 00.0% | Unchanged |
| Trexquant Investment LP | 27,343 | $222.0K | 0.01% | +27,343 | New |
| HSBC Holdings PLC | 25,756 | $214.0K | 0.00% | +25,756 | New |
| Natixis | 20,391 | $169.0K | 0.00% | +20,391 | New |
| New York State Common Retirement Fund | 20,672 | $168.0K | 0.00% | +57+0.3% | Added |
| BNP Paribas Arbitrage, SA | 20,657 | $167.9K | 0.00% | +12,221+144.9% | Added |
| Y-Intercept (Hong Kong) Ltd | 20,195 | $164.2K | 0.02% | +20,195 | New |
| First Dallas Securities Inc. | 19,500 | $159.0K | 0.11% | −900−4.4% | Reduced |
| Credit Suisse AG | 17,156 | $141.0K | 0.00% | −459−2.6% | Reduced |
| Group One Trading, L.P. | 17,249 | $140.0K | 0.00% | +17,249 | New |
| Stifel Financial Corp | 17,199 | $139.0K | 0.00% | +195+1.1% | Added |
| XTX Topco Ltd | 16,515 | $134.0K | 0.03% | +16,515 | New |
| JPMorgan Chase & Co | 16,045 | $130.0K | 0.00% | +293+1.9% | Added |
| MetLife Investment Management | 15,875 | $129.1K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 14,682 | $119.0K | 0.00% | +13,220+904.2% | Added |
| Green Square Capital Advisors LLC | 14,411 | $117.0K | 0.02% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 13,840 | $112.5K | 0.00% | −11,266−44.9% | Reduced |
| American International Group, Inc. | 13,831 | $112.0K | 0.00% | +196+1.4% | Added |
| Legal & General Group Plc | 13,388 | $109.0K | 0.00% | +960+7.7% | Added |
| Goff John C | 13,000 | $106.0K | 0.14% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 12,945 | $105.0K | 0.00% | +12,945 | New |
| Counterpoint Mutual Funds LLC | 12,850 | $104.0K | 0.25% | +12,850 | New |
| Jane Street Group, LLC | 12,629 | $103.0K | 0.00% | −83,786−86.9% | Reduced |
| State of Wyoming | 12,457 | $101.0K | 0.05% | +9,117+273.0% | Added |
| Manufacturers Life Insurance Company, The | 12,081 | $98.2K | 0.00% | −125−1.0% | Reduced |
| Voya Investment Management LLC | 12,013 | $97.7K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 11,923 | $97.0K | 0.00% | −5,518−31.6% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 11,946 | $97.0K | 0.00% | +11,946 | New |
| State Board of Administration of Florida Retirement System | 10,984 | $89.0K | 0.00% | 00.0% | Unchanged |
| Verition Fund Management LLC | 10,989 | $89.0K | 0.00% | +10,989 | New |
| Ensign Peak Advisors, Inc | 9,850 | $80.0K | 0.00% | +4,910+99.4% | Added |