Upland Software, Inc.

UPLD

Exchange: Nasdaq
Industry: Services-Prepackaged Software
SEC CIK: 0001505155

SEC filings (opens in a new tab)

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.

Q3 2022 vs. Q2 2022

How the institutions holding Upland Software, Inc. changed between Q2 2022 and Q3 2022.

All holders in Q3 2022 All holders in Q2 2022

13F holders of UPLD: Q2 2022 compared with Q3 2022
Measure	Q2 2022	Q3 2022	Change
Holders	128	136	+8
Shares	23.4M	23.9M	+518.3K (+2.2%)
Value	$339.3M	$194.3M	−$145.0M (−42.7%)

New holders (31)

Institutions that held Upland Software, Inc. at the end of Q3 2022 but not at the end of Q2 2022.

Institutions new to UPLD in Q3 2022
Institution	Shares	Value	% of portfolio
Susquehanna International Group, LLP	224,377	$1.82M	0.00%
Arrowstreet Capital, Limited Partnership	165,920	$1.35M	0.00%
Norges Bank	154,900	$1.26M	0.00%
Hillsdale Investment Management Inc.	79,632	$647.0K	0.06%
Boothbay Fund Management, LLC	53,901	$438.0K	0.01%
Dynamic Technology Lab Private Ltd	44,523	$362.0K	0.04%
Panagora Asset Management Inc	43,942	$357.0K	0.00%
CastleKnight Management LP	43,000	$350.0K	0.11%
HighTower Trust Services, LTA	39,600	$322.0K	0.04%
Graham Capital Management, L.P.	35,773	$290.0K	0.01%
Simplex Trading, LLC	35,592	$289.0K	0.01%
Jump Financial, LLC	29,400	$239.0K	0.01%
Trexquant Investment LP	27,343	$222.0K	0.01%
HSBC Holdings PLC	25,756	$214.0K	0.00%
Natixis	20,391	$169.0K	0.00%
Y-Intercept (Hong Kong) Ltd	20,195	$164.2K	0.02%
Group One Trading, L.P.	17,249	$140.0K	0.00%
XTX Topco Ltd	16,515	$134.0K	0.03%
Acadian Asset Management LLC	12,945	$105.0K	0.00%
Counterpoint Mutual Funds LLC	12,850	$104.0K	0.25%
Mirae Asset Global Investments Co., Ltd.	11,946	$97.0K	0.00%
Verition Fund Management LLC	10,989	$89.0K	0.00%
CWM, LLC	1,633	$13.0K	0.00%
EverSource Wealth Advisors, LLC	637	$5.00K	0.00%
ClariVest Asset Management LLC	265	$2.00K	0.00%
Parallel Advisors, LLC	273	$2.00K	0.00%
Wipfli Financial Advisors LLC,	276	$2.00K	0.00%
Umb Bank N A	95	$1.00K	0.00%
Allworth Financial LP	92	$1.00K	0.00%
Dark Forest Capital Management LP	149	$1.00K	0.00%
SJS Investment Consulting Inc.	30	$0	0.00%

Sold out (23)

Institutions that held Upland Software, Inc. at the end of Q2 2022 and filed for Q3 2022 without it.

Institutions that sold out of UPLD in Q3 2022
Institution	Shares, Q2 2022	Value, Q2 2022
G2 Investment Partners Management LLC	418,707	$6.08M
William Blair Investment Management, LLC	377,699	$5.48M
Scout Investments, Inc.	354,748	$5.15M
HAP Trading, LLC	97,616	$1.42M
Caption Management, LLC	91,227	$1.32M
Rafferty Asset Management, LLC	89,088	$1.29M
Cornercap Investment Counsel Inc	75,402	$1.09M
PEAK6 Investments LLC	74,376	$1.08M
Gsa Capital Partners LLP	72,255	$1.05M
Employees Retirement System of Texas	49,000	$711.0K
Versor Investments LP	37,070	$538.0K
Occudo Quantitative Strategies LP	16,308	$237.0K
Voloridge Investment Management, LLC	15,680	$228.0K
We Are One Seven, LLC	13,865	$201.0K
Schonfeld Strategic Advisors LLC	12,966	$188.0K
HRT Financial LP	11,403	$165.0K
SG Americas Securities, LLC	10,848	$158.0K
Quantbot Technologies LP	2,127	$30.0K
Toronto Dominion Bank	1,900	$28.0K
Captrust Financial Advisors	175	$3.00K
ACG Wealth	150	$2.00K
Ahrens Investment Partners LLC	135	$2.00K
Capital Advisors, Ltd. LLC	67	$1.00K