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 |
|---|---|---|---|---|---|
| GPS Wealth Strategies Group, LLC | 39 | $0 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1 | $0 | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 45 | $0 | 0.00% | +34+309.1% | Added |
| Ellevest, Inc. | 58 | $0 | 0.00% | +48+480.0% | Added |
| SJS Investment Consulting Inc. | 30 | $0 | 0.00% | +30 | New |
| Anchor Investment Management, LLC | 17 | $138 | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 23 | $187 | 0.00% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 166 | $1.00K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 95 | $1.00K | 0.00% | +95 | New |
| Allworth Financial LP | 92 | $1.00K | 0.00% | +92 | New |
| Dark Forest Capital Management LP | 149 | $1.00K | 0.00% | +149 | New |
| Lindbrook Capital, LLC | 253 | $2.00K | 0.00% | −18−6.6% | Reduced |
| ClariVest Asset Management LLC | 265 | $2.00K | 0.00% | +265 | New |
| Parallel Advisors, LLC | 273 | $2.00K | 0.00% | +273 | New |
| Wipfli Financial Advisors LLC, | 276 | $2.00K | 0.00% | +276 | New |
| Aquatic Capital Management LLC | 400 | $3.00K | 0.00% | −100−20.0% | Reduced |
| Macquarie Group Ltd | 0 | $5.00K | 0.00% | −668−100.0% | Reduced |
| EverSource Wealth Advisors, LLC | 637 | $5.00K | 0.00% | +637 | New |
| Wells Fargo & Company | 1,154 | $9.00K | 0.00% | −102−8.1% | Reduced |
| Royal Bank of Canada | 1,354 | $11.0K | 0.00% | −430−24.1% | Reduced |
| Victory Capital Management Inc | 1,389 | $11.0K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 1,398 | $11.4K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,423 | $12.0K | 0.00% | +936+192.2% | Added |
| Signaturefd, LLC | 1,427 | $12.0K | 0.00% | +1,085+317.3% | Added |
| CWM, LLC | 1,633 | $13.0K | 0.00% | +1,633 | New |
| Great West Life Assurance Co | 1,769 | $14.0K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 1,819 | $14.8K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,175 | $18.0K | 0.00% | −23,041−91.4% | Reduced |
| Ameritas Investment Partners, Inc. | 2,219 | $18.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 2,983 | $24.0K | 0.00% | +1,295+76.7% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 3,213 | $26.0K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 3,669 | $30.0K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 7,125 | $57.0K | 0.00% | −1,668−19.0% | Reduced |
| Advisor Group Holdings, Inc. | 7,578 | $62.0K | 0.00% | −364−4.6% | Reduced |
| Walleye Trading LLC | 9,758 | $79.0K | 0.00% | −14,713−60.1% | Reduced |
| Ensign Peak Advisors, Inc | 9,850 | $80.0K | 0.00% | +4,910+99.4% | Added |
| UBS Group AG | 9,906 | $80.0K | 0.00% | +7,474+307.3% | Added |
| 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 |
| 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 |
| Voya Investment Management LLC | 12,013 | $97.7K | 0.00% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 12,081 | $98.2K | 0.00% | −125−1.0% | Reduced |
| State of Wyoming | 12,457 | $101.0K | 0.05% | +9,117+273.0% | Added |
| Jane Street Group, LLC | 12,629 | $103.0K | 0.00% | −83,786−86.9% | Reduced |
| Counterpoint Mutual Funds LLC | 12,850 | $104.0K | 0.25% | +12,850 | New |
| Acadian Asset Management LLC | 12,945 | $105.0K | 0.00% | +12,945 | New |
| Goff John C | 13,000 | $106.0K | 0.14% | 00.0% | Unchanged |
| Legal & General Group Plc | 13,388 | $109.0K | 0.00% | +960+7.7% | Added |
| American International Group, Inc. | 13,831 | $112.0K | 0.00% | +196+1.4% | Added |
| UBS Asset Management Americas Inc | 13,840 | $112.5K | 0.00% | −11,266−44.9% | Reduced |
| Green Square Capital Advisors LLC | 14,411 | $117.0K | 0.02% | 00.0% | Unchanged |
| Barclays PLC | 14,682 | $119.0K | 0.00% | +13,220+904.2% | Added |
| MetLife Investment Management | 15,875 | $129.1K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 16,045 | $130.0K | 0.00% | +293+1.9% | Added |
| XTX Topco Ltd | 16,515 | $134.0K | 0.03% | +16,515 | New |
| Stifel Financial Corp | 17,199 | $139.0K | 0.00% | +195+1.1% | Added |
| Group One Trading, L.P. | 17,249 | $140.0K | 0.00% | +17,249 | New |
| Credit Suisse AG | 17,156 | $141.0K | 0.00% | −459−2.6% | Reduced |
| First Dallas Securities Inc. | 19,500 | $159.0K | 0.11% | −900−4.4% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 20,195 | $164.2K | 0.02% | +20,195 | New |
| BNP Paribas Arbitrage, SA | 20,657 | $167.9K | 0.00% | +12,221+144.9% | Added |
| New York State Common Retirement Fund | 20,672 | $168.0K | 0.00% | +57+0.3% | Added |
| Natixis | 20,391 | $169.0K | 0.00% | +20,391 | New |
| HSBC Holdings PLC | 25,756 | $214.0K | 0.00% | +25,756 | New |
| Trexquant Investment LP | 27,343 | $222.0K | 0.01% | +27,343 | New |
| Formula Growth Ltd | 27,900 | $227.0K | 0.06% | 00.0% | Unchanged |
| Bluefin Capital Management, LLC | 28,204 | $229.0K | 0.02% | −50,462−64.1% | Reduced |
| Allspring Global Investments Holdings, LLC | 28,393 | $230.0K | 0.00% | +12,860+82.8% | Added |
| New York Life Investment Management LLC | 28,583 | $232.0K | 0.00% | +2,102+7.9% | Added |
| Jump Financial, LLC | 29,400 | $239.0K | 0.01% | +29,400 | New |
| Alliancebernstein L.P. | 32,300 | $263.0K | 0.00% | +2,500+8.4% | Added |
| Simplex Trading, LLC | 35,592 | $289.0K | 0.01% | +35,592 | New |
| Graham Capital Management, L.P. | 35,773 | $290.0K | 0.01% | +35,773 | New |
| California State Teachers Retirement System | 35,759 | $291.0K | 0.00% | −23−0.1% | Reduced |
| HighTower Trust Services, LTA | 39,600 | $322.0K | 0.04% | +39,600 | New |
| Invesco Ltd. | 40,433 | $329.0K | 0.00% | −1,552−3.7% | Reduced |
| CastleKnight Management LP | 43,000 | $350.0K | 0.11% | +43,000 | 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 |
| Dynamic Technology Lab Private Ltd | 44,523 | $362.0K | 0.04% | +44,523 | New |
| M&T Bank Corp | 48,130 | $392.0K | 0.00% | +13,958+40.8% | Added |
| River & Mercantile Asset Management LLP | 49,800 | $405.0K | 0.08% | +15,400+44.8% | Added |
| Boothbay Fund Management, LLC | 53,901 | $438.0K | 0.01% | +53,901 | New |
| FMR LLC | 57,590 | $468.0K | 0.00% | −356−0.6% | Reduced |
| Bank of America Corp | 58,314 | $474.0K | 0.00% | +34,943+149.5% | Added |
| Kennedy Capital Management, Inc. | 60,280 | $490.0K | 0.01% | −112−0.2% | Reduced |
| Swiss National Bank | 66,800 | $543.0K | 0.00% | +2,100+3.2% | Added |
| Motley Fool Asset Management LLC | 71,690 | $583.0K | 0.06% | −3,552−4.7% | Reduced |
| Engineers Gate Manager LP | 76,215 | $620.0K | 0.04% | +20,698+37.3% | Added |
| Hillsdale Investment Management Inc. | 79,632 | $647.0K | 0.06% | +79,632 | New |
| Cubist Systematic Strategies, LLC | 81,237 | $660.0K | 0.00% | +69,426+587.8% | Added |
| State of Wisconsin Investment Board | 81,560 | $663.0K | 0.00% | +16,934+26.2% | Added |
| Comerica Bank | 100,158 | $698.0K | 0.01% | 00.0% | Unchanged |
| Nuveen Asset Management, LLC | 101,258 | $823.0K | 0.00% | −4,073−3.9% | Reduced |
| Goldman Sachs Group Inc | 104,499 | $850.0K | 0.00% | +67,957+186.0% | Added |
| Assenagon Asset Management S.A. | 124,863 | $1.01M | 0.00% | −165,442−57.0% | Reduced |
| Bank of New York Mellon Corp | 136,983 | $1.11M | 0.00% | +10,692+8.5% | Added |
| Lannebo Fonder AB | 145,865 | $1.19M | 0.24% | 00.0% | Unchanged |
| Norges Bank | 154,900 | $1.26M | 0.00% | +154,900 | New |