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 |
|---|---|---|---|---|---|
| Russell Investments Group, Ltd. | 157,418 | $1.28M | 0.00% | +79,872+103.0% | Added |
| Arrowstreet Capital, Limited Partnership | 165,920 | $1.35M | 0.00% | +165,920 | New |
| Monarch Partners Asset Management LLC | 179,313 | $1.46M | 0.44% | −178,852−49.9% | Reduced |
| Charles Schwab Investment Management Inc | 213,622 | $1.74M | 0.00% | +21,695+11.3% | Added |
| Nordea Investment Management AB | 215,830 | $1.80M | 0.00% | −5,560−2.5% | Reduced |
| AQR Capital Management LLC | 223,916 | $1.82M | 0.00% | +172,367+334.4% | Added |
| Susquehanna International Group, LLP | 224,377 | $1.82M | 0.00% | +224,377 | New |
| Royce & Associates LP | 225,956 | $1.84M | 0.02% | +4,900+2.2% | Added |
| Morgan Stanley | 238,060 | $1.94M | 0.00% | +77,175+48.0% | Added |
| Tocqueville Asset Management L.P. | 246,800 | $2.01M | 0.04% | +140,000+131.1% | 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 |
| Prudential Financial Inc | 292,255 | $2.38M | 0.00% | +166,300+132.0% | Added |
| Wedge Capital Management L L P | 338,495 | $2.75M | 0.05% | −3,090−0.9% | Reduced |
| Public Employees Retirement System of Ohio | 354,334 | $2.88M | 0.01% | +54,314+18.1% | Added |
| Dimensional Fund Advisors LP | 361,324 | $2.94M | 0.00% | −276,717−43.4% | Reduced |
| Rice Hall James & Associates, LLC | 365,016 | $2.97M | 0.17% | +331,543+990.5% | Added |
| Motley Fool Wealth Management, LLC | 368,161 | $2.99M | 0.20% | −15,393−4.0% | Reduced |
| Renaissance Technologies LLC | 423,686 | $3.44M | 0.00% | +318,069+301.2% | Added |
| Summit Creek Advisors LLC | 440,631 | $3.58M | 0.49% | −15,285−3.4% | Reduced |
| Hodges Capital Management Inc. | 460,810 | $3.75M | 0.62% | −263,778−36.4% | Reduced |
| Geode Capital Management, LLC | 530,079 | $4.31M | 0.00% | +16,998+3.3% | Added |
| Bernzott Capital Advisors | 571,966 | $4.65M | 0.64% | −534,342−48.3% | Reduced |
| D. E. Shaw & Co., Inc. | 594,571 | $4.83M | 0.01% | +222,710+59.9% | Added |
| Jacobs Levy Equity Management, Inc | 618,322 | $5.03M | 0.04% | +383,045+162.8% | Added |
| Millennium Management LLC | 692,931 | $5.63M | 0.01% | +328,882+90.3% | Added |
| Ameriprise Financial Inc | 722,102 | $5.87M | 0.00% | +193,736+36.7% | Added |
| Needham Investment Management LLC | 725,000 | $5.89M | 1.15% | +290,000+66.7% | Added |
| State Street Corp | 797,396 | $6.48M | 0.00% | +20,775+2.7% | Added |
| Federated Hermes, Inc. | 860,460 | $7.00M | 0.02% | +13,265+1.6% | Added |
| ArrowMark Colorado Holdings LLC | 932,562 | $7.58M | 0.09% | +323,061+53.0% | Added |
| P2 Capital Partners, LLC | 950,000 | $7.72M | 0.95% | 00.0% | Unchanged |
| New South Capital Management Inc | 1,161,736 | $9.45M | 0.46% | −1,618−0.1% | Reduced |
| Marathon Asset Mgmt Ltd | 1,327,021 | $10.8M | 0.32% | −1,124,681−45.9% | Reduced |
| Vanguard Group Inc | 2,185,822 | $17.8M | 0.00% | +214,935+10.9% | Added |
| BlackRock Inc. | 2,446,754 | $19.9M | 0.00% | +171,910+7.6% | Added |
| G2 Investment Partners Management LLC | 0 | $0 | 0.00% | −418,707−100.0% | Sold out |
| William Blair Investment Management, LLC | 0 | $0 | 0.00% | −377,699−100.0% | Sold out |
| Scout Investments, Inc. | 0 | $0 | 0.00% | −354,748−100.0% | Sold out |
| HAP Trading, LLC | 0 | $0 | 0.00% | −97,616−100.0% | Sold out |
| Caption Management, LLC | 0 | $0 | 0.00% | −91,227−100.0% | Sold out |
| Rafferty Asset Management, LLC | 0 | $0 | 0.00% | −89,088−100.0% | Sold out |
| Cornercap Investment Counsel Inc | 0 | $0 | 0.00% | −75,402−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −74,376−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −72,255−100.0% | Sold out |
| Employees Retirement System of Texas | 0 | $0 | 0.00% | −49,000−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −37,070−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −16,308−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −15,680−100.0% | Sold out |
| We Are One Seven, LLC | 0 | $0 | 0.00% | −13,865−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −12,966−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −11,403−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −10,848−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −2,127−100.0% | Sold out |
| Toronto Dominion Bank | 0 | $0 | 0.00% | −1,900−100.0% | Sold out |
| Captrust Financial Advisors | 0 | $0 | 0.00% | −175−100.0% | Sold out |
| ACG Wealth | 0 | $0 | 0.00% | −150−100.0% | Sold out |
| Ahrens Investment Partners LLC | 0 | $0 | 0.00% | −135−100.0% | Sold out |
| Capital Advisors, Ltd. LLC | 0 | $0 | 0.00% | −67−100.0% | Sold out |