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 |
|---|---|---|---|---|---|
| UBS Group AG | 9,906 | $80.0K | 0.00% | +7,474+307.3% | Added |
| Walleye Trading LLC | 9,758 | $79.0K | 0.00% | −14,713−60.1% | Reduced |
| Advisor Group Holdings, Inc. | 7,578 | $62.0K | 0.00% | −364−4.6% | Reduced |
| Citigroup Inc | 7,125 | $57.0K | 0.00% | −1,668−19.0% | Reduced |
| Amalgamated Bank | 3,669 | $30.0K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 3,213 | $26.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 2,983 | $24.0K | 0.00% | +1,295+76.7% | Added |
| 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 |
| Metropolitan Life Insurance Co | 1,819 | $14.8K | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 1,769 | $14.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,633 | $13.0K | 0.00% | +1,633 | New |
| 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 |
| Leonteq Securities AG | 1,398 | $11.4K | 0.00% | 00.0% | Unchanged |
| 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 |
| Wells Fargo & Company | 1,154 | $9.00K | 0.00% | −102−8.1% | Reduced |
| Macquarie Group Ltd | 0 | $5.00K | 0.00% | −668−100.0% | Reduced |
| EverSource Wealth Advisors, LLC | 637 | $5.00K | 0.00% | +637 | New |
| Aquatic Capital Management LLC | 400 | $3.00K | 0.00% | −100−20.0% | Reduced |
| 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 |
| 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 |
| American Portfolios Advisors | 23 | $187 | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 17 | $138 | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |