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, Q4 2022
Institutional positions in Upland Software, Inc. as of Dec 31, 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
- 132
- −2 vs. Q3 2022
- Shares held
- 24.7M
- +837.1K (+3.5%) vs. Q3 2022
- Total value
- $176.4M
- −$17.9M (−9.2%) vs. Q3 2022
- New holders
- 28
- 48 more added
- Sold out
- 30
- 41 more reduced
2 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding Upland Software, Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 2,465,451 | $17.6M | 0.00% | +279,629+12.8% | Added |
| BlackRock Inc. | 2,247,557 | $16.0M | 0.00% | −199,197−8.1% | Reduced |
| Marathon Asset Mgmt Ltd | 1,273,897 | $9.08M | 0.24% | −53,124−4.0% | Reduced |
| Hodges Capital Management Inc. | 1,214,258 | $8.66M | 0.75% | +753,448+163.5% | Added |
| ArrowMark Colorado Holdings LLC | 1,211,701 | $8.64M | 0.10% | +279,139+29.9% | Added |
| New South Capital Management Inc | 940,814 | $6.71M | 0.31% | −220,922−19.0% | Reduced |
| Ameriprise Financial Inc | 878,367 | $6.26M | 0.00% | +156,265+21.6% | Added |
| Federated Hermes, Inc. | 850,281 | $6.06M | 0.02% | −10,179−1.2% | Reduced |
| Millennium Management LLC | 843,921 | $6.02M | 0.01% | +150,990+21.8% | Added |
| D. E. Shaw & Co., Inc. | 808,171 | $5.76M | 0.01% | +213,600+35.9% | Added |
| JPMorgan Chase & Co | 754,080 | $5.38M | 0.00% | +738,035+4,599.8% | Added |
| Hillsdale Investment Management Inc. | 606,706 | $4.33M | 0.37% | +527,074+661.9% | Added |
| AQR Capital Management LLC | 572,015 | $4.08M | 0.01% | +348,099+155.5% | Added |
| Geode Capital Management, LLC | 556,676 | $3.97M | 0.00% | +26,597+5.0% | Added |
| Needham Investment Management LLC | 542,500 | $3.87M | 0.70% | −182,500−25.2% | Reduced |
| State Street Corp | 515,445 | $3.68M | 0.00% | −281,951−35.4% | Reduced |
| Prudential Financial Inc | 481,955 | $3.44M | 0.01% | +189,700+64.9% | Added |
| Summit Creek Advisors LLC | 428,453 | $3.05M | 0.42% | −12,178−2.8% | Reduced |
| Rice Hall James & Associates, LLC | 407,084 | $2.90M | 0.17% | +42,068+11.5% | Added |
| Citadel Advisors LLC | 334,140 | $2.38M | 0.00% | +47,678+16.6% | Added |
| Motley Fool Wealth Management, LLC | 329,224 | $2.35M | 0.16% | −38,937−10.6% | Reduced |
| First Eagle Investment Management, LLC | 311,504 | $2.22M | 0.01% | +311,504 | New |
| Dimensional Fund Advisors LP | 309,563 | $2.21M | 0.00% | −51,761−14.3% | Reduced |
| Invenomic Capital Management LP | 303,035 | $2.16M | 0.16% | +303,035 | New |
| Public Employees Retirement System of Ohio | 270,777 | $1.93M | 0.01% | −83,557−23.6% | Reduced |
| Palogic Value Management, L.P. | 265,000 | $1.89M | 0.99% | +265,000 | New |
| Northern Trust Corp | 263,792 | $1.88M | 0.00% | −22,637−7.9% | Reduced |
| Morgan Stanley | 239,232 | $1.71M | 0.00% | +1,172+0.5% | Added |
| Skylands Capital, LLC | 230,000 | $1.64M | 0.26% | +230,000 | New |
| Charles Schwab Investment Management Inc | 216,923 | $1.55M | 0.00% | +3,301+1.5% | Added |
| Royce & Associates LP | 194,100 | $1.38M | 0.01% | −31,856−14.1% | Reduced |
| Allspring Global Investments Holdings, LLC | 187,904 | $1.34M | 0.00% | +159,511+561.8% | Added |
| Monarch Partners Asset Management LLC | 180,627 | $1.29M | 0.38% | +1,314+0.7% | Added |
| Bank of New York Mellon Corp | 177,576 | $1.27M | 0.00% | +40,593+29.6% | Added |
| Motley Fool Asset Management LLC | 169,438 | $1.21M | 0.14% | +97,748+136.3% | Added |
| Tocqueville Asset Management L.P. | 165,000 | $1.18M | 0.02% | −81,800−33.1% | Reduced |
| Lannebo Fonder AB | 145,865 | $1.04M | 0.20% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 144,410 | $1.03M | 0.00% | −79,967−35.6% | Reduced |
| Arrowstreet Capital, Limited Partnership | 132,880 | $947.0K | 0.00% | −33,040−19.9% | Reduced |
| Nuveen Asset Management, LLC | 124,843 | $890.0K | 0.00% | +23,585+23.3% | Added |
| Goldman Sachs Group Inc | 106,469 | $759.1K | 0.00% | +1,970+1.9% | Added |
| Graham Capital Management, L.P. | 102,616 | $731.7K | 0.03% | +66,843+186.9% | Added |
| CastleKnight Management LP | 100,358 | $715.6K | 0.21% | +57,358+133.4% | Added |
| State of Wisconsin Investment Board | 97,600 | $695.9K | 0.00% | +16,040+19.7% | Added |
| Bank of America Corp | 95,602 | $681.6K | 0.00% | +37,288+63.9% | Added |
| Renaissance Technologies LLC | 92,717 | $661.0K | 0.00% | −330,969−78.1% | Reduced |
| Russell Investments Group, Ltd. | 89,324 | $636.9K | 0.00% | −68,094−43.3% | Reduced |
| Panagora Asset Management Inc | 85,622 | $610.5K | 0.00% | +41,680+94.9% | Added |
| Jacobs Levy Equity Management, Inc | 84,182 | $600.2K | 0.00% | −534,140−86.4% | Reduced |
| Cubist Systematic Strategies, LLC | 82,054 | $585.0K | 0.01% | +817+1.0% | Added |
| Acadian Asset Management LLC | 78,428 | $558.0K | 0.00% | +65,483+505.9% | Added |
| M&T Bank Corp | 72,206 | $514.6K | 0.00% | +24,076+50.0% | Added |
| River & Mercantile Asset Management LLP | 71,829 | $513.0K | 0.11% | +22,029+44.2% | Added |
| Kennedy Capital Management, Inc. | 60,271 | $429.7K | 0.01% | −90.0% | Reduced |
| Assenagon Asset Management S.A. | 57,859 | $413.0K | 0.00% | −67,004−53.7% | Reduced |
| FMR LLC | 56,399 | $402.1K | 0.00% | −1,191−2.1% | Reduced |
| Jane Street Group, LLC | 55,722 | $397.3K | 0.00% | +43,093+341.2% | Added |
| Invesco Ltd. | 51,705 | $368.7K | 0.00% | +11,272+27.9% | Added |
| Alberta Investment Management Corp | 51,182 | $364.9K | 0.00% | +51,182 | New |
| Rhumbline Advisers | 44,887 | $320.0K | 0.00% | +1,007+2.3% | Added |
| Engineers Gate Manager LP | 40,847 | $291.2K | 0.02% | −35,368−46.4% | Reduced |
| HSBC Holdings PLC | 38,724 | $271.8K | 0.00% | +12,968+50.3% | Added |
| Alliancebernstein L.P. | 35,700 | $254.5K | 0.00% | +3,400+10.5% | Added |
| HighTower Trust Services, LTA | 39,279 | $249.0K | 0.02% | −321−0.8% | Reduced |
| Comerica Bank | 29,816 | $242.0K | 0.00% | −70,342−70.2% | Reduced |
| New York Life Investment Management LLC | 32,212 | $229.7K | 0.00% | +3,629+12.7% | Added |
| Seizert Capital Partners, LLC | 31,181 | $222.3K | 0.01% | +31,181 | New |
| UBS Group AG | 29,100 | $207.5K | 0.00% | +19,194+193.8% | Added |
| Aristides Capital LLC | 29,085 | $207.4K | 0.13% | +29,085 | New |
| Formula Growth Ltd | 27,900 | $198.9K | 0.06% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 25,880 | $185.0K | 0.00% | +25,880 | New |
| Dynamic Technology Lab Private Ltd | 25,109 | $179.0K | 0.02% | −19,414−43.6% | Reduced |
| Simplex Trading, LLC | 23,805 | $169.0K | 0.01% | −11,787−33.1% | Reduced |
| Gsa Capital Partners LLP | 23,535 | $168.0K | 0.02% | +23,535 | New |
| Brainard Capital Management LLC | 23,378 | $166.7K | 0.14% | +23,378 | New |
| State of Wyoming | 21,782 | $155.3K | 0.05% | +9,325+74.9% | Added |
| Squarepoint Ops LLC | 21,622 | $154.2K | 0.00% | +21,622 | New |
| Barclays PLC | 21,384 | $152.5K | 0.00% | +6,702+45.6% | Added |
| First Dallas Securities Inc. | 21,000 | $150.0K | 0.09% | +1,500+7.7% | Added |
| New York State Common Retirement Fund | 20,663 | $147.3K | 0.00% | −90.0% | Reduced |
| Norges Bank | 19,600 | $139.7K | 0.00% | −135,300−87.3% | Reduced |
| Trexquant Investment LP | 18,566 | $132.4K | 0.00% | −8,777−32.1% | Reduced |
| Principal Financial Group Inc | 17,745 | $126.5K | 0.00% | +17,745 | New |
| MetLife Investment Management | 15,875 | $113.2K | 0.00% | 00.0% | Unchanged |
| Stifel Financial Corp | 15,087 | $107.6K | 0.00% | −2,112−12.3% | Reduced |
| Alpine Global Management, LLC | 15,043 | $107.0K | 0.04% | +15,043 | New |
| Prelude Capital Management, LLC | 14,764 | $105.3K | 0.01% | +14,764 | New |
| Green Square Capital Advisors LLC | 14,411 | $102.8K | 0.01% | 00.0% | Unchanged |
| Corton Capital Inc. | 14,309 | $102.0K | 0.08% | +14,309 | New |
| American International Group, Inc. | 13,982 | $99.7K | 0.00% | +151+1.1% | Added |
| Delphia (USA) Inc. | 13,146 | $93.7K | 0.11% | +13,146 | New |
| Qube Research & Technologies Ltd | 12,790 | $91.2K | 0.00% | +12,790 | New |
| Deutsche Bank AG | 12,118 | $86.4K | 0.00% | +195+1.6% | Added |
| Manufacturers Life Insurance Company, The | 12,040 | $85.8K | 0.00% | −41−0.3% | Reduced |
| Voya Investment Management LLC | 12,013 | $85.7K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 11,946 | $85.2K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 11,800 | $84.1K | 0.00% | −23,959−67.0% | Reduced |
| Man Group plc | 11,617 | $82.8K | 0.00% | +11,617 | New |
| State Board of Administration of Florida Retirement System | 10,984 | $78.3K | 0.00% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 10,400 | $74.2K | 0.00% | +10,400 | New |