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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.

Q4 2022 vs. Q3 2022

How the institutions holding Upland Software, Inc. changed between Q3 2022 and Q4 2022.

All holders in Q4 2022All holders in Q3 2022

13F holders of UPLD: Q3 2022 compared with Q4 2022
MeasureQ3 2022Of which not filed for Q4 2022Q4 2022Change
Holders1362132−2
Shares23.9M29924.7M+837.1K (+3.5%)
Value$194.3M$2.19K$176.4M−$17.9M (−9.2%)

2 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so the changes leave them out.

New holders (28)

Institutions that held Upland Software, Inc. at the end of Q4 2022 but not at the end of Q3 2022.

Institutions new to UPLD in Q4 2022
InstitutionSharesValue% of portfolio
First Eagle Investment Management, LLC311,504$2.22M0.01%
Invenomic Capital Management LP303,035$2.16M0.16%
Palogic Value Management, L.P.265,000$1.89M0.99%
Skylands Capital, LLC230,000$1.64M0.26%
Alberta Investment Management Corp51,182$364.9K0.00%
Seizert Capital Partners, LLC31,181$222.3K0.01%
Aristides Capital LLC29,085$207.4K0.13%
Wolverine Trading, LLC25,880$185.0K0.00%
Gsa Capital Partners LLP23,535$168.0K0.02%
Brainard Capital Management LLC23,378$166.7K0.14%
Squarepoint Ops LLC21,622$154.2K0.00%
Principal Financial Group Inc17,745$126.5K0.00%
Alpine Global Management, LLC15,043$107.0K0.04%
Prelude Capital Management, LLC14,764$105.3K0.01%
Corton Capital Inc.14,309$102.0K0.08%
Delphia (USA) Inc.13,146$93.7K0.11%
Qube Research & Technologies Ltd12,790$91.2K0.00%
Man Group plc11,617$82.8K0.00%
Two Sigma Investments, LP10,400$74.2K0.00%
Landscape Capital Management, L.L.C.10,377$74.0K0.01%
Gladius Capital Management LP5,133$36.6K0.01%
Caption Management, LLC4,523$32.2K0.01%
TCI Wealth Advisors, Inc.447$3.19K0.00%
Coppell Advisory Solutions LLC400$2.85K0.00%
Coppell Advisory Solutions Corp.400$2.85K0.00%
Point72 Asset Management, L.P.36$2570.00%
GWM Advisors LLC18$1280.00%
Massmutual Trust Co FSB41$00.00%

Sold out (30)

Institutions that held Upland Software, Inc. at the end of Q3 2022 and filed for Q4 2022 without it.

Not filed for Q4 2022 yet (2)

Institutions that held Upland Software, Inc. at the end of Q3 2022 and haven't filed a 13F for Q4 2022. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding UPLD in Q3 2022 that haven't filed for Q4 2022
InstitutionShares, Q3 2022Value, Q3 2022
Wipfli Financial Advisors LLC,276$2.00K
American Portfolios Advisors23$187