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 |
|---|---|---|---|---|---|
| Massmutual Trust Co FSB | 41 | $0 | 0.00% | +41 | New |
| Huntington National Bank | 1 | $7 | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 17 | $121 | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 18 | $128 | 0.00% | +18 | New |
| Credit Suisse AG | 25 | $178 | 0.00% | −17,131−99.9% | Reduced |
| Quadrant Capital Group LLC | 27 | $193 | 0.00% | −1,396−98.1% | Reduced |
| Point72 Asset Management, L.P. | 36 | $257 | 0.00% | +36 | New |
| Parallel Advisors, LLC | 50 | $357 | 0.00% | −223−81.7% | Reduced |
| The PNC Financial Services Group, Inc. | 70 | $499 | 0.00% | +25+55.6% | Added |
| CWM, LLC | 194 | $1.00K | 0.00% | −1,439−88.1% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 166 | $1.00K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 267 | $1.90K | 0.00% | +209+360.3% | Added |
| ClariVest Asset Management LLC | 265 | $2.00K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 400 | $2.85K | 0.00% | +400 | New |
| Coppell Advisory Solutions Corp. | 400 | $2.85K | 0.00% | +400 | New |
| TCI Wealth Advisors, Inc. | 447 | $3.19K | 0.00% | +447 | New |
| Wells Fargo & Company | 526 | $3.75K | 0.00% | −628−54.4% | Reduced |
| Leonteq Securities AG | 1,398 | $9.97K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,491 | $10.6K | 0.00% | +854+134.1% | Added |
| Metropolitan Life Insurance Co | 1,819 | $13.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,208 | $16.0K | 0.00% | +33+1.5% | Added |
| Ameritas Investment Partners, Inc. | 2,219 | $18.5K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 2,884 | $20.6K | 0.00% | −10,504−78.5% | Reduced |
| Citigroup Inc | 3,276 | $23.4K | 0.00% | −3,849−54.0% | Reduced |
| Amalgamated Bank | 3,669 | $26.0K | 0.00% | 00.0% | Unchanged |
| Caption Management, LLC | 4,523 | $32.2K | 0.01% | +4,523 | New |
| Gladius Capital Management LP | 5,133 | $36.6K | 0.01% | +5,133 | New |
| Royal Bank of Canada | 6,921 | $49.0K | 0.00% | +5,567+411.2% | Added |
| Advisor Group Holdings, Inc. | 8,253 | $59.2K | 0.00% | +675+8.9% | Added |
| Group One Trading, L.P. | 8,317 | $59.3K | 0.00% | −8,932−51.8% | Reduced |
| BNP Paribas Arbitrage, SA | 8,616 | $61.4K | 0.00% | −12,041−58.3% | Reduced |
| Landscape Capital Management, L.L.C. | 10,377 | $74.0K | 0.01% | +10,377 | New |
| Two Sigma Investments, LP | 10,400 | $74.2K | 0.00% | +10,400 | New |
| State Board of Administration of Florida Retirement System | 10,984 | $78.3K | 0.00% | 00.0% | Unchanged |
| Man Group plc | 11,617 | $82.8K | 0.00% | +11,617 | New |
| California State Teachers Retirement System | 11,800 | $84.1K | 0.00% | −23,959−67.0% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 11,946 | $85.2K | 0.00% | 00.0% | Unchanged |
| Voya Investment Management LLC | 12,013 | $85.7K | 0.00% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 12,040 | $85.8K | 0.00% | −41−0.3% | Reduced |
| Deutsche Bank AG | 12,118 | $86.4K | 0.00% | +195+1.6% | Added |
| Qube Research & Technologies Ltd | 12,790 | $91.2K | 0.00% | +12,790 | New |
| Delphia (USA) Inc. | 13,146 | $93.7K | 0.11% | +13,146 | New |
| American International Group, Inc. | 13,982 | $99.7K | 0.00% | +151+1.1% | Added |
| Corton Capital Inc. | 14,309 | $102.0K | 0.08% | +14,309 | New |
| Green Square Capital Advisors LLC | 14,411 | $102.8K | 0.01% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 14,764 | $105.3K | 0.01% | +14,764 | New |
| Alpine Global Management, LLC | 15,043 | $107.0K | 0.04% | +15,043 | New |
| Stifel Financial Corp | 15,087 | $107.6K | 0.00% | −2,112−12.3% | Reduced |
| MetLife Investment Management | 15,875 | $113.2K | 0.00% | 00.0% | Unchanged |
| Principal Financial Group Inc | 17,745 | $126.5K | 0.00% | +17,745 | New |
| Trexquant Investment LP | 18,566 | $132.4K | 0.00% | −8,777−32.1% | Reduced |
| Norges Bank | 19,600 | $139.7K | 0.00% | −135,300−87.3% | Reduced |
| New York State Common Retirement Fund | 20,663 | $147.3K | 0.00% | −90.0% | Reduced |
| First Dallas Securities Inc. | 21,000 | $150.0K | 0.09% | +1,500+7.7% | Added |
| Barclays PLC | 21,384 | $152.5K | 0.00% | +6,702+45.6% | Added |
| Squarepoint Ops LLC | 21,622 | $154.2K | 0.00% | +21,622 | New |
| State of Wyoming | 21,782 | $155.3K | 0.05% | +9,325+74.9% | Added |
| Brainard Capital Management LLC | 23,378 | $166.7K | 0.14% | +23,378 | New |
| Gsa Capital Partners LLP | 23,535 | $168.0K | 0.02% | +23,535 | New |
| Simplex Trading, LLC | 23,805 | $169.0K | 0.01% | −11,787−33.1% | Reduced |
| Dynamic Technology Lab Private Ltd | 25,109 | $179.0K | 0.02% | −19,414−43.6% | Reduced |
| Wolverine Trading, LLC | 25,880 | $185.0K | 0.00% | +25,880 | New |
| Formula Growth Ltd | 27,900 | $198.9K | 0.06% | 00.0% | Unchanged |
| Aristides Capital LLC | 29,085 | $207.4K | 0.13% | +29,085 | New |
| UBS Group AG | 29,100 | $207.5K | 0.00% | +19,194+193.8% | Added |
| Seizert Capital Partners, LLC | 31,181 | $222.3K | 0.01% | +31,181 | New |
| New York Life Investment Management LLC | 32,212 | $229.7K | 0.00% | +3,629+12.7% | Added |
| Comerica Bank | 29,816 | $242.0K | 0.00% | −70,342−70.2% | Reduced |
| HighTower Trust Services, LTA | 39,279 | $249.0K | 0.02% | −321−0.8% | Reduced |
| Alliancebernstein L.P. | 35,700 | $254.5K | 0.00% | +3,400+10.5% | Added |
| HSBC Holdings PLC | 38,724 | $271.8K | 0.00% | +12,968+50.3% | Added |
| Engineers Gate Manager LP | 40,847 | $291.2K | 0.02% | −35,368−46.4% | Reduced |
| Rhumbline Advisers | 44,887 | $320.0K | 0.00% | +1,007+2.3% | Added |
| Alberta Investment Management Corp | 51,182 | $364.9K | 0.00% | +51,182 | New |
| Invesco Ltd. | 51,705 | $368.7K | 0.00% | +11,272+27.9% | Added |
| Jane Street Group, LLC | 55,722 | $397.3K | 0.00% | +43,093+341.2% | Added |
| FMR LLC | 56,399 | $402.1K | 0.00% | −1,191−2.1% | Reduced |
| Assenagon Asset Management S.A. | 57,859 | $413.0K | 0.00% | −67,004−53.7% | Reduced |
| Kennedy Capital Management, Inc. | 60,271 | $429.7K | 0.01% | −90.0% | Reduced |
| River & Mercantile Asset Management LLP | 71,829 | $513.0K | 0.11% | +22,029+44.2% | Added |
| M&T Bank Corp | 72,206 | $514.6K | 0.00% | +24,076+50.0% | Added |
| Acadian Asset Management LLC | 78,428 | $558.0K | 0.00% | +65,483+505.9% | Added |
| Cubist Systematic Strategies, LLC | 82,054 | $585.0K | 0.01% | +817+1.0% | Added |
| Jacobs Levy Equity Management, Inc | 84,182 | $600.2K | 0.00% | −534,140−86.4% | Reduced |
| Panagora Asset Management Inc | 85,622 | $610.5K | 0.00% | +41,680+94.9% | Added |
| Russell Investments Group, Ltd. | 89,324 | $636.9K | 0.00% | −68,094−43.3% | Reduced |
| Renaissance Technologies LLC | 92,717 | $661.0K | 0.00% | −330,969−78.1% | Reduced |
| Bank of America Corp | 95,602 | $681.6K | 0.00% | +37,288+63.9% | Added |
| State of Wisconsin Investment Board | 97,600 | $695.9K | 0.00% | +16,040+19.7% | Added |
| CastleKnight Management LP | 100,358 | $715.6K | 0.21% | +57,358+133.4% | Added |
| Graham Capital Management, L.P. | 102,616 | $731.7K | 0.03% | +66,843+186.9% | Added |
| Goldman Sachs Group Inc | 106,469 | $759.1K | 0.00% | +1,970+1.9% | Added |
| Nuveen Asset Management, LLC | 124,843 | $890.0K | 0.00% | +23,585+23.3% | Added |
| Arrowstreet Capital, Limited Partnership | 132,880 | $947.0K | 0.00% | −33,040−19.9% | Reduced |
| Susquehanna International Group, LLP | 144,410 | $1.03M | 0.00% | −79,967−35.6% | Reduced |
| Lannebo Fonder AB | 145,865 | $1.04M | 0.20% | 00.0% | Unchanged |
| Tocqueville Asset Management L.P. | 165,000 | $1.18M | 0.02% | −81,800−33.1% | Reduced |
| Motley Fool Asset Management LLC | 169,438 | $1.21M | 0.14% | +97,748+136.3% | Added |
| Bank of New York Mellon Corp | 177,576 | $1.27M | 0.00% | +40,593+29.6% | Added |
| Monarch Partners Asset Management LLC | 180,627 | $1.29M | 0.38% | +1,314+0.7% | Added |