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 |
|---|---|---|---|---|---|
| Allspring Global Investments Holdings, LLC | 187,904 | $1.34M | 0.00% | +159,511+561.8% | Added |
| Royce & Associates LP | 194,100 | $1.38M | 0.01% | −31,856−14.1% | Reduced |
| Charles Schwab Investment Management Inc | 216,923 | $1.55M | 0.00% | +3,301+1.5% | Added |
| Skylands Capital, LLC | 230,000 | $1.64M | 0.26% | +230,000 | New |
| Morgan Stanley | 239,232 | $1.71M | 0.00% | +1,172+0.5% | Added |
| Northern Trust Corp | 263,792 | $1.88M | 0.00% | −22,637−7.9% | Reduced |
| Palogic Value Management, L.P. | 265,000 | $1.89M | 0.99% | +265,000 | New |
| Public Employees Retirement System of Ohio | 270,777 | $1.93M | 0.01% | −83,557−23.6% | Reduced |
| Invenomic Capital Management LP | 303,035 | $2.16M | 0.16% | +303,035 | New |
| Dimensional Fund Advisors LP | 309,563 | $2.21M | 0.00% | −51,761−14.3% | Reduced |
| First Eagle Investment Management, LLC | 311,504 | $2.22M | 0.01% | +311,504 | New |
| Motley Fool Wealth Management, LLC | 329,224 | $2.35M | 0.16% | −38,937−10.6% | Reduced |
| Citadel Advisors LLC | 334,140 | $2.38M | 0.00% | +47,678+16.6% | Added |
| Rice Hall James & Associates, LLC | 407,084 | $2.90M | 0.17% | +42,068+11.5% | Added |
| Summit Creek Advisors LLC | 428,453 | $3.05M | 0.42% | −12,178−2.8% | Reduced |
| Prudential Financial Inc | 481,955 | $3.44M | 0.01% | +189,700+64.9% | Added |
| State Street Corp | 515,445 | $3.68M | 0.00% | −281,951−35.4% | Reduced |
| Needham Investment Management LLC | 542,500 | $3.87M | 0.70% | −182,500−25.2% | Reduced |
| Geode Capital Management, LLC | 556,676 | $3.97M | 0.00% | +26,597+5.0% | Added |
| AQR Capital Management LLC | 572,015 | $4.08M | 0.01% | +348,099+155.5% | Added |
| Hillsdale Investment Management Inc. | 606,706 | $4.33M | 0.37% | +527,074+661.9% | Added |
| JPMorgan Chase & Co | 754,080 | $5.38M | 0.00% | +738,035+4,599.8% | Added |
| D. E. Shaw & Co., Inc. | 808,171 | $5.76M | 0.01% | +213,600+35.9% | Added |
| Millennium Management LLC | 843,921 | $6.02M | 0.01% | +150,990+21.8% | Added |
| Federated Hermes, Inc. | 850,281 | $6.06M | 0.02% | −10,179−1.2% | Reduced |
| Ameriprise Financial Inc | 878,367 | $6.26M | 0.00% | +156,265+21.6% | Added |
| New South Capital Management Inc | 940,814 | $6.71M | 0.31% | −220,922−19.0% | Reduced |
| ArrowMark Colorado Holdings LLC | 1,211,701 | $8.64M | 0.10% | +279,139+29.9% | Added |
| Hodges Capital Management Inc. | 1,214,258 | $8.66M | 0.75% | +753,448+163.5% | Added |
| Marathon Asset Mgmt Ltd | 1,273,897 | $9.08M | 0.24% | −53,124−4.0% | Reduced |
| BlackRock Inc. | 2,247,557 | $16.0M | 0.00% | −199,197−8.1% | Reduced |
| Vanguard Group Inc | 2,465,451 | $17.6M | 0.00% | +279,629+12.8% | Added |
| P2 Capital Partners, LLC | 0 | $0 | 0.00% | −950,000−100.0% | Sold out |
| Bernzott Capital Advisors | 0 | $0 | 0.00% | −571,966−100.0% | Sold out |
| Wedge Capital Management L L P | 0 | $0 | 0.00% | −338,495−100.0% | Sold out |
| Nordea Investment Management AB | 0 | $0 | 0.00% | −215,830−100.0% | Sold out |
| Swiss National Bank | 0 | $0 | 0.00% | −66,800−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −53,901−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −29,400−100.0% | Sold out |
| Bluefin Capital Management, LLC | 0 | $0 | 0.00% | −28,204−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −20,391−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −20,195−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −16,515−100.0% | Sold out |
| UBS Asset Management Americas Inc | 0 | $0 | 0.00% | −13,840−100.0% | Sold out |
| Goff John C | 0 | $0 | 0.00% | −13,000−100.0% | Sold out |
| Counterpoint Mutual Funds LLC | 0 | $0 | 0.00% | −12,850−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −10,989−100.0% | Sold out |
| Ensign Peak Advisors, Inc | 0 | $0 | 0.00% | −9,850−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −9,758−100.0% | Sold out |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0 | $0 | 0.00% | −3,213−100.0% | Sold out |
| US Bancorp | 0 | $0 | 0.00% | −2,983−100.0% | Sold out |
| Great West Life Assurance Co | 0 | $0 | 0.00% | −1,769−100.0% | Sold out |
| Signaturefd, LLC | 0 | $0 | 0.00% | −1,427−100.0% | Sold out |
| Victory Capital Management Inc | 0 | $0 | 0.00% | −1,389−100.0% | Sold out |
| Macquarie Group Ltd | 0 | $0 | 0.00% | 0 | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| Lindbrook Capital, LLC | 0 | $0 | 0.00% | −253−100.0% | Sold out |
| Umb Bank N A | 0 | $0 | 0.00% | −95−100.0% | Sold out |
| Allworth Financial LP | 0 | $0 | 0.00% | −92−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −149−100.0% | Sold out |
| GPS Wealth Strategies Group, LLC | 0 | $0 | 0.00% | −39−100.0% | Sold out |
| SJS Investment Consulting Inc. | 0 | $0 | 0.00% | −30−100.0% | Sold out |
| Wipfli Financial Advisors LLC, | – | – | – | – | Not filed |
| American Portfolios Advisors | – | – | – | – | Not filed |