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, Q1 2023
Institutional positions in Upland Software, Inc. as of Mar 31, 2023. 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
- 122
- −8 vs. Q4 2022
- Shares held
- 26.0M
- +1.48M (+6.0%) vs. Q4 2022
- Total value
- $115.5M
- −$59.4M (−34.0%) vs. Q4 2022
- New holders
- 22
- 53 more added
- Sold out
- 30
- 29 more reduced
2 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Upland Software, Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 2,575,831 | $11.1M | 0.00% | +110,380+4.5% | Added |
| BlackRock Inc. | 2,456,965 | $10.6M | 0.00% | +209,408+9.3% | Added |
| Hodges Capital Management Inc. | 1,133,986 | $8.42M | 0.69% | −80,272−6.6% | Reduced |
| B. Riley Asset Management, LLC | 1,225,851 | $5.27M | 2.18% | +1,225,851 | New |
| D. E. Shaw & Co., Inc. | 1,082,640 | $4.66M | 0.01% | +274,469+34.0% | Added |
| New South Capital Management Inc | 913,167 | $3.93M | 0.18% | −27,647−2.9% | Reduced |
| Millennium Management LLC | 888,256 | $3.82M | 0.00% | +44,335+5.3% | Added |
| Ameriprise Financial Inc | 879,583 | $3.78M | 0.00% | +1,216+0.1% | Added |
| JPMorgan Chase & Co | 865,914 | $3.72M | 0.00% | +111,834+14.8% | Added |
| AQR Capital Management LLC | 764,856 | $3.29M | 0.01% | +192,841+33.7% | Added |
| Invenomic Capital Management LP | 664,000 | $2.86M | 0.16% | +360,965+119.1% | Added |
| Needham Investment Management LLC | 650,000 | $2.79M | 0.48% | +107,500+19.8% | Added |
| Marathon Asset Mgmt Ltd | 640,000 | $2.75M | 0.08% | −633,897−49.8% | Reduced |
| Acadian Asset Management LLC | 640,193 | $2.75M | 0.01% | +561,765+716.3% | Added |
| Hillsdale Investment Management Inc. | 594,806 | $2.56M | 0.22% | −11,900−2.0% | Reduced |
| Boothbay Fund Management, LLC | 576,265 | $2.48M | 0.07% | +576,265 | New |
| Geode Capital Management, LLC | 574,335 | $2.47M | 0.00% | +17,659+3.2% | Added |
| State Street Corp | 526,861 | $2.27M | 0.00% | +11,416+2.2% | Added |
| Citadel Advisors LLC | 504,572 | $2.17M | 0.00% | +170,432+51.0% | Added |
| Rice Hall James & Associates, LLC | 423,933 | $1.82M | 0.10% | +16,849+4.1% | Added |
| Federated Hermes, Inc. | 391,410 | $1.68M | 0.00% | −458,871−54.0% | Reduced |
| Assenagon Asset Management S.A. | 382,136 | $1.64M | 0.01% | +324,277+560.5% | Added |
| Renaissance Technologies LLC | 347,917 | $1.50M | 0.00% | +255,200+275.2% | Added |
| First Eagle Investment Management, LLC | 328,204 | $1.41M | 0.00% | +16,700+5.4% | Added |
| Dimensional Fund Advisors LP | 304,845 | $1.31M | 0.00% | −4,718−1.5% | Reduced |
| Prudential Financial Inc | 290,055 | $1.25M | 0.00% | −191,900−39.8% | Reduced |
| Public Employees Retirement System of Ohio | 289,577 | $1.25M | 0.01% | +18,800+6.9% | Added |
| Palogic Value Management, L.P. | 265,000 | $1.14M | 0.56% | 00.0% | Unchanged |
| Northern Trust Corp | 253,831 | $1.09M | 0.00% | −9,961−3.8% | Reduced |
| Royce & Associates LP | 244,100 | $1.05M | 0.01% | +50,000+25.8% | Added |
| Goldman Sachs Group Inc | 230,935 | $993.0K | 0.00% | +124,466+116.9% | Added |
| Jacobs Levy Equity Management, Inc | 208,422 | $896.2K | 0.01% | +124,240+147.6% | Added |
| Charles Schwab Investment Management Inc | 203,033 | $873.0K | 0.00% | −13,890−6.4% | Reduced |
| Allspring Global Investments Holdings, LLC | 180,907 | $777.9K | 0.00% | −6,997−3.7% | Reduced |
| Gsa Capital Partners LLP | 177,672 | $764.0K | 0.08% | +154,137+654.9% | Added |
| Nuveen Asset Management, LLC | 173,268 | $745.0K | 0.00% | +48,425+38.8% | Added |
| Bank of New York Mellon Corp | 167,612 | $720.7K | 0.00% | −9,964−5.6% | Reduced |
| Bank of America Corp | 162,460 | $698.6K | 0.00% | +66,858+69.9% | Added |
| CastleKnight Management LP | 159,058 | $683.9K | 0.17% | +58,700+58.5% | Added |
| Lannebo Fonder AB | 145,865 | $627.0K | 0.10% | 00.0% | Unchanged |
| Arrowstreet Capital, Limited Partnership | 123,923 | $533.0K | 0.00% | −8,957−6.7% | Reduced |
| Panagora Asset Management Inc | 119,203 | $512.6K | 0.00% | +33,581+39.2% | Added |
| State of Wisconsin Investment Board | 117,600 | $505.7K | 0.00% | +20,000+20.5% | Added |
| Walleye Capital LLC | 110,351 | $474.5K | 0.01% | +110,351 | New |
| Engineers Gate Manager LP | 103,691 | $445.9K | 0.02% | +62,844+153.9% | Added |
| XTX Topco Ltd | 100,101 | $430.4K | 0.09% | +100,101 | New |
| River & Mercantile Asset Management LLP | 99,829 | $430.0K | 0.09% | +28,000+39.0% | Added |
| Occudo Quantitative Strategies LP | 95,119 | $409.0K | 0.04% | +95,119 | New |
| Thrivent Financial for Lutherans | 87,207 | $375.0K | 0.00% | +87,207 | New |
| Trexquant Investment LP | 85,722 | $368.6K | 0.01% | +67,156+361.7% | Added |
| Tocqueville Asset Management L.P. | 85,000 | $365.5K | 0.01% | −80,000−48.5% | Reduced |
| Morgan Stanley | 84,024 | $361.3K | 0.00% | −155,208−64.9% | Reduced |
| Cubist Systematic Strategies, LLC | 66,483 | $285.9K | 0.00% | −15,571−19.0% | Reduced |
| Invesco Ltd. | 63,691 | $273.9K | 0.00% | +11,986+23.2% | Added |
| Kennedy Capital Management, Inc. | 60,271 | $259.2K | 0.01% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 60,076 | $258.3K | 0.00% | +38,454+177.8% | Added |
| FMR LLC | 57,150 | $245.7K | 0.00% | +751+1.3% | Added |
| Alberta Investment Management Corp | 51,182 | $220.1K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 50,270 | $216.2K | 0.00% | +28,886+135.1% | Added |
| Rhumbline Advisers | 45,149 | $194.0K | 0.00% | +262+0.6% | Added |
| Jane Street Group, LLC | 43,680 | $187.8K | 0.00% | −12,042−21.6% | Reduced |
| HighTower Trust Services, LTA | 39,279 | $184.6K | 0.02% | 00.0% | Unchanged |
| UBS Group AG | 41,535 | $178.6K | 0.00% | +12,435+42.7% | Added |
| First Dallas Securities Inc. | 41,500 | $178.0K | 0.11% | +20,500+97.6% | Added |
| HSBC Holdings PLC | 38,724 | $165.7K | 0.00% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 35,700 | $153.5K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 35,485 | $152.6K | 0.00% | +26,869+311.9% | Added |
| Price T Rowe Associates Inc | 33,592 | $145.0K | 0.00% | +33,592 | New |
| Dynamic Technology Lab Private Ltd | 29,770 | $128.0K | 0.01% | +4,661+18.6% | Added |
| Prelude Capital Management, LLC | 27,122 | $116.6K | 0.01% | +12,358+83.7% | Added |
| Quantbot Technologies LP | 25,701 | $110.5K | 0.01% | +25,701 | New |
| Two Sigma Investments, LP | 24,103 | $103.6K | 0.00% | +13,703+131.8% | Added |
| Brainard Capital Management LLC | 23,378 | $100.5K | 0.08% | 00.0% | Unchanged |
| Royal Bank of Canada | 23,172 | $100.0K | 0.00% | +16,251+234.8% | Added |
| Wolverine Trading, LLC | 24,170 | $98.0K | 0.00% | −1,710−6.6% | Reduced |
| Man Group plc | – | $95.1K | 0.00% | – | – |
| Marshall Wace, LLP | 20,900 | $89.9K | 0.00% | +20,900 | New |
| Virtu Financial LLC | 20,098 | $86.0K | 0.01% | +20,098 | New |
| Corton Capital Inc. | 19,486 | $83.8K | 0.06% | +5,177+36.2% | Added |
| Schonfeld Strategic Advisors LLC | 18,900 | $81.3K | 0.00% | +18,900 | New |
| Deutsche Bank AG | 18,134 | $78.0K | 0.00% | +6,016+49.6% | Added |
| Vontobel Holding Ltd. | 17,000 | $73.1K | 0.00% | +17,000 | New |
| Principal Financial Group Inc | 15,943 | $68.6K | 0.00% | −1,802−10.2% | Reduced |
| Delphia (USA) Inc. | 15,793 | $67.9K | 0.08% | +2,647+20.1% | Added |
| Green Square Capital Advisors LLC | 14,411 | $62.0K | 0.01% | 00.0% | Unchanged |
| American International Group, Inc. | 14,266 | $61.3K | 0.00% | +284+2.0% | Added |
| Two Sigma Securities, LLC | 14,007 | $60.2K | 0.00% | +14,007 | New |
| Tower Research Capital LLC (TRC) | 13,210 | $56.0K | 0.00% | +11,002+498.3% | Added |
| Susquehanna International Group, LLP | 12,752 | $54.8K | 0.00% | −131,658−91.2% | Reduced |
| Russell Investments Group, Ltd. | 12,700 | $54.6K | 0.00% | −76,624−85.8% | Reduced |
| Manufacturers Life Insurance Company, The | 12,040 | $51.8K | 0.00% | 00.0% | Unchanged |
| Voya Investment Management LLC | 12,013 | $51.7K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 11,946 | $51.4K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 11,515 | $50.0K | 0.00% | +11,515 | New |
| California State Teachers Retirement System | 10,989 | $47.3K | 0.00% | −811−6.9% | Reduced |
| State Board of Administration of Florida Retirement System | 10,984 | $47.2K | 0.00% | 00.0% | Unchanged |
| Cetera Advisors LLC | 10,576 | $45.5K | 0.00% | +10,576 | New |
| Caption Management, LLC | 9,523 | $40.9K | 0.01% | +5,000+110.5% | Added |
| New York State Common Retirement Fund | 9,263 | $39.8K | 0.00% | −11,400−55.2% | Reduced |
| Advisor Group Holdings, Inc. | 8,738 | $37.6K | 0.00% | +485+5.9% | Added |