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.
Q1 2023 vs. Q4 2022
How the institutions holding Upland Software, Inc. changed between Q4 2022 and Q1 2023.
All holders in Q1 2023All holders in Q4 2022
| Measure | Q4 2022 | Of which not filed for Q1 2023 | Q1 2023 | Change |
|---|---|---|---|---|
| Holders | 132 | 2 | 122 | −8 |
| Shares | 24.7M | 210.4K | 26.0M | +1.48M (+6.0%) |
| Value | $176.4M | $1.53M | $115.5M | −$59.4M (−34.0%) |
2 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so the changes leave them out.
New holders (22)
Institutions that held Upland Software, Inc. at the end of Q1 2023 but not at the end of Q4 2022.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| B. Riley Asset Management, LLC | 1,225,851 | $5.27M | 2.18% |
| Boothbay Fund Management, LLC | 576,265 | $2.48M | 0.07% |
| Walleye Capital LLC | 110,351 | $474.5K | 0.01% |
| XTX Topco Ltd | 100,101 | $430.4K | 0.09% |
| Occudo Quantitative Strategies LP | 95,119 | $409.0K | 0.04% |
| Thrivent Financial for Lutherans | 87,207 | $375.0K | 0.00% |
| Price T Rowe Associates Inc | 33,592 | $145.0K | 0.00% |
| Quantbot Technologies LP | 25,701 | $110.5K | 0.01% |
| Marshall Wace, LLP | 20,900 | $89.9K | 0.00% |
| Virtu Financial LLC | 20,098 | $86.0K | 0.01% |
| Schonfeld Strategic Advisors LLC | 18,900 | $81.3K | 0.00% |
| Vontobel Holding Ltd. | 17,000 | $73.1K | 0.00% |
| Two Sigma Securities, LLC | 14,007 | $60.2K | 0.00% |
| SG Americas Securities, LLC | 11,515 | $50.0K | 0.00% |
| Cetera Advisors LLC | 10,576 | $45.5K | 0.00% |
| Dark Forest Capital Management LP | 1,712 | $7.36K | 0.00% |
| Point72 Middle East FZE | 1,422 | $6.12K | 0.00% |
| Fifth Third Bancorp | 324 | $1.39K | 0.00% |
| Ahrens Investment Partners LLC | 135 | $581 | 0.00% |
| 25 LLC | 137 | $469 | 0.00% |
| Northwestern Mutual Wealth Management Co | 100 | $430 | 0.00% |
| GPS Wealth Strategies Group, LLC | 39 | $168 | 0.00% |
Sold out (30)
Institutions that held Upland Software, Inc. at the end of Q4 2022 and filed for Q1 2023 without it.
Not filed for Q1 2023 yet (2)
Institutions that held Upland Software, Inc. at the end of Q4 2022 and haven't filed a 13F for Q1 2023. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q4 2022 | Value, Q4 2022 |
|---|---|---|
| Monarch Partners Asset Management LLC | 180,627 | $1.29M |
| Comerica Bank | 29,816 | $242.0K |