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 |
|---|---|---|---|---|---|
| Huntington National Bank | 1 | $4 | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 17 | $73 | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 39 | $168 | 0.00% | +39 | New |
| The PNC Financial Services Group, Inc. | 51 | $219 | 0.00% | −19−27.1% | Reduced |
| Point72 Asset Management, L.P. | 95 | $409 | 0.00% | +59+163.9% | Added |
| Northwestern Mutual Wealth Management Co | 100 | $430 | 0.00% | +100 | New |
| 25 LLC | 137 | $469 | 0.00% | +137 | New |
| Ahrens Investment Partners LLC | 135 | $581 | 0.00% | +135 | New |
| Migdal Insurance & Financial Holdings Ltd. | 250 | $1.00K | 0.00% | +84+50.6% | Added |
| CWM, LLC | 328 | $1.00K | 0.00% | +134+69.1% | Added |
| Citigroup Inc | 250 | $1.07K | 0.00% | −3,026−92.4% | Reduced |
| Fifth Third Bancorp | 324 | $1.39K | 0.00% | +324 | New |
| Point72 Middle East FZE | 1,422 | $6.12K | 0.00% | +1,422 | New |
| Metropolitan Life Insurance Co | 1,625 | $6.99K | 0.00% | −194−10.7% | Reduced |
| Dark Forest Capital Management LP | 1,712 | $7.36K | 0.00% | +1,712 | New |
| Group One Trading, L.P. | 2,191 | $9.42K | 0.00% | −6,126−73.7% | Reduced |
| Ameritas Investment Partners, Inc. | 2,219 | $9.54K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 2,884 | $12.4K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 3,018 | $13.0K | 0.00% | −651−17.7% | Reduced |
| Wells Fargo & Company | 6,092 | $26.2K | 0.00% | +5,566+1,058.2% | Added |
| State of Wyoming | 7,424 | $31.9K | 0.01% | −14,358−65.9% | Reduced |
| MetLife Investment Management | 7,761 | $33.4K | 0.00% | −8,114−51.1% | Reduced |
| Advisor Group Holdings, Inc. | 8,738 | $37.6K | 0.00% | +485+5.9% | Added |
| New York State Common Retirement Fund | 9,263 | $39.8K | 0.00% | −11,400−55.2% | Reduced |
| Caption Management, LLC | 9,523 | $40.9K | 0.01% | +5,000+110.5% | Added |
| Cetera Advisors LLC | 10,576 | $45.5K | 0.00% | +10,576 | New |
| State Board of Administration of Florida Retirement System | 10,984 | $47.2K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 10,989 | $47.3K | 0.00% | −811−6.9% | Reduced |
| SG Americas Securities, LLC | 11,515 | $50.0K | 0.00% | +11,515 | New |
| Mirae Asset Global Investments Co., Ltd. | 11,946 | $51.4K | 0.00% | 00.0% | Unchanged |
| Voya Investment Management LLC | 12,013 | $51.7K | 0.00% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 12,040 | $51.8K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 12,700 | $54.6K | 0.00% | −76,624−85.8% | Reduced |
| Susquehanna International Group, LLP | 12,752 | $54.8K | 0.00% | −131,658−91.2% | Reduced |
| Tower Research Capital LLC (TRC) | 13,210 | $56.0K | 0.00% | +11,002+498.3% | Added |
| Two Sigma Securities, LLC | 14,007 | $60.2K | 0.00% | +14,007 | New |
| American International Group, Inc. | 14,266 | $61.3K | 0.00% | +284+2.0% | Added |
| Green Square Capital Advisors LLC | 14,411 | $62.0K | 0.01% | 00.0% | Unchanged |
| Delphia (USA) Inc. | 15,793 | $67.9K | 0.08% | +2,647+20.1% | Added |
| Principal Financial Group Inc | 15,943 | $68.6K | 0.00% | −1,802−10.2% | Reduced |
| Vontobel Holding Ltd. | 17,000 | $73.1K | 0.00% | +17,000 | New |
| Deutsche Bank AG | 18,134 | $78.0K | 0.00% | +6,016+49.6% | Added |
| Schonfeld Strategic Advisors LLC | 18,900 | $81.3K | 0.00% | +18,900 | New |
| Corton Capital Inc. | 19,486 | $83.8K | 0.06% | +5,177+36.2% | Added |
| Virtu Financial LLC | 20,098 | $86.0K | 0.01% | +20,098 | New |
| Marshall Wace, LLP | 20,900 | $89.9K | 0.00% | +20,900 | New |
| Man Group plc | – | $95.1K | 0.00% | – | – |
| Wolverine Trading, LLC | 24,170 | $98.0K | 0.00% | −1,710−6.6% | Reduced |
| Royal Bank of Canada | 23,172 | $100.0K | 0.00% | +16,251+234.8% | Added |
| Brainard Capital Management LLC | 23,378 | $100.5K | 0.08% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 24,103 | $103.6K | 0.00% | +13,703+131.8% | Added |
| Quantbot Technologies LP | 25,701 | $110.5K | 0.01% | +25,701 | New |
| Prelude Capital Management, LLC | 27,122 | $116.6K | 0.01% | +12,358+83.7% | Added |
| Dynamic Technology Lab Private Ltd | 29,770 | $128.0K | 0.01% | +4,661+18.6% | Added |
| Price T Rowe Associates Inc | 33,592 | $145.0K | 0.00% | +33,592 | New |
| BNP Paribas Arbitrage, SA | 35,485 | $152.6K | 0.00% | +26,869+311.9% | Added |
| Alliancebernstein L.P. | 35,700 | $153.5K | 0.00% | 00.0% | Unchanged |
| HSBC Holdings PLC | 38,724 | $165.7K | 0.00% | 00.0% | Unchanged |
| First Dallas Securities Inc. | 41,500 | $178.0K | 0.11% | +20,500+97.6% | Added |
| UBS Group AG | 41,535 | $178.6K | 0.00% | +12,435+42.7% | Added |
| HighTower Trust Services, LTA | 39,279 | $184.6K | 0.02% | 00.0% | Unchanged |
| Jane Street Group, LLC | 43,680 | $187.8K | 0.00% | −12,042−21.6% | Reduced |
| Rhumbline Advisers | 45,149 | $194.0K | 0.00% | +262+0.6% | Added |
| Barclays PLC | 50,270 | $216.2K | 0.00% | +28,886+135.1% | Added |
| Alberta Investment Management Corp | 51,182 | $220.1K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 57,150 | $245.7K | 0.00% | +751+1.3% | Added |
| Squarepoint Ops LLC | 60,076 | $258.3K | 0.00% | +38,454+177.8% | Added |
| Kennedy Capital Management, Inc. | 60,271 | $259.2K | 0.01% | 00.0% | Unchanged |
| Invesco Ltd. | 63,691 | $273.9K | 0.00% | +11,986+23.2% | Added |
| Cubist Systematic Strategies, LLC | 66,483 | $285.9K | 0.00% | −15,571−19.0% | Reduced |
| Morgan Stanley | 84,024 | $361.3K | 0.00% | −155,208−64.9% | Reduced |
| Tocqueville Asset Management L.P. | 85,000 | $365.5K | 0.01% | −80,000−48.5% | Reduced |
| Trexquant Investment LP | 85,722 | $368.6K | 0.01% | +67,156+361.7% | Added |
| Thrivent Financial for Lutherans | 87,207 | $375.0K | 0.00% | +87,207 | New |
| Occudo Quantitative Strategies LP | 95,119 | $409.0K | 0.04% | +95,119 | New |
| River & Mercantile Asset Management LLP | 99,829 | $430.0K | 0.09% | +28,000+39.0% | Added |
| XTX Topco Ltd | 100,101 | $430.4K | 0.09% | +100,101 | New |
| Engineers Gate Manager LP | 103,691 | $445.9K | 0.02% | +62,844+153.9% | Added |
| Walleye Capital LLC | 110,351 | $474.5K | 0.01% | +110,351 | New |
| State of Wisconsin Investment Board | 117,600 | $505.7K | 0.00% | +20,000+20.5% | Added |
| Panagora Asset Management Inc | 119,203 | $512.6K | 0.00% | +33,581+39.2% | Added |
| Arrowstreet Capital, Limited Partnership | 123,923 | $533.0K | 0.00% | −8,957−6.7% | Reduced |
| Lannebo Fonder AB | 145,865 | $627.0K | 0.10% | 00.0% | Unchanged |
| CastleKnight Management LP | 159,058 | $683.9K | 0.17% | +58,700+58.5% | Added |
| Bank of America Corp | 162,460 | $698.6K | 0.00% | +66,858+69.9% | Added |
| Bank of New York Mellon Corp | 167,612 | $720.7K | 0.00% | −9,964−5.6% | Reduced |
| Nuveen Asset Management, LLC | 173,268 | $745.0K | 0.00% | +48,425+38.8% | Added |
| Gsa Capital Partners LLP | 177,672 | $764.0K | 0.08% | +154,137+654.9% | Added |
| Allspring Global Investments Holdings, LLC | 180,907 | $777.9K | 0.00% | −6,997−3.7% | Reduced |
| Charles Schwab Investment Management Inc | 203,033 | $873.0K | 0.00% | −13,890−6.4% | Reduced |
| Jacobs Levy Equity Management, Inc | 208,422 | $896.2K | 0.01% | +124,240+147.6% | Added |
| Goldman Sachs Group Inc | 230,935 | $993.0K | 0.00% | +124,466+116.9% | Added |
| Royce & Associates LP | 244,100 | $1.05M | 0.01% | +50,000+25.8% | Added |
| Northern Trust Corp | 253,831 | $1.09M | 0.00% | −9,961−3.8% | Reduced |
| Palogic Value Management, L.P. | 265,000 | $1.14M | 0.56% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 289,577 | $1.25M | 0.01% | +18,800+6.9% | Added |
| Prudential Financial Inc | 290,055 | $1.25M | 0.00% | −191,900−39.8% | Reduced |
| Dimensional Fund Advisors LP | 304,845 | $1.31M | 0.00% | −4,718−1.5% | Reduced |
| First Eagle Investment Management, LLC | 328,204 | $1.41M | 0.00% | +16,700+5.4% | Added |
| Renaissance Technologies LLC | 347,917 | $1.50M | 0.00% | +255,200+275.2% | Added |