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 |
|---|---|---|---|---|---|
| Assenagon Asset Management S.A. | 382,136 | $1.64M | 0.01% | +324,277+560.5% | Added |
| Federated Hermes, Inc. | 391,410 | $1.68M | 0.00% | −458,871−54.0% | Reduced |
| Rice Hall James & Associates, LLC | 423,933 | $1.82M | 0.10% | +16,849+4.1% | Added |
| Citadel Advisors LLC | 504,572 | $2.17M | 0.00% | +170,432+51.0% | Added |
| State Street Corp | 526,861 | $2.27M | 0.00% | +11,416+2.2% | Added |
| Geode Capital Management, LLC | 574,335 | $2.47M | 0.00% | +17,659+3.2% | Added |
| Boothbay Fund Management, LLC | 576,265 | $2.48M | 0.07% | +576,265 | New |
| Hillsdale Investment Management Inc. | 594,806 | $2.56M | 0.22% | −11,900−2.0% | Reduced |
| Acadian Asset Management LLC | 640,193 | $2.75M | 0.01% | +561,765+716.3% | Added |
| Marathon Asset Mgmt Ltd | 640,000 | $2.75M | 0.08% | −633,897−49.8% | Reduced |
| Needham Investment Management LLC | 650,000 | $2.79M | 0.48% | +107,500+19.8% | Added |
| Invenomic Capital Management LP | 664,000 | $2.86M | 0.16% | +360,965+119.1% | Added |
| AQR Capital Management LLC | 764,856 | $3.29M | 0.01% | +192,841+33.7% | Added |
| JPMorgan Chase & Co | 865,914 | $3.72M | 0.00% | +111,834+14.8% | Added |
| Ameriprise Financial Inc | 879,583 | $3.78M | 0.00% | +1,216+0.1% | Added |
| Millennium Management LLC | 888,256 | $3.82M | 0.00% | +44,335+5.3% | Added |
| New South Capital Management Inc | 913,167 | $3.93M | 0.18% | −27,647−2.9% | Reduced |
| D. E. Shaw & Co., Inc. | 1,082,640 | $4.66M | 0.01% | +274,469+34.0% | Added |
| B. Riley Asset Management, LLC | 1,225,851 | $5.27M | 2.18% | +1,225,851 | New |
| Hodges Capital Management Inc. | 1,133,986 | $8.42M | 0.69% | −80,272−6.6% | Reduced |
| BlackRock Inc. | 2,456,965 | $10.6M | 0.00% | +209,408+9.3% | Added |
| Vanguard Group Inc | 2,575,831 | $11.1M | 0.00% | +110,380+4.5% | Added |
| ArrowMark Colorado Holdings LLC | 0 | $0 | 0.00% | −1,211,701−100.0% | Sold out |
| Summit Creek Advisors LLC | 0 | $0 | 0.00% | −428,453−100.0% | Sold out |
| Motley Fool Wealth Management, LLC | 0 | $0 | 0.00% | −329,224−100.0% | Sold out |
| Skylands Capital, LLC | 0 | $0 | 0.00% | −230,000−100.0% | Sold out |
| Motley Fool Asset Management LLC | 0 | $0 | 0.00% | −169,438−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −102,616−100.0% | Sold out |
| M&T Bank Corp | 0 | $0 | 0.00% | −72,206−100.0% | Sold out |
| New York Life Investment Management LLC | 0 | $0 | 0.00% | −32,212−100.0% | Sold out |
| Seizert Capital Partners, LLC | 0 | $0 | 0.00% | −31,181−100.0% | Sold out |
| Aristides Capital LLC | 0 | $0 | 0.00% | −29,085−100.0% | Sold out |
| Formula Growth Ltd | 0 | $0 | 0.00% | −27,900−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −23,805−100.0% | Sold out |
| Norges Bank | 0 | $0 | 0.00% | −19,600−100.0% | Sold out |
| Stifel Financial Corp | 0 | $0 | 0.00% | −15,087−100.0% | Sold out |
| Alpine Global Management, LLC | 0 | $0 | 0.00% | −15,043−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −12,790−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −10,377−100.0% | Sold out |
| Gladius Capital Management LP | 0 | $0 | 0.00% | −5,133−100.0% | Sold out |
| EverSource Wealth Advisors, LLC | 0 | $0 | 0.00% | −1,491−100.0% | Sold out |
| Leonteq Securities AG | 0 | $0 | 0.00% | −1,398−100.0% | Sold out |
| TCI Wealth Advisors, Inc. | 0 | $0 | 0.00% | −447−100.0% | Sold out |
| Coppell Advisory Solutions LLC | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| Coppell Advisory Solutions Corp. | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| ClariVest Asset Management LLC | 0 | $0 | 0.00% | −265−100.0% | Sold out |
| Ellevest, Inc. | 0 | $0 | 0.00% | −267−100.0% | Sold out |
| Parallel Advisors, LLC | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Quadrant Capital Group LLC | 0 | $0 | 0.00% | −27−100.0% | Sold out |
| Credit Suisse AG | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| GWM Advisors LLC | 0 | $0 | 0.00% | −18−100.0% | Sold out |
| Massmutual Trust Co FSB | 0 | $0 | 0.00% | −41−100.0% | Sold out |
| Monarch Partners Asset Management LLC | – | – | – | – | Not filed |
| Comerica Bank | – | – | – | – | Not filed |