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, Q2 2023
Institutional positions in Upland Software, Inc. as of Jun 30, 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
- 90
- −29 vs. Q1 2023
- Shares held
- 26.0M
- +71.1K (+0.3%) vs. Q1 2023
- Total value
- $97.4M
- −$17.8M (−15.5%) vs. Q1 2023
- New holders
- 10
- 33 more added
- Sold out
- 39
- 38 more reduced
3 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Upland Software, Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Hodges Capital Management Inc. | 2,390,267 | $12.3M | 0.72% | +1,256,281+110.8% | Added |
| Vanguard Group Inc | 2,629,115 | $9.46M | 0.00% | +53,284+2.1% | Added |
| New South Capital Management Inc | 1,603,584 | $5.77M | 0.26% | +690,417+75.6% | Added |
| B. Riley Asset Management, LLC | 1,542,243 | $5.55M | 2.04% | +316,392+25.8% | Added |
| Ameriprise Financial Inc | 1,486,839 | $5.35M | 0.00% | +607,256+69.0% | Added |
| Acadian Asset Management LLC | 1,287,902 | $4.63M | 0.02% | +647,709+101.2% | Added |
| D. E. Shaw & Co., Inc. | 1,258,534 | $4.53M | 0.01% | +175,894+16.2% | Added |
| BlackRock Inc. | 1,108,669 | $3.99M | 0.00% | −1,348,296−54.9% | Reduced |
| AQR Capital Management LLC | 1,008,153 | $3.63M | 0.01% | +243,297+31.8% | Added |
| Millennium Management LLC | 970,122 | $3.49M | 0.00% | +81,866+9.2% | Added |
| Boothbay Fund Management, LLC | 776,968 | $2.80M | 0.10% | +200,703+34.8% | Added |
| Palogic Value Management, L.P. | 660,034 | $2.38M | 1.12% | +395,034+149.1% | Added |
| Invenomic Capital Management LP | 603,278 | $2.17M | 0.12% | −60,722−9.1% | Reduced |
| Hillsdale Investment Management Inc. | 537,306 | $1.93M | 0.18% | −57,500−9.7% | Reduced |
| Public Employees Retirement System of Ohio | 516,712 | $1.86M | 0.01% | +227,135+78.4% | Added |
| Assenagon Asset Management S.A. | 512,712 | $1.85M | 0.01% | +130,576+34.2% | Added |
| RBF Capital, LLC | 443,787 | $1.60M | 0.10% | +443,787 | New |
| Rice Hall James & Associates, LLC | 441,812 | $1.59M | 0.09% | +17,879+4.2% | Added |
| First Eagle Investment Management, LLC | 404,935 | $1.46M | 0.00% | +76,731+23.4% | Added |
| Renaissance Technologies LLC | 363,047 | $1.31M | 0.00% | +15,130+4.3% | Added |
| Two Sigma Investments, LP | 356,809 | $1.28M | 0.00% | +332,706+1,380.4% | Added |
| Citadel Advisors LLC | 345,973 | $1.25M | 0.00% | −158,599−31.4% | Reduced |
| Walleye Capital LLC | 325,173 | $1.17M | 0.02% | +214,822+194.7% | Added |
| Two Sigma Advisers, LP | 323,000 | $1.16M | 0.00% | +323,000 | New |
| Geode Capital Management, LLC | 292,864 | $1.05M | 0.00% | −281,471−49.0% | Reduced |
| Royce & Associates LP | 244,100 | $878.8K | 0.01% | 00.0% | Unchanged |
| CastleKnight Management LP | 224,823 | $809.4K | 0.17% | +65,765+41.3% | Added |
| Dimensional Fund Advisors LP | 224,423 | $808.0K | 0.00% | −80,422−26.4% | Reduced |
| Jacobs Levy Equity Management, Inc | 205,273 | $739.0K | 0.00% | −3,149−1.5% | Reduced |
| JPMorgan Chase & Co | 189,309 | $681.5K | 0.00% | −676,605−78.1% | Reduced |
| River & Mercantile Asset Management LLP | 185,409 | $669.0K | 0.13% | +85,580+85.7% | Added |
| XTX Topco Ltd | 182,859 | $658.3K | 0.12% | +82,758+82.7% | Added |
| State of Wisconsin Investment Board | 162,200 | $583.9K | 0.00% | +44,600+37.9% | Added |
| Charles Schwab Investment Management Inc | 158,007 | $568.8K | 0.00% | −45,026−22.2% | Reduced |
| Bank of America Corp | 135,106 | $486.4K | 0.00% | −27,354−16.8% | Reduced |
| Squarepoint Ops LLC | 125,148 | $450.5K | 0.00% | +65,072+108.3% | Added |
| State Street Corp | 102,051 | $367.4K | 0.00% | −424,810−80.6% | Reduced |
| Needham Investment Management LLC | 100,000 | $360.0K | 0.06% | −550,000−84.6% | Reduced |
| Gsa Capital Partners LLP | 100,118 | $360.0K | 0.04% | −77,554−43.7% | Reduced |
| Thrivent Financial for Lutherans | 83,125 | $299.0K | 0.00% | −4,082−4.7% | Reduced |
| Engineers Gate Manager LP | 82,912 | $298.5K | 0.01% | −20,779−20.0% | Reduced |
| Bank of New York Mellon Corp | 75,968 | $273.5K | 0.00% | −91,644−54.7% | Reduced |
| First Dallas Securities Inc. | 71,500 | $257.0K | 0.14% | +30,000+72.3% | Added |
| Goldman Sachs Group Inc | 62,459 | $224.9K | 0.00% | −168,476−73.0% | Reduced |
| Kennedy Capital Management, Inc. | 60,271 | $217.0K | 0.01% | 00.0% | Unchanged |
| Morgan Stanley | 58,892 | $212.0K | 0.00% | −25,132−29.9% | Reduced |
| Northern Trust Corp | 58,271 | $209.8K | 0.00% | −195,560−77.0% | Reduced |
| FMR LLC | 58,083 | $209.1K | 0.00% | +933+1.6% | Added |
| Susquehanna International Group, LLP | 57,240 | $206.1K | 0.00% | +44,488+348.9% | Added |
| Invesco Ltd. | 55,369 | $199.3K | 0.00% | −8,322−13.1% | Reduced |
| Occudo Quantitative Strategies LP | 54,456 | $196.0K | 0.02% | −40,663−42.7% | Reduced |
| Price T Rowe Associates Inc | 52,470 | $189.0K | 0.00% | +18,878+56.2% | Added |
| Qube Research & Technologies Ltd | 49,415 | $177.9K | 0.00% | +49,415 | New |
| Jump Financial, LLC | 46,985 | $169.1K | 0.01% | +46,985 | New |
| UBS Group AG | 44,207 | $159.1K | 0.00% | +2,672+6.4% | Added |
| HSBC Holdings PLC | 38,730 | $139.4K | 0.00% | +60.0% | Added |
| Prelude Capital Management, LLC | 37,900 | $136.4K | 0.01% | +10,778+39.7% | Added |
| Man Group plc | 37,269 | $134.2K | 0.00% | – | – |
| Barclays PLC | 35,285 | $127.0K | 0.00% | −14,985−29.8% | Reduced |
| Cubist Systematic Strategies, LLC | 34,219 | $123.2K | 0.00% | −32,264−48.5% | Reduced |
| Bridgeway Capital Management, LLC | 32,300 | $116.3K | 0.00% | +32,300 | New |
| BNP Paribas Arbitrage, SA | 31,882 | $114.8K | 0.00% | −3,603−10.2% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 31,429 | $113.1K | 0.01% | +31,429 | New |
| State of Wyoming | 23,859 | $85.9K | 0.03% | +16,435+221.4% | Added |
| Pathstone Family Office, LLC | 23,378 | $84.2K | 0.00% | +23,378 | New |
| Point72 Middle East FZE | 23,349 | $84.1K | 0.00% | +21,927+1,542.0% | Added |
| Corton Capital Inc. | 21,456 | $77.2K | 0.04% | +1,970+10.1% | Added |
| Royal Bank of Canada | 21,567 | $77.0K | 0.00% | −1,605−6.9% | Reduced |
| Dynamic Technology Lab Private Ltd | 20,176 | $72.0K | 0.01% | −9,594−32.2% | Reduced |
| Vontobel Holding Ltd. | 17,000 | $61.2K | 0.00% | 00.0% | Unchanged |
| Green Square Capital Advisors LLC | 14,411 | $51.9K | 0.01% | 00.0% | Unchanged |
| Bridgeworth, LLC | 13,500 | $48.6K | 0.01% | +13,500 | New |
| Schonfeld Strategic Advisors LLC | 11,100 | $40.0K | 0.00% | −7,800−41.3% | Reduced |
| Delphia (USA) Inc. | 11,074 | $39.9K | 0.06% | −4,719−29.9% | Reduced |
| Tower Research Capital LLC (TRC) | 10,841 | $39.0K | 0.00% | −2,369−17.9% | Reduced |
| Caption Management, LLC | 9,523 | $34.3K | 0.01% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 7,673 | $27.6K | 0.00% | −1,065−12.2% | Reduced |
| Federated Hermes, Inc. | 3,534 | $12.7K | 0.00% | −387,876−99.1% | Reduced |
| Rhumbline Advisers | 2,684 | $9.66K | 0.00% | −42,465−94.1% | Reduced |
| Wells Fargo & Company | 2,551 | $9.18K | 0.00% | −3,541−58.1% | Reduced |
| Russell Investments Group, Ltd. | 2,000 | $7.20K | 0.00% | −10,700−84.3% | Reduced |
| Quantbot Technologies LP | 1,839 | $6.62K | 0.00% | −23,862−92.8% | Reduced |
| Group One Trading, L.P. | 1,238 | $4.46K | 0.00% | −953−43.5% | Reduced |
| Coppell Advisory Solutions LLC | 400 | $1.45K | 0.00% | +400 | New |
| New York State Common Retirement Fund | 233 | $839 | 0.00% | −9,030−97.5% | Reduced |
| Citigroup Inc | 39 | $140 | 0.00% | −211−84.4% | Reduced |
| GPS Wealth Strategies Group, LLC | 39 | $140 | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 17 | $61 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1 | $4 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 104 | – | – | +104 | New |
| Marathon Asset Mgmt Ltd | 0 | $0 | 0.00% | −640,000−100.0% | Sold out |
| Prudential Financial Inc | 0 | $0 | 0.00% | −290,055−100.0% | Sold out |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −180,907−100.0% | Sold out |
| Nuveen Asset Management, LLC | 0 | $0 | 0.00% | −173,268−100.0% | Sold out |
| Lannebo Fonder AB | 0 | $0 | 0.00% | −145,865−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −123,923−100.0% | Sold out |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −119,203−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −85,722−100.0% | Sold out |
| Tocqueville Asset Management L.P. | 0 | $0 | 0.00% | −85,000−100.0% | Sold out |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −51,182−100.0% | Sold out |