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.
Q2 2023 vs. Q1 2023
How the institutions holding Upland Software, Inc. changed between Q1 2023 and Q2 2023.
All holders in Q2 2023All holders in Q1 2023
| Measure | Q1 2023 | Of which not filed for Q2 2023 | Q2 2023 | Change |
|---|---|---|---|---|
| Holders | 122 | 3 | 90 | −29 |
| Shares | 26.0M | 62.8K | 26.0M | +71.1K (+0.3%) |
| Value | $115.5M | $285.7K | $97.4M | −$17.8M (−15.5%) |
3 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so the changes leave them out.
New holders (10)
Institutions that held Upland Software, Inc. at the end of Q2 2023 but not at the end of Q1 2023.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| RBF Capital, LLC | 443,787 | $1.60M | 0.10% |
| Two Sigma Advisers, LP | 323,000 | $1.16M | 0.00% |
| Qube Research & Technologies Ltd | 49,415 | $177.9K | 0.00% |
| Jump Financial, LLC | 46,985 | $169.1K | 0.01% |
| Bridgeway Capital Management, LLC | 32,300 | $116.3K | 0.00% |
| Y-Intercept (Hong Kong) Ltd | 31,429 | $113.1K | 0.01% |
| Pathstone Family Office, LLC | 23,378 | $84.2K | 0.00% |
| Bridgeworth, LLC | 13,500 | $48.6K | 0.01% |
| Coppell Advisory Solutions LLC | 400 | $1.45K | 0.00% |
| IFP Advisors, Inc | 104 | – | – |
Sold out (39)
Institutions that held Upland Software, Inc. at the end of Q1 2023 and filed for Q2 2023 without it.
Not filed for Q2 2023 yet (3)
Institutions that held Upland Software, Inc. at the end of Q1 2023 and haven't filed a 13F for Q2 2023. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q1 2023 | Value, Q1 2023 |
|---|---|---|
| HighTower Trust Services, LTA | 39,279 | $184.6K |
| Brainard Capital Management LLC | 23,378 | $100.5K |
| Ahrens Investment Partners LLC | 135 | $581 |