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 |
|---|---|---|---|---|---|
| Huntington National Bank | 1 | $4 | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 17 | $61 | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 39 | $140 | 0.00% | −211−84.4% | Reduced |
| GPS Wealth Strategies Group, LLC | 39 | $140 | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 233 | $839 | 0.00% | −9,030−97.5% | Reduced |
| Coppell Advisory Solutions LLC | 400 | $1.45K | 0.00% | +400 | New |
| Group One Trading, L.P. | 1,238 | $4.46K | 0.00% | −953−43.5% | Reduced |
| Quantbot Technologies LP | 1,839 | $6.62K | 0.00% | −23,862−92.8% | Reduced |
| Russell Investments Group, Ltd. | 2,000 | $7.20K | 0.00% | −10,700−84.3% | Reduced |
| Wells Fargo & Company | 2,551 | $9.18K | 0.00% | −3,541−58.1% | Reduced |
| Rhumbline Advisers | 2,684 | $9.66K | 0.00% | −42,465−94.1% | Reduced |
| Federated Hermes, Inc. | 3,534 | $12.7K | 0.00% | −387,876−99.1% | Reduced |
| Advisor Group Holdings, Inc. | 7,673 | $27.6K | 0.00% | −1,065−12.2% | Reduced |
| Caption Management, LLC | 9,523 | $34.3K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 10,841 | $39.0K | 0.00% | −2,369−17.9% | Reduced |
| Delphia (USA) Inc. | 11,074 | $39.9K | 0.06% | −4,719−29.9% | Reduced |
| Schonfeld Strategic Advisors LLC | 11,100 | $40.0K | 0.00% | −7,800−41.3% | Reduced |
| Bridgeworth, LLC | 13,500 | $48.6K | 0.01% | +13,500 | New |
| Green Square Capital Advisors LLC | 14,411 | $51.9K | 0.01% | 00.0% | Unchanged |
| Vontobel Holding Ltd. | 17,000 | $61.2K | 0.00% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 20,176 | $72.0K | 0.01% | −9,594−32.2% | Reduced |
| Royal Bank of Canada | 21,567 | $77.0K | 0.00% | −1,605−6.9% | Reduced |
| Corton Capital Inc. | 21,456 | $77.2K | 0.04% | +1,970+10.1% | Added |
| Point72 Middle East FZE | 23,349 | $84.1K | 0.00% | +21,927+1,542.0% | Added |
| Pathstone Family Office, LLC | 23,378 | $84.2K | 0.00% | +23,378 | New |
| State of Wyoming | 23,859 | $85.9K | 0.03% | +16,435+221.4% | Added |
| Y-Intercept (Hong Kong) Ltd | 31,429 | $113.1K | 0.01% | +31,429 | New |
| BNP Paribas Arbitrage, SA | 31,882 | $114.8K | 0.00% | −3,603−10.2% | Reduced |
| Bridgeway Capital Management, LLC | 32,300 | $116.3K | 0.00% | +32,300 | New |
| Cubist Systematic Strategies, LLC | 34,219 | $123.2K | 0.00% | −32,264−48.5% | Reduced |
| Barclays PLC | 35,285 | $127.0K | 0.00% | −14,985−29.8% | Reduced |
| Man Group plc | 37,269 | $134.2K | 0.00% | – | – |
| Prelude Capital Management, LLC | 37,900 | $136.4K | 0.01% | +10,778+39.7% | Added |
| HSBC Holdings PLC | 38,730 | $139.4K | 0.00% | +60.0% | Added |
| UBS Group AG | 44,207 | $159.1K | 0.00% | +2,672+6.4% | Added |
| Jump Financial, LLC | 46,985 | $169.1K | 0.01% | +46,985 | New |
| Qube Research & Technologies Ltd | 49,415 | $177.9K | 0.00% | +49,415 | New |
| Price T Rowe Associates Inc | 52,470 | $189.0K | 0.00% | +18,878+56.2% | Added |
| Occudo Quantitative Strategies LP | 54,456 | $196.0K | 0.02% | −40,663−42.7% | Reduced |
| Invesco Ltd. | 55,369 | $199.3K | 0.00% | −8,322−13.1% | Reduced |
| Susquehanna International Group, LLP | 57,240 | $206.1K | 0.00% | +44,488+348.9% | Added |
| FMR LLC | 58,083 | $209.1K | 0.00% | +933+1.6% | Added |
| Northern Trust Corp | 58,271 | $209.8K | 0.00% | −195,560−77.0% | Reduced |
| Morgan Stanley | 58,892 | $212.0K | 0.00% | −25,132−29.9% | Reduced |
| Kennedy Capital Management, Inc. | 60,271 | $217.0K | 0.01% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 62,459 | $224.9K | 0.00% | −168,476−73.0% | Reduced |
| First Dallas Securities Inc. | 71,500 | $257.0K | 0.14% | +30,000+72.3% | Added |
| Bank of New York Mellon Corp | 75,968 | $273.5K | 0.00% | −91,644−54.7% | Reduced |
| Engineers Gate Manager LP | 82,912 | $298.5K | 0.01% | −20,779−20.0% | Reduced |
| Thrivent Financial for Lutherans | 83,125 | $299.0K | 0.00% | −4,082−4.7% | 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 |
| State Street Corp | 102,051 | $367.4K | 0.00% | −424,810−80.6% | Reduced |
| Squarepoint Ops LLC | 125,148 | $450.5K | 0.00% | +65,072+108.3% | Added |
| Bank of America Corp | 135,106 | $486.4K | 0.00% | −27,354−16.8% | Reduced |
| Charles Schwab Investment Management Inc | 158,007 | $568.8K | 0.00% | −45,026−22.2% | Reduced |
| State of Wisconsin Investment Board | 162,200 | $583.9K | 0.00% | +44,600+37.9% | Added |
| XTX Topco Ltd | 182,859 | $658.3K | 0.12% | +82,758+82.7% | Added |
| River & Mercantile Asset Management LLP | 185,409 | $669.0K | 0.13% | +85,580+85.7% | Added |
| JPMorgan Chase & Co | 189,309 | $681.5K | 0.00% | −676,605−78.1% | Reduced |
| Jacobs Levy Equity Management, Inc | 205,273 | $739.0K | 0.00% | −3,149−1.5% | Reduced |
| Dimensional Fund Advisors LP | 224,423 | $808.0K | 0.00% | −80,422−26.4% | Reduced |
| CastleKnight Management LP | 224,823 | $809.4K | 0.17% | +65,765+41.3% | Added |
| Royce & Associates LP | 244,100 | $878.8K | 0.01% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 292,864 | $1.05M | 0.00% | −281,471−49.0% | Reduced |
| Two Sigma Advisers, LP | 323,000 | $1.16M | 0.00% | +323,000 | New |
| Walleye Capital LLC | 325,173 | $1.17M | 0.02% | +214,822+194.7% | Added |
| Citadel Advisors LLC | 345,973 | $1.25M | 0.00% | −158,599−31.4% | Reduced |
| Two Sigma Investments, LP | 356,809 | $1.28M | 0.00% | +332,706+1,380.4% | Added |
| Renaissance Technologies LLC | 363,047 | $1.31M | 0.00% | +15,130+4.3% | Added |
| First Eagle Investment Management, LLC | 404,935 | $1.46M | 0.00% | +76,731+23.4% | Added |
| Rice Hall James & Associates, LLC | 441,812 | $1.59M | 0.09% | +17,879+4.2% | Added |
| RBF Capital, LLC | 443,787 | $1.60M | 0.10% | +443,787 | New |
| Assenagon Asset Management S.A. | 512,712 | $1.85M | 0.01% | +130,576+34.2% | Added |
| Public Employees Retirement System of Ohio | 516,712 | $1.86M | 0.01% | +227,135+78.4% | Added |
| Hillsdale Investment Management Inc. | 537,306 | $1.93M | 0.18% | −57,500−9.7% | Reduced |
| Invenomic Capital Management LP | 603,278 | $2.17M | 0.12% | −60,722−9.1% | Reduced |
| Palogic Value Management, L.P. | 660,034 | $2.38M | 1.12% | +395,034+149.1% | Added |
| Boothbay Fund Management, LLC | 776,968 | $2.80M | 0.10% | +200,703+34.8% | Added |
| Millennium Management LLC | 970,122 | $3.49M | 0.00% | +81,866+9.2% | Added |
| AQR Capital Management LLC | 1,008,153 | $3.63M | 0.01% | +243,297+31.8% | Added |
| BlackRock Inc. | 1,108,669 | $3.99M | 0.00% | −1,348,296−54.9% | Reduced |
| D. E. Shaw & Co., Inc. | 1,258,534 | $4.53M | 0.01% | +175,894+16.2% | Added |
| Acadian Asset Management LLC | 1,287,902 | $4.63M | 0.02% | +647,709+101.2% | Added |
| Ameriprise Financial Inc | 1,486,839 | $5.35M | 0.00% | +607,256+69.0% | Added |
| B. Riley Asset Management, LLC | 1,542,243 | $5.55M | 2.04% | +316,392+25.8% | Added |
| New South Capital Management Inc | 1,603,584 | $5.77M | 0.26% | +690,417+75.6% | Added |
| Vanguard Group Inc | 2,629,115 | $9.46M | 0.00% | +53,284+2.1% | Added |
| Hodges Capital Management Inc. | 2,390,267 | $12.3M | 0.72% | +1,256,281+110.8% | Added |
| 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 |