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 |
|---|---|---|---|---|---|
| Jane Street Group, LLC | 0 | $0 | 0.00% | −43,680−100.0% | Sold out |
| Alliancebernstein L.P. | 0 | $0 | 0.00% | −35,700−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −24,170−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −20,900−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −20,098−100.0% | Sold out |
| Deutsche Bank AG | 0 | $0 | 0.00% | −18,134−100.0% | Sold out |
| Principal Financial Group Inc | 0 | $0 | 0.00% | −15,943−100.0% | Sold out |
| American International Group, Inc. | 0 | $0 | 0.00% | −14,266−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −14,007−100.0% | Sold out |
| Manufacturers Life Insurance Company, The | 0 | $0 | 0.00% | −12,040−100.0% | Sold out |
| Voya Investment Management LLC | 0 | $0 | 0.00% | −12,013−100.0% | Sold out |
| Mirae Asset Global Investments Co., Ltd. | 0 | $0 | 0.00% | −11,946−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −11,515−100.0% | Sold out |
| California State Teachers Retirement System | 0 | $0 | 0.00% | −10,989−100.0% | Sold out |
| State Board of Administration of Florida Retirement System | 0 | $0 | 0.00% | −10,984−100.0% | Sold out |
| Cetera Advisors LLC | 0 | $0 | 0.00% | −10,576−100.0% | Sold out |
| MetLife Investment Management | 0 | $0 | 0.00% | −7,761−100.0% | Sold out |
| Amalgamated Bank | 0 | $0 | 0.00% | −3,018−100.0% | Sold out |
| Legal & General Group Plc | 0 | $0 | 0.00% | −2,884−100.0% | Sold out |
| Ameritas Investment Partners, Inc. | 0 | $0 | 0.00% | −2,219−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −1,712−100.0% | Sold out |
| Metropolitan Life Insurance Co | 0 | $0 | 0.00% | −1,625−100.0% | Sold out |
| Fifth Third Bancorp | 0 | $0 | 0.00% | −324−100.0% | Sold out |
| Migdal Insurance & Financial Holdings Ltd. | 0 | $0 | 0.00% | −250−100.0% | Sold out |
| CWM, LLC | 0 | $0 | 0.00% | −328−100.0% | Sold out |
| 25 LLC | 0 | $0 | 0.00% | −137−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −95−100.0% | Sold out |
| The PNC Financial Services Group, Inc. | 0 | $0 | 0.00% | −51−100.0% | Sold out |
| HighTower Trust Services, LTA | – | – | – | – | Not filed |
| Brainard Capital Management LLC | – | – | – | – | Not filed |
| Ahrens Investment Partners LLC | – | – | – | – | Not filed |