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.
Q3 2023 vs. Q2 2023
How the institutions holding Upland Software, Inc. changed between Q2 2023 and Q3 2023.
All holders in Q3 2023All holders in Q2 2023
| Measure | Q2 2023 | Q3 2023 | Change |
|---|---|---|---|
| Holders | 90 | 80 | −10 |
| Shares | 26.0M | 25.9M | −137.1K (−0.5%) |
| Value | $97.4M | $119.7M | +$22.3M (+22.9%) |
New holders (6)
Institutions that held Upland Software, Inc. at the end of Q3 2023 but not at the end of Q2 2023.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Victory Capital Management Inc | 237,731 | $1.10M | 0.00% |
| NBC Securities, Inc. | 45,250 | $209.0K | 0.02% |
| Jane Street Group, LLC | 20,388 | $94.2K | 0.00% |
| Mackenzie Financial Corp | 12,076 | $54.1K | 0.00% |
| Signaturefd, LLC | 750 | $3.46K | 0.00% |
| EverSource Wealth Advisors, LLC | 259 | $1.20K | 0.00% |
Sold out (16)
Institutions that held Upland Software, Inc. at the end of Q2 2023 and filed for Q3 2023 without it.
| Institution | Shares, Q2 2023 | Value, Q2 2023 |
|---|---|---|
| Charles Schwab Investment Management Inc | 158,007 | $568.8K |
| Needham Investment Management LLC | 100,000 | $360.0K |
| Gsa Capital Partners LLP | 100,118 | $360.0K |
| Kennedy Capital Management, Inc. | 60,271 | $217.0K |
| Cubist Systematic Strategies, LLC | 34,219 | $123.2K |
| Y-Intercept (Hong Kong) Ltd | 31,429 | $113.1K |
| State of Wyoming | 23,859 | $85.9K |
| Point72 Middle East FZE | 23,349 | $84.1K |
| Corton Capital Inc. | 21,456 | $77.2K |
| Dynamic Technology Lab Private Ltd | 20,176 | $72.0K |
| Schonfeld Strategic Advisors LLC | 11,100 | $40.0K |
| Delphia (USA) Inc. | 11,074 | $39.9K |
| Caption Management, LLC | 9,523 | $34.3K |
| Quantbot Technologies LP | 1,839 | $6.62K |
| New York State Common Retirement Fund | 233 | $839 |
| IFP Advisors, Inc | 104 | – |