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, Q3 2023
Institutional positions in Upland Software, Inc. as of Sep 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
- 80
- −10 vs. Q2 2023
- Shares held
- 25.9M
- −137.1K (−0.5%) vs. Q2 2023
- Total value
- $119.7M
- +$22.3M (+22.9%) vs. Q2 2023
- New holders
- 6
- 27 more added
- Sold out
- 16
- 32 more reduced
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Upland Software, Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Huntington National Bank | 1 | $5 | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 17 | $79 | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 39 | $180 | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 346 | $1.00K | 0.00% | −21,221−98.4% | Reduced |
| EverSource Wealth Advisors, LLC | 259 | $1.20K | 0.00% | +259 | New |
| BNP Paribas Arbitrage, SA | 290 | $1.34K | 0.00% | −31,592−99.1% | Reduced |
| Federated Hermes, Inc. | 419 | $1.94K | 0.00% | −3,115−88.1% | Reduced |
| Coppell Advisory Solutions LLC | 400 | $2.85K | 0.00% | 00.0% | Unchanged |
| Rhumbline Advisers | 728 | $3.36K | 0.00% | −1,956−72.9% | Reduced |
| Signaturefd, LLC | 750 | $3.46K | 0.00% | +750 | New |
| Wells Fargo & Company | 1,703 | $7.87K | 0.00% | −848−33.2% | Reduced |
| Tower Research Capital LLC (TRC) | 1,882 | $8.70K | 0.00% | −8,959−82.6% | Reduced |
| Russell Investments Group, Ltd. | 2,000 | $9.24K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 3,050 | $14.1K | 0.00% | −41,157−93.1% | Reduced |
| Advisor Group Holdings, Inc. | 8,173 | $37.8K | 0.00% | +500+6.5% | Added |
| Jump Financial, LLC | 10,800 | $49.9K | 0.00% | −36,185−77.0% | Reduced |
| Mackenzie Financial Corp | 12,076 | $54.1K | 0.00% | +12,076 | New |
| Qube Research & Technologies Ltd | 11,901 | $55.0K | 0.00% | −37,514−75.9% | Reduced |
| Bridgeworth, LLC | 13,500 | $62.4K | 0.01% | 00.0% | Unchanged |
| Green Square Capital Advisors LLC | 14,411 | $66.6K | 0.01% | 00.0% | Unchanged |
| Vontobel Holding Ltd. | 17,000 | $78.5K | 0.00% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 18,997 | $87.8K | 0.00% | −43,462−69.6% | Reduced |
| Jane Street Group, LLC | 20,388 | $94.2K | 0.00% | +20,388 | New |
| Pathstone Family Office, LLC | 23,378 | $108.0K | 0.00% | 00.0% | Unchanged |
| Man Group plc | – | $121.9K | 0.00% | – | – |
| Group One Trading, L.P. | 26,448 | $122.2K | 0.00% | +25,210+2,036.3% | Added |
| Prelude Capital Management, LLC | 26,939 | $124.5K | 0.01% | −10,961−28.9% | Reduced |
| Morgan Stanley | 27,997 | $129.3K | 0.00% | −30,895−52.5% | Reduced |
| Citigroup Inc | 28,732 | $132.7K | 0.00% | +28,693+73,571.8% | Added |
| Squarepoint Ops LLC | 30,647 | $141.6K | 0.00% | −94,501−75.5% | Reduced |
| Renaissance Technologies LLC | 34,808 | $161.0K | 0.00% | −328,239−90.4% | Reduced |
| Occudo Quantitative Strategies LP | 37,708 | $174.2K | 0.02% | −16,748−30.8% | Reduced |
| HSBC Holdings PLC | 41,368 | $191.5K | 0.00% | +2,638+6.8% | Added |
| NBC Securities, Inc. | 45,250 | $209.0K | 0.02% | +45,250 | New |
| Price T Rowe Associates Inc | 52,470 | $243.0K | 0.00% | 00.0% | Unchanged |
| Invesco Ltd. | 55,801 | $257.8K | 0.00% | +432+0.8% | Added |
| Northern Trust Corp | 58,238 | $269.1K | 0.00% | −33−0.1% | Reduced |
| FMR LLC | 60,270 | $278.4K | 0.00% | +2,187+3.8% | Added |
| Engineers Gate Manager LP | 66,175 | $305.7K | 0.01% | −16,737−20.2% | Reduced |
| Barclays PLC | 70,663 | $326.5K | 0.00% | +35,378+100.3% | Added |
| XTX Topco Ltd | 77,419 | $357.7K | 0.06% | −105,440−57.7% | Reduced |
| Bank of New York Mellon Corp | 78,750 | $363.8K | 0.00% | +2,782+3.7% | Added |
| Thrivent Financial for Lutherans | 83,125 | $384.0K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 87,854 | $405.9K | 0.00% | +30,614+53.5% | Added |
| Bridgeway Capital Management, LLC | 100,300 | $463.4K | 0.01% | +68,000+210.5% | Added |
| State Street Corp | 101,051 | $466.9K | 0.00% | −1,000−1.0% | Reduced |
| State of Wisconsin Investment Board | 109,500 | $505.9K | 0.00% | −52,700−32.5% | Reduced |
| Bank of America Corp | 137,677 | $636.1K | 0.00% | +2,571+1.9% | Added |
| Citadel Advisors LLC | 200,542 | $926.5K | 0.00% | −145,431−42.0% | Reduced |
| Walleye Capital LLC | 205,959 | $951.5K | 0.01% | −119,214−36.7% | Reduced |
| River & Mercantile Asset Management LLP | 212,028 | $978.5K | 0.23% | +26,619+14.4% | Added |
| Two Sigma Investments, LP | 221,230 | $1.02M | 0.00% | −135,579−38.0% | Reduced |
| Victory Capital Management Inc | 237,731 | $1.10M | 0.00% | +237,731 | New |
| Royce & Associates LP | 244,100 | $1.13M | 0.01% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 282,815 | $1.31M | 0.00% | +93,506+49.4% | Added |
| Dimensional Fund Advisors LP | 287,297 | $1.33M | 0.00% | +62,874+28.0% | Added |
| Millennium Management LLC | 293,267 | $1.35M | 0.00% | −676,855−69.8% | Reduced |
| Geode Capital Management, LLC | 308,660 | $1.43M | 0.00% | +15,796+5.4% | Added |
| Two Sigma Advisers, LP | 341,500 | $1.58M | 0.00% | +18,500+5.7% | Added |
| Rice Hall James & Associates, LLC | 434,067 | $2.01M | 0.13% | −7,745−1.8% | Reduced |
| RBF Capital, LLC | 486,235 | $2.25M | 0.15% | +42,448+9.6% | Added |
| Jacobs Levy Equity Management, Inc | 493,930 | $2.28M | 0.01% | +288,657+140.6% | Added |
| Public Employees Retirement System of Ohio | 516,712 | $2.39M | 0.01% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 537,306 | $2.48M | 0.23% | 00.0% | Unchanged |
| Assenagon Asset Management S.A. | 580,043 | $2.68M | 0.01% | +67,331+13.1% | Added |
| Palogic Value Management, L.P. | 586,549 | $2.71M | 1.34% | −73,485−11.1% | Reduced |
| First Eagle Investment Management, LLC | 693,778 | $3.21M | 0.01% | +288,843+71.3% | Added |
| Invenomic Capital Management LP | 725,310 | $3.35M | 0.14% | +122,032+20.2% | Added |
| AQR Capital Management LLC | 763,455 | $3.53M | 0.01% | −244,698−24.3% | Reduced |
| Boothbay Fund Management, LLC | 782,192 | $3.61M | 0.13% | +5,224+0.7% | Added |
| CastleKnight Management LP | 836,444 | $3.86M | 0.66% | +611,621+272.0% | Added |
| BlackRock Inc. | 1,090,396 | $5.04M | 0.00% | −18,273−1.6% | Reduced |
| D. E. Shaw & Co., Inc. | 1,292,676 | $5.97M | 0.01% | +34,142+2.7% | Added |
| Acadian Asset Management LLC | 1,331,381 | $6.15M | 0.03% | +43,479+3.4% | Added |
| Ameriprise Financial Inc | 1,423,659 | $6.58M | 0.00% | −63,180−4.2% | Reduced |
| First Dallas Securities Inc. | 1,427,314 | $6.59M | 1.52% | +1,355,814+1,896.2% | Added |
| B. Riley Asset Management, LLC | 1,567,243 | $7.24M | 2.88% | +25,000+1.6% | Added |
| New South Capital Management Inc | 1,588,215 | $7.34M | 0.35% | −15,369−1.0% | Reduced |
| Hodges Capital Management Inc. | 1,676,677 | $7.75M | 0.92% | −713,590−29.9% | Reduced |
| Vanguard Group Inc | 2,615,360 | $12.1M | 0.00% | −13,755−0.5% | Reduced |
| Charles Schwab Investment Management Inc | 0 | $0 | 0.00% | −158,007−100.0% | Sold out |
| Needham Investment Management LLC | 0 | $0 | 0.00% | −100,000−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −100,118−100.0% | Sold out |
| Kennedy Capital Management, Inc. | 0 | $0 | 0.00% | −60,271−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −34,219−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −31,429−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −23,859−100.0% | Sold out |
| Point72 Middle East FZE | 0 | $0 | 0.00% | −23,349−100.0% | Sold out |
| Corton Capital Inc. | 0 | $0 | 0.00% | −21,456−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −20,176−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −11,100−100.0% | Sold out |
| Delphia (USA) Inc. | 0 | $0 | 0.00% | −11,074−100.0% | Sold out |
| Caption Management, LLC | 0 | $0 | 0.00% | −9,523−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −1,839−100.0% | Sold out |
| New York State Common Retirement Fund | 0 | $0 | 0.00% | −233−100.0% | Sold out |
| IFP Advisors, Inc | 0 | $0 | 0.00% | −104−100.0% | Sold out |