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.
Q4 2023 vs. Q3 2023
How the institutions holding Upland Software, Inc. changed between Q3 2023 and Q4 2023.
All holders in Q4 2023All holders in Q3 2023
| Measure | Q3 2023 | Of which not filed for Q4 2023 | Q4 2023 | Change |
|---|---|---|---|---|
| Holders | 80 | 1 | 95 | +16 |
| Shares | 25.9M | 23.4K | 24.9M | −927.6K (−3.6%) |
| Value | $119.7M | $108.0K | $106.0M | −$13.6M (−11.4%) |
1 institution that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so the changes leave them out.
New holders (20)
Institutions that held Upland Software, Inc. at the end of Q4 2023 but not at the end of Q3 2023.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Verdad Advisers, LP | 79,576 | $336.6K | 0.68% |
| HRT Financial LP | 51,229 | $216.0K | 0.00% |
| Captrust Financial Advisors | 50,453 | $213.4K | 0.00% |
| 683 Capital Management, LLC | 48,930 | $207.0K | 0.02% |
| Marshall Wace, LLP | 44,145 | $186.7K | 0.00% |
| Cubist Systematic Strategies, LLC | 24,653 | $104.3K | 0.00% |
| Pathstone Holdings, LLC | 24,407 | $103.2K | 0.00% |
| Charles Schwab Investment Management Inc | 22,775 | $96.3K | 0.00% |
| American Century Companies Inc | 22,223 | $94.0K | 0.00% |
| Schonfeld Strategic Advisors LLC | 14,106 | $59.7K | 0.00% |
| Simplex Trading, LLC | 13,713 | $58.0K | 0.00% |
| Y-Intercept (Hong Kong) Ltd | 13,424 | $56.8K | 0.01% |
| Oxford Asset Management LLP | 12,388 | $52.4K | 0.08% |
| Pingora Partners LLC | 11,800 | $49.9K | 0.04% |
| ExodusPoint Capital Management, LP | 11,550 | $49.0K | 0.00% |
| Quantbot Technologies LP | 3,994 | $16.9K | 0.00% |
| Point72 Asia (Singapore) Pte. Ltd. | 1,285 | $5.44K | 0.00% |
| Burkett Financial Services, LLC | 100 | $423 | 0.00% |
| Cutler Group LP | 99 | $0 | 0.00% |
| CWM, LLC | 20 | $0 | 0.00% |
Sold out (4)
Institutions that held Upland Software, Inc. at the end of Q3 2023 and filed for Q4 2023 without it.
| Institution | Shares, Q3 2023 | Value, Q3 2023 |
|---|---|---|
| Palogic Value Management, L.P. | 586,549 | $2.71M |
| XTX Topco Ltd | 77,419 | $357.7K |
| Squarepoint Ops LLC | 30,647 | $141.6K |
| EverSource Wealth Advisors, LLC | 259 | $1.20K |
Not filed for Q4 2023 yet (1)
Institutions that held Upland Software, Inc. at the end of Q3 2023 and haven't filed a 13F for Q4 2023. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q3 2023 | Value, Q3 2023 |
|---|---|---|
| Pathstone Family Office, LLC | 23,378 | $108.0K |