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, Q4 2023
Institutional positions in Upland Software, Inc. as of Dec 31, 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
- 95
- +16 vs. Q3 2023
- Shares held
- 24.9M
- −927.6K (−3.6%) vs. Q3 2023
- Total value
- $106.0M
- −$13.6M (−11.4%) vs. Q3 2023
- New holders
- 20
- 24 more added
- Sold out
- 4
- 33 more reduced
1 institution that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Upland Software, Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Cutler Group LP | 99 | $0 | 0.00% | +99 | New |
| CWM, LLC | 20 | $0 | 0.00% | +20 | New |
| Huntington National Bank | 1 | $4 | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 17 | $72 | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 39 | $165 | 0.00% | 00.0% | Unchanged |
| Burkett Financial Services, LLC | 100 | $423 | 0.00% | +100 | New |
| Wells Fargo & Company | 220 | $931 | 0.00% | −1,483−87.1% | Reduced |
| BNP Paribas Arbitrage, SA | 290 | $1.23K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 400 | $1.69K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 419 | $1.77K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 390 | $2.00K | 0.00% | +44+12.7% | Added |
| Rhumbline Advisers | 728 | $3.08K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 750 | $3.17K | 0.00% | 00.0% | Unchanged |
| Point72 Asia (Singapore) Pte. Ltd. | 1,285 | $5.44K | 0.00% | +1,285 | New |
| Tower Research Capital LLC (TRC) | 1,916 | $8.11K | 0.00% | +34+1.8% | Added |
| Russell Investments Group, Ltd. | 1,925 | $8.14K | 0.00% | −75−3.8% | Reduced |
| Quantbot Technologies LP | 3,994 | $16.9K | 0.00% | +3,994 | New |
| UBS Group AG | 4,107 | $17.4K | 0.00% | +1,057+34.7% | Added |
| Goldman Sachs Group Inc | 11,219 | $47.5K | 0.00% | −7,778−40.9% | Reduced |
| Mackenzie Financial Corp | 11,261 | $47.6K | 0.00% | −815−6.7% | Reduced |
| ExodusPoint Capital Management, LP | 11,550 | $49.0K | 0.00% | +11,550 | New |
| Advisor Group Holdings, Inc. | 11,623 | $49.2K | 0.00% | +3,450+42.2% | Added |
| Pingora Partners LLC | 11,800 | $49.9K | 0.04% | +11,800 | New |
| Oxford Asset Management LLP | 12,388 | $52.4K | 0.08% | +12,388 | New |
| Y-Intercept (Hong Kong) Ltd | 13,424 | $56.8K | 0.01% | +13,424 | New |
| Bridgeworth, LLC | 13,500 | $57.1K | 0.01% | 00.0% | Unchanged |
| Simplex Trading, LLC | 13,713 | $58.0K | 0.00% | +13,713 | New |
| Schonfeld Strategic Advisors LLC | 14,106 | $59.7K | 0.00% | +14,106 | New |
| Green Square Capital Advisors LLC | 14,411 | $61.0K | 0.01% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 15,277 | $64.6K | 0.01% | −11,662−43.3% | Reduced |
| Vontobel Holding Ltd. | 17,000 | $71.9K | 0.00% | 00.0% | Unchanged |
| American Century Companies Inc | 22,223 | $94.0K | 0.00% | +22,223 | New |
| Charles Schwab Investment Management Inc | 22,775 | $96.3K | 0.00% | +22,775 | New |
| Pathstone Holdings, LLC | 24,407 | $103.2K | 0.00% | +24,407 | New |
| Cubist Systematic Strategies, LLC | 24,653 | $104.3K | 0.00% | +24,653 | New |
| Occudo Quantitative Strategies LP | 26,664 | $112.8K | 0.02% | −11,044−29.3% | Reduced |
| Group One Trading, L.P. | 34,737 | $146.9K | 0.00% | +8,289+31.3% | Added |
| HSBC Holdings PLC | 41,368 | $176.6K | 0.00% | 00.0% | Unchanged |
| First Dallas Securities Inc. | 43,500 | $184.0K | 0.09% | −1,383,814−97.0% | Reduced |
| Marshall Wace, LLP | 44,145 | $186.7K | 0.00% | +44,145 | New |
| Walleye Capital LLC | 46,170 | $195.3K | 0.00% | −159,789−77.6% | Reduced |
| Price T Rowe Associates Inc | 47,853 | $203.0K | 0.00% | −4,617−8.8% | Reduced |
| 683 Capital Management, LLC | 48,930 | $207.0K | 0.02% | +48,930 | New |
| Captrust Financial Advisors | 50,453 | $213.4K | 0.00% | +50,453 | New |
| HRT Financial LP | 51,229 | $216.0K | 0.00% | +51,229 | New |
| Thrivent Financial for Lutherans | 61,187 | $259.0K | 0.00% | −21,938−26.4% | Reduced |
| NBC Securities, Inc. | 62,500 | $264.0K | 0.03% | +17,250+38.1% | Added |
| Engineers Gate Manager LP | 62,571 | $264.7K | 0.01% | −3,604−5.4% | Reduced |
| Invesco Ltd. | 62,964 | $266.3K | 0.00% | +7,163+12.8% | Added |
| FMR LLC | 63,615 | $269.1K | 0.00% | +3,345+5.6% | Added |
| Jump Financial, LLC | 64,200 | $271.6K | 0.01% | +53,400+494.4% | Added |
| Morgan Stanley | 66,236 | $280.2K | 0.00% | +38,239+136.6% | Added |
| Barclays PLC | 66,242 | $280.2K | 0.00% | −4,421−6.3% | Reduced |
| Northern Trust Corp | 68,049 | $287.8K | 0.00% | +9,811+16.8% | Added |
| Bank of New York Mellon Corp | 68,660 | $290.4K | 0.00% | −10,090−12.8% | Reduced |
| Renaissance Technologies LLC | 69,300 | $293.0K | 0.00% | +34,492+99.1% | Added |
| Verdad Advisers, LP | 79,576 | $336.6K | 0.68% | +79,576 | New |
| Qube Research & Technologies Ltd | 85,770 | $362.8K | 0.00% | +73,869+620.7% | Added |
| State of Wisconsin Investment Board | 86,100 | $364.2K | 0.00% | −23,400−21.4% | Reduced |
| JPMorgan Chase & Co | 96,714 | $409.1K | 0.00% | −186,101−65.8% | Reduced |
| Bridgeway Capital Management, LLC | 100,300 | $424.3K | 0.01% | 00.0% | Unchanged |
| State Street Corp | 101,051 | $427.4K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 122,975 | $520.2K | 0.00% | +35,121+40.0% | Added |
| Jane Street Group, LLC | 145,311 | $614.7K | 0.00% | +124,923+612.7% | Added |
| Bank of America Corp | 155,948 | $659.7K | 0.00% | +18,271+13.3% | Added |
| Citigroup Inc | 179,116 | $757.7K | 0.00% | +150,384+523.4% | Added |
| Citadel Advisors LLC | 181,356 | $767.1K | 0.00% | −19,186−9.6% | Reduced |
| Two Sigma Investments, LP | 204,957 | $867.0K | 0.00% | −16,273−7.4% | Reduced |
| River & Mercantile Asset Management LLP | 209,954 | $888.1K | 0.17% | −2,074−1.0% | Reduced |
| Man Group plc | 213,650 | $903.7K | 0.00% | – | – |
| Millennium Management LLC | 214,697 | $908.2K | 0.00% | −78,570−26.8% | Reduced |
| Victory Capital Management Inc | 237,037 | $1.00M | 0.00% | −694−0.3% | Reduced |
| Royce & Associates LP | 244,100 | $1.03M | 0.01% | 00.0% | Unchanged |
| Invenomic Capital Management LP | 297,100 | $1.26M | 0.07% | −428,210−59.0% | Reduced |
| Two Sigma Advisers, LP | 304,400 | $1.29M | 0.00% | −37,100−10.9% | Reduced |
| AQR Capital Management LLC | 320,174 | $1.35M | 0.00% | −443,281−58.1% | Reduced |
| Geode Capital Management, LLC | 320,644 | $1.36M | 0.00% | +11,984+3.9% | Added |
| Rice Hall James & Associates, LLC | 384,933 | $1.63M | 0.09% | −49,134−11.3% | Reduced |
| Assenagon Asset Management S.A. | 406,447 | $1.72M | 0.01% | −173,596−29.9% | Reduced |
| Jacobs Levy Equity Management, Inc | 451,966 | $1.91M | 0.01% | −41,964−8.5% | Reduced |
| Dimensional Fund Advisors LP | 481,409 | $2.04M | 0.00% | +194,112+67.6% | Added |
| RBF Capital, LLC | 489,183 | $2.07M | 0.13% | +2,948+0.6% | Added |
| Public Employees Retirement System of Ohio | 516,712 | $2.19M | 0.01% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 536,606 | $2.27M | 0.19% | −700−0.1% | Reduced |
| CastleKnight Management LP | 629,058 | $2.66M | 0.43% | −207,386−24.8% | Reduced |
| First Eagle Investment Management, LLC | 839,183 | $3.55M | 0.01% | +145,405+21.0% | Added |
| Boothbay Fund Management, LLC | 868,427 | $3.67M | 0.14% | +86,235+11.0% | Added |
| BlackRock Inc. | 1,061,360 | $4.49M | 0.00% | −29,036−2.7% | Reduced |
| Ameriprise Financial Inc | 1,260,320 | $5.33M | 0.00% | −163,339−11.5% | Reduced |
| D. E. Shaw & Co., Inc. | 1,269,307 | $5.37M | 0.01% | −23,369−1.8% | Reduced |
| Acadian Asset Management LLC | 1,331,381 | $5.63M | 0.02% | 00.0% | Unchanged |
| New South Capital Management Inc | 1,523,289 | $6.44M | 0.28% | −64,926−4.1% | Reduced |
| B. Riley Asset Management, LLC | 1,670,436 | $7.60M | 2.75% | +103,193+6.6% | Added |
| Vanguard Group Inc | 1,897,228 | $8.03M | 0.00% | −718,132−27.5% | Reduced |
| Hodges Capital Management Inc. | 3,984,021 | $16.9M | 0.90% | +2,307,344+137.6% | Added |
| Palogic Value Management, L.P. | 0 | $0 | 0.00% | −586,549−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −77,419−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −30,647−100.0% | Sold out |
| EverSource Wealth Advisors, LLC | 0 | $0 | 0.00% | −259−100.0% | Sold out |
| Pathstone Family Office, LLC | – | – | – | – | Not filed |