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, Q1 2024
Institutional positions in Upland Software, Inc. as of Mar 31, 2024. 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
- −13 vs. Q4 2023
- Shares held
- 19.4M
- −5.48M (−22.0%) vs. Q4 2023
- Total value
- $60.1M
- −$45.9M (−43.3%) vs. Q4 2023
- New holders
- 5
- 18 more added
- Sold out
- 18
- 42 more reduced
2 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Upland Software, Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 1,897,228 | $5.86M | 0.00% | 00.0% | Unchanged |
| B. Riley Asset Management, LLC | 1,525,783 | $4.71M | 1.89% | −144,653−8.7% | Reduced |
| New South Capital Management Inc | 1,473,037 | $4.55M | 0.19% | −50,252−3.3% | Reduced |
| Acadian Asset Management LLC | 1,331,381 | $4.11M | 0.01% | 00.0% | Unchanged |
| Hodges Capital Management Inc. | 1,325,513 | $4.10M | 0.26% | −2,658,508−66.7% | Reduced |
| Ameriprise Financial Inc | 1,310,973 | $4.05M | 0.00% | +50,653+4.0% | Added |
| D. E. Shaw & Co., Inc. | 1,211,541 | $3.74M | 0.00% | −57,766−4.6% | Reduced |
| BlackRock Inc. | 1,050,243 | $3.25M | 0.00% | −11,117−1.0% | Reduced |
| Boothbay Fund Management, LLC | 773,025 | $2.39M | 0.07% | −95,402−11.0% | Reduced |
| First Eagle Investment Management, LLC | 594,819 | $1.84M | 0.00% | −244,364−29.1% | Reduced |
| CastleKnight Management LP | 565,845 | $1.75M | 0.26% | −63,213−10.0% | Reduced |
| Dimensional Fund Advisors LP | 528,976 | $1.63M | 0.00% | +47,567+9.9% | Added |
| RBF Capital, LLC | 519,183 | $1.60M | 0.09% | +30,000+6.1% | Added |
| Public Employees Retirement System of Ohio | 443,677 | $1.37M | 0.01% | −73,035−14.1% | Reduced |
| Jacobs Levy Equity Management, Inc | 403,307 | $1.25M | 0.01% | −48,659−10.8% | Reduced |
| Geode Capital Management, LLC | 321,576 | $993.9K | 0.00% | +932+0.3% | Added |
| Man Group plc | 307,663 | $950.7K | 0.00% | +94,013+44.0% | Added |
| Rice Hall James & Associates, LLC | 263,820 | $815.2K | 0.05% | −121,113−31.5% | Reduced |
| Susquehanna International Group, LLP | 259,361 | $801.4K | 0.00% | +136,386+110.9% | Added |
| Two Sigma Advisers, LP | 251,700 | $777.8K | 0.00% | −52,700−17.3% | Reduced |
| Royce & Associates LP | 244,100 | $754.3K | 0.01% | 00.0% | Unchanged |
| Victory Capital Management Inc | 237,037 | $732.4K | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 211,865 | $654.7K | 0.00% | +66,554+45.8% | Added |
| River & Mercantile Asset Management LLP | 207,620 | $640.5K | 0.16% | −2,334−1.1% | Reduced |
| Bridgeway Capital Management, LLC | 153,800 | $475.2K | 0.01% | +53,500+53.3% | Added |
| Assenagon Asset Management S.A. | 144,201 | $445.6K | 0.00% | −262,246−64.5% | Reduced |
| Two Sigma Investments, LP | 141,119 | $436.1K | 0.00% | −63,838−31.1% | Reduced |
| Invesco Ltd. | 112,144 | $346.5K | 0.00% | +49,180+78.1% | Added |
| Citadel Advisors LLC | 105,375 | $325.6K | 0.00% | −75,981−41.9% | Reduced |
| Renaissance Technologies LLC | 102,791 | $318.0K | 0.00% | +33,491+48.3% | Added |
| State Street Corp | 98,251 | $303.6K | 0.00% | −2,800−2.8% | Reduced |
| AQR Capital Management LLC | 95,266 | $294.4K | 0.00% | −224,908−70.2% | Reduced |
| Qube Research & Technologies Ltd | 81,700 | $252.5K | 0.00% | −4,070−4.7% | Reduced |
| Millennium Management LLC | 81,076 | $250.5K | 0.00% | −133,621−62.2% | Reduced |
| Citigroup Inc | 65,516 | $202.4K | 0.00% | −113,600−63.4% | Reduced |
| Bank of New York Mellon Corp | 63,306 | $195.6K | 0.00% | −5,354−7.8% | Reduced |
| Northern Trust Corp | 61,220 | $189.2K | 0.00% | −6,829−10.0% | Reduced |
| Thrivent Financial for Lutherans | 61,187 | $189.0K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 59,500 | $183.0K | 0.02% | −3,000−4.8% | Reduced |
| FMR LLC | 57,082 | $176.4K | 0.00% | −6,533−10.3% | Reduced |
| State of Wisconsin Investment Board | 51,600 | $159.4K | 0.00% | −34,500−40.1% | Reduced |
| Bank of America Corp | 46,533 | $143.8K | 0.00% | −109,415−70.2% | Reduced |
| Price T Rowe Associates Inc | 44,000 | $136.0K | 0.00% | −3,853−8.1% | Reduced |
| Engineers Gate Manager LP | 42,739 | $132.1K | 0.00% | −19,832−31.7% | Reduced |
| HSBC Holdings PLC | 41,368 | $127.8K | 0.00% | 00.0% | Unchanged |
| Bank of Montreal | 41,000 | $126.7K | 0.00% | +41,000 | New |
| JPMorgan Chase & Co | 39,889 | $123.3K | 0.00% | −56,825−58.8% | Reduced |
| Cubist Systematic Strategies, LLC | 34,063 | $105.3K | 0.00% | +9,410+38.2% | Added |
| Barclays PLC | 33,787 | $104.4K | 0.00% | −32,455−49.0% | Reduced |
| Walleye Capital LLC | 33,172 | $102.5K | 0.00% | −12,998−28.2% | Reduced |
| American Century Companies Inc | 24,342 | $75.2K | 0.00% | +2,119+9.5% | Added |
| Pathstone Holdings, LLC | 23,469 | $72.5K | 0.00% | −938−3.8% | Reduced |
| Charles Schwab Investment Management Inc | 22,775 | $70.4K | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 21,736 | $67.2K | 0.00% | −44,500−67.2% | Reduced |
| Mackenzie Financial Corp | 17,293 | $53.4K | 0.00% | +6,032+53.6% | Added |
| Vontobel Holding Ltd. | 17,000 | $52.5K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 16,108 | $49.8K | 0.00% | −18,629−53.6% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 11,946 | $47.7K | 0.00% | +11,946 | New |
| State Board of Administration of Florida Retirement System | 10,984 | $47.2K | 0.00% | +10,984 | New |
| Green Square Capital Advisors LLC | 14,411 | $44.5K | 0.01% | 00.0% | Unchanged |
| Point72 Asia (Singapore) Pte. Ltd. | 13,141 | $40.6K | 0.01% | +11,856+922.6% | Added |
| Oxford Asset Management LLP | 12,625 | $39.0K | 0.04% | +237+1.9% | Added |
| First Dallas Securities Inc. | 12,500 | $39.0K | 0.02% | −31,000−71.3% | Reduced |
| UBS Group AG | 12,492 | $38.6K | 0.00% | +8,385+204.2% | Added |
| Pingora Partners LLC | 11,800 | $36.5K | 0.03% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 11,623 | $35.9K | 0.00% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 10,650 | $32.9K | 0.00% | −569−5.1% | Reduced |
| Wolverine Trading, LLC | 10,024 | $31.0K | 0.00% | +10,024 | New |
| Catalyst Funds Management Pty Ltd | 7,200 | $22.2K | 0.01% | +7,200 | New |
| Quantbot Technologies LP | 3,494 | $10.8K | 0.00% | −500−12.5% | Reduced |
| Russell Investments Group, Ltd. | 1,898 | $5.86K | 0.00% | −27−1.4% | Reduced |
| Federated Hermes, Inc. | 942 | $2.91K | 0.00% | +523+124.8% | Added |
| Rhumbline Advisers | 728 | $2.25K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 275 | $850 | 0.00% | −15−5.2% | Reduced |
| Wells Fargo & Company | 223 | $689 | 0.00% | +3+1.4% | Added |
| Burkett Financial Services, LLC | 50 | $155 | 0.00% | −50−50.0% | Reduced |
| GPS Wealth Strategies Group, LLC | 39 | $121 | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 17 | $53 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1 | $3 | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 229 | $0 | 0.00% | −13,484−98.3% | Reduced |
| Hillsdale Investment Management Inc. | 0 | $0 | 0.00% | −536,606−100.0% | Sold out |
| Invenomic Capital Management LP | 0 | $0 | 0.00% | −297,100−100.0% | Sold out |
| Verdad Advisers, LP | 0 | $0 | 0.00% | −79,576−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −64,200−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −51,229−100.0% | Sold out |
| Captrust Financial Advisors | 0 | $0 | 0.00% | −50,453−100.0% | Sold out |
| 683 Capital Management, LLC | 0 | $0 | 0.00% | −48,930−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −44,145−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −26,664−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −15,277−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −14,106−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −13,424−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −11,550−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −1,916−100.0% | Sold out |
| Signaturefd, LLC | 0 | $0 | 0.00% | −750−100.0% | Sold out |
| Royal Bank of Canada | 0 | $0 | 0.00% | −390−100.0% | Sold out |
| Cutler Group LP | 0 | $0 | 0.00% | −99−100.0% | Sold out |
| CWM, LLC | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Bridgeworth, LLC | – | – | – | – | Not filed |
| Coppell Advisory Solutions LLC | – | – | – | – | Not filed |