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.
Q1 2024 vs. Q4 2023
How the institutions holding Upland Software, Inc. changed between Q4 2023 and Q1 2024.
All holders in Q1 2024All holders in Q4 2023
| Measure | Q4 2023 | Of which not filed for Q1 2024 | Q1 2024 | Change |
|---|---|---|---|---|
| Holders | 95 | 2 | 80 | −13 |
| Shares | 24.9M | 13.9K | 19.4M | −5.48M (−22.0%) |
| Value | $106.0M | $58.8K | $60.1M | −$45.9M (−43.3%) |
2 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so the changes leave them out.
New holders (5)
Institutions that held Upland Software, Inc. at the end of Q1 2024 but not at the end of Q4 2023.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Bank of Montreal | 41,000 | $126.7K | 0.00% |
| Mirae Asset Global Investments Co., Ltd. | 11,946 | $47.7K | 0.00% |
| State Board of Administration of Florida Retirement System | 10,984 | $47.2K | 0.00% |
| Wolverine Trading, LLC | 10,024 | $31.0K | 0.00% |
| Catalyst Funds Management Pty Ltd | 7,200 | $22.2K | 0.01% |
Sold out (18)
Institutions that held Upland Software, Inc. at the end of Q4 2023 and filed for Q1 2024 without it.
| Institution | Shares, Q4 2023 | Value, Q4 2023 |
|---|---|---|
| Hillsdale Investment Management Inc. | 536,606 | $2.27M |
| Invenomic Capital Management LP | 297,100 | $1.26M |
| Verdad Advisers, LP | 79,576 | $336.6K |
| Jump Financial, LLC | 64,200 | $271.6K |
| HRT Financial LP | 51,229 | $216.0K |
| Captrust Financial Advisors | 50,453 | $213.4K |
| 683 Capital Management, LLC | 48,930 | $207.0K |
| Marshall Wace, LLP | 44,145 | $186.7K |
| Occudo Quantitative Strategies LP | 26,664 | $112.8K |
| Prelude Capital Management, LLC | 15,277 | $64.6K |
| Schonfeld Strategic Advisors LLC | 14,106 | $59.7K |
| Y-Intercept (Hong Kong) Ltd | 13,424 | $56.8K |
| ExodusPoint Capital Management, LP | 11,550 | $49.0K |
| Tower Research Capital LLC (TRC) | 1,916 | $8.11K |
| Signaturefd, LLC | 750 | $3.17K |
| Royal Bank of Canada | 390 | $2.00K |
| Cutler Group LP | 99 | $0 |
| CWM, LLC | 20 | $0 |
Not filed for Q1 2024 yet (2)
Institutions that held Upland Software, Inc. at the end of Q4 2023 and haven't filed a 13F for Q1 2024. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q4 2023 | Value, Q4 2023 |
|---|---|---|
| Bridgeworth, LLC | 13,500 | $57.1K |
| Coppell Advisory Solutions LLC | 400 | $1.69K |