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 |
|---|---|---|---|---|---|
| Simplex Trading, LLC | 229 | $0 | 0.00% | −13,484−98.3% | Reduced |
| Huntington National Bank | 1 | $3 | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 17 | $53 | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 39 | $121 | 0.00% | 00.0% | Unchanged |
| Burkett Financial Services, LLC | 50 | $155 | 0.00% | −50−50.0% | Reduced |
| Wells Fargo & Company | 223 | $689 | 0.00% | +3+1.4% | Added |
| BNP Paribas Arbitrage, SA | 275 | $850 | 0.00% | −15−5.2% | Reduced |
| Rhumbline Advisers | 728 | $2.25K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 942 | $2.91K | 0.00% | +523+124.8% | Added |
| Russell Investments Group, Ltd. | 1,898 | $5.86K | 0.00% | −27−1.4% | Reduced |
| Quantbot Technologies LP | 3,494 | $10.8K | 0.00% | −500−12.5% | Reduced |
| Catalyst Funds Management Pty Ltd | 7,200 | $22.2K | 0.01% | +7,200 | New |
| Wolverine Trading, LLC | 10,024 | $31.0K | 0.00% | +10,024 | New |
| Goldman Sachs Group Inc | 10,650 | $32.9K | 0.00% | −569−5.1% | Reduced |
| Advisor Group Holdings, Inc. | 11,623 | $35.9K | 0.00% | 00.0% | Unchanged |
| Pingora Partners LLC | 11,800 | $36.5K | 0.03% | 00.0% | Unchanged |
| UBS Group AG | 12,492 | $38.6K | 0.00% | +8,385+204.2% | Added |
| First Dallas Securities Inc. | 12,500 | $39.0K | 0.02% | −31,000−71.3% | Reduced |
| Oxford Asset Management LLP | 12,625 | $39.0K | 0.04% | +237+1.9% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 13,141 | $40.6K | 0.01% | +11,856+922.6% | Added |
| Green Square Capital Advisors LLC | 14,411 | $44.5K | 0.01% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 10,984 | $47.2K | 0.00% | +10,984 | New |
| Mirae Asset Global Investments Co., Ltd. | 11,946 | $47.7K | 0.00% | +11,946 | New |
| Group One Trading, L.P. | 16,108 | $49.8K | 0.00% | −18,629−53.6% | Reduced |
| Vontobel Holding Ltd. | 17,000 | $52.5K | 0.00% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 17,293 | $53.4K | 0.00% | +6,032+53.6% | Added |
| Morgan Stanley | 21,736 | $67.2K | 0.00% | −44,500−67.2% | Reduced |
| Charles Schwab Investment Management Inc | 22,775 | $70.4K | 0.00% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 23,469 | $72.5K | 0.00% | −938−3.8% | Reduced |
| American Century Companies Inc | 24,342 | $75.2K | 0.00% | +2,119+9.5% | Added |
| Walleye Capital LLC | 33,172 | $102.5K | 0.00% | −12,998−28.2% | Reduced |
| Barclays PLC | 33,787 | $104.4K | 0.00% | −32,455−49.0% | Reduced |
| Cubist Systematic Strategies, LLC | 34,063 | $105.3K | 0.00% | +9,410+38.2% | Added |
| JPMorgan Chase & Co | 39,889 | $123.3K | 0.00% | −56,825−58.8% | Reduced |
| Bank of Montreal | 41,000 | $126.7K | 0.00% | +41,000 | New |
| HSBC Holdings PLC | 41,368 | $127.8K | 0.00% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 42,739 | $132.1K | 0.00% | −19,832−31.7% | Reduced |
| Price T Rowe Associates Inc | 44,000 | $136.0K | 0.00% | −3,853−8.1% | Reduced |
| Bank of America Corp | 46,533 | $143.8K | 0.00% | −109,415−70.2% | Reduced |
| State of Wisconsin Investment Board | 51,600 | $159.4K | 0.00% | −34,500−40.1% | Reduced |
| FMR LLC | 57,082 | $176.4K | 0.00% | −6,533−10.3% | Reduced |
| NBC Securities, Inc. | 59,500 | $183.0K | 0.02% | −3,000−4.8% | Reduced |
| Thrivent Financial for Lutherans | 61,187 | $189.0K | 0.00% | 00.0% | Unchanged |
| Northern Trust Corp | 61,220 | $189.2K | 0.00% | −6,829−10.0% | Reduced |
| Bank of New York Mellon Corp | 63,306 | $195.6K | 0.00% | −5,354−7.8% | Reduced |
| Citigroup Inc | 65,516 | $202.4K | 0.00% | −113,600−63.4% | Reduced |
| Millennium Management LLC | 81,076 | $250.5K | 0.00% | −133,621−62.2% | Reduced |
| Qube Research & Technologies Ltd | 81,700 | $252.5K | 0.00% | −4,070−4.7% | Reduced |
| AQR Capital Management LLC | 95,266 | $294.4K | 0.00% | −224,908−70.2% | Reduced |
| State Street Corp | 98,251 | $303.6K | 0.00% | −2,800−2.8% | Reduced |
| Renaissance Technologies LLC | 102,791 | $318.0K | 0.00% | +33,491+48.3% | Added |
| Citadel Advisors LLC | 105,375 | $325.6K | 0.00% | −75,981−41.9% | Reduced |
| Invesco Ltd. | 112,144 | $346.5K | 0.00% | +49,180+78.1% | Added |
| Two Sigma Investments, LP | 141,119 | $436.1K | 0.00% | −63,838−31.1% | Reduced |
| Assenagon Asset Management S.A. | 144,201 | $445.6K | 0.00% | −262,246−64.5% | Reduced |
| Bridgeway Capital Management, LLC | 153,800 | $475.2K | 0.01% | +53,500+53.3% | Added |
| River & Mercantile Asset Management LLP | 207,620 | $640.5K | 0.16% | −2,334−1.1% | Reduced |
| Jane Street Group, LLC | 211,865 | $654.7K | 0.00% | +66,554+45.8% | Added |
| Victory Capital Management Inc | 237,037 | $732.4K | 0.00% | 00.0% | Unchanged |
| Royce & Associates LP | 244,100 | $754.3K | 0.01% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 251,700 | $777.8K | 0.00% | −52,700−17.3% | Reduced |
| Susquehanna International Group, LLP | 259,361 | $801.4K | 0.00% | +136,386+110.9% | Added |
| Rice Hall James & Associates, LLC | 263,820 | $815.2K | 0.05% | −121,113−31.5% | Reduced |
| Man Group plc | 307,663 | $950.7K | 0.00% | +94,013+44.0% | Added |
| Geode Capital Management, LLC | 321,576 | $993.9K | 0.00% | +932+0.3% | Added |
| Jacobs Levy Equity Management, Inc | 403,307 | $1.25M | 0.01% | −48,659−10.8% | Reduced |
| Public Employees Retirement System of Ohio | 443,677 | $1.37M | 0.01% | −73,035−14.1% | Reduced |
| RBF Capital, LLC | 519,183 | $1.60M | 0.09% | +30,000+6.1% | Added |
| Dimensional Fund Advisors LP | 528,976 | $1.63M | 0.00% | +47,567+9.9% | Added |
| CastleKnight Management LP | 565,845 | $1.75M | 0.26% | −63,213−10.0% | Reduced |
| First Eagle Investment Management, LLC | 594,819 | $1.84M | 0.00% | −244,364−29.1% | Reduced |
| Boothbay Fund Management, LLC | 773,025 | $2.39M | 0.07% | −95,402−11.0% | Reduced |
| BlackRock Inc. | 1,050,243 | $3.25M | 0.00% | −11,117−1.0% | Reduced |
| D. E. Shaw & Co., Inc. | 1,211,541 | $3.74M | 0.00% | −57,766−4.6% | Reduced |
| Ameriprise Financial Inc | 1,310,973 | $4.05M | 0.00% | +50,653+4.0% | Added |
| Hodges Capital Management Inc. | 1,325,513 | $4.10M | 0.26% | −2,658,508−66.7% | Reduced |
| Acadian Asset Management LLC | 1,331,381 | $4.11M | 0.01% | 00.0% | Unchanged |
| New South Capital Management Inc | 1,473,037 | $4.55M | 0.19% | −50,252−3.3% | Reduced |
| B. Riley Asset Management, LLC | 1,525,783 | $4.71M | 1.89% | −144,653−8.7% | Reduced |
| Vanguard Group Inc | 1,897,228 | $5.86M | 0.00% | 00.0% | Unchanged |
| 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 |