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, Q2 2024
Institutional positions in Upland Software, Inc. as of Jun 30, 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
- 64
- −16 vs. Q1 2024
- Shares held
- 16.7M
- −2.70M (−13.9%) vs. Q1 2024
- Total value
- $41.7M
- −$18.4M (−30.6%) vs. Q1 2024
- New holders
- 6
- 15 more added
- Sold out
- 22
- 30 more reduced
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Upland Software, Inc.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 1,897,228 | $4.72M | 0.00% | 00.0% | Unchanged |
| New South Capital Management Inc | 1,434,822 | $3.57M | 0.16% | −38,215−2.6% | Reduced |
| Acadian Asset Management LLC | 1,331,381 | $3.31M | 0.01% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 1,330,429 | $3.31M | 0.00% | +19,456+1.5% | Added |
| CastleKnight Management LP | 1,325,309 | $3.30M | 0.44% | +759,464+134.2% | Added |
| D. E. Shaw & Co., Inc. | 1,264,313 | $3.15M | 0.00% | +52,772+4.4% | Added |
| Hodges Capital Management Inc. | 1,224,650 | $3.05M | 0.20% | −100,863−7.6% | Reduced |
| BlackRock Inc. | 832,862 | $2.07M | 0.00% | −217,381−20.7% | Reduced |
| B. Riley Asset Management, LLC | 738,421 | $1.84M | 0.92% | −787,362−51.6% | Reduced |
| RBF Capital, LLC | 519,183 | $1.29M | 0.08% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 493,179 | $1.23M | 0.00% | −35,797−6.8% | Reduced |
| Boothbay Fund Management, LLC | 491,018 | $1.22M | 0.04% | −282,007−36.5% | Reduced |
| Public Employees Retirement System of Ohio | 411,760 | $1.03M | 0.00% | −31,917−7.2% | Reduced |
| Renaissance Technologies LLC | 288,408 | $718.1K | 0.00% | +185,617+180.6% | Added |
| Geode Capital Management, LLC | 286,484 | $713.5K | 0.00% | −35,092−10.9% | Reduced |
| Rice Hall James & Associates, LLC | 273,575 | $681.2K | 0.04% | +9,755+3.7% | Added |
| Man Group plc | 268,529 | $668.6K | 0.00% | −39,134−12.7% | Reduced |
| Royce & Associates LP | 244,100 | $607.8K | 0.01% | 00.0% | Unchanged |
| Jacobs Levy Equity Management, Inc | 209,912 | $522.7K | 0.00% | −193,395−48.0% | Reduced |
| River & Mercantile Asset Management LLP | 204,963 | $511.4K | 0.14% | −2,657−1.3% | Reduced |
| Two Sigma Advisers, LP | 180,500 | $449.4K | 0.00% | −71,200−28.3% | Reduced |
| Bridgeway Capital Management, LLC | 164,400 | $409.4K | 0.01% | +10,600+6.9% | Added |
| Assenagon Asset Management S.A. | 150,219 | $374.0K | 0.00% | +6,018+4.2% | Added |
| Two Sigma Investments, LP | 120,437 | $299.9K | 0.00% | −20,682−14.7% | Reduced |
| State Street Corp | 102,051 | $254.1K | 0.00% | +3,800+3.9% | Added |
| Invesco Ltd. | 99,270 | $247.2K | 0.00% | −12,874−11.5% | Reduced |
| Millennium Management LLC | 75,056 | $186.9K | 0.00% | −6,020−7.4% | Reduced |
| Heron Bay Capital Management | 74,114 | $184.5K | 0.04% | +74,114 | New |
| Northern Trust Corp | 60,764 | $151.3K | 0.00% | −456−0.7% | Reduced |
| Bank of New York Mellon Corp | 60,735 | $151.2K | 0.00% | −2,571−4.1% | Reduced |
| FMR LLC | 60,492 | $150.6K | 0.00% | +3,410+6.0% | Added |
| NBC Securities, Inc. | 57,000 | $141.0K | 0.01% | −2,500−4.2% | Reduced |
| Price T Rowe Associates Inc | 44,000 | $110.0K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 43,969 | $109.5K | 0.00% | −2,564−5.5% | Reduced |
| HSBC Holdings PLC | 38,874 | $98.0K | 0.00% | −2,494−6.0% | Reduced |
| Engineers Gate Manager LP | 35,875 | $89.3K | 0.00% | −6,864−16.1% | Reduced |
| Barclays PLC | 32,858 | $81.8K | 0.00% | −929−2.7% | Reduced |
| Mackenzie Financial Corp | 30,191 | $75.2K | 0.00% | +12,898+74.6% | Added |
| Goldman Sachs Group Inc | 28,341 | $70.6K | 0.00% | +17,691+166.1% | Added |
| American Century Companies Inc | 25,627 | $63.8K | 0.00% | +1,285+5.3% | Added |
| Pathstone Holdings, LLC | 24,145 | $60.1K | 0.00% | +676+2.9% | Added |
| Charles Schwab Investment Management Inc | 22,775 | $56.7K | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 21,117 | $52.6K | 0.00% | −84,258−80.0% | Reduced |
| GWM Advisors LLC | 19,357 | $48.2K | 0.00% | +19,357 | New |
| Jane Street Group, LLC | 17,413 | $43.4K | 0.00% | −194,452−91.8% | Reduced |
| Vontobel Holding Ltd. | 17,000 | $42.3K | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 16,195 | $40.3K | 0.00% | −5,541−25.5% | Reduced |
| Savant Capital, LLC | 13,500 | $33.6K | 0.00% | +13,500 | New |
| Advisor Group Holdings, Inc. | 12,623 | $31.4K | 0.00% | +1,000+8.6% | Added |
| Pingora Partners LLC | 11,800 | $29.4K | 0.02% | 00.0% | Unchanged |
| Group One Trading, L.P. | 4,228 | $10.5K | 0.00% | −11,880−73.8% | Reduced |
| Tower Research Capital LLC (TRC) | 2,934 | $7.30K | 0.00% | +2,934 | New |
| Russell Investments Group, Ltd. | 1,898 | $4.73K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,000 | $2.49K | 0.00% | +1,000 | New |
| Federated Hermes, Inc. | 776 | $1.93K | 0.00% | −166−17.6% | Reduced |
| Rhumbline Advisers | 649 | $1.62K | 0.00% | −79−10.9% | Reduced |
| BNP Paribas Arbitrage, SA | 275 | $685 | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 250 | $623 | 0.00% | +211+541.0% | Added |
| UBS Group AG | 52 | $129 | 0.00% | −12,440−99.6% | Reduced |
| Burkett Financial Services, LLC | 50 | $125 | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 39 | $97 | 0.00% | −65,477−99.9% | Reduced |
| Anchor Investment Management, LLC | 17 | $42 | 0.00% | 00.0% | Unchanged |
| Innealta Capital, LLC | 14 | $35 | 0.00% | +14 | New |
| Huntington National Bank | 1 | $2 | 0.00% | 00.0% | Unchanged |
| First Eagle Investment Management, LLC | 0 | $0 | 0.00% | −594,819−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −259,361−100.0% | Sold out |
| Victory Capital Management Inc | 0 | $0 | 0.00% | −237,037−100.0% | Sold out |
| AQR Capital Management LLC | 0 | $0 | 0.00% | −95,266−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −81,700−100.0% | Sold out |
| Thrivent Financial for Lutherans | 0 | $0 | 0.00% | −61,187−100.0% | Sold out |
| State of Wisconsin Investment Board | 0 | $0 | 0.00% | −51,600−100.0% | Sold out |
| Bank of Montreal | 0 | $0 | 0.00% | −41,000−100.0% | Sold out |
| JPMorgan Chase & Co | 0 | $0 | 0.00% | −39,889−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −34,063−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −33,172−100.0% | Sold out |
| Mirae Asset Global Investments Co., Ltd. | 0 | $0 | 0.00% | −11,946−100.0% | Sold out |
| State Board of Administration of Florida Retirement System | 0 | $0 | 0.00% | −10,984−100.0% | Sold out |
| Green Square Capital Advisors LLC | 0 | $0 | 0.00% | −14,411−100.0% | Sold out |
| Point72 Asia (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −13,141−100.0% | Sold out |
| Oxford Asset Management LLP | 0 | $0 | 0.00% | −12,625−100.0% | Sold out |
| First Dallas Securities Inc. | 0 | $0 | 0.00% | −12,500−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −10,024−100.0% | Sold out |
| Catalyst Funds Management Pty Ltd | 0 | $0 | 0.00% | −7,200−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −3,494−100.0% | Sold out |
| Wells Fargo & Company | 0 | $0 | 0.00% | −223−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −229−100.0% | Sold out |