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.
Q2 2024 vs. Q1 2024
How the institutions holding Upland Software, Inc. changed between Q1 2024 and Q2 2024.
All holders in Q2 2024All holders in Q1 2024
| Measure | Q1 2024 | Q2 2024 | Change |
|---|---|---|---|
| Holders | 80 | 64 | −16 |
| Shares | 19.4M | 16.7M | −2.70M (−13.9%) |
| Value | $60.1M | $41.7M | −$18.4M (−30.6%) |
New holders (6)
Institutions that held Upland Software, Inc. at the end of Q2 2024 but not at the end of Q1 2024.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Heron Bay Capital Management | 74,114 | $184.5K | 0.04% |
| GWM Advisors LLC | 19,357 | $48.2K | 0.00% |
| Savant Capital, LLC | 13,500 | $33.6K | 0.00% |
| Tower Research Capital LLC (TRC) | 2,934 | $7.30K | 0.00% |
| Harbour Investments, Inc. | 1,000 | $2.49K | 0.00% |
| Innealta Capital, LLC | 14 | $35 | 0.00% |
Sold out (22)
Institutions that held Upland Software, Inc. at the end of Q1 2024 and filed for Q2 2024 without it.