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 |
|---|---|---|---|---|---|
| Huntington National Bank | 1 | $2 | 0.00% | 00.0% | Unchanged |
| Innealta Capital, LLC | 14 | $35 | 0.00% | +14 | New |
| Anchor Investment Management, LLC | 17 | $42 | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 39 | $97 | 0.00% | −65,477−99.9% | Reduced |
| Burkett Financial Services, LLC | 50 | $125 | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 52 | $129 | 0.00% | −12,440−99.6% | Reduced |
| GPS Wealth Strategies Group, LLC | 250 | $623 | 0.00% | +211+541.0% | Added |
| BNP Paribas Arbitrage, SA | 275 | $685 | 0.00% | 00.0% | Unchanged |
| Rhumbline Advisers | 649 | $1.62K | 0.00% | −79−10.9% | Reduced |
| Federated Hermes, Inc. | 776 | $1.93K | 0.00% | −166−17.6% | Reduced |
| Harbour Investments, Inc. | 1,000 | $2.49K | 0.00% | +1,000 | New |
| Russell Investments Group, Ltd. | 1,898 | $4.73K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,934 | $7.30K | 0.00% | +2,934 | New |
| Group One Trading, L.P. | 4,228 | $10.5K | 0.00% | −11,880−73.8% | Reduced |
| Pingora Partners LLC | 11,800 | $29.4K | 0.02% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 12,623 | $31.4K | 0.00% | +1,000+8.6% | Added |
| Savant Capital, LLC | 13,500 | $33.6K | 0.00% | +13,500 | New |
| Morgan Stanley | 16,195 | $40.3K | 0.00% | −5,541−25.5% | Reduced |
| Vontobel Holding Ltd. | 17,000 | $42.3K | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 17,413 | $43.4K | 0.00% | −194,452−91.8% | Reduced |
| GWM Advisors LLC | 19,357 | $48.2K | 0.00% | +19,357 | New |
| Citadel Advisors LLC | 21,117 | $52.6K | 0.00% | −84,258−80.0% | Reduced |
| Charles Schwab Investment Management Inc | 22,775 | $56.7K | 0.00% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 24,145 | $60.1K | 0.00% | +676+2.9% | Added |
| American Century Companies Inc | 25,627 | $63.8K | 0.00% | +1,285+5.3% | Added |
| Goldman Sachs Group Inc | 28,341 | $70.6K | 0.00% | +17,691+166.1% | Added |
| Mackenzie Financial Corp | 30,191 | $75.2K | 0.00% | +12,898+74.6% | Added |
| Barclays PLC | 32,858 | $81.8K | 0.00% | −929−2.7% | Reduced |
| Engineers Gate Manager LP | 35,875 | $89.3K | 0.00% | −6,864−16.1% | Reduced |
| HSBC Holdings PLC | 38,874 | $98.0K | 0.00% | −2,494−6.0% | Reduced |
| Bank of America Corp | 43,969 | $109.5K | 0.00% | −2,564−5.5% | Reduced |
| Price T Rowe Associates Inc | 44,000 | $110.0K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 57,000 | $141.0K | 0.01% | −2,500−4.2% | Reduced |
| FMR LLC | 60,492 | $150.6K | 0.00% | +3,410+6.0% | Added |
| Bank of New York Mellon Corp | 60,735 | $151.2K | 0.00% | −2,571−4.1% | Reduced |
| Northern Trust Corp | 60,764 | $151.3K | 0.00% | −456−0.7% | Reduced |
| Heron Bay Capital Management | 74,114 | $184.5K | 0.04% | +74,114 | New |
| Millennium Management LLC | 75,056 | $186.9K | 0.00% | −6,020−7.4% | Reduced |
| Invesco Ltd. | 99,270 | $247.2K | 0.00% | −12,874−11.5% | Reduced |
| State Street Corp | 102,051 | $254.1K | 0.00% | +3,800+3.9% | Added |
| Two Sigma Investments, LP | 120,437 | $299.9K | 0.00% | −20,682−14.7% | Reduced |
| Assenagon Asset Management S.A. | 150,219 | $374.0K | 0.00% | +6,018+4.2% | Added |
| Bridgeway Capital Management, LLC | 164,400 | $409.4K | 0.01% | +10,600+6.9% | Added |
| Two Sigma Advisers, LP | 180,500 | $449.4K | 0.00% | −71,200−28.3% | Reduced |
| River & Mercantile Asset Management LLP | 204,963 | $511.4K | 0.14% | −2,657−1.3% | Reduced |
| Jacobs Levy Equity Management, Inc | 209,912 | $522.7K | 0.00% | −193,395−48.0% | Reduced |
| Royce & Associates LP | 244,100 | $607.8K | 0.01% | 00.0% | Unchanged |
| Man Group plc | 268,529 | $668.6K | 0.00% | −39,134−12.7% | Reduced |
| Rice Hall James & Associates, LLC | 273,575 | $681.2K | 0.04% | +9,755+3.7% | Added |
| Geode Capital Management, LLC | 286,484 | $713.5K | 0.00% | −35,092−10.9% | Reduced |
| Renaissance Technologies LLC | 288,408 | $718.1K | 0.00% | +185,617+180.6% | Added |
| Public Employees Retirement System of Ohio | 411,760 | $1.03M | 0.00% | −31,917−7.2% | Reduced |
| Boothbay Fund Management, LLC | 491,018 | $1.22M | 0.04% | −282,007−36.5% | Reduced |
| Dimensional Fund Advisors LP | 493,179 | $1.23M | 0.00% | −35,797−6.8% | Reduced |
| RBF Capital, LLC | 519,183 | $1.29M | 0.08% | 00.0% | Unchanged |
| B. Riley Asset Management, LLC | 738,421 | $1.84M | 0.92% | −787,362−51.6% | Reduced |
| BlackRock Inc. | 832,862 | $2.07M | 0.00% | −217,381−20.7% | Reduced |
| Hodges Capital Management Inc. | 1,224,650 | $3.05M | 0.20% | −100,863−7.6% | Reduced |
| D. E. Shaw & Co., Inc. | 1,264,313 | $3.15M | 0.00% | +52,772+4.4% | Added |
| CastleKnight Management LP | 1,325,309 | $3.30M | 0.44% | +759,464+134.2% | Added |
| Ameriprise Financial Inc | 1,330,429 | $3.31M | 0.00% | +19,456+1.5% | Added |
| Acadian Asset Management LLC | 1,331,381 | $3.31M | 0.01% | 00.0% | Unchanged |
| New South Capital Management Inc | 1,434,822 | $3.57M | 0.16% | −38,215−2.6% | Reduced |
| Vanguard Group Inc | 1,897,228 | $4.72M | 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 |