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, Q3 2024
Institutional positions in Upland Software, Inc. as of Sep 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
- 69
- +6 vs. Q2 2024
- Shares held
- 16.1M
- +204.8K (+1.3%) vs. Q2 2024
- Total value
- $40.1M
- +$507.8K (+1.3%) vs. Q2 2024
- New holders
- 11
- 16 more added
- Sold out
- 5
- 22 more reduced
1 institution that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Upland Software, Inc.; share changes are against Q2 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 | 1,433,785 | $3.57M | 0.15% | −1,037−0.1% | Reduced |
| Ameriprise Financial Inc | 1,359,021 | $3.38M | 0.00% | +28,592+2.1% | Added |
| CastleKnight Management LP | 1,333,295 | $3.32M | 0.39% | +7,986+0.6% | Added |
| Acadian Asset Management LLC | 1,331,381 | $3.31M | 0.01% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 1,146,394 | $2.85M | 0.00% | −117,919−9.3% | Reduced |
| BlackRock, Inc. | 716,294 | $1.78M | 0.00% | +716,294 | New |
| Rice Hall James & Associates, LLC | 589,226 | $1.47M | 0.08% | +315,651+115.4% | Added |
| Kent Lake PR LLC | 559,579 | $1.39M | 0.55% | +559,579 | New |
| B. Riley Asset Management, LLC | 541,018 | $1.35M | 0.77% | −197,403−26.7% | Reduced |
| RBF Capital, LLC | 519,183 | $1.29M | 0.07% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 491,018 | $1.22M | 0.04% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 408,860 | $1.02M | 0.00% | −2,900−0.7% | Reduced |
| Dimensional Fund Advisors LP | 300,033 | $747.1K | 0.00% | −193,146−39.2% | Reduced |
| Man Group plc | 298,643 | $743.6K | 0.00% | +30,114+11.2% | Added |
| Renaissance Technologies LLC | 292,124 | $727.4K | 0.00% | +3,716+1.3% | Added |
| Geode Capital Management, LLC | 273,917 | $682.2K | 0.00% | −12,567−4.4% | Reduced |
| Jacobs Levy Equity Management, Inc | 255,617 | $636.5K | 0.00% | +45,705+21.8% | Added |
| Royce & Associates LP | 244,100 | $607.8K | 0.01% | 00.0% | Unchanged |
| River & Mercantile Asset Management LLP | 204,050 | $507.1K | 0.11% | −913−0.4% | Reduced |
| Two Sigma Advisers, LP | 196,500 | $489.3K | 0.00% | +16,000+8.9% | Added |
| Bridgeway Capital Management, LLC | 164,400 | $409.4K | 0.01% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 152,343 | $379.3K | 0.00% | +31,906+26.5% | Added |
| Assenagon Asset Management S.A. | 150,219 | $374.0K | 0.00% | 00.0% | Unchanged |
| Hodges Capital Management Inc. | 105,869 | $263.6K | 0.02% | −1,118,781−91.4% | Reduced |
| State Street Corp | 102,051 | $254.1K | 0.00% | 00.0% | Unchanged |
| Invesco Ltd. | 99,702 | $248.3K | 0.00% | +432+0.4% | Added |
| Kennedy Capital Management, Inc. | 99,488 | $247.7K | 0.01% | +99,488 | New |
| Heron Bay Capital Management | 78,906 | $196.5K | 0.04% | +4,792+6.5% | Added |
| FMR LLC | 78,626 | $195.8K | 0.00% | +18,134+30.0% | Added |
| Millennium Management LLC | 69,027 | $171.9K | 0.00% | −6,029−8.0% | Reduced |
| Northern Trust Corp | 56,504 | $140.7K | 0.00% | −4,260−7.0% | Reduced |
| Bank of New York Mellon Corp | 46,745 | $116.4K | 0.00% | −13,990−23.0% | Reduced |
| Price T Rowe Associates Inc | 44,000 | $110.0K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 43,531 | $108.4K | 0.00% | −438−1.0% | Reduced |
| HSBC Holdings PLC | 41,290 | $103.2K | 0.00% | +2,416+6.2% | Added |
| Citadel Advisors LLC | 37,945 | $94.5K | 0.00% | +16,828+79.7% | Added |
| Marshall Wace, LLP | 35,814 | $89.2K | 0.00% | +35,814 | New |
| UBS Group AG | 32,878 | $81.9K | 0.00% | +32,826+63,126.9% | Added |
| Barclays PLC | 32,858 | $81.8K | 0.00% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 23,378 | $58.2K | 0.00% | −767−3.2% | Reduced |
| Engineers Gate Manager LP | 23,096 | $57.5K | 0.00% | −12,779−35.6% | Reduced |
| Charles Schwab Investment Management Inc | 22,775 | $56.7K | 0.00% | 00.0% | Unchanged |
| XTX Topco Ltd | 17,318 | $43.1K | 0.00% | +17,318 | New |
| Vontobel Holding Ltd. | 17,000 | $42.3K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 15,000 | $37.0K | 0.00% | −42,000−73.7% | Reduced |
| Green Square Capital Advisors LLC | 14,411 | $36.7K | 0.01% | +14,411 | New |
| Savant Capital, LLC | 13,500 | $33.6K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 13,273 | $33.0K | 0.00% | +650+5.1% | Added |
| Mackenzie Financial Corp | 13,241 | $33.0K | 0.00% | −16,950−56.1% | Reduced |
| Jane Street Group, LLC | 13,199 | $32.9K | 0.00% | −4,214−24.2% | Reduced |
| Dynamic Technology Lab Private Ltd | 12,344 | $31.0K | 0.00% | +12,344 | New |
| First Heartland Consultants, Inc. | 12,086 | $30.0K | 0.00% | +12,086 | New |
| Pingora Partners LLC | 11,800 | $29.4K | 0.02% | 00.0% | Unchanged |
| Morgan Stanley | 10,954 | $27.3K | 0.00% | −5,241−32.4% | Reduced |
| AJOVista, LLC | 10,687 | $26.6K | 0.11% | +10,687 | New |
| Russell Investments Group, Ltd. | 1,652 | $4.11K | 0.00% | −246−13.0% | Reduced |
| Tower Research Capital LLC (TRC) | 1,380 | $3.44K | 0.00% | −1,554−53.0% | Reduced |
| GWM Advisors LLC | 1,308 | $3.26K | 0.00% | −18,049−93.2% | Reduced |
| Harbour Investments, Inc. | 1,000 | $2.49K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 776 | $1.93K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 775 | $1.00K | 0.00% | +775 | New |
| Group One Trading, L.P. | 316 | $787 | 0.00% | −3,912−92.5% | Reduced |
| BNP Paribas Arbitrage, SA | 275 | $685 | 0.00% | 00.0% | Unchanged |
| Burkett Financial Services, LLC | 150 | $374 | 0.00% | +100+200.0% | Added |
| Ronald Blue Trust, Inc. | 145 | $361 | 0.00% | +145 | New |
| Citigroup Inc | 39 | $97 | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 17 | $42 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1 | $2 | 0.00% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 0 | $0 | 0.00% | −28,341−100.0% | Sold out |
| American Century Companies Inc | 0 | $0 | 0.00% | −25,627−100.0% | Sold out |
| Rhumbline Advisers | 0 | $0 | 0.00% | −649−100.0% | Sold out |
| GPS Wealth Strategies Group, LLC | 0 | $0 | 0.00% | −250−100.0% | Sold out |
| Innealta Capital, LLC | 0 | $0 | 0.00% | −14−100.0% | Sold out |
| BlackRock Inc. | – | – | – | – | Not filed |