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.
Q3 2024 vs. Q2 2024
How the institutions holding Upland Software, Inc. changed between Q2 2024 and Q3 2024.
All holders in Q3 2024All holders in Q2 2024
| Measure | Q2 2024 | Of which not filed for Q3 2024 | Q3 2024 | Change |
|---|---|---|---|---|
| Holders | 64 | 1 | 69 | +6 |
| Shares | 16.7M | 832.9K | 16.1M | +204.8K (+1.3%) |
| Value | $41.7M | $2.07M | $40.1M | +$507.8K (+1.3%) |
1 institution that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so the changes leave them out.
New holders (11)
Institutions that held Upland Software, Inc. at the end of Q3 2024 but not at the end of Q2 2024.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| BlackRock, Inc. | 716,294 | $1.78M | 0.00% |
| Kent Lake PR LLC | 559,579 | $1.39M | 0.55% |
| Kennedy Capital Management, Inc. | 99,488 | $247.7K | 0.01% |
| Marshall Wace, LLP | 35,814 | $89.2K | 0.00% |
| XTX Topco Ltd | 17,318 | $43.1K | 0.00% |
| Green Square Capital Advisors LLC | 14,411 | $36.7K | 0.01% |
| Dynamic Technology Lab Private Ltd | 12,344 | $31.0K | 0.00% |
| First Heartland Consultants, Inc. | 12,086 | $30.0K | 0.00% |
| AJOVista, LLC | 10,687 | $26.6K | 0.11% |
| Simplex Trading, LLC | 775 | $1.00K | 0.00% |
| Ronald Blue Trust, Inc. | 145 | $361 | 0.00% |
Sold out (5)
Institutions that held Upland Software, Inc. at the end of Q2 2024 and filed for Q3 2024 without it.
| Institution | Shares, Q2 2024 | Value, Q2 2024 |
|---|---|---|
| Goldman Sachs Group Inc | 28,341 | $70.6K |
| American Century Companies Inc | 25,627 | $63.8K |
| Rhumbline Advisers | 649 | $1.62K |
| GPS Wealth Strategies Group, LLC | 250 | $623 |
| Innealta Capital, LLC | 14 | $35 |
Not filed for Q3 2024 yet (1)
Institutions that held Upland Software, Inc. at the end of Q2 2024 and haven't filed a 13F for Q3 2024. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q2 2024 | Value, Q2 2024 |
|---|---|---|
| BlackRock Inc. | 832,862 | $2.07M |