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 |
|---|---|---|---|---|---|
| Huntington National Bank | 1 | $2 | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 17 | $42 | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 39 | $97 | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 145 | $361 | 0.00% | +145 | New |
| Burkett Financial Services, LLC | 150 | $374 | 0.00% | +100+200.0% | Added |
| BNP Paribas Arbitrage, SA | 275 | $685 | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 316 | $787 | 0.00% | −3,912−92.5% | Reduced |
| Simplex Trading, LLC | 775 | $1.00K | 0.00% | +775 | New |
| Federated Hermes, Inc. | 776 | $1.93K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,000 | $2.49K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 1,308 | $3.26K | 0.00% | −18,049−93.2% | Reduced |
| Tower Research Capital LLC (TRC) | 1,380 | $3.44K | 0.00% | −1,554−53.0% | Reduced |
| Russell Investments Group, Ltd. | 1,652 | $4.11K | 0.00% | −246−13.0% | Reduced |
| AJOVista, LLC | 10,687 | $26.6K | 0.11% | +10,687 | New |
| Morgan Stanley | 10,954 | $27.3K | 0.00% | −5,241−32.4% | Reduced |
| Pingora Partners LLC | 11,800 | $29.4K | 0.02% | 00.0% | Unchanged |
| First Heartland Consultants, Inc. | 12,086 | $30.0K | 0.00% | +12,086 | New |
| Dynamic Technology Lab Private Ltd | 12,344 | $31.0K | 0.00% | +12,344 | New |
| Jane Street Group, LLC | 13,199 | $32.9K | 0.00% | −4,214−24.2% | Reduced |
| Mackenzie Financial Corp | 13,241 | $33.0K | 0.00% | −16,950−56.1% | Reduced |
| Advisor Group Holdings, Inc. | 13,273 | $33.0K | 0.00% | +650+5.1% | Added |
| Savant Capital, LLC | 13,500 | $33.6K | 0.00% | 00.0% | Unchanged |
| Green Square Capital Advisors LLC | 14,411 | $36.7K | 0.01% | +14,411 | New |
| NBC Securities, Inc. | 15,000 | $37.0K | 0.00% | −42,000−73.7% | Reduced |
| Vontobel Holding Ltd. | 17,000 | $42.3K | 0.00% | 00.0% | Unchanged |
| XTX Topco Ltd | 17,318 | $43.1K | 0.00% | +17,318 | New |
| Charles Schwab Investment Management Inc | 22,775 | $56.7K | 0.00% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 23,096 | $57.5K | 0.00% | −12,779−35.6% | Reduced |
| Pathstone Holdings, LLC | 23,378 | $58.2K | 0.00% | −767−3.2% | Reduced |
| Barclays PLC | 32,858 | $81.8K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 32,878 | $81.9K | 0.00% | +32,826+63,126.9% | Added |
| Marshall Wace, LLP | 35,814 | $89.2K | 0.00% | +35,814 | New |
| Citadel Advisors LLC | 37,945 | $94.5K | 0.00% | +16,828+79.7% | Added |
| HSBC Holdings PLC | 41,290 | $103.2K | 0.00% | +2,416+6.2% | Added |
| Bank of America Corp | 43,531 | $108.4K | 0.00% | −438−1.0% | Reduced |
| Price T Rowe Associates Inc | 44,000 | $110.0K | 0.00% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 46,745 | $116.4K | 0.00% | −13,990−23.0% | Reduced |
| Northern Trust Corp | 56,504 | $140.7K | 0.00% | −4,260−7.0% | Reduced |
| Millennium Management LLC | 69,027 | $171.9K | 0.00% | −6,029−8.0% | Reduced |
| FMR LLC | 78,626 | $195.8K | 0.00% | +18,134+30.0% | Added |
| Heron Bay Capital Management | 78,906 | $196.5K | 0.04% | +4,792+6.5% | Added |
| Kennedy Capital Management, Inc. | 99,488 | $247.7K | 0.01% | +99,488 | New |
| Invesco Ltd. | 99,702 | $248.3K | 0.00% | +432+0.4% | Added |
| State Street Corp | 102,051 | $254.1K | 0.00% | 00.0% | Unchanged |
| Hodges Capital Management Inc. | 105,869 | $263.6K | 0.02% | −1,118,781−91.4% | Reduced |
| Assenagon Asset Management S.A. | 150,219 | $374.0K | 0.00% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 152,343 | $379.3K | 0.00% | +31,906+26.5% | Added |
| Bridgeway Capital Management, LLC | 164,400 | $409.4K | 0.01% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 196,500 | $489.3K | 0.00% | +16,000+8.9% | Added |
| River & Mercantile Asset Management LLP | 204,050 | $507.1K | 0.11% | −913−0.4% | Reduced |
| Royce & Associates LP | 244,100 | $607.8K | 0.01% | 00.0% | Unchanged |
| Jacobs Levy Equity Management, Inc | 255,617 | $636.5K | 0.00% | +45,705+21.8% | Added |
| Geode Capital Management, LLC | 273,917 | $682.2K | 0.00% | −12,567−4.4% | Reduced |
| Renaissance Technologies LLC | 292,124 | $727.4K | 0.00% | +3,716+1.3% | Added |
| Man Group plc | 298,643 | $743.6K | 0.00% | +30,114+11.2% | Added |
| Dimensional Fund Advisors LP | 300,033 | $747.1K | 0.00% | −193,146−39.2% | Reduced |
| Public Employees Retirement System of Ohio | 408,860 | $1.02M | 0.00% | −2,900−0.7% | Reduced |
| Boothbay Fund Management, LLC | 491,018 | $1.22M | 0.04% | 00.0% | Unchanged |
| RBF Capital, LLC | 519,183 | $1.29M | 0.07% | 00.0% | Unchanged |
| B. Riley Asset Management, LLC | 541,018 | $1.35M | 0.77% | −197,403−26.7% | Reduced |
| Kent Lake PR LLC | 559,579 | $1.39M | 0.55% | +559,579 | New |
| Rice Hall James & Associates, LLC | 589,226 | $1.47M | 0.08% | +315,651+115.4% | Added |
| BlackRock, Inc. | 716,294 | $1.78M | 0.00% | +716,294 | New |
| D. E. Shaw & Co., Inc. | 1,146,394 | $2.85M | 0.00% | −117,919−9.3% | Reduced |
| Acadian Asset Management LLC | 1,331,381 | $3.31M | 0.01% | 00.0% | Unchanged |
| CastleKnight Management LP | 1,333,295 | $3.32M | 0.39% | +7,986+0.6% | Added |
| Ameriprise Financial Inc | 1,359,021 | $3.38M | 0.00% | +28,592+2.1% | Added |
| New South Capital Management Inc | 1,433,785 | $3.57M | 0.15% | −1,037−0.1% | Reduced |
| Vanguard Group Inc | 1,897,228 | $4.72M | 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 |