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, Q4 2024
Institutional positions in Upland Software, Inc. as of Dec 31, 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
- 75
- +7 vs. Q3 2024
- Shares held
- 15.0M
- −1.08M (−6.7%) vs. Q3 2024
- Total value
- $65.0M
- +$24.9M (+62.1%) vs. Q3 2024
- New holders
- 21
- 24 more added
- Sold out
- 14
- 19 more reduced
1 institution that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Upland Software, Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 1,856,852 | $8.06M | 0.00% | −40,376−2.1% | Reduced |
| Acadian Asset Management LLC | 1,331,381 | $5.78M | 0.02% | 00.0% | Unchanged |
| New South Capital Management Inc | 1,320,785 | $5.73M | 0.24% | −113,000−7.9% | Reduced |
| D. E. Shaw & Co., Inc. | 1,301,061 | $5.65M | 0.01% | +154,667+13.5% | Added |
| Ameriprise Financial Inc | 1,256,479 | $5.45M | 0.00% | −102,542−7.5% | Reduced |
| CastleKnight Management LP | 1,020,143 | $4.43M | 0.48% | −313,152−23.5% | Reduced |
| Rice Hall James & Associates, LLC | 964,624 | $4.19M | 0.23% | +375,398+63.7% | Added |
| BlackRock, Inc. | 773,734 | $3.36M | 0.00% | +57,440+8.0% | Added |
| RBF Capital, LLC | 519,183 | $2.08M | 0.11% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 406,400 | $1.76M | 0.00% | +209,900+106.8% | Added |
| Man Group plc | 398,800 | $1.73M | 0.01% | +100,157+33.5% | Added |
| Public Employees Retirement System of Ohio | 379,690 | $1.65M | 0.01% | −29,170−7.1% | Reduced |
| Renaissance Technologies LLC | 358,808 | $1.56M | 0.00% | +66,684+22.8% | Added |
| Two Sigma Investments, LP | 321,583 | $1.40M | 0.00% | +169,240+111.1% | Added |
| Geode Capital Management, LLC | 273,080 | $1.19M | 0.00% | −837−0.3% | Reduced |
| Bridgeway Capital Management, LLC | 241,200 | $1.05M | 0.02% | +76,800+46.7% | Added |
| Arrowstreet Capital, Limited Partnership | 187,187 | $812.4K | 0.00% | +187,187 | New |
| Marshall Wace, LLP | 135,431 | $587.8K | 0.00% | +99,617+278.2% | Added |
| Goldman Sachs Group Inc | 131,447 | $570.5K | 0.00% | +131,447 | New |
| Walleye Capital LLC | 114,833 | $498.4K | 0.00% | +114,833 | New |
| Jane Street Group, LLC | 112,689 | $489.1K | 0.00% | +99,490+753.8% | Added |
| State Street Corp | 109,951 | $477.2K | 0.00% | +7,900+7.7% | Added |
| Millennium Management LLC | 106,364 | $461.6K | 0.00% | +37,337+54.1% | Added |
| Assenagon Asset Management S.A. | 101,340 | $439.8K | 0.00% | −48,879−32.5% | Reduced |
| Invesco Ltd. | 99,064 | $429.9K | 0.00% | −638−0.6% | Reduced |
| Heron Bay Capital Management | 96,963 | $420.8K | 0.09% | +18,057+22.9% | Added |
| Dimensional Fund Advisors LP | 92,151 | $399.9K | 0.00% | −207,882−69.3% | Reduced |
| FMR LLC | 87,264 | $378.7K | 0.00% | +8,638+11.0% | Added |
| Bank of America Corp | 81,386 | $353.2K | 0.00% | +37,855+87.0% | Added |
| UBS Group AG | 73,355 | $318.4K | 0.00% | +40,477+123.1% | Added |
| Mackenzie Financial Corp | 60,350 | $261.9K | 0.00% | +47,109+355.8% | Added |
| Northern Trust Corp | 52,716 | $228.8K | 0.00% | −3,788−6.7% | Reduced |
| Price T Rowe Associates Inc | 44,000 | $191.0K | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 43,402 | $188.4K | 0.00% | +32,448+296.2% | Added |
| Hodges Capital Management Inc. | 42,500 | $185.0K | 0.01% | −63,369−59.9% | Reduced |
| Cubist Systematic Strategies, LLC | 41,781 | $181.3K | 0.00% | +41,781 | New |
| HSBC Holdings PLC | 38,874 | $173.4K | 0.00% | −2,416−5.9% | Reduced |
| Gsa Capital Partners LLP | 38,564 | $167.0K | 0.01% | +38,564 | New |
| Susquehanna International Group, LLP | 37,945 | $164.7K | 0.00% | +37,945 | New |
| Quadrature Capital Ltd | 36,397 | $158.5K | 0.00% | +36,397 | New |
| Barclays PLC | 32,858 | $142.6K | 0.00% | 00.0% | Unchanged |
| Algert Global LLC | 22,860 | $99.2K | 0.00% | +22,860 | New |
| Charles Schwab Investment Management Inc | 22,800 | $99.0K | 0.00% | +25+0.1% | Added |
| Prudential Financial Inc | 21,950 | $95.3K | 0.00% | +21,950 | New |
| Pathstone Holdings, LLC | 23,378 | $89.8K | 0.00% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 20,000 | $86.8K | 0.00% | +20,000 | New |
| Cresset Asset Management, LLC | 20,000 | $86.8K | 0.00% | +20,000 | New |
| Vontobel Holding Ltd. | 17,000 | $73.8K | 0.00% | 00.0% | Unchanged |
| Green Square Capital Advisors LLC | 14,411 | $62.5K | 0.01% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 14,064 | $61.0K | 0.00% | +14,064 | New |
| XTX Topco Ltd | 13,633 | $59.2K | 0.00% | −3,685−21.3% | Reduced |
| Advisor Group Holdings, Inc. | 13,623 | $59.1K | 0.00% | +350+2.6% | Added |
| Savant Capital, LLC | 13,500 | $58.6K | 0.00% | 00.0% | Unchanged |
| Sherbrooke Park Advisers LLC | 13,477 | $58.5K | 0.02% | +13,477 | New |
| WESPAC Advisors, LLC | 12,658 | $54.9K | 0.04% | +12,658 | New |
| First Heartland Consultants, Inc. | 11,267 | $48.9K | 0.01% | −819−6.8% | Reduced |
| Legato Capital Management LLC | 10,071 | $43.7K | 0.01% | +10,071 | New |
| Essential Planning, LLC. | 13,000 | $42.0K | 0.00% | +13,000 | New |
| B. Riley Asset Management, LLC | 8,610 | $37.4K | 0.04% | −532,408−98.4% | Reduced |
| Citadel Advisors LLC | 5,826 | $25.3K | 0.00% | −32,119−84.6% | Reduced |
| Tower Research Capital LLC (TRC) | 2,438 | $10.6K | 0.00% | +1,058+76.7% | Added |
| R Squared Ltd | 1,810 | $7.86K | 0.01% | +1,810 | New |
| GWM Advisors LLC | 1,498 | $6.50K | 0.00% | +190+14.5% | Added |
| Federated Hermes, Inc. | 1,370 | $5.95K | 0.00% | +594+76.5% | Added |
| Russell Investments Group, Ltd. | 1,365 | $5.92K | 0.00% | −287−17.4% | Reduced |
| Harbour Investments, Inc. | 1,000 | $4.34K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 639 | $2.77K | 0.00% | +600+1,538.5% | Added |
| MAI Capital Management | 236 | $1.02K | 0.00% | +236 | New |
| BNP Paribas Arbitrage, SA | 227 | $985 | 0.00% | −48−17.5% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 22 | $95 | 0.00% | +22 | New |
| Steward Partners Investment Advisory, LLC | 20 | $87 | 0.00% | +20 | New |
| Anchor Investment Management, LLC | 17 | $74 | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 15 | $65 | 0.01% | −14,985−99.9% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 11 | $48 | 0.00% | +11 | New |
| Huntington National Bank | 1 | $4 | 0.00% | 00.0% | Unchanged |
| Kent Lake PR LLC | 0 | $0 | 0.00% | −559,579−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −491,018−100.0% | Sold out |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −255,617−100.0% | Sold out |
| Royce & Associates LP | 0 | $0 | 0.00% | −244,100−100.0% | Sold out |
| River & Mercantile Asset Management LLP | 0 | $0 | 0.00% | −204,050−100.0% | Sold out |
| Kennedy Capital Management, Inc. | 0 | $0 | 0.00% | −99,488−100.0% | Sold out |
| Bank of New York Mellon Corp | 0 | $0 | 0.00% | −46,745−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −23,096−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −12,344−100.0% | Sold out |
| Pingora Partners LLC | 0 | $0 | 0.00% | −11,800−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −775−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −316−100.0% | Sold out |
| Burkett Financial Services, LLC | 0 | $0 | 0.00% | −150−100.0% | Sold out |
| Ronald Blue Trust, Inc. | 0 | $0 | 0.00% | −145−100.0% | Sold out |
| AJOVista, LLC | – | – | – | – | Not filed |