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.
Q4 2024 vs. Q3 2024
How the institutions holding Upland Software, Inc. changed between Q3 2024 and Q4 2024.
All holders in Q4 2024All holders in Q3 2024
| Measure | Q3 2024 | Of which not filed for Q4 2024 | Q4 2024 | Change |
|---|---|---|---|---|
| Holders | 69 | 1 | 75 | +7 |
| Shares | 16.1M | 10.7K | 15.0M | −1.08M (−6.7%) |
| Value | $40.1M | $26.6K | $65.0M | +$24.9M (+62.1%) |
1 institution that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so the changes leave them out.
New holders (21)
Institutions that held Upland Software, Inc. at the end of Q4 2024 but not at the end of Q3 2024.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Arrowstreet Capital, Limited Partnership | 187,187 | $812.4K | 0.00% |
| Goldman Sachs Group Inc | 131,447 | $570.5K | 0.00% |
| Walleye Capital LLC | 114,833 | $498.4K | 0.00% |
| Cubist Systematic Strategies, LLC | 41,781 | $181.3K | 0.00% |
| Gsa Capital Partners LLP | 38,564 | $167.0K | 0.01% |
| Susquehanna International Group, LLP | 37,945 | $164.7K | 0.00% |
| Quadrature Capital Ltd | 36,397 | $158.5K | 0.00% |
| Algert Global LLC | 22,860 | $99.2K | 0.00% |
| Prudential Financial Inc | 21,950 | $95.3K | 0.00% |
| Jefferies Financial Group Inc. | 20,000 | $86.8K | 0.00% |
| Cresset Asset Management, LLC | 20,000 | $86.8K | 0.00% |
| JPMorgan Chase & Co | 14,064 | $61.0K | 0.00% |
| Sherbrooke Park Advisers LLC | 13,477 | $58.5K | 0.02% |
| WESPAC Advisors, LLC | 12,658 | $54.9K | 0.04% |
| Legato Capital Management LLC | 10,071 | $43.7K | 0.01% |
| Essential Planning, LLC. | 13,000 | $42.0K | 0.00% |
| R Squared Ltd | 1,810 | $7.86K | 0.01% |
| MAI Capital Management | 236 | $1.02K | 0.00% |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 22 | $95 | 0.00% |
| Steward Partners Investment Advisory, LLC | 20 | $87 | 0.00% |
| Point72 Asia (Singapore) Pte. Ltd. | 11 | $48 | 0.00% |
Sold out (14)
Institutions that held Upland Software, Inc. at the end of Q3 2024 and filed for Q4 2024 without it.
| Institution | Shares, Q3 2024 | Value, Q3 2024 |
|---|---|---|
| Kent Lake PR LLC | 559,579 | $1.39M |
| Boothbay Fund Management, LLC | 491,018 | $1.22M |
| Jacobs Levy Equity Management, Inc | 255,617 | $636.5K |
| Royce & Associates LP | 244,100 | $607.8K |
| River & Mercantile Asset Management LLP | 204,050 | $507.1K |
| Kennedy Capital Management, Inc. | 99,488 | $247.7K |
| Bank of New York Mellon Corp | 46,745 | $116.4K |
| Engineers Gate Manager LP | 23,096 | $57.5K |
| Dynamic Technology Lab Private Ltd | 12,344 | $31.0K |
| Pingora Partners LLC | 11,800 | $29.4K |
| Simplex Trading, LLC | 775 | $1.00K |
| Group One Trading, L.P. | 316 | $787 |
| Burkett Financial Services, LLC | 150 | $374 |
| Ronald Blue Trust, Inc. | 145 | $361 |
Not filed for Q4 2024 yet (1)
Institutions that held Upland Software, Inc. at the end of Q3 2024 and haven't filed a 13F for Q4 2024. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q3 2024 | Value, Q3 2024 |
|---|---|---|
| AJOVista, LLC | 10,687 | $26.6K |