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 |
|---|---|---|---|---|---|
| Huntington National Bank | 1 | $4 | 0.00% | 00.0% | Unchanged |
| Point72 Asia (Singapore) Pte. Ltd. | 11 | $48 | 0.00% | +11 | New |
| NBC Securities, Inc. | 15 | $65 | 0.01% | −14,985−99.9% | Reduced |
| Anchor Investment Management, LLC | 17 | $74 | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 20 | $87 | 0.00% | +20 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 22 | $95 | 0.00% | +22 | New |
| BNP Paribas Arbitrage, SA | 227 | $985 | 0.00% | −48−17.5% | Reduced |
| MAI Capital Management | 236 | $1.02K | 0.00% | +236 | New |
| Citigroup Inc | 639 | $2.77K | 0.00% | +600+1,538.5% | Added |
| Harbour Investments, Inc. | 1,000 | $4.34K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 1,365 | $5.92K | 0.00% | −287−17.4% | Reduced |
| Federated Hermes, Inc. | 1,370 | $5.95K | 0.00% | +594+76.5% | Added |
| GWM Advisors LLC | 1,498 | $6.50K | 0.00% | +190+14.5% | Added |
| R Squared Ltd | 1,810 | $7.86K | 0.01% | +1,810 | New |
| Tower Research Capital LLC (TRC) | 2,438 | $10.6K | 0.00% | +1,058+76.7% | Added |
| Citadel Advisors LLC | 5,826 | $25.3K | 0.00% | −32,119−84.6% | Reduced |
| B. Riley Asset Management, LLC | 8,610 | $37.4K | 0.04% | −532,408−98.4% | Reduced |
| Essential Planning, LLC. | 13,000 | $42.0K | 0.00% | +13,000 | New |
| Legato Capital Management LLC | 10,071 | $43.7K | 0.01% | +10,071 | New |
| First Heartland Consultants, Inc. | 11,267 | $48.9K | 0.01% | −819−6.8% | Reduced |
| WESPAC Advisors, LLC | 12,658 | $54.9K | 0.04% | +12,658 | New |
| Sherbrooke Park Advisers LLC | 13,477 | $58.5K | 0.02% | +13,477 | New |
| Savant Capital, LLC | 13,500 | $58.6K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 13,623 | $59.1K | 0.00% | +350+2.6% | Added |
| XTX Topco Ltd | 13,633 | $59.2K | 0.00% | −3,685−21.3% | Reduced |
| JPMorgan Chase & Co | 14,064 | $61.0K | 0.00% | +14,064 | New |
| Green Square Capital Advisors LLC | 14,411 | $62.5K | 0.01% | 00.0% | Unchanged |
| Vontobel Holding Ltd. | 17,000 | $73.8K | 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 |
| Pathstone Holdings, LLC | 23,378 | $89.8K | 0.00% | 00.0% | Unchanged |
| Prudential Financial Inc | 21,950 | $95.3K | 0.00% | +21,950 | New |
| Charles Schwab Investment Management Inc | 22,800 | $99.0K | 0.00% | +25+0.1% | Added |
| Algert Global LLC | 22,860 | $99.2K | 0.00% | +22,860 | New |
| Barclays PLC | 32,858 | $142.6K | 0.00% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 36,397 | $158.5K | 0.00% | +36,397 | New |
| Susquehanna International Group, LLP | 37,945 | $164.7K | 0.00% | +37,945 | New |
| Gsa Capital Partners LLP | 38,564 | $167.0K | 0.01% | +38,564 | New |
| HSBC Holdings PLC | 38,874 | $173.4K | 0.00% | −2,416−5.9% | Reduced |
| Cubist Systematic Strategies, LLC | 41,781 | $181.3K | 0.00% | +41,781 | New |
| Hodges Capital Management Inc. | 42,500 | $185.0K | 0.01% | −63,369−59.9% | Reduced |
| Morgan Stanley | 43,402 | $188.4K | 0.00% | +32,448+296.2% | Added |
| Price T Rowe Associates Inc | 44,000 | $191.0K | 0.00% | 00.0% | Unchanged |
| Northern Trust Corp | 52,716 | $228.8K | 0.00% | −3,788−6.7% | Reduced |
| Mackenzie Financial Corp | 60,350 | $261.9K | 0.00% | +47,109+355.8% | Added |
| UBS Group AG | 73,355 | $318.4K | 0.00% | +40,477+123.1% | Added |
| Bank of America Corp | 81,386 | $353.2K | 0.00% | +37,855+87.0% | Added |
| FMR LLC | 87,264 | $378.7K | 0.00% | +8,638+11.0% | Added |
| Dimensional Fund Advisors LP | 92,151 | $399.9K | 0.00% | −207,882−69.3% | Reduced |
| Heron Bay Capital Management | 96,963 | $420.8K | 0.09% | +18,057+22.9% | Added |
| Invesco Ltd. | 99,064 | $429.9K | 0.00% | −638−0.6% | Reduced |
| Assenagon Asset Management S.A. | 101,340 | $439.8K | 0.00% | −48,879−32.5% | Reduced |
| Millennium Management LLC | 106,364 | $461.6K | 0.00% | +37,337+54.1% | Added |
| State Street Corp | 109,951 | $477.2K | 0.00% | +7,900+7.7% | Added |
| Jane Street Group, LLC | 112,689 | $489.1K | 0.00% | +99,490+753.8% | Added |
| Walleye Capital LLC | 114,833 | $498.4K | 0.00% | +114,833 | New |
| Goldman Sachs Group Inc | 131,447 | $570.5K | 0.00% | +131,447 | New |
| Marshall Wace, LLP | 135,431 | $587.8K | 0.00% | +99,617+278.2% | Added |
| Arrowstreet Capital, Limited Partnership | 187,187 | $812.4K | 0.00% | +187,187 | New |
| Bridgeway Capital Management, LLC | 241,200 | $1.05M | 0.02% | +76,800+46.7% | Added |
| Geode Capital Management, LLC | 273,080 | $1.19M | 0.00% | −837−0.3% | Reduced |
| Two Sigma Investments, LP | 321,583 | $1.40M | 0.00% | +169,240+111.1% | Added |
| Renaissance Technologies LLC | 358,808 | $1.56M | 0.00% | +66,684+22.8% | Added |
| Public Employees Retirement System of Ohio | 379,690 | $1.65M | 0.01% | −29,170−7.1% | Reduced |
| Man Group plc | 398,800 | $1.73M | 0.01% | +100,157+33.5% | Added |
| Two Sigma Advisers, LP | 406,400 | $1.76M | 0.00% | +209,900+106.8% | Added |
| RBF Capital, LLC | 519,183 | $2.08M | 0.11% | 00.0% | Unchanged |
| BlackRock, Inc. | 773,734 | $3.36M | 0.00% | +57,440+8.0% | Added |
| Rice Hall James & Associates, LLC | 964,624 | $4.19M | 0.23% | +375,398+63.7% | Added |
| CastleKnight Management LP | 1,020,143 | $4.43M | 0.48% | −313,152−23.5% | Reduced |
| Ameriprise Financial Inc | 1,256,479 | $5.45M | 0.00% | −102,542−7.5% | Reduced |
| D. E. Shaw & Co., Inc. | 1,301,061 | $5.65M | 0.01% | +154,667+13.5% | Added |
| New South Capital Management Inc | 1,320,785 | $5.73M | 0.24% | −113,000−7.9% | Reduced |
| Acadian Asset Management LLC | 1,331,381 | $5.78M | 0.02% | 00.0% | Unchanged |
| Vanguard Group Inc | 1,856,852 | $8.06M | 0.00% | −40,376−2.1% | Reduced |
| 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 |