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.
Q1 2025 vs. Q4 2024
How the institutions holding Upland Software, Inc. changed between Q4 2024 and Q1 2025.
All holders in Q1 2025All holders in Q4 2024
| Measure | Q4 2024 | Q1 2025 | Change |
|---|---|---|---|
| Holders | 75 | 70 | −5 |
| Shares | 15.0M | 14.9M | −142.2K (−0.9%) |
| Value | $65.0M | $42.6M | −$22.5M (−34.5%) |
New holders (12)
Institutions that held Upland Software, Inc. at the end of Q1 2025 but not at the end of Q4 2024.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Globeflex Capital L P | 188,616 | $539.4K | 0.05% |
| Inspire Advisors, LLC | 118,176 | $338.0K | 0.04% |
| O'Shaughnessy Asset Management, LLC | 101,668 | $290.8K | 0.00% |
| Ritholtz Wealth Management | 48,397 | $138.4K | 0.00% |
| Schonfeld Strategic Advisors LLC | 30,349 | $86.8K | 0.00% |
| American Century Companies Inc | 19,266 | $55.1K | 0.00% |
| SG Americas Securities, LLC | 10,897 | $31.0K | 0.00% |
| Kathmere Capital Management, LLC | 10,783 | $30.8K | 0.00% |
| Group One Trading, L.P. | 830 | $2.37K | 0.00% |
| SJS Investment Consulting Inc. | 300 | $858 | 0.00% |
| Northwestern Mutual Wealth Management Co | 18 | $51 | 0.00% |
| Caitong International Asset Management Co., Ltd | 2 | $6 | 0.00% |
Sold out (17)
Institutions that held Upland Software, Inc. at the end of Q4 2024 and filed for Q1 2025 without it.
| Institution | Shares, Q4 2024 | Value, Q4 2024 |
|---|---|---|
| Assenagon Asset Management S.A. | 101,340 | $439.8K |
| Dimensional Fund Advisors LP | 92,151 | $399.9K |
| Hodges Capital Management Inc. | 42,500 | $185.0K |
| Cubist Systematic Strategies, LLC | 41,781 | $181.3K |
| Quadrature Capital Ltd | 36,397 | $158.5K |
| Prudential Financial Inc | 21,950 | $95.3K |
| Jefferies Financial Group Inc. | 20,000 | $86.8K |
| Cresset Asset Management, LLC | 20,000 | $86.8K |
| Vontobel Holding Ltd. | 17,000 | $73.8K |
| Sherbrooke Park Advisers LLC | 13,477 | $58.5K |
| WESPAC Advisors, LLC | 12,658 | $54.9K |
| Essential Planning, LLC. | 13,000 | $42.0K |
| B. Riley Asset Management, LLC | 8,610 | $37.4K |
| Tower Research Capital LLC (TRC) | 2,438 | $10.6K |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 22 | $95 |
| NBC Securities, Inc. | 15 | $65 |
| Point72 Asia (Singapore) Pte. Ltd. | 11 | $48 |