Skip to main content
Livermore
Livermore
ZHEN

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, Q1 2025

Institutional positions in Upland Software, Inc. as of Mar 31, 2025. 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
70
−5 vs. Q4 2024
Shares held
14.9M
−142.2K (−0.9%) vs. Q4 2024
Total value
$42.6M
−$22.5M (−34.5%) vs. Q4 2024
New holders
12
16 more added
Sold out
17
25 more reduced

Compare with Q4 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.

Institutional holdersQ1 2025: 70 institutions
Q1 2021: 176 institutionsQ2 2021: 159 institutionsQ3 2021: 154 institutionsQ4 2021: 156 institutionsQ1 2022: 150 institutionsQ2 2022: 128 institutionsQ3 2022: 136 institutionsQ4 2022: 132 institutionsQ1 2023: 122 institutionsQ2 2023: 90 institutionsQ3 2023: 80 institutionsQ4 2023: 95 institutionsQ1 2024: 80 institutionsQ2 2024: 64 institutionsQ3 2024: 69 institutionsQ4 2024: 75 institutionsQ1 2025: 70 institutionsQ2 2025: 65 institutionsQ3 2025: 69 institutionsQ4 2025: 59 institutionsQ1 2026: 46 institutionsQ2 2026: 30 institutions
Value heldQ1 2025: $42.6M
Q1 2021: $1.17BQ2 2021: $1.02BQ3 2021: $842.0MQ4 2021: $442.6MQ1 2022: $426.2MQ2 2022: $339.3MQ3 2022: $194.3MQ4 2022: $176.4MQ1 2023: $115.5MQ2 2023: $97.4MQ3 2023: $119.7MQ4 2023: $106.0MQ1 2024: $60.1MQ2 2024: $41.7MQ3 2024: $40.1MQ4 2024: $65.0MQ1 2025: $42.6MQ2 2025: $27.9MQ3 2025: $32.8MQ4 2025: $18.7MQ1 2026: $6.72MQ2 2026: $4.26M
Institutions holding UPLD and their total value by quarter
QuarterHoldersValue
Q2 202630$4.26M
Q1 202646$6.72M
Q4 202559$18.7M
Q3 202569$32.8M
Q2 202565$27.9M
Q1 202570$42.6M
Q4 202475$65.0M
Q3 202469$40.1M
Q2 202464$41.7M
Q1 202480$60.1M
Q4 202395$106.0M
Q3 202380$119.7M
Q2 202390$97.4M
Q1 2023122$115.5M
Q4 2022132$176.4M
Q3 2022136$194.3M
Q2 2022128$339.3M
Q1 2022150$426.2M
Q4 2021156$442.6M
Q3 2021154$842.0M
Q2 2021159$1.02B
Q1 2021176$1.17B

Institutions, Q1 2025

Shares, value and share of portfolio for each institution holding Upland Software, Inc.; share changes are against Q4 2024.

Institutions holding UPLD in Q1 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Huntington National Bank1$30.00%00.0%Unchanged
Caitong International Asset Management Co., Ltd2$60.00%+2New
Anchor Investment Management, LLC17$490.00%00.0%Unchanged
Northwestern Mutual Wealth Management Co18$510.00%+18New
Steward Partners Investment Advisory, LLC20$570.00%00.0%Unchanged
Citigroup Inc39$1120.00%−600−93.9%Reduced
BNP Paribas Arbitrage, SA189$5410.00%−38−16.7%Reduced
MAI Capital Management236$6750.00%00.0%Unchanged
SJS Investment Consulting Inc.300$8580.00%+300New
Group One Trading, L.P.830$2.37K0.00%+830New
Harbour Investments, Inc.1,000$2.86K0.00%00.0%Unchanged
Russell Investments Group, Ltd.1,205$3.45K0.00%−160−11.7%Reduced
Federated Hermes, Inc.2,527$7.23K0.00%+1,157+84.5%Added
Legato Capital Management LLC10,071$28.8K0.00%00.0%Unchanged
Kathmere Capital Management, LLC10,783$30.8K0.00%+10,783New
SG Americas Securities, LLC10,897$31.0K0.00%+10,897New
JPMorgan Chase & Co11,477$32.8K0.00%−2,587−18.4%Reduced
GWM Advisors LLC11,940$34.1K0.00%+10,442+697.1%Added
Advisor Group Holdings, Inc.12,275$35.1K0.00%−1,348−9.9%Reduced
First Heartland Consultants, Inc.13,240$37.9K0.00%+1,973+17.5%Added
Savant Capital, LLC13,500$38.6K0.00%00.0%Unchanged
R Squared Ltd13,510$38.6K0.04%+11,700+646.4%Added
Green Square Capital Advisors LLC14,411$41.2K0.01%00.0%Unchanged
Goldman Sachs Group Inc16,230$46.4K0.00%−115,217−87.7%Reduced
XTX Topco Ltd17,610$50.4K0.00%+3,977+29.2%Added
American Century Companies Inc19,266$55.1K0.00%+19,266New
Charles Schwab Investment Management Inc22,775$65.1K0.00%−25−0.1%Reduced
Algert Global LLC22,860$65.4K0.00%00.0%Unchanged
Pathstone Holdings, LLC23,378$66.9K0.00%00.0%Unchanged
Citadel Advisors LLC24,215$69.3K0.00%+18,389+315.6%Added
Schonfeld Strategic Advisors LLC30,349$86.8K0.00%+30,349New
Barclays PLC32,858$94.0K0.00%00.0%Unchanged
Jane Street Group, LLC39,160$112.0K0.00%−73,529−65.2%Reduced
HSBC Holdings PLC38,874$114.9K0.00%00.0%Unchanged
Morgan Stanley41,932$119.9K0.00%−1,470−3.4%Reduced
UBS Group AG43,255$123.7K0.00%−30,100−41.0%Reduced
Price T Rowe Associates Inc44,000$126.0K0.00%00.0%Unchanged
Ritholtz Wealth Management48,397$138.4K0.00%+48,397New
Northern Trust Corp52,716$150.8K0.00%00.0%Unchanged
Millennium Management LLC55,141$157.7K0.00%−51,223−48.2%Reduced
Mackenzie Financial Corp71,523$204.6K0.00%+11,173+18.5%Added
Invesco Ltd.75,366$215.5K0.00%−23,698−23.9%Reduced
Bank of America Corp76,309$218.2K0.00%−5,077−6.2%Reduced
FMR LLC84,026$240.3K0.00%−3,238−3.7%Reduced
Walleye Capital LLC90,681$259.3K0.00%−24,152−21.0%Reduced
Heron Bay Capital Management95,183$272.2K0.06%−1,780−1.8%Reduced
O'Shaughnessy Asset Management, LLC101,668$290.8K0.00%+101,668New
State Street Corp109,951$314.5K0.00%00.0%Unchanged
Inspire Advisors, LLC118,176$338.0K0.04%+118,176New
Gsa Capital Partners LLP128,317$367.0K0.03%+89,753+232.7%Added
Susquehanna International Group, LLP140,691$402.4K0.00%+102,746+270.8%Added
Globeflex Capital L P188,616$539.4K0.05%+188,616New
Bridgeway Capital Management, LLC195,400$558.8K0.01%−45,800−19.0%Reduced
Arrowstreet Capital, Limited Partnership207,240$592.7K0.00%+20,053+10.7%Added
Public Employees Retirement System of Ohio277,790$794.5K0.00%−101,900−26.8%Reduced
Geode Capital Management, LLC277,856$794.9K0.00%+4,776+1.7%Added
Renaissance Technologies LLC286,208$818.6K0.00%−72,600−20.2%Reduced
Two Sigma Investments, LP305,448$873.6K0.00%−16,135−5.0%Reduced
Man Group plc321,023$918.1K0.00%−77,777−19.5%Reduced
Marshall Wace, LLP391,450$1.12M0.00%+256,019+189.0%Added
Two Sigma Advisers, LP426,700$1.22M0.00%+20,300+5.0%Added
RBF Capital, LLC519,183$1.48M0.09%00.0%Unchanged
BlackRock, Inc.803,702$2.30M0.00%+29,968+3.9%Added
Rice Hall James & Associates, LLC919,892$2.63M0.15%−44,732−4.6%Reduced
CastleKnight Management LP960,543$2.75M0.29%−59,600−5.8%Reduced
New South Capital Management Inc1,176,940$3.37M0.16%−143,845−10.9%Reduced
Ameriprise Financial Inc1,310,639$3.75M0.00%+54,160+4.3%Added
Acadian Asset Management LLC1,331,381$3.81M0.01%00.0%Unchanged
D. E. Shaw & Co., Inc.1,335,625$3.82M0.00%+34,564+2.7%Added
Vanguard Group Inc1,854,207$5.30M0.00%−2,645−0.1%Reduced
Assenagon Asset Management S.A.0$00.00%−101,340−100.0%Sold out
Dimensional Fund Advisors LP0$00.00%−92,151−100.0%Sold out
Hodges Capital Management Inc.0$00.00%−42,500−100.0%Sold out
Cubist Systematic Strategies, LLC0$00.00%−41,781−100.0%Sold out
Quadrature Capital Ltd0$00.00%−36,397−100.0%Sold out
Prudential Financial Inc0$00.00%−21,950−100.0%Sold out
Jefferies Financial Group Inc.0$00.00%−20,000−100.0%Sold out
Cresset Asset Management, LLC0$00.00%−20,000−100.0%Sold out
Vontobel Holding Ltd.0$00.00%−17,000−100.0%Sold out
Sherbrooke Park Advisers LLC0$00.00%−13,477−100.0%Sold out
WESPAC Advisors, LLC0$00.00%−12,658−100.0%Sold out
Essential Planning, LLC.0$00.00%−13,000−100.0%Sold out
B. Riley Asset Management, LLC0$00.00%−8,610−100.0%Sold out
Tower Research Capital LLC (TRC)0$00.00%−2,438−100.0%Sold out
Nelson, Van Denburg & Campbell Wealth Management Group, LLC0$00.00%−22−100.0%Sold out
NBC Securities, Inc.0$00.00%−15−100.0%Sold out
Point72 Asia (Singapore) Pte. Ltd.0$00.00%−11−100.0%Sold out