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, Q2 2025
Institutional positions in Upland Software, Inc. as of Jun 30, 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
- 65
- −5 vs. Q1 2025
- Shares held
- 14.3M
- −572.2K (−3.8%) vs. Q1 2025
- Total value
- $27.9M
- −$14.7M (−34.5%) vs. Q1 2025
- New holders
- 8
- 12 more added
- Sold out
- 13
- 26 more reduced
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Upland Software, Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 1,854,207 | $3.62M | 0.00% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 1,333,365 | $2.60M | 0.00% | −2,260−0.2% | Reduced |
| Acadian Asset Management LLC | 1,331,381 | $2.60M | 0.01% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 1,192,496 | $2.33M | 0.00% | −118,143−9.0% | Reduced |
| New South Capital Management Inc | 993,250 | $1.94M | 0.09% | −183,690−15.6% | Reduced |
| Rice Hall James & Associates, LLC | 969,914 | $1.89M | 0.10% | +50,022+5.4% | Added |
| CastleKnight Management LP | 960,543 | $1.87M | 0.12% | 00.0% | Unchanged |
| BlackRock, Inc. | 770,401 | $1.50M | 0.00% | −33,301−4.1% | Reduced |
| RBF Capital, LLC | 519,183 | $1.01M | 0.05% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 387,300 | $755.2K | 0.00% | −39,400−9.2% | Reduced |
| Marshall Wace, LLP | 346,588 | $675.8K | 0.00% | −44,862−11.5% | Reduced |
| Renaissance Technologies LLC | 308,308 | $601.2K | 0.00% | +22,100+7.7% | Added |
| Geode Capital Management, LLC | 278,194 | $542.6K | 0.00% | +338+0.1% | Added |
| Public Employees Retirement System of Ohio | 277,790 | $541.7K | 0.00% | 00.0% | Unchanged |
| Man Group plc | 275,910 | $538.0K | 0.00% | −45,113−14.1% | Reduced |
| Two Sigma Investments, LP | 260,433 | $507.8K | 0.00% | −45,015−14.7% | Reduced |
| Arrowstreet Capital, Limited Partnership | 203,773 | $397.4K | 0.00% | −3,467−1.7% | Reduced |
| UBS Group AG | 198,452 | $387.0K | 0.00% | +155,197+358.8% | Added |
| Bridgeway Capital Management, LLC | 195,400 | $381.0K | 0.01% | 00.0% | Unchanged |
| Globeflex Capital L P | 188,616 | $367.8K | 0.03% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 169,940 | $331.0K | 0.02% | +41,623+32.4% | Added |
| State Street Corp | 109,951 | $214.4K | 0.00% | 00.0% | Unchanged |
| Heron Bay Capital Management | 92,593 | $180.6K | 0.04% | −2,590−2.7% | Reduced |
| FMR LLC | 87,331 | $170.3K | 0.00% | +3,305+3.9% | Added |
| Squarepoint Ops LLC | 85,285 | $166.3K | 0.00% | +85,285 | New |
| O'Shaughnessy Asset Management, LLC | 80,519 | $157.0K | 0.00% | −21,149−20.8% | Reduced |
| Bank of America Corp | 65,981 | $128.7K | 0.00% | −10,328−13.5% | Reduced |
| Walleye Capital LLC | 63,867 | $124.5K | 0.00% | −26,814−29.6% | Reduced |
| Evergreen Capital Management LLC | 62,390 | $121.7K | 0.00% | +62,390 | New |
| Goldman Sachs Group Inc | 58,952 | $115.0K | 0.00% | +42,722+263.2% | Added |
| Northern Trust Corp | 52,609 | $102.6K | 0.00% | −107−0.2% | Reduced |
| Invesco Ltd. | 47,966 | $93.5K | 0.00% | −27,400−36.4% | Reduced |
| Price T Rowe Associates Inc | 43,620 | $86.0K | 0.00% | −380−0.9% | Reduced |
| Ritholtz Wealth Management | 38,836 | $75.7K | 0.00% | −9,561−19.8% | Reduced |
| HSBC Holdings PLC | 38,874 | $73.5K | 0.00% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 33,666 | $65.6K | 0.00% | −37,857−52.9% | Reduced |
| Barclays PLC | 32,858 | $64.1K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 31,750 | $61.9K | 0.00% | +30,545+2,534.9% | Added |
| XTX Topco Ltd | 28,797 | $56.2K | 0.00% | +11,187+63.5% | Added |
| Inspire Advisors, LLC | 28,215 | $55.0K | 0.01% | −89,961−76.1% | Reduced |
| Pathstone Holdings, LLC | 23,378 | $45.6K | 0.00% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 22,775 | $44.4K | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 21,580 | $42.1K | 0.00% | −2,635−10.9% | Reduced |
| Jane Street Group, LLC | 18,380 | $35.8K | 0.00% | −20,780−53.1% | Reduced |
| Simplex Trading, LLC | 18,321 | $35.0K | 0.00% | +18,321 | New |
| Green Square Capital Advisors LLC | 14,411 | $28.1K | 0.00% | 00.0% | Unchanged |
| First Heartland Consultants, Inc. | 14,397 | $28.1K | 0.00% | +1,157+8.7% | Added |
| Hillsdale Investment Management Inc. | 14,265 | $27.8K | 0.00% | +14,265 | New |
| Savant Capital, LLC | 13,500 | $26.3K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 12,162 | $23.7K | 0.00% | +222+1.9% | Added |
| Advisor Group Holdings, Inc. | 11,275 | $22.0K | 0.00% | −1,000−8.1% | Reduced |
| American Century Companies Inc | 10,520 | $20.5K | 0.00% | −8,746−45.4% | Reduced |
| Morgan Stanley | 7,244 | $14.1K | 0.00% | −34,688−82.7% | Reduced |
| Tower Research Capital LLC (TRC) | 4,071 | $7.94K | 0.00% | +4,071 | New |
| Federated Hermes, Inc. | 2,527 | $4.93K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 1,888 | $4.00K | 0.00% | +1,888 | New |
| Group One Trading, L.P. | 230 | $448 | 0.00% | −600−72.3% | Reduced |
| MAI Capital Management | 206 | $402 | 0.00% | −30−12.7% | Reduced |
| BNP Paribas Arbitrage, SA | 205 | $400 | 0.00% | +16+8.5% | Added |
| Raymond James Financial Inc | 96 | $187 | 0.00% | +96 | New |
| Citigroup Inc | 39 | $76 | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 20 | $39 | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 17 | $33 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 10 | $20 | 0.00% | +10 | New |
| Huntington National Bank | 1 | $2 | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −140,691−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −55,141−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −30,349−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −22,860−100.0% | Sold out |
| R Squared Ltd | 0 | $0 | 0.00% | −13,510−100.0% | Sold out |
| JPMorgan Chase & Co | 0 | $0 | 0.00% | −11,477−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −10,897−100.0% | Sold out |
| Kathmere Capital Management, LLC | 0 | $0 | 0.00% | −10,783−100.0% | Sold out |
| Legato Capital Management LLC | 0 | $0 | 0.00% | −10,071−100.0% | Sold out |
| Harbour Investments, Inc. | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| SJS Investment Consulting Inc. | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −18−100.0% | Sold out |
| Caitong International Asset Management Co., Ltd | 0 | $0 | 0.00% | −2−100.0% | Sold out |