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.
Q2 2025 vs. Q1 2025
How the institutions holding Upland Software, Inc. changed between Q1 2025 and Q2 2025.
All holders in Q2 2025All holders in Q1 2025
| Measure | Q1 2025 | Q2 2025 | Change |
|---|---|---|---|
| Holders | 70 | 65 | −5 |
| Shares | 14.9M | 14.3M | −572.2K (−3.8%) |
| Value | $42.6M | $27.9M | −$14.7M (−34.5%) |
New holders (8)
Institutions that held Upland Software, Inc. at the end of Q2 2025 but not at the end of Q1 2025.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Squarepoint Ops LLC | 85,285 | $166.3K | 0.00% |
| Evergreen Capital Management LLC | 62,390 | $121.7K | 0.00% |
| Simplex Trading, LLC | 18,321 | $35.0K | 0.00% |
| Hillsdale Investment Management Inc. | 14,265 | $27.8K | 0.00% |
| Tower Research Capital LLC (TRC) | 4,071 | $7.94K | 0.00% |
| Royal Bank of Canada | 1,888 | $4.00K | 0.00% |
| Raymond James Financial Inc | 96 | $187 | 0.00% |
| SBI Securities Co., Ltd. | 10 | $20 | 0.00% |
Sold out (13)
Institutions that held Upland Software, Inc. at the end of Q1 2025 and filed for Q2 2025 without it.
| Institution | Shares, Q1 2025 | Value, Q1 2025 |
|---|---|---|
| Susquehanna International Group, LLP | 140,691 | $402.4K |
| Millennium Management LLC | 55,141 | $157.7K |
| Schonfeld Strategic Advisors LLC | 30,349 | $86.8K |
| Algert Global LLC | 22,860 | $65.4K |
| R Squared Ltd | 13,510 | $38.6K |
| JPMorgan Chase & Co | 11,477 | $32.8K |
| SG Americas Securities, LLC | 10,897 | $31.0K |
| Kathmere Capital Management, LLC | 10,783 | $30.8K |
| Legato Capital Management LLC | 10,071 | $28.8K |
| Harbour Investments, Inc. | 1,000 | $2.86K |
| SJS Investment Consulting Inc. | 300 | $858 |
| Northwestern Mutual Wealth Management Co | 18 | $51 |
| Caitong International Asset Management Co., Ltd | 2 | $6 |