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