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, Q3 2025
Institutional positions in Upland Software, Inc. as of Sep 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
- 69
- +4 vs. Q2 2025
- Shares held
- 13.8M
- −475.4K (−3.3%) vs. Q2 2025
- Total value
- $32.8M
- +$4.85M (+17.4%) vs. Q2 2025
- New holders
- 13
- 13 more added
- Sold out
- 9
- 23 more reduced
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Upland Software, Inc.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 1,844,507 | $4.37M | 0.00% | −9,700−0.5% | Reduced |
| Acadian Asset Management LLC | 1,331,381 | $3.15M | 0.01% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 1,320,696 | $3.13M | 0.00% | +128,200+10.8% | Added |
| D. E. Shaw & Co., Inc. | 1,107,337 | $2.62M | 0.00% | −226,028−17.0% | Reduced |
| New South Capital Management Inc | 965,263 | $2.29M | 0.10% | −27,987−2.8% | Reduced |
| Rice Hall James & Associates, LLC | 871,259 | $2.06M | 0.11% | −98,655−10.2% | Reduced |
| CastleKnight Management LP | 823,143 | $1.95M | 0.10% | −137,400−14.3% | Reduced |
| BlackRock, Inc. | 620,602 | $1.47M | 0.00% | −149,799−19.4% | Reduced |
| RBF Capital, LLC | 519,183 | $1.23M | 0.06% | 00.0% | Unchanged |
| Marshall Wace, LLP | 448,648 | $1.06M | 0.00% | +102,060+29.4% | Added |
| Two Sigma Advisers, LP | 384,800 | $912.0K | 0.00% | −2,500−0.6% | Reduced |
| Two Sigma Investments, LP | 352,699 | $835.9K | 0.00% | +92,266+35.4% | Added |
| Geode Capital Management, LLC | 278,194 | $659.5K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 277,790 | $658.4K | 0.00% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 257,709 | $610.8K | 0.00% | −50,599−16.4% | Reduced |
| Man Group plc | 255,135 | $604.7K | 0.00% | −20,775−7.5% | Reduced |
| Assenagon Asset Management S.A. | 208,849 | $495.0K | 0.00% | +208,849 | New |
| Russell Investments Group, Ltd. | 186,048 | $440.9K | 0.00% | +154,298+486.0% | Added |
| Round Rock Advisors, LLC | 188,846 | $409.8K | 0.06% | +188,846 | New |
| Bridgeway Capital Management, LLC | 162,600 | $385.4K | 0.01% | −32,800−16.8% | Reduced |
| Gsa Capital Partners LLP | 121,600 | $288.0K | 0.02% | −48,340−28.4% | Reduced |
| State Street Corp | 109,951 | $260.6K | 0.00% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 103,319 | $244.9K | 0.00% | +18,034+21.1% | Added |
| Goldman Sachs Group Inc | 90,240 | $213.9K | 0.00% | +31,288+53.1% | Added |
| Victory Capital Management Inc | 89,950 | $213.2K | 0.00% | +89,950 | New |
| Heron Bay Capital Management | 86,539 | $205.1K | 0.04% | −6,054−6.5% | Reduced |
| O'Shaughnessy Asset Management, LLC | 82,031 | $194.4K | 0.00% | +1,512+1.9% | Added |
| Evergreen Capital Management LLC | 62,390 | $147.9K | 0.00% | 00.0% | Unchanged |
| Northern Trust Corp | 51,996 | $123.2K | 0.00% | −613−1.2% | Reduced |
| Ritholtz Wealth Management | 51,269 | $121.5K | 0.00% | +12,433+32.0% | Added |
| UBS Group AG | 51,116 | $121.1K | 0.00% | −147,336−74.2% | Reduced |
| Boston Partners | 50,886 | $120.6K | 0.00% | +50,886 | New |
| Susquehanna International Group, LLP | 46,916 | $111.2K | 0.00% | +46,916 | New |
| HSBC Holdings PLC | 38,874 | $92.9K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 33,724 | $79.9K | 0.00% | −32,257−48.9% | Reduced |
| Barclays PLC | 30,211 | $71.6K | 0.00% | −2,647−8.1% | Reduced |
| Invesco Ltd. | 23,670 | $56.1K | 0.00% | −24,296−50.7% | Reduced |
| Price T Rowe Associates Inc | 23,520 | $56.0K | 0.00% | −20,100−46.1% | Reduced |
| Pathstone Holdings, LLC | 23,378 | $55.4K | 0.00% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 22,775 | $54.0K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 22,357 | $52.0K | 0.00% | +4,036+22.0% | Added |
| Centiva Capital, LP | 21,834 | $51.7K | 0.00% | +21,834 | New |
| Inspire Advisors, LLC | 20,394 | $48.3K | 0.00% | −7,821−27.7% | Reduced |
| FMR LLC | 19,729 | $46.8K | 0.00% | −67,602−77.4% | Reduced |
| Walleye Capital LLC | 19,353 | $45.9K | 0.00% | −44,514−69.7% | Reduced |
| GWM Advisors LLC | 16,413 | $38.9K | 0.00% | +4,251+35.0% | Added |
| First Heartland Consultants, Inc. | 15,115 | $35.8K | 0.00% | +718+5.0% | Added |
| Dynamic Technology Lab Private Ltd | 14,543 | $34.0K | 0.01% | +14,543 | New |
| Dimensional Fund Advisors LP | 13,661 | $32.4K | 0.00% | +13,661 | New |
| Savant Capital, LLC | 13,500 | $32.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 11,275 | $31.9K | 0.00% | 00.0% | Unchanged |
| Green Square Capital Advisors LLC | 14,411 | $28.1K | 0.00% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 10,853 | $27.1K | 0.00% | +10,853 | New |
| Morgan Stanley | 7,244 | $17.2K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 4,683 | $12.0K | 0.00% | +2,795+148.0% | Added |
| Federated Hermes, Inc. | 2,527 | $5.99K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 2,500 | $5.92K | 0.00% | +2,500 | New |
| JPMorgan Chase & Co | 2,129 | $5.05K | 0.00% | +2,129 | New |
| Group One Trading, L.P. | 1,728 | $4.09K | 0.00% | +1,498+651.3% | Added |
| SRS Capital Advisors, Inc. | 1,000 | $2.37K | 0.00% | +1,000 | New |
| CoreCap Advisors, LLC | 505 | $1.20K | 0.00% | +505 | New |
| Tower Research Capital LLC (TRC) | 369 | $875 | 0.00% | −3,702−90.9% | Reduced |
| MAI Capital Management | 206 | $489 | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 205 | $486 | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 39 | $92 | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 20 | $47 | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 17 | $40 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 4 | $9 | 0.00% | −6−60.0% | Reduced |
| Huntington National Bank | 1 | $2 | 0.00% | 00.0% | Unchanged |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −203,773−100.0% | Sold out |
| Globeflex Capital L P | 0 | $0 | 0.00% | −188,616−100.0% | Sold out |
| Mackenzie Financial Corp | 0 | $0 | 0.00% | −33,666−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −28,797−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −21,580−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −18,380−100.0% | Sold out |
| Hillsdale Investment Management Inc. | 0 | $0 | 0.00% | −14,265−100.0% | Sold out |
| American Century Companies Inc | 0 | $0 | 0.00% | −10,520−100.0% | Sold out |
| Raymond James Financial Inc | 0 | $0 | 0.00% | −96−100.0% | Sold out |