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.
Q3 2025 vs. Q2 2025
How the institutions holding Upland Software, Inc. changed between Q2 2025 and Q3 2025.
All holders in Q3 2025All holders in Q2 2025
| Measure | Q2 2025 | Q3 2025 | Change |
|---|---|---|---|
| Holders | 65 | 69 | +4 |
| Shares | 14.3M | 13.8M | −475.4K (−3.3%) |
| Value | $27.9M | $32.8M | +$4.85M (+17.4%) |
New holders (13)
Institutions that held Upland Software, Inc. at the end of Q3 2025 but not at the end of Q2 2025.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Assenagon Asset Management S.A. | 208,849 | $495.0K | 0.00% |
| Round Rock Advisors, LLC | 188,846 | $409.8K | 0.06% |
| Victory Capital Management Inc | 89,950 | $213.2K | 0.00% |
| Boston Partners | 50,886 | $120.6K | 0.00% |
| Susquehanna International Group, LLP | 46,916 | $111.2K | 0.00% |
| Centiva Capital, LP | 21,834 | $51.7K | 0.00% |
| Dynamic Technology Lab Private Ltd | 14,543 | $34.0K | 0.01% |
| Dimensional Fund Advisors LP | 13,661 | $32.4K | 0.00% |
| Wolverine Trading, LLC | 10,853 | $27.1K | 0.00% |
| Sunbelt Securities, Inc. | 2,500 | $5.92K | 0.00% |
| JPMorgan Chase & Co | 2,129 | $5.05K | 0.00% |
| SRS Capital Advisors, Inc. | 1,000 | $2.37K | 0.00% |
| CoreCap Advisors, LLC | 505 | $1.20K | 0.00% |
Sold out (9)
Institutions that held Upland Software, Inc. at the end of Q2 2025 and filed for Q3 2025 without it.
| Institution | Shares, Q2 2025 | Value, Q2 2025 |
|---|---|---|
| Arrowstreet Capital, Limited Partnership | 203,773 | $397.4K |
| Globeflex Capital L P | 188,616 | $367.8K |
| Mackenzie Financial Corp | 33,666 | $65.6K |
| XTX Topco Ltd | 28,797 | $56.2K |
| Citadel Advisors LLC | 21,580 | $42.1K |
| Jane Street Group, LLC | 18,380 | $35.8K |
| Hillsdale Investment Management Inc. | 14,265 | $27.8K |
| American Century Companies Inc | 10,520 | $20.5K |
| Raymond James Financial Inc | 96 | $187 |