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