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, Q4 2025
Institutional positions in Upland Software, Inc. as of Dec 31, 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
- 59
- −9 vs. Q3 2025
- Shares held
- 13.1M
- −766.7K (−5.5%) vs. Q3 2025
- Total value
- $18.7M
- −$14.1M (−42.9%) vs. Q3 2025
- New holders
- 3
- 14 more added
- Sold out
- 12
- 28 more reduced
1 institution that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Upland Software, Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 1,813,288 | $2.59M | 0.00% | −31,219−1.7% | Reduced |
| Ameriprise Financial Inc | 1,340,193 | $1.92M | 0.00% | +19,497+1.5% | Added |
| Acadian Asset Management LLC | 1,258,778 | $1.80M | 0.00% | −72,603−5.5% | Reduced |
| Rice Hall James & Associates, LLC | 893,697 | $1.28M | 0.07% | +22,438+2.6% | Added |
| New South Capital Management Inc | 887,094 | $1.27M | 0.06% | −78,169−8.1% | Reduced |
| D. E. Shaw & Co., Inc. | 848,388 | $1.21M | 0.00% | −258,949−23.4% | Reduced |
| CastleKnight Management LP | 777,201 | $1.11M | 0.06% | −45,942−5.6% | Reduced |
| BlackRock, Inc. | 621,236 | $888.4K | 0.00% | +634+0.1% | Added |
| Marshall Wace, LLP | 472,503 | $675.7K | 0.00% | +23,855+5.3% | Added |
| RBF Capital, LLC | 427,548 | $611.4K | 0.03% | −91,635−17.6% | Reduced |
| Two Sigma Advisers, LP | 335,300 | $479.5K | 0.00% | −49,500−12.9% | Reduced |
| Assenagon Asset Management S.A. | 301,377 | $431.0K | 0.00% | +92,528+44.3% | Added |
| Two Sigma Investments, LP | 286,989 | $410.4K | 0.00% | −65,710−18.6% | Reduced |
| Geode Capital Management, LLC | 278,139 | $397.9K | 0.00% | −550.0% | Reduced |
| Public Employees Retirement System of Ohio | 277,790 | $397.2K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 262,389 | $375.2K | 0.00% | +76,341+41.0% | Added |
| Man Group plc | 260,590 | $372.6K | 0.00% | +5,455+2.1% | Added |
| Renaissance Technologies LLC | 234,091 | $334.8K | 0.00% | −23,618−9.2% | Reduced |
| Gsa Capital Partners LLP | 162,586 | $232.0K | 0.02% | +40,986+33.7% | Added |
| Bridgeway Capital Management, LLC | 155,600 | $222.5K | 0.00% | −7,000−4.3% | Reduced |
| Squarepoint Ops LLC | 139,197 | $199.1K | 0.00% | +35,878+34.7% | Added |
| State Street Corp | 109,951 | $157.2K | 0.00% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 103,825 | $148.5K | 0.00% | +13,585+15.1% | Added |
| Round Rock Advisors, LLC | 90,331 | $129.2K | 0.02% | −98,515−52.2% | Reduced |
| Heron Bay Capital Management | 83,184 | $119.0K | 0.02% | −3,355−3.9% | Reduced |
| Northern Trust Corp | 64,044 | $91.6K | 0.00% | +12,048+23.2% | Added |
| Evergreen Capital Management LLC | 62,390 | $89.2K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 49,953 | $71.4K | 0.00% | −1,163−2.3% | Reduced |
| Boston Partners | 45,300 | $64.8K | 0.00% | −5,586−11.0% | Reduced |
| Quadrature Capital Ltd | 40,987 | $58.6K | 0.00% | +40,987 | New |
| XTX Topco Ltd | 38,990 | $55.8K | 0.00% | +38,990 | New |
| HSBC Holdings PLC | 38,874 | $55.2K | 0.00% | 00.0% | Unchanged |
| Centiva Capital, LP | 32,854 | $47.0K | 0.00% | +11,020+50.5% | Added |
| Bank of America Corp | 31,892 | $45.6K | 0.00% | −1,832−5.4% | Reduced |
| Citadel Advisors LLC | 31,113 | $44.5K | 0.00% | +31,113 | New |
| Barclays PLC | 30,211 | $43.2K | 0.00% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 23,520 | $34.0K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 19,729 | $28.2K | 0.00% | 00.0% | Unchanged |
| First Heartland Consultants, Inc. | 17,829 | $25.5K | 0.00% | +2,714+18.0% | Added |
| O'Shaughnessy Asset Management, LLC | 16,606 | $23.7K | 0.00% | −65,425−79.8% | Reduced |
| Green Square Capital Advisors LLC | 14,411 | $20.6K | 0.00% | 00.0% | Unchanged |
| Savant Capital, LLC | 13,500 | $19.3K | 0.00% | 00.0% | Unchanged |
| Walleye Capital LLC | 13,353 | $19.1K | 0.00% | −6,000−31.0% | Reduced |
| Dimensional Fund Advisors LP | 11,774 | $16.8K | 0.00% | −1,887−13.8% | Reduced |
| Ritholtz Wealth Management | 11,692 | $16.7K | 0.00% | −39,577−77.2% | Reduced |
| Susquehanna International Group, LLP | 10,952 | $15.7K | 0.00% | −35,964−76.7% | Reduced |
| Advisor Group Holdings, Inc. | 8,375 | $12.0K | 0.00% | −2,900−25.7% | Reduced |
| Federated Hermes, Inc. | 2,229 | $3.19K | 0.00% | −298−11.8% | Reduced |
| GWM Advisors LLC | 2,124 | $3.04K | 0.00% | −14,289−87.1% | Reduced |
| SRS Capital Advisors, Inc. | 2,000 | $2.86K | 0.00% | +1,000+100.0% | Added |
| Royal Bank of Canada | 846 | $1.00K | 0.00% | −3,837−81.9% | Reduced |
| Morgan Stanley | 588 | $841 | 0.00% | −6,656−91.9% | Reduced |
| CoreCap Advisors, LLC | 505 | $722 | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 172 | $246 | 0.00% | −33−16.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 20 | $29 | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 17 | $24 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 4 | $6 | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 1 | $1 | 0.00% | −38−97.4% | Reduced |
| Huntington National Bank | 1 | $1 | 0.00% | 00.0% | Unchanged |
| Victory Capital Management Inc | 0 | $0 | 0.00% | −89,950−100.0% | Sold out |
| Invesco Ltd. | 0 | $0 | 0.00% | −23,670−100.0% | Sold out |
| Pathstone Holdings, LLC | 0 | $0 | 0.00% | −23,378−100.0% | Sold out |
| Charles Schwab Investment Management Inc | 0 | $0 | 0.00% | −22,775−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −22,357−100.0% | Sold out |
| Inspire Advisors, LLC | 0 | $0 | 0.00% | −20,394−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −14,543−100.0% | Sold out |
| Sunbelt Securities, Inc. | 0 | $0 | 0.00% | −2,500−100.0% | Sold out |
| JPMorgan Chase & Co | 0 | $0 | 0.00% | −2,129−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −1,728−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −369−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −206−100.0% | Sold out |
| Wolverine Trading, LLC | – | – | – | – | Not filed |