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.
Q4 2025 vs. Q3 2025
How the institutions holding Upland Software, Inc. changed between Q3 2025 and Q4 2025.
All holders in Q4 2025All holders in Q3 2025
| Measure | Q3 2025 | Of which not filed for Q4 2025 | Q4 2025 | Change |
|---|---|---|---|---|
| Holders | 69 | 1 | 59 | −9 |
| Shares | 13.8M | 10.9K | 13.1M | −766.7K (−5.5%) |
| Value | $32.8M | $27.1K | $18.7M | −$14.1M (−42.9%) |
1 institution that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so the changes leave them out.
New holders (3)
Institutions that held Upland Software, Inc. at the end of Q4 2025 but not at the end of Q3 2025.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Quadrature Capital Ltd | 40,987 | $58.6K | 0.00% |
| XTX Topco Ltd | 38,990 | $55.8K | 0.00% |
| Citadel Advisors LLC | 31,113 | $44.5K | 0.00% |
Sold out (12)
Institutions that held Upland Software, Inc. at the end of Q3 2025 and filed for Q4 2025 without it.
| Institution | Shares, Q3 2025 | Value, Q3 2025 |
|---|---|---|
| Victory Capital Management Inc | 89,950 | $213.2K |
| Invesco Ltd. | 23,670 | $56.1K |
| Pathstone Holdings, LLC | 23,378 | $55.4K |
| Charles Schwab Investment Management Inc | 22,775 | $54.0K |
| Simplex Trading, LLC | 22,357 | $52.0K |
| Inspire Advisors, LLC | 20,394 | $48.3K |
| Dynamic Technology Lab Private Ltd | 14,543 | $34.0K |
| Sunbelt Securities, Inc. | 2,500 | $5.92K |
| JPMorgan Chase & Co | 2,129 | $5.05K |
| Group One Trading, L.P. | 1,728 | $4.09K |
| Tower Research Capital LLC (TRC) | 369 | $875 |
| MAI Capital Management | 206 | $489 |
Not filed for Q4 2025 yet (1)
Institutions that held Upland Software, Inc. at the end of Q3 2025 and haven't filed a 13F for Q4 2025. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q3 2025 | Value, Q3 2025 |
|---|---|---|
| Wolverine Trading, LLC | 10,853 | $27.1K |