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 |
|---|---|---|---|---|---|
| Citigroup Inc | 1 | $1 | 0.00% | −38−97.4% | Reduced |
| Huntington National Bank | 1 | $1 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 4 | $6 | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 17 | $24 | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 20 | $29 | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 172 | $246 | 0.00% | −33−16.1% | Reduced |
| CoreCap Advisors, LLC | 505 | $722 | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 588 | $841 | 0.00% | −6,656−91.9% | Reduced |
| Royal Bank of Canada | 846 | $1.00K | 0.00% | −3,837−81.9% | Reduced |
| SRS Capital Advisors, Inc. | 2,000 | $2.86K | 0.00% | +1,000+100.0% | Added |
| GWM Advisors LLC | 2,124 | $3.04K | 0.00% | −14,289−87.1% | Reduced |
| Federated Hermes, Inc. | 2,229 | $3.19K | 0.00% | −298−11.8% | Reduced |
| Advisor Group Holdings, Inc. | 8,375 | $12.0K | 0.00% | −2,900−25.7% | Reduced |
| Susquehanna International Group, LLP | 10,952 | $15.7K | 0.00% | −35,964−76.7% | Reduced |
| Ritholtz Wealth Management | 11,692 | $16.7K | 0.00% | −39,577−77.2% | Reduced |
| Dimensional Fund Advisors LP | 11,774 | $16.8K | 0.00% | −1,887−13.8% | Reduced |
| Walleye Capital LLC | 13,353 | $19.1K | 0.00% | −6,000−31.0% | Reduced |
| Savant Capital, LLC | 13,500 | $19.3K | 0.00% | 00.0% | Unchanged |
| Green Square Capital Advisors LLC | 14,411 | $20.6K | 0.00% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 16,606 | $23.7K | 0.00% | −65,425−79.8% | Reduced |
| First Heartland Consultants, Inc. | 17,829 | $25.5K | 0.00% | +2,714+18.0% | Added |
| FMR LLC | 19,729 | $28.2K | 0.00% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 23,520 | $34.0K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 30,211 | $43.2K | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 31,113 | $44.5K | 0.00% | +31,113 | New |
| Bank of America Corp | 31,892 | $45.6K | 0.00% | −1,832−5.4% | Reduced |
| Centiva Capital, LP | 32,854 | $47.0K | 0.00% | +11,020+50.5% | Added |
| HSBC Holdings PLC | 38,874 | $55.2K | 0.00% | 00.0% | Unchanged |
| XTX Topco Ltd | 38,990 | $55.8K | 0.00% | +38,990 | New |
| Quadrature Capital Ltd | 40,987 | $58.6K | 0.00% | +40,987 | New |
| Boston Partners | 45,300 | $64.8K | 0.00% | −5,586−11.0% | Reduced |
| UBS Group AG | 49,953 | $71.4K | 0.00% | −1,163−2.3% | Reduced |
| Evergreen Capital Management LLC | 62,390 | $89.2K | 0.00% | 00.0% | Unchanged |
| Northern Trust Corp | 64,044 | $91.6K | 0.00% | +12,048+23.2% | Added |
| Heron Bay Capital Management | 83,184 | $119.0K | 0.02% | −3,355−3.9% | Reduced |
| Round Rock Advisors, LLC | 90,331 | $129.2K | 0.02% | −98,515−52.2% | Reduced |
| Goldman Sachs Group Inc | 103,825 | $148.5K | 0.00% | +13,585+15.1% | Added |
| State Street Corp | 109,951 | $157.2K | 0.00% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 139,197 | $199.1K | 0.00% | +35,878+34.7% | Added |
| Bridgeway Capital Management, LLC | 155,600 | $222.5K | 0.00% | −7,000−4.3% | Reduced |
| Gsa Capital Partners LLP | 162,586 | $232.0K | 0.02% | +40,986+33.7% | Added |
| Renaissance Technologies LLC | 234,091 | $334.8K | 0.00% | −23,618−9.2% | Reduced |
| Man Group plc | 260,590 | $372.6K | 0.00% | +5,455+2.1% | Added |
| Russell Investments Group, Ltd. | 262,389 | $375.2K | 0.00% | +76,341+41.0% | Added |
| Public Employees Retirement System of Ohio | 277,790 | $397.2K | 0.00% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 278,139 | $397.9K | 0.00% | −550.0% | Reduced |
| Two Sigma Investments, LP | 286,989 | $410.4K | 0.00% | −65,710−18.6% | Reduced |
| Assenagon Asset Management S.A. | 301,377 | $431.0K | 0.00% | +92,528+44.3% | Added |
| Two Sigma Advisers, LP | 335,300 | $479.5K | 0.00% | −49,500−12.9% | Reduced |
| RBF Capital, LLC | 427,548 | $611.4K | 0.03% | −91,635−17.6% | Reduced |
| Marshall Wace, LLP | 472,503 | $675.7K | 0.00% | +23,855+5.3% | Added |
| BlackRock, Inc. | 621,236 | $888.4K | 0.00% | +634+0.1% | Added |
| CastleKnight Management LP | 777,201 | $1.11M | 0.06% | −45,942−5.6% | Reduced |
| D. E. Shaw & Co., Inc. | 848,388 | $1.21M | 0.00% | −258,949−23.4% | Reduced |
| New South Capital Management Inc | 887,094 | $1.27M | 0.06% | −78,169−8.1% | Reduced |
| Rice Hall James & Associates, LLC | 893,697 | $1.28M | 0.07% | +22,438+2.6% | Added |
| Acadian Asset Management LLC | 1,258,778 | $1.80M | 0.00% | −72,603−5.5% | Reduced |
| Ameriprise Financial Inc | 1,340,193 | $1.92M | 0.00% | +19,497+1.5% | Added |
| Vanguard Group Inc | 1,813,288 | $2.59M | 0.00% | −31,219−1.7% | Reduced |
| 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 |