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, Q1 2026
Institutional positions in Upland Software, Inc. as of Mar 31, 2026. 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
- 46
- −12 vs. Q4 2025
- Shares held
- 10.1M
- −1.16M (−10.3%) vs. Q4 2025
- Total value
- $6.72M
- −$9.36M (−58.2%) vs. Q4 2025
- New holders
- 7
- 10 more added
- Sold out
- 19
- 13 more reduced
1 institution that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Upland Software, Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Ameriprise Financial Inc | 1,355,641 | $902.9K | 0.00% | +15,448+1.2% | Added |
| Acadian Asset Management LLC | 1,211,465 | $806.0K | 0.00% | −47,313−3.8% | Reduced |
| Vanguard Capital Management LLC | 1,203,774 | $801.7K | 0.00% | +1,203,774 | New |
| Rice Hall James & Associates, LLC | 974,448 | $649.0K | 0.04% | +80,751+9.0% | Added |
| CastleKnight Management LP | 777,201 | $517.6K | 0.02% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 658,110 | $438.3K | 0.00% | −190,278−22.4% | Reduced |
| BlackRock, Inc. | 624,539 | $415.9K | 0.00% | +3,303+0.5% | Added |
| Geode Capital Management, LLC | 450,094 | $299.8K | 0.00% | +171,955+61.8% | Added |
| RBF Capital, LLC | 427,548 | $284.7K | 0.01% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 412,114 | $274.5K | 0.00% | +125,125+43.6% | Added |
| Vanguard Portfolio Management LLC | 364,068 | $242.5K | 0.00% | +364,068 | New |
| Russell Investments Group, Ltd. | 267,156 | $177.9K | 0.00% | +4,767+1.8% | Added |
| Renaissance Technologies LLC | 242,391 | $161.4K | 0.00% | +8,300+3.5% | Added |
| Man Group plc | 200,895 | $133.8K | 0.00% | −59,695−22.9% | Reduced |
| Vanguard Fiduciary Trust Co | 143,502 | $95.6K | 0.00% | +143,502 | New |
| Assenagon Asset Management S.A. | 125,366 | $83.5K | 0.00% | −176,011−58.4% | Reduced |
| State Street Corp | 109,951 | $73.2K | 0.00% | 00.0% | Unchanged |
| Northern Trust Corp | 64,044 | $42.7K | 0.00% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 62,390 | $41.6K | 0.00% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 44,525 | $30.0K | 0.00% | −118,061−72.6% | Reduced |
| Boston Partners | 43,744 | $29.1K | 0.00% | −1,556−3.4% | Reduced |
| XTX Topco Ltd | 42,599 | $28.4K | 0.00% | +3,609+9.3% | Added |
| HSBC Holdings PLC | 38,874 | $25.6K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 33,077 | $22.0K | 0.00% | −16,876−33.8% | Reduced |
| Bank of America Corp | 31,149 | $20.7K | 0.00% | −743−2.3% | Reduced |
| Barclays PLC | 30,211 | $20.1K | 0.00% | 00.0% | Unchanged |
| Heron Bay Capital Management | 27,192 | $18.1K | 0.00% | −55,992−67.3% | Reduced |
| Price T Rowe Associates Inc | 23,520 | $16.0K | 0.00% | 00.0% | Unchanged |
| First Heartland Consultants, Inc. | 20,004 | $13.3K | 0.00% | +2,175+12.2% | Added |
| FMR LLC | 17,202 | $11.5K | 0.00% | −2,527−12.8% | Reduced |
| Green Square Capital Advisors LLC | 14,411 | $9.60K | 0.00% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 13,665 | $9.10K | 0.00% | +13,665 | New |
| Savant Capital, LLC | 13,500 | $8.99K | 0.00% | 00.0% | Unchanged |
| Vanguard Global Advisers, LLC | 9,665 | $6.44K | 0.00% | +9,665 | New |
| Advisor Group Holdings, Inc. | 6,725 | $4.50K | 0.00% | −1,650−19.7% | Reduced |
| Federated Hermes, Inc. | 1,334 | $888 | 0.00% | −895−40.2% | Reduced |
| Morgan Stanley | 588 | $392 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 505 | $336 | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 448 | $298 | 0.00% | +448 | New |
| BNP Paribas Arbitrage, SA | 222 | $148 | 0.00% | +50+29.1% | Added |
| Steward Partners Investment Advisory, LLC | 20 | $13 | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 17 | $11 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 4 | $3 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1 | $1 | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 1 | $1 | 0.00% | +1 | New |
| Royal Bank of Canada | 785 | $0 | 0.00% | −61−7.2% | Reduced |
| New South Capital Management Inc | 0 | $0 | 0.00% | −887,094−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −472,503−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −335,300−100.0% | Sold out |
| Public Employees Retirement System of Ohio | 0 | $0 | 0.00% | −277,790−100.0% | Sold out |
| Bridgeway Capital Management, LLC | 0 | $0 | 0.00% | −155,600−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −139,197−100.0% | Sold out |
| Goldman Sachs Group Inc | 0 | $0 | 0.00% | −103,825−100.0% | Sold out |
| Round Rock Advisors, LLC | 0 | $0 | 0.00% | −90,331−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −40,987−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −32,854−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −31,113−100.0% | Sold out |
| O'Shaughnessy Asset Management, LLC | 0 | $0 | 0.00% | −16,606−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −13,353−100.0% | Sold out |
| Dimensional Fund Advisors LP | 0 | $0 | 0.00% | −11,774−100.0% | Sold out |
| Ritholtz Wealth Management | 0 | $0 | 0.00% | −11,692−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −10,952−100.0% | Sold out |
| GWM Advisors LLC | 0 | $0 | 0.00% | −2,124−100.0% | Sold out |
| SRS Capital Advisors, Inc. | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Citigroup Inc | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Vanguard Group Inc | – | – | – | – | Not filed |