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.
Q1 2026 vs. Q4 2025
How the institutions holding Upland Software, Inc. changed between Q4 2025 and Q1 2026.
All holders in Q1 2026All holders in Q4 2025
| Measure | Q4 2025 | Of which not filed for Q1 2026 | Q1 2026 | Change |
|---|---|---|---|---|
| Holders | 59 | 1 | 46 | −12 |
| Shares | 13.1M | 1.81M | 10.1M | −1.16M (−10.3%) |
| Value | $18.7M | $2.59M | $6.72M | −$9.36M (−58.2%) |
1 institution that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so the changes leave them out.
New holders (7)
Institutions that held Upland Software, Inc. at the end of Q1 2026 but not at the end of Q4 2025.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Vanguard Capital Management LLC | 1,203,774 | $801.7K | 0.00% |
| Vanguard Portfolio Management LLC | 364,068 | $242.5K | 0.00% |
| Vanguard Fiduciary Trust Co | 143,502 | $95.6K | 0.00% |
| Two Sigma Securities, LLC | 13,665 | $9.10K | 0.00% |
| Vanguard Global Advisers, LLC | 9,665 | $6.44K | 0.00% |
| Tower Research Capital LLC (TRC) | 448 | $298 | 0.00% |
| Caitong International Asset Management Co., Ltd | 1 | $1 | 0.00% |
Sold out (19)
Institutions that held Upland Software, Inc. at the end of Q4 2025 and filed for Q1 2026 without it.
| Institution | Shares, Q4 2025 | Value, Q4 2025 |
|---|---|---|
| New South Capital Management Inc | 887,094 | $1.27M |
| Marshall Wace, LLP | 472,503 | $675.7K |
| Two Sigma Advisers, LP | 335,300 | $479.5K |
| Public Employees Retirement System of Ohio | 277,790 | $397.2K |
| Bridgeway Capital Management, LLC | 155,600 | $222.5K |
| Squarepoint Ops LLC | 139,197 | $199.1K |
| Goldman Sachs Group Inc | 103,825 | $148.5K |
| Round Rock Advisors, LLC | 90,331 | $129.2K |
| Quadrature Capital Ltd | 40,987 | $58.6K |
| Centiva Capital, LP | 32,854 | $47.0K |
| Citadel Advisors LLC | 31,113 | $44.5K |
| O'Shaughnessy Asset Management, LLC | 16,606 | $23.7K |
| Walleye Capital LLC | 13,353 | $19.1K |
| Dimensional Fund Advisors LP | 11,774 | $16.8K |
| Ritholtz Wealth Management | 11,692 | $16.7K |
| Susquehanna International Group, LLP | 10,952 | $15.7K |
| GWM Advisors LLC | 2,124 | $3.04K |
| SRS Capital Advisors, Inc. | 2,000 | $2.86K |
| Citigroup Inc | 1 | $1 |
Not filed for Q1 2026 yet (1)
Institutions that held Upland Software, Inc. at the end of Q4 2025 and haven't filed a 13F for Q1 2026. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q4 2025 | Value, Q4 2025 |
|---|---|---|
| Vanguard Group Inc | 1,813,288 | $2.59M |