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 |
|---|---|---|---|---|---|
| Royal Bank of Canada | 785 | $0 | 0.00% | −61−7.2% | Reduced |
| Huntington National Bank | 1 | $1 | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 1 | $1 | 0.00% | +1 | New |
| SBI Securities Co., Ltd. | 4 | $3 | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 17 | $11 | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 20 | $13 | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 222 | $148 | 0.00% | +50+29.1% | Added |
| Tower Research Capital LLC (TRC) | 448 | $298 | 0.00% | +448 | New |
| CoreCap Advisors, LLC | 505 | $336 | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 588 | $392 | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 1,334 | $888 | 0.00% | −895−40.2% | Reduced |
| Advisor Group Holdings, Inc. | 6,725 | $4.50K | 0.00% | −1,650−19.7% | Reduced |
| Vanguard Global Advisers, LLC | 9,665 | $6.44K | 0.00% | +9,665 | New |
| Savant Capital, LLC | 13,500 | $8.99K | 0.00% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 13,665 | $9.10K | 0.00% | +13,665 | New |
| Green Square Capital Advisors LLC | 14,411 | $9.60K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 17,202 | $11.5K | 0.00% | −2,527−12.8% | Reduced |
| First Heartland Consultants, Inc. | 20,004 | $13.3K | 0.00% | +2,175+12.2% | Added |
| Price T Rowe Associates Inc | 23,520 | $16.0K | 0.00% | 00.0% | Unchanged |
| Heron Bay Capital Management | 27,192 | $18.1K | 0.00% | −55,992−67.3% | Reduced |
| Barclays PLC | 30,211 | $20.1K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 31,149 | $20.7K | 0.00% | −743−2.3% | Reduced |
| UBS Group AG | 33,077 | $22.0K | 0.00% | −16,876−33.8% | Reduced |
| HSBC Holdings PLC | 38,874 | $25.6K | 0.00% | 00.0% | Unchanged |
| XTX Topco Ltd | 42,599 | $28.4K | 0.00% | +3,609+9.3% | Added |
| Boston Partners | 43,744 | $29.1K | 0.00% | −1,556−3.4% | Reduced |
| Gsa Capital Partners LLP | 44,525 | $30.0K | 0.00% | −118,061−72.6% | Reduced |
| Evergreen Capital Management LLC | 62,390 | $41.6K | 0.00% | 00.0% | Unchanged |
| Northern Trust Corp | 64,044 | $42.7K | 0.00% | 00.0% | Unchanged |
| State Street Corp | 109,951 | $73.2K | 0.00% | 00.0% | Unchanged |
| Assenagon Asset Management S.A. | 125,366 | $83.5K | 0.00% | −176,011−58.4% | Reduced |
| Vanguard Fiduciary Trust Co | 143,502 | $95.6K | 0.00% | +143,502 | New |
| Man Group plc | 200,895 | $133.8K | 0.00% | −59,695−22.9% | Reduced |
| Renaissance Technologies LLC | 242,391 | $161.4K | 0.00% | +8,300+3.5% | Added |
| Russell Investments Group, Ltd. | 267,156 | $177.9K | 0.00% | +4,767+1.8% | Added |
| Vanguard Portfolio Management LLC | 364,068 | $242.5K | 0.00% | +364,068 | New |
| Two Sigma Investments, LP | 412,114 | $274.5K | 0.00% | +125,125+43.6% | Added |
| RBF Capital, LLC | 427,548 | $284.7K | 0.01% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 450,094 | $299.8K | 0.00% | +171,955+61.8% | Added |
| BlackRock, Inc. | 624,539 | $415.9K | 0.00% | +3,303+0.5% | Added |
| D. E. Shaw & Co., Inc. | 658,110 | $438.3K | 0.00% | −190,278−22.4% | Reduced |
| CastleKnight Management LP | 777,201 | $517.6K | 0.02% | 00.0% | Unchanged |
| Rice Hall James & Associates, LLC | 974,448 | $649.0K | 0.04% | +80,751+9.0% | Added |
| Vanguard Capital Management LLC | 1,203,774 | $801.7K | 0.00% | +1,203,774 | New |
| Acadian Asset Management LLC | 1,211,465 | $806.0K | 0.00% | −47,313−3.8% | Reduced |
| Ameriprise Financial Inc | 1,355,641 | $902.9K | 0.00% | +15,448+1.2% | Added |
| 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 |