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, Q2 2026
Institutional positions in Upland Software, Inc. as of Jun 30, 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
- 30
- −16 vs. Q1 2026
- Shares held
- 912.4K
- −96.5K (−9.6%) vs. Q1 2026Converted for a 1-for-10 split
- Total value
- $4.26M
- −$2.46M (−36.6%) vs. Q1 2026
- New holders
- 1
- 10 more added
- Sold out
- 17
- 12 more reduced
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding Upland Software, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Huntington National Bank | 1 | $1 | 0.00% | +1+900.0% | AddedConverted for a 1-for-10 split |
| Anchor Investment Management, LLC | 1 | $5 | 0.00% | −1−41.2% | ReducedConverted for a 1-for-10 split |
| SBI Securities Co., Ltd. | 2 | $9 | 0.00% | +2+400.0% | AddedConverted for a 1-for-10 split |
| Federated Hermes, Inc. | 12 | $56 | 0.00% | −121−91.0% | ReducedConverted for a 1-for-10 split |
| BNP Paribas Arbitrage, SA | 15 | $70 | 0.00% | −7−32.4% | ReducedConverted for a 1-for-10 split |
| CoreCap Advisors, LLC | 50 | $234 | 0.00% | −1−1.0% | ReducedConverted for a 1-for-10 split |
| Morgan Stanley | 60 | $280 | 0.00% | +1+2.0% | AddedConverted for a 1-for-10 split |
| Advisor Group Holdings, Inc. | 378 | $1.76K | 0.00% | −295−43.8% | ReducedConverted for a 1-for-10 split |
| Vanguard Global Advisers, LLC | 966 | $4.51K | 0.00% | 00.0% | UnchangedConverted for a 1-for-10 split |
| Tower Research Capital LLC (TRC) | 1,002 | $4.68K | 0.00% | +957+2,136.6% | AddedConverted for a 1-for-10 split |
| FMR LLC | 1,720 | $8.03K | 0.00% | 00.0% | UnchangedConverted for a 1-for-10 split |
| Barclays PLC | 3,164 | $14.8K | 0.00% | +143+4.7% | AddedConverted for a 1-for-10 split |
| State Street Corp | 10,994 | $51.3K | 0.00% | 00.0% | UnchangedConverted for a 1-for-10 split |
| UBS Group AG | 11,658 | $54.4K | 0.00% | +8,350+252.5% | AddedConverted for a 1-for-10 split |
| Vanguard Fiduciary Trust Co | 14,350 | $67.0K | 0.00% | 00.0% | UnchangedConverted for a 1-for-10 split |
| Jane Street Group, LLC | 15,585 | $72.8K | 0.00% | +15,585 | New |
| Russell Investments Group, Ltd. | 21,530 | $100.5K | 0.00% | −5,186−19.4% | ReducedConverted for a 1-for-10 split |
| Vanguard Portfolio Management LLC | 23,341 | $109.0K | 0.00% | −13,066−35.9% | ReducedConverted for a 1-for-10 split |
| Renaissance Technologies LLC | 24,584 | $114.8K | 0.00% | +345+1.4% | AddedConverted for a 1-for-10 split |
| Man Group plc | 25,265 | $118.0K | 0.00% | +5,176+25.8% | AddedConverted for a 1-for-10 split |
| Two Sigma Investments, LP | 26,790 | $125.1K | 0.00% | −14,421−35.0% | ReducedConverted for a 1-for-10 split |
| Geode Capital Management, LLC | 35,839 | $167.4K | 0.00% | −9,170−20.4% | ReducedConverted for a 1-for-10 split |
| RBF Capital, LLC | 42,754 | $199.7K | 0.01% | 00.0% | UnchangedConverted for a 1-for-10 split |
| D. E. Shaw & Co., Inc. | 47,867 | $223.5K | 0.00% | −17,944−27.3% | ReducedConverted for a 1-for-10 split |
| BlackRock, Inc. | 54,961 | $256.7K | 0.00% | −7,493−12.0% | ReducedConverted for a 1-for-10 split |
| CastleKnight Management LP | 77,720 | $363.0K | 0.01% | 00.0% | UnchangedConverted for a 1-for-10 split |
| Rice Hall James & Associates, LLC | 101,143 | $472.3K | 0.02% | +3,698+3.8% | AddedConverted for a 1-for-10 split |
| Acadian Asset Management LLC | 112,368 | $524.0K | 0.00% | −8,779−7.2% | ReducedConverted for a 1-for-10 split |
| Vanguard Capital Management LLC | 120,376 | $562.2K | 0.00% | 00.0% | UnchangedConverted for a 1-for-10 split |
| Ameriprise Financial Inc | 137,919 | $644.1K | 0.00% | +2,355+1.7% | AddedConverted for a 1-for-10 split |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −12,537−100.0% | Sold outConverted for a 1-for-10 split |
| Northern Trust Corp | 0 | $0 | 0.00% | −6,404−100.0% | Sold outConverted for a 1-for-10 split |
| Evergreen Capital Management LLC | 0 | $0 | 0.00% | −6,239−100.0% | Sold outConverted for a 1-for-10 split |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −4,453−100.0% | Sold outConverted for a 1-for-10 split |
| Boston Partners | 0 | $0 | 0.00% | −4,374−100.0% | Sold outConverted for a 1-for-10 split |
| XTX Topco Ltd | 0 | $0 | 0.00% | −4,260−100.0% | Sold outConverted for a 1-for-10 split |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −3,887−100.0% | Sold outConverted for a 1-for-10 split |
| Bank of America Corp | 0 | $0 | 0.00% | −3,115−100.0% | Sold outConverted for a 1-for-10 split |
| Heron Bay Capital Management | 0 | $0 | 0.00% | −2,719−100.0% | Sold outConverted for a 1-for-10 split |
| Price T Rowe Associates Inc | 0 | $0 | 0.00% | −2,352−100.0% | Sold outConverted for a 1-for-10 split |
| First Heartland Consultants, Inc. | 0 | $0 | 0.00% | −2,000−100.0% | Sold outConverted for a 1-for-10 split |
| Green Square Capital Advisors LLC | 0 | $0 | 0.00% | −1,441−100.0% | Sold outConverted for a 1-for-10 split |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −1,367−100.0% | Sold outConverted for a 1-for-10 split |
| Savant Capital, LLC | 0 | $0 | 0.00% | −1,350−100.0% | Sold outConverted for a 1-for-10 split |
| Steward Partners Investment Advisory, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold outConverted for a 1-for-10 split |
| Caitong International Asset Management Co., Ltd | 0 | $0 | 0.00% | −0−100.0% | Sold outConverted for a 1-for-10 split |
| Royal Bank of Canada | 0 | $0 | 0.00% | −79−100.0% | Sold outConverted for a 1-for-10 split |