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.
Holders of 5% or more of UPLD
Holders whose latest Schedule 13D or 13G filing reports 5% or more of Upland Software, Inc., largest stake first. The change is against the holder's previous filing.
| Holder | Latest form | Stake | Change | First filed | Latest filing | Filing |
|---|---|---|---|---|---|---|
| van Schaick Petrus Paulus | 13G/A | 9.00%2.60M shares | +2.00 ppfrom 7.00% | Jan 30, 20253 filings | Nov 10, 2025 | SEC |
Stakes are as of each holder's latest filing. Holders whose last filing was in the old format (before December 18, 2024) have no stake on record and are not listed, and after an acquisition or delisting holders usually stop filing.
13D and 13G filings
5 Schedule 13D and 13G filings on Upland Software, Inc., newest first, including old-format filings without a stake.
| Filed (ET) | Filer | Form | Stake | Change | Event date | Filing |
|---|---|---|---|---|---|---|
| Mar 27, 20261:54 PM ET | Vanguard Group Inc | 13G/A | 0.00%0 shares | –Below 5% | Mar 13, 2026 | SEC |
| Nov 10, 20254:05 PM ET | van Schaick Petrus Paulusand 1 other | 13G/A | 9.00%2.60M shares | +2.00 ppfrom 7.00% | Sep 30, 2025 | SEC |
| Apr 3, 20254:45 PM ET | van Schaick Petrus Paulusand 1 other | 13G/A | 7.00%2.00M shares | +1.90 ppfrom 5.10% | Mar 31, 2025 | SEC |
| Feb 14, 20251:36 PM ET | CastleKnight Master Fund LPand 5 others | 13G/A | 3.70%1.02M shares | –Below 5% | Dec 31, 2024 | SEC |
| Jan 30, 20258:00 AM ET | van Schaick Petrus Paulusand 1 other | 13G | 5.10%1.44M shares | New | Jan 27, 2025 | SEC |
Form 144: proposed insider sales
Notices from officers, directors and other affiliates planning to sell Upland Software, Inc. shares.
No Form 144 notices for Upland Software, Inc. are on file.