Upland Software, Inc.
UPLD- 交易所
- Nasdaq
- 產業
- Services-Prepackaged Software
- SEC CIK
- 0001505155
近 90 天，Upland Software, Inc. 內部人申報 0 筆公開市場買進、4 筆賣出；2026 年第 2 季末有 30 家機構在 13F 申報持有，市值合計 $426.0 萬；沒有大師持有。
2021 年第 2 季 13F 持有人
Upland Software, Inc. 在 2021/6/30 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 159
- 較 2021 年第 1 季 −17 家
- 持有股數
- 2,484 萬
- 較 2021 年第 1 季 +7,635 (0.0%)
- 總市值
- $10.2 億
- 較 2021 年第 1 季 −$1.51 億 (−12.9%)
- 新進機構
- 23
- 另有 49 家加碼
- 清倉機構
- 40
- 另有 63 家減碼
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 UPLD 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 30 | $426.0 萬 |
| 2026 年第 1 季 | 46 | $671.8 萬 |
| 2025 年第 4 季 | 59 | $1,867 萬 |
| 2025 年第 3 季 | 69 | $3,275 萬 |
| 2025 年第 2 季 | 65 | $2,790 萬 |
| 2025 年第 1 季 | 70 | $4,257 萬 |
| 2024 年第 4 季 | 75 | $6,502 萬 |
| 2024 年第 3 季 | 69 | $4,013 萬 |
| 2024 年第 2 季 | 64 | $4,169 萬 |
| 2024 年第 1 季 | 80 | $6,009 萬 |
| 2023 年第 4 季 | 95 | $1.06 億 |
| 2023 年第 3 季 | 80 | $1.20 億 |
| 2023 年第 2 季 | 90 | $9,741 萬 |
| 2023 年第 1 季 | 122 | $1.16 億 |
| 2022 年第 4 季 | 132 | $1.76 億 |
| 2022 年第 3 季 | 136 | $1.94 億 |
| 2022 年第 2 季 | 128 | $3.39 億 |
| 2022 年第 1 季 | 150 | $4.26 億 |
| 2021 年第 4 季 | 156 | $4.43 億 |
| 2021 年第 3 季 | 154 | $8.42 億 |
| 2021 年第 2 季 | 159 | $10.2 億 |
| 2021 年第 1 季 | 176 | $11.7 億 |
2021 年第 2 季持有機構
每家機構持有 Upland Software, Inc. 的股數、市值與佔組合比重；股數變化跟 2021 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Royce & Associates LP | 2,044,380 | $8,417 萬 | 0.58% | +823,435+67.4% | 加碼 |
| BlackRock Inc. | 1,801,206 | $7,415 萬 | 0.00% | −50,048−2.7% | 減碼 |
| Wasatch Advisors Inc | 1,645,149 | $6,773 萬 | 0.27% | +224,559+15.8% | 加碼 |
| CDAM (UK) Ltd | 1,618,763 | $6,664 萬 | 8.60% | +3,058+0.2% | 加碼 |
| Vanguard Group Inc | 1,406,193 | $5,789 萬 | 0.00% | +43,455+3.2% | 加碼 |
| P2 Capital Partners, LLC | 1,275,000 | $5,249 萬 | 3.94% | +211,919+19.9% | 加碼 |
| Swedbank AB | 882,900 | $3,635 萬 | 0.07% | −230,100−20.7% | 減碼 |
| State Street Corp | 667,237 | $2,747 萬 | 0.00% | +39,365+6.3% | 加碼 |
| Bernzott Capital Advisors | 635,292 | $2,616 萬 | 2.22% | +276,709+77.2% | 加碼 |
| William Blair Investment Management, LLC | 587,972 | $2,421 萬 | 0.08% | −23,748−3.9% | 減碼 |
| New South Capital Management Inc | 585,563 | $2,411 萬 | 0.67% | −7,721−1.3% | 減碼 |
| Channing Capital Management, LLC | 510,262 | $2,101 萬 | 0.69% | −330,980−39.3% | 減碼 |
| Geode Capital Management, LLC | 476,131 | $1,960 萬 | 0.00% | +34,553+7.8% | 加碼 |
| Ashford Capital Management Inc | 472,306 | $1,945 萬 | 1.75% | −1,235−0.3% | 減碼 |
| Dimensional Fund Advisors LP | 459,226 | $1,891 萬 | 0.01% | +29,594+6.9% | 加碼 |
| Cooper Investors Pty Ltd | 453,447 | $1,867 萬 | 1.22% | +168,060+58.9% | 加碼 |
| Wedge Capital Management L L P | 414,175 | $1,705 萬 | 0.21% | −4,158−1.0% | 減碼 |
| Summit Creek Advisors LLC | 406,575 | $1,674 萬 | 2.00% | −15,000−3.6% | 減碼 |
| Goldman Sachs Group Inc | 372,946 | $1,535 萬 | 0.00% | −100,221−21.2% | 減碼 |
| Ardsley Advisory Partners LP | 350,000 | $1,441 萬 | 2.41% | −30,000−7.9% | 減碼 |
| Northern Trust Corp | 326,461 | $1,344 萬 | 0.00% | +6,756+2.1% | 加碼 |
| ArrowMark Colorado Holdings LLC | 303,976 | $1,252 萬 | 0.09% | −14,080−4.4% | 減碼 |
| Knott David M | 300,000 | $1,235 萬 | 4.76% | 00.0% | 不變 |
| Putnam Investments LLC | 296,295 | $1,220 萬 | 0.02% | +6,401+2.2% | 加碼 |
| G2 Investment Partners Management LLC | 290,000 | $1,194 萬 | 1.97% | −58,655−16.8% | 減碼 |
| WCM Investment Management, LLC | 269,344 | $1,109 萬 | 0.03% | +10,471+4.0% | 加碼 |
| Ci Investments Inc. | 268,963 | $1,107 萬 | 0.04% | +158,498+143.5% | 加碼 |
| Whetstone Capital Advisors, LLC | 255,715 | $1,053 萬 | 1.97% | −47,530−15.7% | 減碼 |
| RK Capital Management, LLC | 236,900 | $975.3 萬 | 1.83% | −34,000−12.6% | 減碼 |
| Scout Investments, Inc. | 217,454 | $895.3 萬 | 0.13% | −16,746−7.2% | 減碼 |
| Monarch Partners Asset Management LLC | 192,547 | $792.7 萬 | 1.14% | +40,925+27.0% | 加碼 |
| Charles Schwab Investment Management Inc | 184,082 | $757.9 萬 | 0.00% | +6,526+3.7% | 加碼 |
| Motley Fool Wealth Management, LLC | 174,313 | $717.6 萬 | 0.30% | +174,313 | 新進 |
| General Equity Holdings LP | 172,626 | $710.7 萬 | 4.10% | −210,000−54.9% | 減碼 |
| JPMorgan Chase & Co | 161,687 | $665.7 萬 | 0.00% | +29,698+22.5% | 加碼 |
| Oak Ridge Investments LLC | 149,502 | $615.5 萬 | 0.54% | −4,793−3.1% | 減碼 |
| Ameriprise Financial Inc | 142,750 | $587.7 萬 | 0.00% | −6,922−4.6% | 減碼 |
| Thames Capital Management LLC | 142,538 | $586.8 萬 | 1.38% | 00.0% | 不變 |
| Victory Capital Management Inc | 135,881 | $559.4 萬 | 0.01% | −6,832−4.8% | 減碼 |
| Public Employees Retirement System of Ohio | 132,135 | $544.0 萬 | 0.02% | 00.0% | 不變 |
| Hodges Capital Management Inc. | 130,212 | $536.1 萬 | 0.60% | +39,335+43.3% | 加碼 |
| Nuveen Asset Management, LLC | 130,004 | $535.2 萬 | 0.00% | +26,691+25.8% | 加碼 |
| 1492 Capital Management LLC | 129,534 | $533.3 萬 | 2.76% | +340+0.3% | 加碼 |
| Parallax Volatility Advisers, L.P. | 129,092 | $531.5 萬 | 0.07% | +25,965+25.2% | 加碼 |
| Morgan Stanley | 125,695 | $517.4 萬 | 0.00% | +101,441+418.2% | 加碼 |
| Jupiter Asset Management Ltd | 120,886 | $497.1 萬 | 0.05% | 00.0% | 不變 |
| Bank of New York Mellon Corp | 119,811 | $493.3 萬 | 0.00% | −35,951−23.1% | 減碼 |
| New York State Common Retirement Fund | 119,257 | $491.0 萬 | 0.01% | −64,448−35.1% | 減碼 |
| Raymond James & Associates | 117,175 | $482.4 萬 | 0.00% | +84,810+262.0% | 加碼 |
| Renaissance Technologies LLC | 114,517 | $471.5 萬 | 0.01% | +17,300+17.8% | 加碼 |
| Motley Fool Asset Management LLC | 110,170 | $453.6 萬 | 0.30% | +110,170 | 新進 |
| Citadel Advisors LLC | 109,871 | $452.4 萬 | 0.00% | +44,858+69.0% | 加碼 |
| Lannebo Fonder AB | 100,000 | $411.7 萬 | 0.51% | −8,000−7.4% | 減碼 |
| Comerica Bank | 111,813 | $399.7 萬 | 0.02% | −29,501−20.9% | 減碼 |
| Two Sigma Investments, LP | 80,460 | $331.3 萬 | 0.01% | −62,570−43.7% | 減碼 |
| HighTower Advisors, LLC | 66,354 | $273.2 萬 | 0.01% | +952+1.5% | 加碼 |
| HighTower Trust Services, LTA | 66,228 | $272.7 萬 | 0.33% | +1,216+1.9% | 加碼 |
| AlphaCrest Capital Management LLC | 65,526 | $269.8 萬 | 0.12% | +47,100+255.6% | 加碼 |
| Rafferty Asset Management, LLC | 57,028 | $234.8 萬 | 0.01% | −10,839−16.0% | 減碼 |
| Tocqueville Asset Management L.P. | 56,800 | $233.8 萬 | 0.03% | 00.0% | 不變 |
| Swiss National Bank | 56,200 | $231.4 萬 | 0.00% | −1,000−1.7% | 減碼 |
| Wells Fargo & Company | 53,323 | $219.5 萬 | 0.00% | +7,863+17.3% | 加碼 |
| Millrace Asset Group, Inc. | 52,139 | $214.7 萬 | 1.12% | −11,589−18.2% | 減碼 |
| Precept Management LLC | 44,248 | $182.2 萬 | 1.86% | −1,300−2.9% | 減碼 |
| Prudential Financial Inc | 41,823 | $172.2 萬 | 0.00% | +41,823 | 新進 |
| Formula Growth Ltd | 40,900 | $168.4 萬 | 0.23% | 00.0% | 不變 |
| California State Teachers Retirement System | 39,449 | $162.4 萬 | 0.00% | −622−1.6% | 減碼 |
| Parametric Portfolio Associates LLC | 38,243 | $157.4 萬 | 0.00% | −3,375−8.1% | 減碼 |
| First Trust Advisors LP | 37,390 | $153.9 萬 | 0.00% | −19,123−33.8% | 減碼 |
| Marshall Wace, LLP | 36,531 | $150.4 萬 | 0.01% | −85,884−70.2% | 減碼 |
| Russell Investments Group, Ltd. | 36,372 | $149.6 萬 | 0.00% | +3,209+9.7% | 加碼 |
| Rice Hall James & Associates, LLC | 35,048 | $144.3 萬 | 0.05% | −1,607−4.4% | 減碼 |
| Bank of Montreal | 33,559 | $141.4 萬 | 0.00% | +32,720+3,899.9% | 加碼 |
| EMC Capital Management | 34,211 | $140.8 萬 | 0.80% | −837−2.4% | 減碼 |
| LPL Financial LLC | 32,010 | $131.8 萬 | 0.00% | −847−2.6% | 減碼 |
| Baird Financial Group, Inc. | 31,874 | $131.2 萬 | 0.00% | +9,730+43.9% | 加碼 |
| B. Metzler seel. Sohn & Co. Holding AG | 28,216 | $116.2 萬 | 0.02% | +3,687+15.0% | 加碼 |
| Rhumbline Advisers | 27,148 | $111.8 萬 | 0.00% | −1,048−3.7% | 減碼 |
| Stifel Financial Corp | 27,102 | $111.5 萬 | 0.00% | −4,375−13.9% | 減碼 |
| Balyasny Asset Management LLC | 26,561 | $109.4 萬 | 0.01% | +26,561 | 新進 |
| Alliancebernstein L.P. | 26,200 | $107.9 萬 | 0.00% | 00.0% | 不變 |
| Qube Research & Technologies Ltd | 24,296 | $100.0 萬 | 0.01% | +24,296 | 新進 |
| UBS Asset Management Americas Inc | 22,745 | $93.6 萬 | 0.00% | −878−3.7% | 減碼 |
| Renaissance Group LLC | 21,835 | $89.9 萬 | 0.04% | −202−0.9% | 減碼 |
| Deutsche Bank AG | 19,996 | $82.3 萬 | 0.00% | +65+0.3% | 加碼 |
| HRT Financial LP | 19,275 | $79.3 萬 | 0.01% | +19,275 | 新進 |
| Credit Suisse AG | 18,173 | $74.8 萬 | 0.00% | −3,803−17.3% | 減碼 |
| Barclays PLC | 17,294 | $71.2 萬 | 0.00% | −7,302−29.7% | 減碼 |
| Bank of America Corp | 17,234 | $71.0 萬 | 0.00% | −17,945−51.0% | 減碼 |
| Jane Street Group, LLC | 17,046 | $70.2 萬 | 0.00% | +17,046 | 新進 |
| Manufacturers Life Insurance Company, The | 16,446 | $67.7 萬 | 0.00% | +1,463+9.8% | 加碼 |
| Invesco Ltd. | 16,453 | $67.7 萬 | 0.00% | +2,248+15.8% | 加碼 |
| American International Group, Inc. | 16,027 | $66.0 萬 | 0.00% | +539+3.5% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 15,670 | $64.5 萬 | 0.00% | −159−1.0% | 減碼 |
| Green Square Capital Advisors LLC | 14,411 | $59.3 萬 | 0.16% | 00.0% | 不變 |
| Marshall Wace North America L.P. | 13,949 | $57.4 萬 | 0.00% | −24,285−63.5% | 減碼 |
| Cubist Systematic Strategies, LLC | 13,653 | $56.2 萬 | 0.01% | +6,452+89.6% | 加碼 |
| Two Sigma Advisers, LP | 13,400 | $55.2 萬 | 0.00% | −20,300−60.2% | 減碼 |
| New York Life Investments Alternatives | 12,707 | $52.3 萬 | 0.35% | −2,361−15.7% | 減碼 |
| PEAK6 Investments LLC | 12,318 | $50.7 萬 | 0.01% | +3,346+37.3% | 加碼 |