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 |
|---|---|---|---|---|---|
| Rafferty Asset Management, LLC | 57,028 | $234.8 萬 | 0.01% | −10,839−16.0% | 減碼 |
| AlphaCrest Capital Management LLC | 65,526 | $269.8 萬 | 0.12% | +47,100+255.6% | 加碼 |
| HighTower Trust Services, LTA | 66,228 | $272.7 萬 | 0.33% | +1,216+1.9% | 加碼 |
| HighTower Advisors, LLC | 66,354 | $273.2 萬 | 0.01% | +952+1.5% | 加碼 |
| Two Sigma Investments, LP | 80,460 | $331.3 萬 | 0.01% | −62,570−43.7% | 減碼 |
| Comerica Bank | 111,813 | $399.7 萬 | 0.02% | −29,501−20.9% | 減碼 |
| Lannebo Fonder AB | 100,000 | $411.7 萬 | 0.51% | −8,000−7.4% | 減碼 |
| Citadel Advisors LLC | 109,871 | $452.4 萬 | 0.00% | +44,858+69.0% | 加碼 |
| Motley Fool Asset Management LLC | 110,170 | $453.6 萬 | 0.30% | +110,170 | 新進 |
| Renaissance Technologies LLC | 114,517 | $471.5 萬 | 0.01% | +17,300+17.8% | 加碼 |
| Raymond James & Associates | 117,175 | $482.4 萬 | 0.00% | +84,810+262.0% | 加碼 |
| New York State Common Retirement Fund | 119,257 | $491.0 萬 | 0.01% | −64,448−35.1% | 減碼 |
| Bank of New York Mellon Corp | 119,811 | $493.3 萬 | 0.00% | −35,951−23.1% | 減碼 |
| Jupiter Asset Management Ltd | 120,886 | $497.1 萬 | 0.05% | 00.0% | 不變 |
| Morgan Stanley | 125,695 | $517.4 萬 | 0.00% | +101,441+418.2% | 加碼 |
| Parallax Volatility Advisers, L.P. | 129,092 | $531.5 萬 | 0.07% | +25,965+25.2% | 加碼 |
| 1492 Capital Management LLC | 129,534 | $533.3 萬 | 2.76% | +340+0.3% | 加碼 |
| Nuveen Asset Management, LLC | 130,004 | $535.2 萬 | 0.00% | +26,691+25.8% | 加碼 |
| Hodges Capital Management Inc. | 130,212 | $536.1 萬 | 0.60% | +39,335+43.3% | 加碼 |
| Public Employees Retirement System of Ohio | 132,135 | $544.0 萬 | 0.02% | 00.0% | 不變 |
| Victory Capital Management Inc | 135,881 | $559.4 萬 | 0.01% | −6,832−4.8% | 減碼 |
| Thames Capital Management LLC | 142,538 | $586.8 萬 | 1.38% | 00.0% | 不變 |
| Ameriprise Financial Inc | 142,750 | $587.7 萬 | 0.00% | −6,922−4.6% | 減碼 |
| Oak Ridge Investments LLC | 149,502 | $615.5 萬 | 0.54% | −4,793−3.1% | 減碼 |
| JPMorgan Chase & Co | 161,687 | $665.7 萬 | 0.00% | +29,698+22.5% | 加碼 |
| General Equity Holdings LP | 172,626 | $710.7 萬 | 4.10% | −210,000−54.9% | 減碼 |
| Motley Fool Wealth Management, LLC | 174,313 | $717.6 萬 | 0.30% | +174,313 | 新進 |
| Charles Schwab Investment Management Inc | 184,082 | $757.9 萬 | 0.00% | +6,526+3.7% | 加碼 |
| Monarch Partners Asset Management LLC | 192,547 | $792.7 萬 | 1.14% | +40,925+27.0% | 加碼 |
| Scout Investments, Inc. | 217,454 | $895.3 萬 | 0.13% | −16,746−7.2% | 減碼 |
| RK Capital Management, LLC | 236,900 | $975.3 萬 | 1.83% | −34,000−12.6% | 減碼 |
| Whetstone Capital Advisors, LLC | 255,715 | $1,053 萬 | 1.97% | −47,530−15.7% | 減碼 |
| Ci Investments Inc. | 268,963 | $1,107 萬 | 0.04% | +158,498+143.5% | 加碼 |
| WCM Investment Management, LLC | 269,344 | $1,109 萬 | 0.03% | +10,471+4.0% | 加碼 |
| G2 Investment Partners Management LLC | 290,000 | $1,194 萬 | 1.97% | −58,655−16.8% | 減碼 |
| Putnam Investments LLC | 296,295 | $1,220 萬 | 0.02% | +6,401+2.2% | 加碼 |
| Knott David M | 300,000 | $1,235 萬 | 4.76% | 00.0% | 不變 |
| ArrowMark Colorado Holdings LLC | 303,976 | $1,252 萬 | 0.09% | −14,080−4.4% | 減碼 |
| Northern Trust Corp | 326,461 | $1,344 萬 | 0.00% | +6,756+2.1% | 加碼 |
| Ardsley Advisory Partners LP | 350,000 | $1,441 萬 | 2.41% | −30,000−7.9% | 減碼 |
| Goldman Sachs Group Inc | 372,946 | $1,535 萬 | 0.00% | −100,221−21.2% | 減碼 |
| Summit Creek Advisors LLC | 406,575 | $1,674 萬 | 2.00% | −15,000−3.6% | 減碼 |
| Wedge Capital Management L L P | 414,175 | $1,705 萬 | 0.21% | −4,158−1.0% | 減碼 |
| Cooper Investors Pty Ltd | 453,447 | $1,867 萬 | 1.22% | +168,060+58.9% | 加碼 |
| Dimensional Fund Advisors LP | 459,226 | $1,891 萬 | 0.01% | +29,594+6.9% | 加碼 |
| Ashford Capital Management Inc | 472,306 | $1,945 萬 | 1.75% | −1,235−0.3% | 減碼 |
| Geode Capital Management, LLC | 476,131 | $1,960 萬 | 0.00% | +34,553+7.8% | 加碼 |
| Channing Capital Management, LLC | 510,262 | $2,101 萬 | 0.69% | −330,980−39.3% | 減碼 |
| New South Capital Management Inc | 585,563 | $2,411 萬 | 0.67% | −7,721−1.3% | 減碼 |
| William Blair Investment Management, LLC | 587,972 | $2,421 萬 | 0.08% | −23,748−3.9% | 減碼 |
| Bernzott Capital Advisors | 635,292 | $2,616 萬 | 2.22% | +276,709+77.2% | 加碼 |
| State Street Corp | 667,237 | $2,747 萬 | 0.00% | +39,365+6.3% | 加碼 |
| Swedbank AB | 882,900 | $3,635 萬 | 0.07% | −230,100−20.7% | 減碼 |
| P2 Capital Partners, LLC | 1,275,000 | $5,249 萬 | 3.94% | +211,919+19.9% | 加碼 |
| Vanguard Group Inc | 1,406,193 | $5,789 萬 | 0.00% | +43,455+3.2% | 加碼 |
| CDAM (UK) Ltd | 1,618,763 | $6,664 萬 | 8.60% | +3,058+0.2% | 加碼 |
| Wasatch Advisors Inc | 1,645,149 | $6,773 萬 | 0.27% | +224,559+15.8% | 加碼 |
| BlackRock Inc. | 1,801,206 | $7,415 萬 | 0.00% | −50,048−2.7% | 減碼 |
| Royce & Associates LP | 2,044,380 | $8,417 萬 | 0.58% | +823,435+67.4% | 加碼 |
| Silvercrest Asset Management Group LLC | 0 | $0 | 0.00% | −221,198−100.0% | 清倉 |
| Portolan Capital Management, LLC | 0 | $0 | 0.00% | −175,676−100.0% | 清倉 |
| Lord, Abbett & Co. LLC | 0 | $0 | 0.00% | −167,659−100.0% | 清倉 |
| Brown Advisory Inc | 0 | $0 | 0.00% | −120,886−100.0% | 清倉 |
| Kennedy Capital Management, Inc. | 0 | $0 | 0.00% | −93,571−100.0% | 清倉 |
| Venator Capital Management Ltd. | 0 | $0 | 0.00% | −70,000−100.0% | 清倉 |
| Friess Associates LLC | 0 | $0 | 0.00% | −78,858−100.0% | 清倉 |
| Avalon Investment & Advisory | 0 | $0 | 0.00% | −74,574−100.0% | 清倉 |
| Paradiem, LLC | 0 | $0 | 0.00% | −61,048−100.0% | 清倉 |
| California Public Employees Retirement System | 0 | $0 | 0.00% | −53,000−100.0% | 清倉 |
| Dana Investment Advisors, Inc. | 0 | $0 | 0.00% | −33,658−100.0% | 清倉 |
| Bluefin Capital Management, LLC | 0 | $0 | 0.00% | −29,217−100.0% | 清倉 |
| Oberweis Asset Management Inc | 0 | $0 | 0.00% | −28,600−100.0% | 清倉 |
| Millennium Management LLC | 0 | $0 | 0.00% | −27,885−100.0% | 清倉 |
| Castleark Management LLC | 0 | $0 | 0.00% | −26,900−100.0% | 清倉 |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −26,010−100.0% | 清倉 |
| Juncture Wealth Strategies, LLC | 0 | $0 | 0.00% | −20,239−100.0% | 清倉 |
| Oppenheimer & Co Inc | 0 | $0 | 0.00% | −13,353−100.0% | 清倉 |
| Argent Capital Management LLC | 0 | $0 | 0.00% | −9,685−100.0% | 清倉 |
| Mesirow Financial Investment Management, Inc. | 0 | $0 | 0.00% | −8,812−100.0% | 清倉 |
| AMP Capital Investors Ltd | 0 | $0 | 0.00% | −8,210−100.0% | 清倉 |
| Pitcairn Co | 0 | $0 | 0.00% | −7,928−100.0% | 清倉 |
| Creative Planning | 0 | $0 | 0.00% | −7,868−100.0% | 清倉 |
| SEI Investments Co | 0 | $0 | 0.00% | −7,616−100.0% | 清倉 |
| Catalyst Capital Advisors LLC | 0 | $0 | 0.00% | −7,460−100.0% | 清倉 |
| Wellington Management Group LLP | 0 | $0 | 0.00% | −6,043−100.0% | 清倉 |
| Principal Financial Group Inc | 0 | $0 | 0.00% | −5,668−100.0% | 清倉 |
| Keybank National Association | 0 | $0 | 0.00% | −4,810−100.0% | 清倉 |
| Intrust Bank NA | 0 | $0 | 0.00% | −4,464−100.0% | 清倉 |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −4,423−100.0% | 清倉 |
| MAI Capital Management | 0 | $0 | 0.00% | −4,260−100.0% | 清倉 |
| Arlington Partners LLC | 0 | $0 | 0.00% | −2,449−100.0% | 清倉 |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −1,654−100.0% | 清倉 |
| Financial Management Professionals, Inc. | 0 | $0 | 0.00% | −1,553−100.0% | 清倉 |
| The PNC Financial Services Group, Inc. | 0 | $0 | 0.00% | −710−100.0% | 清倉 |
| Huntington National Bank | 0 | $0 | 0.00% | −413−100.0% | 清倉 |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −246−100.0% | 清倉 |
| Farmers & Merchants Investments Inc | 0 | $0 | 0.00% | −190−100.0% | 清倉 |
| First Horizon Advisors, Inc. | 0 | $0 | 0.00% | −43−100.0% | 清倉 |
| Valeo Financial Advisors, LLC | 0 | $0 | 0.00% | −14−100.0% | 清倉 |