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 3 季 13F 持有人
Upland Software, Inc. 在 2021/9/30 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
- 154
- 較 2021 年第 2 季 −4 家
- 持有股數
- 2,515 萬
- 較 2021 年第 2 季 +31.6 萬 (+1.3%)
- 總市值
- $8.42 億
- 較 2021 年第 2 季 −$1.80 億 (−17.6%)
- 新進機構
- 16
- 另有 63 家加碼
- 清倉機構
- 20
- 另有 44 家減碼
另有 1 家機構在 2021 年第 2 季持有、還沒有申報 2021 年第 3 季 13F：沒申報不算清倉，也不計入上面的變化。
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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Royce & Associates LP | 2,413,015 | $8,069 萬 | 0.60% | +368,635+18.0% | 加碼 |
| BlackRock Inc. | 1,828,309 | $6,114 萬 | 0.00% | +27,103+1.5% | 加碼 |
| CDAM (UK) Ltd | 1,648,887 | $5,514 萬 | 6.79% | +30,124+1.9% | 加碼 |
| Wasatch Advisors Inc | 1,627,004 | $5,441 萬 | 0.22% | −18,145−1.1% | 減碼 |
| Vanguard Group Inc | 1,393,858 | $4,661 萬 | 0.00% | −12,335−0.9% | 減碼 |
| P2 Capital Partners, LLC | 1,165,000 | $3,896 萬 | 3.28% | −110,000−8.6% | 減碼 |
| Bernzott Capital Advisors | 830,342 | $2,777 萬 | 2.50% | +195,050+30.7% | 加碼 |
| Swedbank AB | 802,200 | $2,683 萬 | 0.05% | −80,700−9.1% | 減碼 |
| New South Capital Management Inc | 731,290 | $2,446 萬 | 0.85% | +145,727+24.9% | 加碼 |
| State Street Corp | 696,537 | $2,329 萬 | 0.00% | +29,300+4.4% | 加碼 |
| William Blair Investment Management, LLC | 594,993 | $1,990 萬 | 0.06% | +7,021+1.2% | 加碼 |
| Cooper Investors Pty Ltd | 511,035 | $1,709 萬 | 1.13% | +57,588+12.7% | 加碼 |
| Geode Capital Management, LLC | 507,713 | $1,698 萬 | 0.00% | +31,582+6.6% | 加碼 |
| Ashford Capital Management Inc | 478,696 | $1,601 萬 | 1.45% | +6,390+1.4% | 加碼 |
| Dimensional Fund Advisors LP | 460,009 | $1,538 萬 | 0.00% | +783+0.2% | 加碼 |
| Summit Creek Advisors LLC | 441,745 | $1,477 萬 | 1.56% | +35,170+8.7% | 加碼 |
| Ci Investments Inc. | 428,282 | $1,432 萬 | 0.05% | +159,319+59.2% | 加碼 |
| Motley Fool Wealth Management, LLC | 412,480 | $1,379 萬 | 0.60% | +238,167+136.6% | 加碼 |
| Wedge Capital Management L L P | 390,542 | $1,306 萬 | 0.17% | −23,633−5.7% | 減碼 |
| WCM Investment Management, LLC | 357,516 | $1,196 萬 | 0.03% | +88,172+32.7% | 加碼 |
| ArrowMark Colorado Holdings LLC | 345,243 | $1,155 萬 | 0.09% | +41,267+13.6% | 加碼 |
| Goldman Sachs Group Inc | 326,592 | $1,092 萬 | 0.00% | −46,354−12.4% | 減碼 |
| Northern Trust Corp | 321,262 | $1,074 萬 | 0.00% | −5,199−1.6% | 減碼 |
| Knott David M | 300,000 | $1,003 萬 | 4.18% | 00.0% | 不變 |
| Putnam Investments LLC | 296,934 | $993.0 萬 | 0.02% | +639+0.2% | 加碼 |
| G2 Investment Partners Management LLC | 265,000 | $886.2 萬 | 1.54% | −25,000−8.6% | 減碼 |
| Monarch Partners Asset Management LLC | 260,174 | $870.0 萬 | 1.27% | +67,627+35.1% | 加碼 |
| Ardsley Advisory Partners LP | 256,000 | $856.1 萬 | 1.79% | −94,000−26.9% | 減碼 |
| Hodges Capital Management Inc. | 248,782 | $832.0 萬 | 0.61% | +118,570+91.1% | 加碼 |
| RK Capital Management, LLC | 236,900 | $792.2 萬 | 1.50% | 00.0% | 不變 |
| Comerica Bank | 221,564 | $767.4 萬 | 0.05% | +109,751+98.2% | 加碼 |
| Whetstone Capital Advisors, LLC | 227,518 | $760.8 萬 | 1.34% | −28,197−11.0% | 減碼 |
| JPMorgan Chase & Co | 220,832 | $738.4 萬 | 0.00% | +59,145+36.6% | 加碼 |
| Scout Investments, Inc. | 215,169 | $719.5 萬 | 0.11% | −2,285−1.1% | 減碼 |
| Charles Schwab Investment Management Inc | 187,046 | $625.5 萬 | 0.00% | +2,964+1.6% | 加碼 |
| Public Employees Retirement System of Ohio | 174,080 | $582.1 萬 | 0.02% | +41,945+31.7% | 加碼 |
| Ameriprise Financial Inc | 142,570 | $476.7 萬 | 0.00% | −180−0.1% | 減碼 |
| Nuveen Asset Management, LLC | 129,363 | $474.2 萬 | 0.00% | −641−0.5% | 減碼 |
| Oak Ridge Investments LLC | 137,292 | $459.1 萬 | 0.40% | −12,210−8.2% | 減碼 |
| Victory Capital Management Inc | 135,881 | $454.4 萬 | 0.00% | 00.0% | 不變 |
| Citadel Advisors LLC | 133,958 | $447.9 萬 | 0.00% | +24,087+21.9% | 加碼 |
| 1492 Capital Management LLC | 129,574 | $433.3 萬 | 2.22% | +400.0% | 加碼 |
| Lannebo Fonder AB | 127,000 | $424.7 萬 | 0.53% | +27,000+27.0% | 加碼 |
| Thames Capital Management LLC | 125,828 | $420.8 萬 | 0.92% | −16,710−11.7% | 減碼 |
| Parallax Volatility Advisers, L.P. | 125,318 | $419.1 萬 | 0.05% | −3,774−2.9% | 減碼 |
| Motley Fool Asset Management LLC | 108,394 | $362.5 萬 | 0.24% | −1,776−1.6% | 減碼 |
| Bank of New York Mellon Corp | 91,842 | $307.1 萬 | 0.00% | −27,969−23.3% | 減碼 |
| Prudential Financial Inc | 89,163 | $298.2 萬 | 0.00% | +47,340+113.2% | 加碼 |
| Raymond James & Associates | 82,701 | $276.6 萬 | 0.00% | −34,474−29.4% | 減碼 |
| Rafferty Asset Management, LLC | 74,182 | $248.1 萬 | 0.02% | +17,154+30.1% | 加碼 |
| HighTower Advisors, LLC | 67,904 | $227.2 萬 | 0.01% | +1,550+2.3% | 加碼 |
| HighTower Trust Services, LTA | 67,576 | $226.0 萬 | 0.28% | +1,348+2.0% | 加碼 |
| Renaissance Technologies LLC | 67,117 | $224.4 萬 | 0.00% | −47,400−41.4% | 減碼 |
| Nordea Investment Management AB | 63,960 | $218.2 萬 | 0.00% | +63,960 | 新進 |
| Wells Fargo & Company | 57,749 | $193.2 萬 | 0.00% | +4,426+8.3% | 加碼 |
| Tocqueville Asset Management L.P. | 56,800 | $189.9 萬 | 0.03% | 00.0% | 不變 |
| Swiss National Bank | 56,200 | $187.9 萬 | 0.00% | 00.0% | 不變 |
| Parametric Portfolio Associates LLC | 45,410 | $151.8 萬 | 0.00% | +7,167+18.7% | 加碼 |
| Morgan Stanley | 42,877 | $143.4 萬 | 0.00% | −82,818−65.9% | 減碼 |
| Formula Growth Ltd | 40,900 | $136.8 萬 | 0.20% | 00.0% | 不變 |
| LPL Financial LLC | 40,244 | $134.6 萬 | 0.00% | +8,234+25.7% | 加碼 |
| Bank of Montreal | 37,969 | $133.4 萬 | 0.00% | +4,410+13.1% | 加碼 |
| PEAK6 Investments LLC | 37,611 | $125.8 萬 | 0.03% | +25,293+205.3% | 加碼 |
| California State Teachers Retirement System | 36,382 | $121.7 萬 | 0.00% | −3,067−7.8% | 減碼 |
| Rice Hall James & Associates, LLC | 35,887 | $120.0 萬 | 0.04% | +839+2.4% | 加碼 |
| Russell Investments Group, Ltd. | 35,291 | $118.0 萬 | 0.00% | −1,081−3.0% | 減碼 |
| Precept Management LLC | 34,820 | $116.4 萬 | 1.11% | −9,428−21.3% | 減碼 |
| EMC Capital Management | 34,211 | $114.2 萬 | 0.64% | 00.0% | 不變 |
| Renaissance Group LLC | 30,614 | $102.4 萬 | 0.04% | +8,779+40.2% | 加碼 |
| Rhumbline Advisers | 28,498 | $95.3 萬 | 0.00% | +1,350+5.0% | 加碼 |
| Martingale Asset Management L P | 27,773 | $93.0 萬 | 0.01% | +18,355+194.9% | 加碼 |
| B. Metzler seel. Sohn & Co. Holding AG | 26,310 | $88.0 萬 | 0.01% | −1,906−6.8% | 減碼 |
| Alliancebernstein L.P. | 26,200 | $87.6 萬 | 0.00% | 00.0% | 不變 |
| Employees Retirement System of Texas | 26,000 | $86.9 萬 | 0.01% | +26,000 | 新進 |
| AMG National Trust Bank | 25,472 | $85.2 萬 | 0.03% | +25,472 | 新進 |
| Stifel Financial Corp | 23,719 | $79.3 萬 | 0.00% | −3,383−12.5% | 減碼 |
| Millrace Asset Group, Inc. | 23,087 | $77.2 萬 | 0.48% | −29,052−55.7% | 減碼 |
| UBS Asset Management Americas Inc | 22,745 | $76.1 萬 | 0.00% | 00.0% | 不變 |
| Jane Street Group, LLC | 21,255 | $71.1 萬 | 0.00% | +4,209+24.7% | 加碼 |
| New York State Common Retirement Fund | 20,633 | $69.0 萬 | 0.00% | −98,624−82.7% | 減碼 |
| Deutsche Bank AG | 19,635 | $65.7 萬 | 0.00% | −361−1.8% | 減碼 |
| Credit Suisse AG | 19,272 | $64.5 萬 | 0.00% | +1,099+6.0% | 加碼 |
| Invesco Ltd. | 19,169 | $64.0 萬 | 0.00% | +2,716+16.5% | 加碼 |
| Strategic Wealth Partners, Ltd. | 18,425 | $61.6 萬 | 0.18% | +18,425 | 新進 |
| Barclays PLC | 18,164 | $60.7 萬 | 0.00% | +870+5.0% | 加碼 |
| Bank of America Corp | 17,587 | $58.8 萬 | 0.00% | +353+2.0% | 加碼 |
| American International Group, Inc. | 15,818 | $52.9 萬 | 0.00% | −209−1.3% | 減碼 |
| Raymond James Financial Services Advisors, Inc. | 15,670 | $52.4 萬 | 0.00% | 00.0% | 不變 |
| Manufacturers Life Insurance Company, The | 15,197 | $50.8 萬 | 0.00% | −1,249−7.6% | 減碼 |
| Dynamic Technology Lab Private Ltd | 14,583 | $48.8 萬 | 0.06% | +6,751+86.2% | 加碼 |
| Green Square Capital Advisors LLC | 14,411 | $48.2 萬 | 0.11% | 00.0% | 不變 |
| Wolverine Trading, LLC | 14,075 | $48.0 萬 | 0.01% | +14,075 | 新進 |
| Citigroup Inc | 14,207 | $47.5 萬 | 0.00% | +2,153+17.9% | 加碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 13,898 | $46.5 萬 | 0.00% | +13,898 | 新進 |
| Baird Financial Group, Inc. | 13,487 | $45.1 萬 | 0.00% | −18,387−57.7% | 減碼 |
| Legal & General Group Plc | 13,180 | $44.1 萬 | 0.00% | +5,377+68.9% | 加碼 |
| AlphaCrest Capital Management LLC | 12,726 | $42.6 萬 | 0.02% | −52,800−80.6% | 減碼 |
| First Trust Advisors LP | 12,484 | $41.7 萬 | 0.00% | −24,906−66.6% | 減碼 |
| We Are One Seven, LLC | 11,833 | $39.5 萬 | 0.05% | +3,483+41.7% | 加碼 |
| Advisor Group Holdings, Inc. | 11,620 | $38.8 萬 | 0.00% | +159+1.4% | 加碼 |