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 |
|---|---|---|---|---|---|
| Arkadios Wealth Advisors | 5 | $0 | 0.00% | −2−28.6% | 減碼 |
| Berman Capital Advisors, LLC | 24 | $0 | 0.00% | +24 | 新進 |
| Anchor Investment Management, LLC | 17 | $568 | 0.00% | 00.0% | 不變 |
| Central Trust Co | 43 | $1,000 | 0.00% | 00.0% | 不變 |
| Signaturefd, LLC | 40 | $1,000 | 0.00% | −1−2.4% | 減碼 |
| Meeder Asset Management Inc | 18 | $1,000 | 0.00% | 00.0% | 不變 |
| American Portfolios Advisors | 68 | $2,274 | 0.00% | 00.0% | 不變 |
| Global Retirement Partners, LLC | 100 | $3,000 | 0.00% | +100 | 新進 |
| Migdal Insurance & Financial Holdings Ltd. | 166 | $6,000 | 0.00% | 00.0% | 不變 |
| Fifth Third Bancorp | 259 | $9,000 | 0.00% | 00.0% | 不變 |
| Simplex Trading, LLC | 278 | $1.10 萬 | 0.00% | 00.0% | 不變 |
| Proequities, Inc. | 314 | $1.10 萬 | 0.00% | +114+57.0% | 加碼 |
| First Horizon Advisors, Inc. | 345 | $1.10 萬 | 0.00% | +345 | 新進 |
| NEXT Financial Group, Inc | 524 | $1.80 萬 | 0.00% | +524 | 新進 |
| Harel Insurance Investments & Financial Services Ltd. | 592 | $2.00 萬 | 0.00% | +184+45.1% | 加碼 |
| Whittier Trust Co of Nevada Inc | 620 | $2.10 萬 | 0.00% | +620 | 新進 |
| Macquarie Group Ltd | 668 | $2.20 萬 | 0.00% | 00.0% | 不變 |
| Quantbot Technologies LP | 669 | $2.20 萬 | 0.00% | +669 | 新進 |
| Private Capital Group, LLC | 810 | $2.70 萬 | 0.01% | 00.0% | 不變 |
| US Bancorp | 1,031 | $3.50 萬 | 0.00% | +236+29.7% | 加碼 |
| Tower Research Capital LLC (TRC) | 1,499 | $5.00 萬 | 0.00% | +782+109.1% | 加碼 |
| Great West Life Assurance Co | 1,769 | $5.90 萬 | 0.00% | 00.0% | 不變 |
| UBS Group AG | 1,913 | $6.40 萬 | 0.00% | +795+71.1% | 加碼 |
| Ameritas Investment Partners, Inc. | 2,219 | $7.40 萬 | 0.00% | 00.0% | 不變 |
| Nisa Investment Advisors, LLC | 2,450 | $8.20 萬 | 0.00% | 00.0% | 不變 |
| Royal Bank of Canada | 3,103 | $10.4 萬 | 0.00% | −169−5.2% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 3,213 | $10.7 萬 | 0.00% | 00.0% | 不變 |
| Walleye Trading LLC | 4,025 | $13.5 萬 | 0.00% | −1,837−31.3% | 減碼 |
| Eaton Vance Management | 4,500 | $15.0 萬 | 0.00% | 00.0% | 不變 |
| BNP Paribas Arbitrage, SA | 5,740 | $19.2 萬 | 0.00% | +627+12.3% | 加碼 |
| Cutler Group LP | 6,000 | $20.0 萬 | 0.02% | +2,100+53.8% | 加碼 |
| Principal Financial Group Inc | 6,067 | $20.3 萬 | 0.00% | +6,067 | 新進 |
| Winton Group Ltd | 6,452 | $21.6 萬 | 0.01% | +163+2.6% | 加碼 |
| Kirr Marbach & Co LLC | 6,900 | $23.1 萬 | 0.07% | 00.0% | 不變 |
| Arizona State Retirement System | 6,969 | $23.3 萬 | 0.00% | +40+0.6% | 加碼 |
| HRT Financial LP | 7,095 | $23.7 萬 | 0.00% | −12,180−63.2% | 減碼 |
| King Luther Capital Management Corp | 7,163 | $24.0 萬 | 0.00% | 00.0% | 不變 |
| Millennium Management LLC | 7,374 | $24.7 萬 | 0.00% | +7,374 | 新進 |
| Metropolitan Life Insurance Co | 7,555 | $25.3 萬 | 0.00% | 00.0% | 不變 |
| M&T Bank Corp | 7,629 | $25.5 萬 | 0.00% | +1,813+31.2% | 加碼 |
| Wellington Management Group LLP | 7,850 | $26.3 萬 | 0.00% | +7,850 | 新進 |
| Qube Research & Technologies Ltd | 8,111 | $27.1 萬 | 0.00% | −16,185−66.6% | 減碼 |
| Holocene Advisors, LP | 8,332 | $27.9 萬 | 0.00% | −2,111−20.2% | 減碼 |
| First Dallas Securities Inc. | 9,100 | $30.4 萬 | 0.21% | +1,750+23.8% | 加碼 |
| Two Sigma Investments, LP | 9,148 | $30.6 萬 | 0.00% | −71,312−88.6% | 減碼 |
| Blair William & Co | 9,470 | $31.7 萬 | 0.00% | +995+11.7% | 加碼 |
| New York Life Investments Alternatives | 9,699 | $32.4 萬 | 0.21% | −3,008−23.7% | 減碼 |
| Pathstone Family Office, LLC | 9,796 | $32.8 萬 | 0.01% | +571+6.2% | 加碼 |
| MetLife Investment Management | 10,139 | $33.9 萬 | 0.00% | 00.0% | 不變 |
| SG Americas Securities, LLC | 10,763 | $36.0 萬 | 0.00% | +10,763 | 新進 |
| State Board of Administration of Florida Retirement System | 10,974 | $36.7 萬 | 0.00% | 00.0% | 不變 |
| Envestnet Asset Management Inc | 11,341 | $37.9 萬 | 0.00% | −942−7.7% | 減碼 |
| Voya Investment Management LLC | 11,385 | $38.1 萬 | 0.00% | +431+3.9% | 加碼 |
| Advisor Group Holdings, Inc. | 11,620 | $38.8 萬 | 0.00% | +159+1.4% | 加碼 |
| We Are One Seven, LLC | 11,833 | $39.5 萬 | 0.05% | +3,483+41.7% | 加碼 |
| First Trust Advisors LP | 12,484 | $41.7 萬 | 0.00% | −24,906−66.6% | 減碼 |
| AlphaCrest Capital Management LLC | 12,726 | $42.6 萬 | 0.02% | −52,800−80.6% | 減碼 |
| Legal & General Group Plc | 13,180 | $44.1 萬 | 0.00% | +5,377+68.9% | 加碼 |
| Baird Financial Group, Inc. | 13,487 | $45.1 萬 | 0.00% | −18,387−57.7% | 減碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 13,898 | $46.5 萬 | 0.00% | +13,898 | 新進 |
| Citigroup Inc | 14,207 | $47.5 萬 | 0.00% | +2,153+17.9% | 加碼 |
| Wolverine Trading, LLC | 14,075 | $48.0 萬 | 0.01% | +14,075 | 新進 |
| Green Square Capital Advisors LLC | 14,411 | $48.2 萬 | 0.11% | 00.0% | 不變 |
| Dynamic Technology Lab Private Ltd | 14,583 | $48.8 萬 | 0.06% | +6,751+86.2% | 加碼 |
| Manufacturers Life Insurance Company, The | 15,197 | $50.8 萬 | 0.00% | −1,249−7.6% | 減碼 |
| Raymond James Financial Services Advisors, Inc. | 15,670 | $52.4 萬 | 0.00% | 00.0% | 不變 |
| American International Group, Inc. | 15,818 | $52.9 萬 | 0.00% | −209−1.3% | 減碼 |
| Bank of America Corp | 17,587 | $58.8 萬 | 0.00% | +353+2.0% | 加碼 |
| Barclays PLC | 18,164 | $60.7 萬 | 0.00% | +870+5.0% | 加碼 |
| Strategic Wealth Partners, Ltd. | 18,425 | $61.6 萬 | 0.18% | +18,425 | 新進 |
| Invesco Ltd. | 19,169 | $64.0 萬 | 0.00% | +2,716+16.5% | 加碼 |
| Credit Suisse AG | 19,272 | $64.5 萬 | 0.00% | +1,099+6.0% | 加碼 |
| Deutsche Bank AG | 19,635 | $65.7 萬 | 0.00% | −361−1.8% | 減碼 |
| New York State Common Retirement Fund | 20,633 | $69.0 萬 | 0.00% | −98,624−82.7% | 減碼 |
| Jane Street Group, LLC | 21,255 | $71.1 萬 | 0.00% | +4,209+24.7% | 加碼 |
| UBS Asset Management Americas Inc | 22,745 | $76.1 萬 | 0.00% | 00.0% | 不變 |
| Millrace Asset Group, Inc. | 23,087 | $77.2 萬 | 0.48% | −29,052−55.7% | 減碼 |
| Stifel Financial Corp | 23,719 | $79.3 萬 | 0.00% | −3,383−12.5% | 減碼 |
| AMG National Trust Bank | 25,472 | $85.2 萬 | 0.03% | +25,472 | 新進 |
| Employees Retirement System of Texas | 26,000 | $86.9 萬 | 0.01% | +26,000 | 新進 |
| Alliancebernstein L.P. | 26,200 | $87.6 萬 | 0.00% | 00.0% | 不變 |
| B. Metzler seel. Sohn & Co. Holding AG | 26,310 | $88.0 萬 | 0.01% | −1,906−6.8% | 減碼 |
| Martingale Asset Management L P | 27,773 | $93.0 萬 | 0.01% | +18,355+194.9% | 加碼 |
| Rhumbline Advisers | 28,498 | $95.3 萬 | 0.00% | +1,350+5.0% | 加碼 |
| Renaissance Group LLC | 30,614 | $102.4 萬 | 0.04% | +8,779+40.2% | 加碼 |
| EMC Capital Management | 34,211 | $114.2 萬 | 0.64% | 00.0% | 不變 |
| Precept Management LLC | 34,820 | $116.4 萬 | 1.11% | −9,428−21.3% | 減碼 |
| Russell Investments Group, Ltd. | 35,291 | $118.0 萬 | 0.00% | −1,081−3.0% | 減碼 |
| Rice Hall James & Associates, LLC | 35,887 | $120.0 萬 | 0.04% | +839+2.4% | 加碼 |
| California State Teachers Retirement System | 36,382 | $121.7 萬 | 0.00% | −3,067−7.8% | 減碼 |
| PEAK6 Investments LLC | 37,611 | $125.8 萬 | 0.03% | +25,293+205.3% | 加碼 |
| Bank of Montreal | 37,969 | $133.4 萬 | 0.00% | +4,410+13.1% | 加碼 |
| LPL Financial LLC | 40,244 | $134.6 萬 | 0.00% | +8,234+25.7% | 加碼 |
| Formula Growth Ltd | 40,900 | $136.8 萬 | 0.20% | 00.0% | 不變 |
| Morgan Stanley | 42,877 | $143.4 萬 | 0.00% | −82,818−65.9% | 減碼 |
| Parametric Portfolio Associates LLC | 45,410 | $151.8 萬 | 0.00% | +7,167+18.7% | 加碼 |
| Swiss National Bank | 56,200 | $187.9 萬 | 0.00% | 00.0% | 不變 |
| Tocqueville Asset Management L.P. | 56,800 | $189.9 萬 | 0.03% | 00.0% | 不變 |
| Wells Fargo & Company | 57,749 | $193.2 萬 | 0.00% | +4,426+8.3% | 加碼 |
| Nordea Investment Management AB | 63,960 | $218.2 萬 | 0.00% | +63,960 | 新進 |