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 4 季 13F 持有人
Upland Software, Inc. 在 2021/12/31 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
- 156
- 較 2021 年第 3 季 +5 家
- 持有股數
- 2,462 萬
- 較 2021 年第 3 季 −20.9 萬 (−0.8%)
- 總市值
- $4.43 億
- 較 2021 年第 3 季 −$3.88 億 (−46.7%)
- 新進機構
- 49
- 另有 53 家加碼
- 清倉機構
- 44
- 另有 39 家減碼
另有 3 家機構在 2021 年第 3 季持有、還沒有申報 2021 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Huntington National Bank | 1 | $0 | 0.00% | +1 | 新進 |
| The PNC Financial Services Group, Inc. | 13 | $0 | 0.00% | +13 | 新進 |
| Glassman Wealth Services | 21 | $0 | 0.00% | +21 | 新進 |
| Anchor Investment Management, LLC | 17 | $305 | 0.00% | 00.0% | 不變 |
| American Portfolios Advisors | 23 | $413 | 0.00% | −45−66.2% | 減碼 |
| McDonald Partners LLC | 33 | $592 | 0.00% | +33 | 新進 |
| Absolute Capital Management, LLC | 33 | $592 | 0.00% | +33 | 新進 |
| Chilton Capital Management LLC | 50 | $1,000 | 0.00% | +50 | 新進 |
| Newbridge Financial Services Group, Inc. | 42 | $1,000 | 0.00% | +38+950.0% | 加碼 |
| Confluence Wealth Services, Inc. | 66 | $1,000 | 0.00% | +66 | 新進 |
| Fifth Third Bancorp | 132 | $2,000 | 0.00% | −127−49.0% | 減碼 |
| Migdal Insurance & Financial Holdings Ltd. | 160 | $3,000 | 0.00% | −6−3.6% | 減碼 |
| Parallel Advisors, LLC | 224 | $4,000 | 0.00% | +224 | 新進 |
| EverSource Wealth Advisors, LLC | 257 | $5,000 | 0.00% | +257 | 新進 |
| First Horizon Advisors, Inc. | 345 | $7,000 | 0.00% | 00.0% | 不變 |
| Umb Bank N A | 371 | $7,000 | 0.00% | +371 | 新進 |
| Proequities, Inc. | 428 | $8,000 | 0.00% | +114+36.3% | 加碼 |
| NEXT Financial Group, Inc | 524 | $9,000 | 0.00% | 00.0% | 不變 |
| Macquarie Group Ltd | 668 | $1.20 萬 | 0.00% | 00.0% | 不變 |
| Tower Research Capital LLC (TRC) | 789 | $1.40 萬 | 0.00% | −710−47.4% | 減碼 |
| Dark Forest Capital Management LP | 832 | $1.50 萬 | 0.01% | +832 | 新進 |
| Quadrant Capital Group LLC | 1,083 | $1.90 萬 | 0.00% | +1,083 | 新進 |
| Counterpoint Mutual Funds LLC | 1,303 | $2.30 萬 | 0.02% | +1,303 | 新進 |
| Signaturefd, LLC | 1,512 | $2.70 萬 | 0.00% | +1,472+3,680.0% | 加碼 |
| Captrust Financial Advisors | 1,478 | $2.70 萬 | 0.00% | +1,478 | 新進 |
| Great West Life Assurance Co | 1,769 | $3.20 萬 | 0.00% | 00.0% | 不變 |
| Ameritas Investment Partners, Inc. | 2,219 | $4.00 萬 | 0.00% | 00.0% | 不變 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 3,215 | $5.80 萬 | 0.00% | +2+0.1% | 加碼 |
| US Bancorp | 3,217 | $5.80 萬 | 0.00% | +2,186+212.0% | 加碼 |
| Cutler Group LP | 4,000 | $7.10 萬 | 0.00% | −2,000−33.3% | 減碼 |
| Eaton Vance Management | 4,500 | $8.10 萬 | 0.00% | 00.0% | 不變 |
| Parallax Volatility Advisers, L.P. | 5,730 | $10.3 萬 | 0.00% | −119,588−95.4% | 減碼 |
| Royal Bank of Canada | 5,856 | $10.6 萬 | 0.00% | +2,753+88.7% | 加碼 |
| Metropolitan Life Insurance Co | 7,555 | $13.6 萬 | 0.00% | 00.0% | 不變 |
| Advisor Group Holdings, Inc. | 8,512 | $15.3 萬 | 0.00% | −3,108−26.7% | 減碼 |
| MetLife Investment Management | 10,139 | $18.2 萬 | 0.00% | 00.0% | 不變 |
| Thrivent Financial for Lutherans | 10,181 | $18.3 萬 | 0.00% | +10,181 | 新進 |
| PDT Partners, LLC | 10,333 | $18.5 萬 | 0.01% | +10,333 | 新進 |
| Quantbot Technologies LP | 10,400 | $18.6 萬 | 0.02% | +9,731+1,454.6% | 加碼 |
| Blair William & Co | 10,643 | $19.1 萬 | 0.00% | +1,173+12.4% | 加碼 |
| State Board of Administration of Florida Retirement System | 10,974 | $19.7 萬 | 0.00% | 00.0% | 不變 |
| Algert Global LLC | 11,020 | $19.8 萬 | 0.02% | +11,020 | 新進 |
| Voya Investment Management LLC | 11,366 | $20.4 萬 | 0.00% | −19−0.2% | 減碼 |
| Aristides Capital LLC | 11,886 | $21.3 萬 | 0.12% | +11,886 | 新進 |
| BNP Paribas Arbitrage, SA | 11,879 | $21.3 萬 | 0.00% | +6,139+107.0% | 加碼 |
| Goff John C | 13,000 | $23.3 萬 | 0.27% | +13,000 | 新進 |
| Baird Financial Group, Inc. | 13,197 | $23.7 萬 | 0.00% | −290−2.2% | 減碼 |
| Legal & General Group Plc | 13,235 | $23.7 萬 | 0.00% | +55+0.4% | 加碼 |
| We Are One Seven, LLC | 13,357 | $24.0 萬 | 0.02% | +1,524+12.9% | 加碼 |
| UBS Group AG | 13,698 | $24.6 萬 | 0.00% | +11,785+616.0% | 加碼 |
| M&T Bank Corp | 14,330 | $25.7 萬 | 0.00% | +6,701+87.8% | 加碼 |
| Green Square Capital Advisors LLC | 14,411 | $25.9 萬 | 0.05% | 00.0% | 不變 |
| Stifel Financial Corp | 14,619 | $26.2 萬 | 0.00% | −9,100−38.4% | 減碼 |
| Citigroup Inc | 15,351 | $27.5 萬 | 0.00% | +1,144+8.1% | 加碼 |
| American International Group, Inc. | 15,358 | $27.6 萬 | 0.00% | −460−2.9% | 減碼 |
| Manufacturers Life Insurance Company, The | 15,442 | $27.7 萬 | 0.00% | +245+1.6% | 加碼 |
| Credit Suisse AG | 17,260 | $31.0 萬 | 0.00% | −2,012−10.4% | 減碼 |
| Invesco Ltd. | 18,591 | $33.3 萬 | 0.00% | −578−3.0% | 減碼 |
| New York State Common Retirement Fund | 20,643 | $37.0 萬 | 0.00% | +100.0% | 加碼 |
| Allspring Global Investments Holdings, LLC | 21,384 | $38.3 萬 | 0.00% | +21,384 | 新進 |
| Deutsche Bank AG | 22,241 | $39.9 萬 | 0.00% | +2,606+13.3% | 加碼 |
| Wolverine Trading, LLC | 21,851 | $40.7 萬 | 0.01% | +7,776+55.2% | 加碼 |
| Balyasny Asset Management LLC | 24,089 | $43.2 萬 | 0.00% | +24,089 | 新進 |
| UBS Asset Management Americas Inc | 25,106 | $45.0 萬 | 0.00% | +2,361+10.4% | 加碼 |
| AMG National Trust Bank | 25,472 | $45.7 萬 | 0.01% | 00.0% | 不變 |
| Employees Retirement System of Texas | 26,000 | $46.6 萬 | 0.01% | 00.0% | 不變 |
| Squarepoint Ops LLC | 25,996 | $46.6 萬 | 0.00% | +25,996 | 新進 |
| Alliancebernstein L.P. | 26,200 | $47.0 萬 | 0.00% | 00.0% | 不變 |
| Raymond James & Associates | 26,751 | $48.0 萬 | 0.00% | −55,950−67.7% | 減碼 |
| Jacobs Levy Equity Management, Inc | 27,439 | $49.2 萬 | 0.00% | +27,439 | 新進 |
| Two Sigma Advisers, LP | 27,700 | $49.7 萬 | 0.00% | +27,700 | 新進 |
| Formula Growth Ltd | 27,900 | $50.1 萬 | 0.09% | −13,000−31.8% | 減碼 |
| Rhumbline Advisers | 27,988 | $50.2 萬 | 0.00% | −510−1.8% | 減碼 |
| Wells Fargo & Company | 29,429 | $52.9 萬 | 0.00% | −28,320−49.0% | 減碼 |
| Renaissance Group LLC | 30,495 | $54.7 萬 | 0.02% | −119−0.4% | 減碼 |
| Paloma Partners Management Co | 31,189 | $56.0 萬 | 0.02% | +31,189 | 新進 |
| Rice Hall James & Associates, LLC | 31,433 | $56.4 萬 | 0.02% | −4,454−12.4% | 減碼 |
| Russell Investments Group, Ltd. | 32,191 | $57.7 萬 | 0.00% | −3,100−8.8% | 減碼 |
| Nomura Holdings Inc | 32,715 | $58.9 萬 | 0.00% | +32,715 | 新進 |
| Group One Trading, L.P. | 32,939 | $59.1 萬 | 0.01% | +32,939 | 新進 |
| Barclays PLC | 35,078 | $63.0 萬 | 0.00% | +16,914+93.1% | 加碼 |
| Jump Financial, LLC | 36,558 | $65.6 萬 | 0.04% | +36,558 | 新進 |
| Gsa Capital Partners LLP | 36,686 | $65.8 萬 | 0.08% | +36,686 | 新進 |
| California State Teachers Retirement System | 37,598 | $67.5 萬 | 0.00% | +1,216+3.3% | 加碼 |
| JPMorgan Chase & Co | 38,064 | $68.3 萬 | 0.00% | −182,768−82.8% | 減碼 |
| Bluefin Capital Management, LLC | 40,508 | $72.7 萬 | 0.06% | +40,508 | 新進 |
| Cornercap Investment Counsel Inc | 45,931 | $82.4 萬 | 0.12% | +45,931 | 新進 |
| Dynamic Technology Lab Private Ltd | 46,278 | $83.1 萬 | 0.09% | +31,695+217.3% | 加碼 |
| Bank of America Corp | 47,358 | $85.0 萬 | 0.00% | +29,771+169.3% | 加碼 |
| Swiss National Bank | 56,200 | $100.8 萬 | 0.00% | 00.0% | 不變 |
| AQR Capital Management LLC | 58,534 | $105.0 萬 | 0.00% | +58,534 | 新進 |
| Qube Research & Technologies Ltd | 60,306 | $108.2 萬 | 0.01% | +52,195+643.5% | 加碼 |
| ExodusPoint Capital Management, LP | 62,198 | $111.6 萬 | 0.01% | +62,198 | 新進 |
| HAP Trading, LLC | 63,063 | $113.1 萬 | 0.08% | +63,063 | 新進 |
| Rafferty Asset Management, LLC | 70,312 | $126.1 萬 | 0.01% | −3,870−5.2% | 減碼 |
| Occudo Quantitative Strategies LP | 72,361 | $129.8 萬 | 0.12% | +72,361 | 新進 |
| M&G Investment Management Ltd | 76,132 | $137.0 萬 | 0.01% | +76,132 | 新進 |
| Caption Management, LLC | 76,465 | $137.2 萬 | 0.09% | +76,465 | 新進 |
| Engineers Gate Manager LP | 79,098 | $141.9 萬 | 0.06% | +79,098 | 新進 |
| Tocqueville Asset Management L.P. | 81,800 | $146.7 萬 | 0.02% | +25,000+44.0% | 加碼 |