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。
2022 年第 1 季 13F 持有人
Upland Software, Inc. 在 2022/3/31 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
- 150
- 較 2021 年第 4 季 −5 家
- 持有股數
- 2,421 萬
- 較 2021 年第 4 季 −40.5 萬 (−1.6%)
- 總市值
- $4.26 億
- 較 2021 年第 4 季 −$1,644 萬 (−3.7%)
- 新進機構
- 27
- 另有 48 家加碼
- 清倉機構
- 32
- 另有 55 家減碼
另有 1 家機構在 2021 年第 4 季持有、還沒有申報 2022 年第 1 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 |
2022 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Parallel Advisors, LLC | 5 | $0 | 0.00% | −219−97.8% | 減碼 |
| Huntington National Bank | 1 | $0 | 0.00% | 00.0% | 不變 |
| The PNC Financial Services Group, Inc. | 9 | $0 | 0.00% | −4−30.8% | 減碼 |
| Anchor Investment Management, LLC | 17 | $299 | 0.00% | 00.0% | 不變 |
| American Portfolios Advisors | 23 | $405 | 0.00% | 00.0% | 不變 |
| Newbridge Financial Services Group, Inc. | 42 | $1,000 | 0.00% | 00.0% | 不變 |
| GPS Wealth Strategies Group, LLC | 39 | $1,000 | 0.00% | +39 | 新進 |
| TCWP LLC | 84 | $1,000 | 0.00% | +84 | 新進 |
| EverSource Wealth Advisors, LLC | 173 | $3,000 | 0.00% | −84−32.7% | 減碼 |
| Lindbrook Capital, LLC | 170 | $3,000 | 0.00% | +170 | 新進 |
| Signaturefd, LLC | 209 | $4,000 | 0.00% | −1,303−86.2% | 減碼 |
| Quadrant Capital Group LLC | 248 | $4,000 | 0.00% | −835−77.1% | 減碼 |
| Migdal Insurance & Financial Holdings Ltd. | 248 | $4,000 | 0.00% | +88+55.0% | 加碼 |
| TCI Wealth Advisors, Inc. | 223 | $4,000 | 0.00% | +223 | 新進 |
| Point72 Hong Kong Ltd | 204 | $4,000 | 0.00% | +204 | 新進 |
| First Horizon Advisors, Inc. | 345 | $6,000 | 0.00% | 00.0% | 不變 |
| Captrust Financial Advisors | 519 | $9,000 | 0.00% | −959−64.9% | 減碼 |
| GHP Investment Advisors, Inc. | 653 | $1.10 萬 | 0.00% | +653 | 新進 |
| Macquarie Group Ltd | 668 | $1.20 萬 | 0.00% | 00.0% | 不變 |
| Nisa Investment Advisors, LLC | 1,000 | $1.80 萬 | 0.00% | +1,000 | 新進 |
| Toronto Dominion Bank | 1,250 | $2.20 萬 | 0.00% | +1,250 | 新進 |
| Metropolitan Life Insurance Co | 1,819 | $3.20 萬 | 0.00% | −5,736−75.9% | 減碼 |
| Great West Life Assurance Co | 1,769 | $3.30 萬 | 0.00% | 00.0% | 不變 |
| Ameritas Investment Partners, Inc. | 2,219 | $3.90 萬 | 0.00% | 00.0% | 不變 |
| Tower Research Capital LLC (TRC) | 2,447 | $4.30 萬 | 0.00% | +1,658+210.1% | 加碼 |
| US Bancorp | 2,635 | $4.60 萬 | 0.00% | −582−18.1% | 減碼 |
| Quantbot Technologies LP | 2,935 | $5.10 萬 | 0.00% | −7,465−71.8% | 減碼 |
| Royal Bank of Canada | 3,061 | $5.40 萬 | 0.00% | −2,795−47.7% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 3,213 | $5.70 萬 | 0.00% | −2−0.1% | 減碼 |
| Leonteq Securities AG | 4,178 | $7.36 萬 | 0.00% | +4,178 | 新進 |
| UBS Group AG | 4,415 | $7.80 萬 | 0.00% | −9,283−67.8% | 減碼 |
| Amalgamated Bank | 4,706 | $8.30 萬 | 0.00% | +4,706 | 新進 |
| Amalgamated Financial Corp. | 4,706 | $8.30 萬 | 0.00% | +4,706 | 新進 |
| Barclays PLC | 4,813 | $8.50 萬 | 0.00% | −30,265−86.3% | 減碼 |
| Ensign Peak Advisors, Inc | 4,940 | $8.70 萬 | 0.00% | +4,940 | 新進 |
| Advisor Group Holdings, Inc. | 7,834 | $13.8 萬 | 0.00% | −678−8.0% | 減碼 |
| Citigroup Inc | 8,377 | $14.8 萬 | 0.00% | −6,974−45.4% | 減碼 |
| Thrivent Financial for Lutherans | 10,181 | $17.9 萬 | 0.00% | 00.0% | 不變 |
| Ergoteles LLC | 10,268 | $18.1 萬 | 0.01% | +10,268 | 新進 |
| State Board of Administration of Florida Retirement System | 10,974 | $19.3 萬 | 0.00% | 00.0% | 不變 |
| ExodusPoint Capital Management, LP | 11,744 | $20.7 萬 | 0.00% | −50,454−81.1% | 減碼 |
| Voya Investment Management LLC | 12,013 | $21.2 萬 | 0.00% | +647+5.7% | 加碼 |
| Manufacturers Life Insurance Company, The | 12,259 | $21.6 萬 | 0.00% | −3,183−20.6% | 減碼 |
| First Dallas Securities Inc. | 12,900 | $22.7 萬 | 0.13% | +12,900 | 新進 |
| Goff John C | 13,000 | $22.9 萬 | 0.21% | 00.0% | 不變 |
| Legal & General Group Plc | 13,235 | $23.3 萬 | 0.00% | 00.0% | 不變 |
| JPMorgan Chase & Co | 13,688 | $24.1 萬 | 0.00% | −24,376−64.0% | 減碼 |
| Bayesian Capital Management, LP | 14,000 | $24.7 萬 | 0.04% | +14,000 | 新進 |
| We Are One Seven, LLC | 14,085 | $24.8 萬 | 0.03% | +728+5.5% | 加碼 |
| Wolverine Trading, LLC | 14,015 | $25.1 萬 | 0.01% | −7,836−35.9% | 減碼 |
| American International Group, Inc. | 14,348 | $25.3 萬 | 0.00% | −1,010−6.6% | 減碼 |
| Green Square Capital Advisors LLC | 14,411 | $25.4 萬 | 0.04% | 00.0% | 不變 |
| Trexquant Investment LP | 14,597 | $25.7 萬 | 0.01% | +14,597 | 新進 |
| Baird Financial Group, Inc. | 14,656 | $25.8 萬 | 0.00% | +1,459+11.1% | 加碼 |
| M&T Bank Corp | 15,628 | $27.5 萬 | 0.00% | +1,298+9.1% | 加碼 |
| MetLife Investment Management | 15,875 | $28.0 萬 | 0.00% | +5,736+56.6% | 加碼 |
| Stifel Financial Corp | 17,079 | $30.1 萬 | 0.00% | +2,460+16.8% | 加碼 |
| Boothbay Fund Management, LLC | 17,665 | $31.1 萬 | 0.01% | +17,665 | 新進 |
| BNP Paribas Arbitrage, SA | 17,823 | $31.4 萬 | 0.00% | +5,944+50.0% | 加碼 |
| Squarepoint Ops LLC | 17,910 | $31.5 萬 | 0.00% | −8,086−31.1% | 減碼 |
| Bank of America Corp | 18,433 | $32.5 萬 | 0.00% | −28,925−61.1% | 減碼 |
| Credit Suisse AG | 18,662 | $32.8 萬 | 0.00% | +1,402+8.1% | 加碼 |
| Wells Fargo & Company | 19,978 | $35.2 萬 | 0.00% | −9,451−32.1% | 減碼 |
| Deutsche Bank AG | 20,500 | $36.1 萬 | 0.00% | −1,741−7.8% | 減碼 |
| New York State Common Retirement Fund | 20,658 | $36.4 萬 | 0.00% | +15+0.1% | 加碼 |
| IndexIQ Advisors LLC | 22,638 | $39.9 萬 | 0.01% | +22,638 | 新進 |
| Schonfeld Strategic Advisors LLC | 23,300 | $41.1 萬 | 0.00% | +23,300 | 新進 |
| Two Sigma Investments, LP | 24,903 | $43.9 萬 | 0.00% | −155,746−86.2% | 減碼 |
| UBS Asset Management Americas Inc | 25,106 | $44.2 萬 | 0.00% | 00.0% | 不變 |
| Alliancebernstein L.P. | 26,200 | $46.1 萬 | 0.00% | 00.0% | 不變 |
| B. Metzler seel. Sohn & Co. AG | 26,505 | $46.7 萬 | 0.01% | +26,505 | 新進 |
| Allspring Global Investments Holdings, LLC | 26,960 | $47.4 萬 | 0.00% | +5,576+26.1% | 加碼 |
| Formula Growth Ltd | 27,900 | $49.1 萬 | 0.09% | 00.0% | 不變 |
| Rhumbline Advisers | 28,995 | $51.1 萬 | 0.00% | +1,007+3.6% | 加碼 |
| Occudo Quantitative Strategies LP | 29,998 | $52.8 萬 | 0.04% | −42,363−58.5% | 減碼 |
| Qube Research & Technologies Ltd | 30,226 | $53.2 萬 | 0.00% | −30,080−49.9% | 減碼 |
| State of Wisconsin Investment Board | 30,300 | $53.4 萬 | 0.00% | +30,300 | 新進 |
| River & Mercantile Asset Management LLP | 30,400 | $53.5 萬 | 0.07% | +30,400 | 新進 |
| Algert Global LLC | 31,152 | $54.9 萬 | 0.04% | +20,132+182.7% | 加碼 |
| Group One Trading, L.P. | 32,147 | $56.6 萬 | 0.01% | −792−2.4% | 減碼 |
| Rice Hall James & Associates, LLC | 32,434 | $57.1 萬 | 0.02% | +1,001+3.2% | 加碼 |
| California State Teachers Retirement System | 34,440 | $60.6 萬 | 0.00% | −3,158−8.4% | 減碼 |
| Walleye Trading LLC | 34,645 | $61.0 萬 | 0.01% | +34,645 | 新進 |
| Invesco Ltd. | 37,238 | $65.6 萬 | 0.00% | +18,647+100.3% | 加碼 |
| HighTower Trust Services, LTA | 39,279 | $69.2 萬 | 0.07% | +39,279 | 新進 |
| Russell Investments Group, Ltd. | 41,530 | $73.0 萬 | 0.00% | +9,339+29.0% | 加碼 |
| Renaissance Technologies LLC | 47,717 | $84.0 萬 | 0.00% | −113,026−70.3% | 減碼 |
| Employees Retirement System of Texas | 49,000 | $86.3 萬 | 0.01% | +23,000+88.5% | 加碼 |
| Jane Street Group, LLC | 49,342 | $86.9 萬 | 0.00% | −50,645−50.7% | 減碼 |
| Gsa Capital Partners LLP | 50,749 | $89.4 萬 | 0.12% | +14,063+38.3% | 加碼 |
| Cubist Systematic Strategies, LLC | 51,651 | $91.0 萬 | 0.01% | −96,397−65.1% | 減碼 |
| Kennedy Capital Management, Inc. | 60,966 | $107.4 萬 | 0.03% | +60,966 | 新進 |
| AQR Capital Management LLC | 61,106 | $107.6 萬 | 0.00% | +2,572+4.4% | 加碼 |
| Swiss National Bank | 61,400 | $108.1 萬 | 0.00% | +5,200+9.3% | 加碼 |
| Morgan Stanley | 61,733 | $108.7 萬 | 0.00% | −96,319−60.9% | 減碼 |
| HAP Trading, LLC | 63,751 | $112.3 萬 | 0.13% | +688+1.1% | 加碼 |
| FMR LLC | 64,775 | $114.1 萬 | 0.00% | +64,775 | 新進 |
| Assenagon Asset Management S.A. | 65,284 | $115.0 萬 | 0.00% | −20,527−23.9% | 減碼 |
| Bluefin Capital Management, LLC | 68,793 | $121.1 萬 | 0.21% | +28,285+69.8% | 加碼 |
| Needham Investment Management LLC | 70,000 | $123.3 萬 | 0.18% | −110,000−61.1% | 減碼 |