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 |
|---|---|---|---|---|---|
| Caption Management, LLC | 75,527 | $133.0 萬 | 0.09% | −938−1.2% | 減碼 |
| Putnam Investments LLC | 79,099 | $139.3 萬 | 0.00% | −19,026−19.4% | 減碼 |
| Citadel Advisors LLC | 80,041 | $140.9 萬 | 0.00% | −47,722−37.4% | 減碼 |
| PEAK6 Investments LLC | 81,661 | $143.8 萬 | 0.04% | −117,069−58.9% | 減碼 |
| Tocqueville Asset Management L.P. | 81,800 | $144.0 萬 | 0.02% | 00.0% | 不變 |
| Motley Fool Asset Management LLC | 82,938 | $146.1 萬 | 0.11% | −20,128−19.5% | 減碼 |
| Comerica Bank | 100,158 | $155.5 萬 | 0.01% | −9,440−8.6% | 減碼 |
| Rafferty Asset Management, LLC | 104,769 | $184.5 萬 | 0.01% | +34,457+49.0% | 加碼 |
| Voloridge Investment Management, LLC | 114,009 | $200.8 萬 | 0.01% | −13,684−10.7% | 減碼 |
| Nuveen Asset Management, LLC | 117,723 | $201.3 萬 | 0.00% | −3,462−2.9% | 減碼 |
| Victory Capital Management Inc | 121,901 | $214.7 萬 | 0.00% | −15,820−11.5% | 減碼 |
| Bank of New York Mellon Corp | 126,674 | $223.0 萬 | 0.00% | +4,439+3.6% | 加碼 |
| Parametric Portfolio Associates LLC | 127,417 | $224.4 萬 | 0.00% | +2,284+1.8% | 加碼 |
| Marshall Wace, LLP | 127,857 | $225.2 萬 | 0.00% | −163,482−56.1% | 減碼 |
| Lannebo Fonder AB | 145,865 | $256.9 萬 | 0.36% | +8,865+6.5% | 加碼 |
| Prudential Financial Inc | 152,755 | $269.0 萬 | 0.00% | +36,800+31.7% | 加碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 159,200 | $280.4 萬 | 0.01% | −130,700−45.1% | 減碼 |
| Charles Schwab Investment Management Inc | 197,966 | $348.7 萬 | 0.00% | +5,151+2.7% | 加碼 |
| Knott David M Jr | 200,000 | $352.2 萬 | 1.21% | 00.0% | 不變 |
| Royce & Associates LP | 210,556 | $370.8 萬 | 0.03% | −86,661−29.2% | 減碼 |
| Nordea Investment Management AB | 247,624 | $439.5 萬 | 0.01% | +3,243+1.3% | 加碼 |
| Norges Bank | 253,400 | $446.2 萬 | 0.00% | +40,200+18.9% | 加碼 |
| Monarch Partners Asset Management LLC | 282,782 | $498.0 萬 | 1.11% | +155,418+122.0% | 加碼 |
| Jacobs Levy Equity Management, Inc | 287,099 | $505.6 萬 | 0.03% | +259,660+946.3% | 加碼 |
| Public Employees Retirement System of Ohio | 300,020 | $528.3 萬 | 0.02% | 00.0% | 不變 |
| Northern Trust Corp | 304,645 | $536.5 萬 | 0.00% | −12,862−4.1% | 減碼 |
| Federated Hermes, Inc. | 309,537 | $545.1 萬 | 0.01% | +309,537 | 新進 |
| Scout Investments, Inc. | 345,010 | $607.6 萬 | 0.10% | +94,828+37.9% | 加碼 |
| G2 Investment Partners Management LLC | 346,492 | $610.2 萬 | 1.45% | +264,492+322.6% | 加碼 |
| Wedge Capital Management L L P | 357,689 | $629.9 萬 | 0.08% | −12,481−3.4% | 減碼 |
| Millennium Management LLC | 390,157 | $687.1 萬 | 0.01% | −346,377−47.0% | 減碼 |
| Goldman Sachs Group Inc | 397,853 | $700.6 萬 | 0.00% | +18,967+5.0% | 加碼 |
| Motley Fool Wealth Management, LLC | 401,444 | $706.9 萬 | 0.34% | +9,528+2.4% | 加碼 |
| D. E. Shaw & Co., Inc. | 404,776 | $712.8 萬 | 0.01% | −21,230−5.0% | 減碼 |
| Dimensional Fund Advisors LP | 412,720 | $726.8 萬 | 0.00% | −15,526−3.6% | 減碼 |
| WCM Investment Management, LLC | 420,011 | $739.6 萬 | 0.02% | +23,309+5.9% | 加碼 |
| Summit Creek Advisors LLC | 455,856 | $802.8 萬 | 0.91% | +1,770+0.4% | 加碼 |
| Geode Capital Management, LLC | 484,283 | $852.8 萬 | 0.00% | −22,638−4.5% | 減碼 |
| Ameriprise Financial Inc | 526,307 | $926.9 萬 | 0.00% | +95,780+22.2% | 加碼 |
| Hodges Capital Management Inc. | 537,889 | $947.2 萬 | 0.75% | +306,645+132.6% | 加碼 |
| Cooper Investors Pty Ltd | 585,020 | $1,030 萬 | 0.72% | +43,429+8.0% | 加碼 |
| William Blair Investment Management, LLC | 601,995 | $1,060 萬 | 0.03% | +12,768+2.2% | 加碼 |
| ArrowMark Colorado Holdings LLC | 648,778 | $1,143 萬 | 0.10% | +30,208+4.9% | 加碼 |
| State Street Corp | 758,120 | $1,335 萬 | 0.00% | −21,743−2.8% | 減碼 |
| P2 Capital Partners, LLC | 950,000 | $1,673 萬 | 1.58% | 00.0% | 不變 |
| Bernzott Capital Advisors | 1,105,702 | $1,947 萬 | 1.79% | +13,781+1.3% | 加碼 |
| New South Capital Management Inc | 1,185,072 | $2,087 萬 | 0.78% | +58,380+5.2% | 加碼 |
| BlackRock Inc. | 1,891,762 | $3,331 萬 | 0.00% | +33,898+1.8% | 加碼 |
| Vanguard Group Inc | 2,025,310 | $3,567 萬 | 0.00% | +517,293+34.3% | 加碼 |
| Marathon Asset Mgmt Ltd | 2,555,166 | $4,499 萬 | 0.61% | −255,985−9.1% | 減碼 |
| Proequities, Inc. | 0 | $0 | 0.00% | −428−100.0% | 清倉 |
| RK Capital Management, LLC | 0 | $0 | 0.00% | −249,300−100.0% | 清倉 |
| Wasatch Advisors Inc | 0 | $0 | 0.00% | −164,306−100.0% | 清倉 |
| EMC Capital Management | 0 | $0 | 0.00% | −70,332−100.0% | 清倉 |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −90,437−100.0% | 清倉 |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −79,098−100.0% | 清倉 |
| M&G Investment Management Ltd | 0 | $0 | 0.00% | −76,132−100.0% | 清倉 |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −46,278−100.0% | 清倉 |
| Cornercap Investment Counsel Inc | 0 | $0 | 0.00% | −45,931−100.0% | 清倉 |
| Jump Financial, LLC | 0 | $0 | 0.00% | −36,558−100.0% | 清倉 |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −32,715−100.0% | 清倉 |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −31,189−100.0% | 清倉 |
| Renaissance Group LLC | 0 | $0 | 0.00% | −30,495−100.0% | 清倉 |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −27,700−100.0% | 清倉 |
| Raymond James & Associates | 0 | $0 | 0.00% | −26,751−100.0% | 清倉 |
| AMG National Trust Bank | 0 | $0 | 0.00% | −25,472−100.0% | 清倉 |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −24,089−100.0% | 清倉 |
| Aristides Capital LLC | 0 | $0 | 0.00% | −11,886−100.0% | 清倉 |
| Blair William & Co | 0 | $0 | 0.00% | −10,643−100.0% | 清倉 |
| PDT Partners, LLC | 0 | $0 | 0.00% | −10,333−100.0% | 清倉 |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −5,730−100.0% | 清倉 |
| Eaton Vance Management | 0 | $0 | 0.00% | −4,500−100.0% | 清倉 |
| Cutler Group LP | 0 | $0 | 0.00% | −4,000−100.0% | 清倉 |
| Counterpoint Mutual Funds LLC | 0 | $0 | 0.00% | −1,303−100.0% | 清倉 |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −832−100.0% | 清倉 |
| Umb Bank N A | 0 | $0 | 0.00% | −371−100.0% | 清倉 |
| Fifth Third Bancorp | 0 | $0 | 0.00% | −132−100.0% | 清倉 |
| Chilton Capital Management LLC | 0 | $0 | 0.00% | −50−100.0% | 清倉 |
| Confluence Wealth Services, Inc. | 0 | $0 | 0.00% | −66−100.0% | 清倉 |
| McDonald Partners LLC | 0 | $0 | 0.00% | −33−100.0% | 清倉 |
| Absolute Capital Management, LLC | 0 | $0 | 0.00% | −33−100.0% | 清倉 |
| Glassman Wealth Services | 0 | $0 | 0.00% | −21−100.0% | 清倉 |
| NEXT Financial Group, Inc | – | – | – | – | 本季未申報 |