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。
2023 年第 1 季 13F 持有人
Upland Software, Inc. 在 2023/3/31 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
- 122
- 較 2022 年第 4 季 −8 家
- 持有股數
- 2,601 萬
- 較 2022 年第 4 季 +147.8 萬 (+6.0%)
- 總市值
- $1.16 億
- 較 2022 年第 4 季 −$5,940 萬 (−34.0%)
- 新進機構
- 22
- 另有 53 家加碼
- 清倉機構
- 30
- 另有 29 家減碼
另有 2 家機構在 2022 年第 4 季持有、還沒有申報 2023 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 |
2023 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 2022 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Vanguard Group Inc | 2,575,831 | $1,108 萬 | 0.00% | +110,380+4.5% | 加碼 |
| BlackRock Inc. | 2,456,965 | $1,056 萬 | 0.00% | +209,408+9.3% | 加碼 |
| Hodges Capital Management Inc. | 1,133,986 | $841.6 萬 | 0.69% | −80,272−6.6% | 減碼 |
| B. Riley Asset Management, LLC | 1,225,851 | $527.1 萬 | 2.18% | +1,225,851 | 新進 |
| D. E. Shaw & Co., Inc. | 1,082,640 | $465.5 萬 | 0.01% | +274,469+34.0% | 加碼 |
| New South Capital Management Inc | 913,167 | $392.7 萬 | 0.18% | −27,647−2.9% | 減碼 |
| Millennium Management LLC | 888,256 | $382.0 萬 | 0.00% | +44,335+5.3% | 加碼 |
| Ameriprise Financial Inc | 879,583 | $378.2 萬 | 0.00% | +1,216+0.1% | 加碼 |
| JPMorgan Chase & Co | 865,914 | $372.3 萬 | 0.00% | +111,834+14.8% | 加碼 |
| AQR Capital Management LLC | 764,856 | $328.9 萬 | 0.01% | +192,841+33.7% | 加碼 |
| Invenomic Capital Management LP | 664,000 | $285.5 萬 | 0.16% | +360,965+119.1% | 加碼 |
| Needham Investment Management LLC | 650,000 | $279.5 萬 | 0.48% | +107,500+19.8% | 加碼 |
| Marathon Asset Mgmt Ltd | 640,000 | $275.2 萬 | 0.08% | −633,897−49.8% | 減碼 |
| Acadian Asset Management LLC | 640,193 | $275.1 萬 | 0.01% | +561,765+716.3% | 加碼 |
| Hillsdale Investment Management Inc. | 594,806 | $255.8 萬 | 0.22% | −11,900−2.0% | 減碼 |
| Boothbay Fund Management, LLC | 576,265 | $247.8 萬 | 0.07% | +576,265 | 新進 |
| Geode Capital Management, LLC | 574,335 | $247.0 萬 | 0.00% | +17,659+3.2% | 加碼 |
| State Street Corp | 526,861 | $226.6 萬 | 0.00% | +11,416+2.2% | 加碼 |
| Citadel Advisors LLC | 504,572 | $217.0 萬 | 0.00% | +170,432+51.0% | 加碼 |
| Rice Hall James & Associates, LLC | 423,933 | $182.3 萬 | 0.10% | +16,849+4.1% | 加碼 |
| Federated Hermes, Inc. | 391,410 | $168.3 萬 | 0.00% | −458,871−54.0% | 減碼 |
| Assenagon Asset Management S.A. | 382,136 | $164.3 萬 | 0.01% | +324,277+560.5% | 加碼 |
| Renaissance Technologies LLC | 347,917 | $149.6 萬 | 0.00% | +255,200+275.2% | 加碼 |
| First Eagle Investment Management, LLC | 328,204 | $141.1 萬 | 0.00% | +16,700+5.4% | 加碼 |
| Dimensional Fund Advisors LP | 304,845 | $131.1 萬 | 0.00% | −4,718−1.5% | 減碼 |
| Prudential Financial Inc | 290,055 | $124.7 萬 | 0.00% | −191,900−39.8% | 減碼 |
| Public Employees Retirement System of Ohio | 289,577 | $124.5 萬 | 0.01% | +18,800+6.9% | 加碼 |
| Palogic Value Management, L.P. | 265,000 | $114.0 萬 | 0.56% | 00.0% | 不變 |
| Northern Trust Corp | 253,831 | $109.1 萬 | 0.00% | −9,961−3.8% | 減碼 |
| Royce & Associates LP | 244,100 | $105.0 萬 | 0.01% | +50,000+25.8% | 加碼 |
| Goldman Sachs Group Inc | 230,935 | $99.3 萬 | 0.00% | +124,466+116.9% | 加碼 |
| Jacobs Levy Equity Management, Inc | 208,422 | $89.6 萬 | 0.01% | +124,240+147.6% | 加碼 |
| Charles Schwab Investment Management Inc | 203,033 | $87.3 萬 | 0.00% | −13,890−6.4% | 減碼 |
| Allspring Global Investments Holdings, LLC | 180,907 | $77.8 萬 | 0.00% | −6,997−3.7% | 減碼 |
| Gsa Capital Partners LLP | 177,672 | $76.4 萬 | 0.08% | +154,137+654.9% | 加碼 |
| Nuveen Asset Management, LLC | 173,268 | $74.5 萬 | 0.00% | +48,425+38.8% | 加碼 |
| Bank of New York Mellon Corp | 167,612 | $72.1 萬 | 0.00% | −9,964−5.6% | 減碼 |
| Bank of America Corp | 162,460 | $69.9 萬 | 0.00% | +66,858+69.9% | 加碼 |
| CastleKnight Management LP | 159,058 | $68.4 萬 | 0.17% | +58,700+58.5% | 加碼 |
| Lannebo Fonder AB | 145,865 | $62.7 萬 | 0.10% | 00.0% | 不變 |
| Arrowstreet Capital, Limited Partnership | 123,923 | $53.3 萬 | 0.00% | −8,957−6.7% | 減碼 |
| Panagora Asset Management Inc | 119,203 | $51.3 萬 | 0.00% | +33,581+39.2% | 加碼 |
| State of Wisconsin Investment Board | 117,600 | $50.6 萬 | 0.00% | +20,000+20.5% | 加碼 |
| Walleye Capital LLC | 110,351 | $47.5 萬 | 0.01% | +110,351 | 新進 |
| Engineers Gate Manager LP | 103,691 | $44.6 萬 | 0.02% | +62,844+153.9% | 加碼 |
| XTX Topco Ltd | 100,101 | $43.0 萬 | 0.09% | +100,101 | 新進 |
| River & Mercantile Asset Management LLP | 99,829 | $43.0 萬 | 0.09% | +28,000+39.0% | 加碼 |
| Occudo Quantitative Strategies LP | 95,119 | $40.9 萬 | 0.04% | +95,119 | 新進 |
| Thrivent Financial for Lutherans | 87,207 | $37.5 萬 | 0.00% | +87,207 | 新進 |
| Trexquant Investment LP | 85,722 | $36.9 萬 | 0.01% | +67,156+361.7% | 加碼 |
| Tocqueville Asset Management L.P. | 85,000 | $36.5 萬 | 0.01% | −80,000−48.5% | 減碼 |
| Morgan Stanley | 84,024 | $36.1 萬 | 0.00% | −155,208−64.9% | 減碼 |
| Cubist Systematic Strategies, LLC | 66,483 | $28.6 萬 | 0.00% | −15,571−19.0% | 減碼 |
| Invesco Ltd. | 63,691 | $27.4 萬 | 0.00% | +11,986+23.2% | 加碼 |
| Kennedy Capital Management, Inc. | 60,271 | $25.9 萬 | 0.01% | 00.0% | 不變 |
| Squarepoint Ops LLC | 60,076 | $25.8 萬 | 0.00% | +38,454+177.8% | 加碼 |
| FMR LLC | 57,150 | $24.6 萬 | 0.00% | +751+1.3% | 加碼 |
| Alberta Investment Management Corp | 51,182 | $22.0 萬 | 0.00% | 00.0% | 不變 |
| Barclays PLC | 50,270 | $21.6 萬 | 0.00% | +28,886+135.1% | 加碼 |
| Rhumbline Advisers | 45,149 | $19.4 萬 | 0.00% | +262+0.6% | 加碼 |
| Jane Street Group, LLC | 43,680 | $18.8 萬 | 0.00% | −12,042−21.6% | 減碼 |
| HighTower Trust Services, LTA | 39,279 | $18.5 萬 | 0.02% | 00.0% | 不變 |
| UBS Group AG | 41,535 | $17.9 萬 | 0.00% | +12,435+42.7% | 加碼 |
| First Dallas Securities Inc. | 41,500 | $17.8 萬 | 0.11% | +20,500+97.6% | 加碼 |
| HSBC Holdings PLC | 38,724 | $16.6 萬 | 0.00% | 00.0% | 不變 |
| Alliancebernstein L.P. | 35,700 | $15.4 萬 | 0.00% | 00.0% | 不變 |
| BNP Paribas Arbitrage, SA | 35,485 | $15.3 萬 | 0.00% | +26,869+311.9% | 加碼 |
| Price T Rowe Associates Inc | 33,592 | $14.5 萬 | 0.00% | +33,592 | 新進 |
| Dynamic Technology Lab Private Ltd | 29,770 | $12.8 萬 | 0.01% | +4,661+18.6% | 加碼 |
| Prelude Capital Management, LLC | 27,122 | $11.7 萬 | 0.01% | +12,358+83.7% | 加碼 |
| Quantbot Technologies LP | 25,701 | $11.1 萬 | 0.01% | +25,701 | 新進 |
| Two Sigma Investments, LP | 24,103 | $10.4 萬 | 0.00% | +13,703+131.8% | 加碼 |
| Brainard Capital Management LLC | 23,378 | $10.1 萬 | 0.08% | 00.0% | 不變 |
| Royal Bank of Canada | 23,172 | $10.0 萬 | 0.00% | +16,251+234.8% | 加碼 |
| Wolverine Trading, LLC | 24,170 | $9.80 萬 | 0.00% | −1,710−6.6% | 減碼 |
| Man Group plc | – | $9.51 萬 | 0.00% | – | – |
| Marshall Wace, LLP | 20,900 | $8.99 萬 | 0.00% | +20,900 | 新進 |
| Virtu Financial LLC | 20,098 | $8.60 萬 | 0.01% | +20,098 | 新進 |
| Corton Capital Inc. | 19,486 | $8.38 萬 | 0.06% | +5,177+36.2% | 加碼 |
| Schonfeld Strategic Advisors LLC | 18,900 | $8.13 萬 | 0.00% | +18,900 | 新進 |
| Deutsche Bank AG | 18,134 | $7.80 萬 | 0.00% | +6,016+49.6% | 加碼 |
| Vontobel Holding Ltd. | 17,000 | $7.31 萬 | 0.00% | +17,000 | 新進 |
| Principal Financial Group Inc | 15,943 | $6.86 萬 | 0.00% | −1,802−10.2% | 減碼 |
| Delphia (USA) Inc. | 15,793 | $6.79 萬 | 0.08% | +2,647+20.1% | 加碼 |
| Green Square Capital Advisors LLC | 14,411 | $6.20 萬 | 0.01% | 00.0% | 不變 |
| American International Group, Inc. | 14,266 | $6.13 萬 | 0.00% | +284+2.0% | 加碼 |
| Two Sigma Securities, LLC | 14,007 | $6.02 萬 | 0.00% | +14,007 | 新進 |
| Tower Research Capital LLC (TRC) | 13,210 | $5.60 萬 | 0.00% | +11,002+498.3% | 加碼 |
| Susquehanna International Group, LLP | 12,752 | $5.48 萬 | 0.00% | −131,658−91.2% | 減碼 |
| Russell Investments Group, Ltd. | 12,700 | $5.46 萬 | 0.00% | −76,624−85.8% | 減碼 |
| Manufacturers Life Insurance Company, The | 12,040 | $5.18 萬 | 0.00% | 00.0% | 不變 |
| Voya Investment Management LLC | 12,013 | $5.17 萬 | 0.00% | 00.0% | 不變 |
| Mirae Asset Global Investments Co., Ltd. | 11,946 | $5.14 萬 | 0.00% | 00.0% | 不變 |
| SG Americas Securities, LLC | 11,515 | $5.00 萬 | 0.00% | +11,515 | 新進 |
| California State Teachers Retirement System | 10,989 | $4.73 萬 | 0.00% | −811−6.9% | 減碼 |
| State Board of Administration of Florida Retirement System | 10,984 | $4.72 萬 | 0.00% | 00.0% | 不變 |
| Cetera Advisors LLC | 10,576 | $4.55 萬 | 0.00% | +10,576 | 新進 |
| Caption Management, LLC | 9,523 | $4.09 萬 | 0.01% | +5,000+110.5% | 加碼 |
| New York State Common Retirement Fund | 9,263 | $3.98 萬 | 0.00% | −11,400−55.2% | 減碼 |
| Advisor Group Holdings, Inc. | 8,738 | $3.76 萬 | 0.00% | +485+5.9% | 加碼 |