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 2 季 13F 持有人
Upland Software, Inc. 在 2023/6/30 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
- 90
- 較 2023 年第 1 季 −29 家
- 持有股數
- 2,602 萬
- 較 2023 年第 1 季 +7.11 萬 (+0.3%)
- 總市值
- $9,741 萬
- 較 2023 年第 1 季 −$1,781 萬 (−15.5%)
- 新進機構
- 10
- 另有 33 家加碼
- 清倉機構
- 39
- 另有 38 家減碼
另有 3 家機構在 2023 年第 1 季持有、還沒有申報 2023 年第 2 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 2 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 2023 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Hodges Capital Management Inc. | 2,390,267 | $1,233 萬 | 0.72% | +1,256,281+110.8% | 加碼 |
| Vanguard Group Inc | 2,629,115 | $946.5 萬 | 0.00% | +53,284+2.1% | 加碼 |
| New South Capital Management Inc | 1,603,584 | $577.3 萬 | 0.26% | +690,417+75.6% | 加碼 |
| B. Riley Asset Management, LLC | 1,542,243 | $555.2 萬 | 2.04% | +316,392+25.8% | 加碼 |
| Ameriprise Financial Inc | 1,486,839 | $535.3 萬 | 0.00% | +607,256+69.0% | 加碼 |
| Acadian Asset Management LLC | 1,287,902 | $463.5 萬 | 0.02% | +647,709+101.2% | 加碼 |
| D. E. Shaw & Co., Inc. | 1,258,534 | $453.1 萬 | 0.01% | +175,894+16.2% | 加碼 |
| BlackRock Inc. | 1,108,669 | $399.1 萬 | 0.00% | −1,348,296−54.9% | 減碼 |
| AQR Capital Management LLC | 1,008,153 | $362.9 萬 | 0.01% | +243,297+31.8% | 加碼 |
| Millennium Management LLC | 970,122 | $349.2 萬 | 0.00% | +81,866+9.2% | 加碼 |
| Boothbay Fund Management, LLC | 776,968 | $279.7 萬 | 0.10% | +200,703+34.8% | 加碼 |
| Palogic Value Management, L.P. | 660,034 | $237.6 萬 | 1.12% | +395,034+149.1% | 加碼 |
| Invenomic Capital Management LP | 603,278 | $217.2 萬 | 0.12% | −60,722−9.1% | 減碼 |
| Hillsdale Investment Management Inc. | 537,306 | $193.4 萬 | 0.18% | −57,500−9.7% | 減碼 |
| Public Employees Retirement System of Ohio | 516,712 | $186.0 萬 | 0.01% | +227,135+78.4% | 加碼 |
| Assenagon Asset Management S.A. | 512,712 | $184.6 萬 | 0.01% | +130,576+34.2% | 加碼 |
| RBF Capital, LLC | 443,787 | $159.8 萬 | 0.10% | +443,787 | 新進 |
| Rice Hall James & Associates, LLC | 441,812 | $159.1 萬 | 0.09% | +17,879+4.2% | 加碼 |
| First Eagle Investment Management, LLC | 404,935 | $145.8 萬 | 0.00% | +76,731+23.4% | 加碼 |
| Renaissance Technologies LLC | 363,047 | $130.7 萬 | 0.00% | +15,130+4.3% | 加碼 |
| Two Sigma Investments, LP | 356,809 | $128.5 萬 | 0.00% | +332,706+1,380.4% | 加碼 |
| Citadel Advisors LLC | 345,973 | $124.6 萬 | 0.00% | −158,599−31.4% | 減碼 |
| Walleye Capital LLC | 325,173 | $117.1 萬 | 0.02% | +214,822+194.7% | 加碼 |
| Two Sigma Advisers, LP | 323,000 | $116.3 萬 | 0.00% | +323,000 | 新進 |
| Geode Capital Management, LLC | 292,864 | $105.4 萬 | 0.00% | −281,471−49.0% | 減碼 |
| Royce & Associates LP | 244,100 | $87.9 萬 | 0.01% | 00.0% | 不變 |
| CastleKnight Management LP | 224,823 | $80.9 萬 | 0.17% | +65,765+41.3% | 加碼 |
| Dimensional Fund Advisors LP | 224,423 | $80.8 萬 | 0.00% | −80,422−26.4% | 減碼 |
| Jacobs Levy Equity Management, Inc | 205,273 | $73.9 萬 | 0.00% | −3,149−1.5% | 減碼 |
| JPMorgan Chase & Co | 189,309 | $68.2 萬 | 0.00% | −676,605−78.1% | 減碼 |
| River & Mercantile Asset Management LLP | 185,409 | $66.9 萬 | 0.13% | +85,580+85.7% | 加碼 |
| XTX Topco Ltd | 182,859 | $65.8 萬 | 0.12% | +82,758+82.7% | 加碼 |
| State of Wisconsin Investment Board | 162,200 | $58.4 萬 | 0.00% | +44,600+37.9% | 加碼 |
| Charles Schwab Investment Management Inc | 158,007 | $56.9 萬 | 0.00% | −45,026−22.2% | 減碼 |
| Bank of America Corp | 135,106 | $48.6 萬 | 0.00% | −27,354−16.8% | 減碼 |
| Squarepoint Ops LLC | 125,148 | $45.1 萬 | 0.00% | +65,072+108.3% | 加碼 |
| State Street Corp | 102,051 | $36.7 萬 | 0.00% | −424,810−80.6% | 減碼 |
| Needham Investment Management LLC | 100,000 | $36.0 萬 | 0.06% | −550,000−84.6% | 減碼 |
| Gsa Capital Partners LLP | 100,118 | $36.0 萬 | 0.04% | −77,554−43.7% | 減碼 |
| Thrivent Financial for Lutherans | 83,125 | $29.9 萬 | 0.00% | −4,082−4.7% | 減碼 |
| Engineers Gate Manager LP | 82,912 | $29.8 萬 | 0.01% | −20,779−20.0% | 減碼 |
| Bank of New York Mellon Corp | 75,968 | $27.3 萬 | 0.00% | −91,644−54.7% | 減碼 |
| First Dallas Securities Inc. | 71,500 | $25.7 萬 | 0.14% | +30,000+72.3% | 加碼 |
| Goldman Sachs Group Inc | 62,459 | $22.5 萬 | 0.00% | −168,476−73.0% | 減碼 |
| Kennedy Capital Management, Inc. | 60,271 | $21.7 萬 | 0.01% | 00.0% | 不變 |
| Morgan Stanley | 58,892 | $21.2 萬 | 0.00% | −25,132−29.9% | 減碼 |
| Northern Trust Corp | 58,271 | $21.0 萬 | 0.00% | −195,560−77.0% | 減碼 |
| FMR LLC | 58,083 | $20.9 萬 | 0.00% | +933+1.6% | 加碼 |
| Susquehanna International Group, LLP | 57,240 | $20.6 萬 | 0.00% | +44,488+348.9% | 加碼 |
| Invesco Ltd. | 55,369 | $19.9 萬 | 0.00% | −8,322−13.1% | 減碼 |
| Occudo Quantitative Strategies LP | 54,456 | $19.6 萬 | 0.02% | −40,663−42.7% | 減碼 |
| Price T Rowe Associates Inc | 52,470 | $18.9 萬 | 0.00% | +18,878+56.2% | 加碼 |
| Qube Research & Technologies Ltd | 49,415 | $17.8 萬 | 0.00% | +49,415 | 新進 |
| Jump Financial, LLC | 46,985 | $16.9 萬 | 0.01% | +46,985 | 新進 |
| UBS Group AG | 44,207 | $15.9 萬 | 0.00% | +2,672+6.4% | 加碼 |
| HSBC Holdings PLC | 38,730 | $13.9 萬 | 0.00% | +60.0% | 加碼 |
| Prelude Capital Management, LLC | 37,900 | $13.6 萬 | 0.01% | +10,778+39.7% | 加碼 |
| Man Group plc | 37,269 | $13.4 萬 | 0.00% | – | – |
| Barclays PLC | 35,285 | $12.7 萬 | 0.00% | −14,985−29.8% | 減碼 |
| Cubist Systematic Strategies, LLC | 34,219 | $12.3 萬 | 0.00% | −32,264−48.5% | 減碼 |
| Bridgeway Capital Management, LLC | 32,300 | $11.6 萬 | 0.00% | +32,300 | 新進 |
| BNP Paribas Arbitrage, SA | 31,882 | $11.5 萬 | 0.00% | −3,603−10.2% | 減碼 |
| Y-Intercept (Hong Kong) Ltd | 31,429 | $11.3 萬 | 0.01% | +31,429 | 新進 |
| State of Wyoming | 23,859 | $8.59 萬 | 0.03% | +16,435+221.4% | 加碼 |
| Pathstone Family Office, LLC | 23,378 | $8.42 萬 | 0.00% | +23,378 | 新進 |
| Point72 Middle East FZE | 23,349 | $8.41 萬 | 0.00% | +21,927+1,542.0% | 加碼 |
| Corton Capital Inc. | 21,456 | $7.72 萬 | 0.04% | +1,970+10.1% | 加碼 |
| Royal Bank of Canada | 21,567 | $7.70 萬 | 0.00% | −1,605−6.9% | 減碼 |
| Dynamic Technology Lab Private Ltd | 20,176 | $7.20 萬 | 0.01% | −9,594−32.2% | 減碼 |
| Vontobel Holding Ltd. | 17,000 | $6.12 萬 | 0.00% | 00.0% | 不變 |
| Green Square Capital Advisors LLC | 14,411 | $5.19 萬 | 0.01% | 00.0% | 不變 |
| Bridgeworth, LLC | 13,500 | $4.86 萬 | 0.01% | +13,500 | 新進 |
| Schonfeld Strategic Advisors LLC | 11,100 | $4.00 萬 | 0.00% | −7,800−41.3% | 減碼 |
| Delphia (USA) Inc. | 11,074 | $3.99 萬 | 0.06% | −4,719−29.9% | 減碼 |
| Tower Research Capital LLC (TRC) | 10,841 | $3.90 萬 | 0.00% | −2,369−17.9% | 減碼 |
| Caption Management, LLC | 9,523 | $3.43 萬 | 0.01% | 00.0% | 不變 |
| Advisor Group Holdings, Inc. | 7,673 | $2.76 萬 | 0.00% | −1,065−12.2% | 減碼 |
| Federated Hermes, Inc. | 3,534 | $1.27 萬 | 0.00% | −387,876−99.1% | 減碼 |
| Rhumbline Advisers | 2,684 | $9,662 | 0.00% | −42,465−94.1% | 減碼 |
| Wells Fargo & Company | 2,551 | $9,184 | 0.00% | −3,541−58.1% | 減碼 |
| Russell Investments Group, Ltd. | 2,000 | $7,200 | 0.00% | −10,700−84.3% | 減碼 |
| Quantbot Technologies LP | 1,839 | $6,620 | 0.00% | −23,862−92.8% | 減碼 |
| Group One Trading, L.P. | 1,238 | $4,457 | 0.00% | −953−43.5% | 減碼 |
| Coppell Advisory Solutions LLC | 400 | $1,448 | 0.00% | +400 | 新進 |
| New York State Common Retirement Fund | 233 | $839 | 0.00% | −9,030−97.5% | 減碼 |
| Citigroup Inc | 39 | $140 | 0.00% | −211−84.4% | 減碼 |
| GPS Wealth Strategies Group, LLC | 39 | $140 | 0.00% | 00.0% | 不變 |
| Anchor Investment Management, LLC | 17 | $61 | 0.00% | 00.0% | 不變 |
| Huntington National Bank | 1 | $4 | 0.00% | 00.0% | 不變 |
| IFP Advisors, Inc | 104 | – | – | +104 | 新進 |
| Marathon Asset Mgmt Ltd | 0 | $0 | 0.00% | −640,000−100.0% | 清倉 |
| Prudential Financial Inc | 0 | $0 | 0.00% | −290,055−100.0% | 清倉 |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −180,907−100.0% | 清倉 |
| Nuveen Asset Management, LLC | 0 | $0 | 0.00% | −173,268−100.0% | 清倉 |
| Lannebo Fonder AB | 0 | $0 | 0.00% | −145,865−100.0% | 清倉 |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −123,923−100.0% | 清倉 |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −119,203−100.0% | 清倉 |
| Trexquant Investment LP | 0 | $0 | 0.00% | −85,722−100.0% | 清倉 |
| Tocqueville Asset Management L.P. | 0 | $0 | 0.00% | −85,000−100.0% | 清倉 |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −51,182−100.0% | 清倉 |