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 3 季 13F 持有人
Upland Software, Inc. 在 2023/9/30 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
- 80
- 較 2023 年第 2 季 −10 家
- 持有股數
- 2,589 萬
- 較 2023 年第 2 季 −13.7 萬 (−0.5%)
- 總市值
- $1.20 億
- 較 2023 年第 2 季 +$2,230 萬 (+22.9%)
- 新進機構
- 6
- 另有 27 家加碼
- 清倉機構
- 16
- 另有 32 家減碼
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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Vanguard Group Inc | 2,615,360 | $1,208 萬 | 0.00% | −13,755−0.5% | 減碼 |
| Hodges Capital Management Inc. | 1,676,677 | $774.6 萬 | 0.92% | −713,590−29.9% | 減碼 |
| New South Capital Management Inc | 1,588,215 | $733.8 萬 | 0.35% | −15,369−1.0% | 減碼 |
| B. Riley Asset Management, LLC | 1,567,243 | $724.1 萬 | 2.88% | +25,000+1.6% | 加碼 |
| First Dallas Securities Inc. | 1,427,314 | $659.4 萬 | 1.52% | +1,355,814+1,896.2% | 加碼 |
| Ameriprise Financial Inc | 1,423,659 | $657.7 萬 | 0.00% | −63,180−4.2% | 減碼 |
| Acadian Asset Management LLC | 1,331,381 | $615.0 萬 | 0.03% | +43,479+3.4% | 加碼 |
| D. E. Shaw & Co., Inc. | 1,292,676 | $597.2 萬 | 0.01% | +34,142+2.7% | 加碼 |
| BlackRock Inc. | 1,090,396 | $503.8 萬 | 0.00% | −18,273−1.6% | 減碼 |
| CastleKnight Management LP | 836,444 | $386.4 萬 | 0.66% | +611,621+272.0% | 加碼 |
| Boothbay Fund Management, LLC | 782,192 | $361.4 萬 | 0.13% | +5,224+0.7% | 加碼 |
| AQR Capital Management LLC | 763,455 | $352.7 萬 | 0.01% | −244,698−24.3% | 減碼 |
| Invenomic Capital Management LP | 725,310 | $335.1 萬 | 0.14% | +122,032+20.2% | 加碼 |
| First Eagle Investment Management, LLC | 693,778 | $320.5 萬 | 0.01% | +288,843+71.3% | 加碼 |
| Palogic Value Management, L.P. | 586,549 | $271.0 萬 | 1.34% | −73,485−11.1% | 減碼 |
| Assenagon Asset Management S.A. | 580,043 | $268.0 萬 | 0.01% | +67,331+13.1% | 加碼 |
| Hillsdale Investment Management Inc. | 537,306 | $248.2 萬 | 0.23% | 00.0% | 不變 |
| Public Employees Retirement System of Ohio | 516,712 | $238.7 萬 | 0.01% | 00.0% | 不變 |
| Jacobs Levy Equity Management, Inc | 493,930 | $228.2 萬 | 0.01% | +288,657+140.6% | 加碼 |
| RBF Capital, LLC | 486,235 | $224.6 萬 | 0.15% | +42,448+9.6% | 加碼 |
| Rice Hall James & Associates, LLC | 434,067 | $200.5 萬 | 0.13% | −7,745−1.8% | 減碼 |
| Two Sigma Advisers, LP | 341,500 | $157.8 萬 | 0.00% | +18,500+5.7% | 加碼 |
| Geode Capital Management, LLC | 308,660 | $142.6 萬 | 0.00% | +15,796+5.4% | 加碼 |
| Millennium Management LLC | 293,267 | $135.5 萬 | 0.00% | −676,855−69.8% | 減碼 |
| Dimensional Fund Advisors LP | 287,297 | $132.7 萬 | 0.00% | +62,874+28.0% | 加碼 |
| JPMorgan Chase & Co | 282,815 | $130.7 萬 | 0.00% | +93,506+49.4% | 加碼 |
| Royce & Associates LP | 244,100 | $112.8 萬 | 0.01% | 00.0% | 不變 |
| Victory Capital Management Inc | 237,731 | $109.8 萬 | 0.00% | +237,731 | 新進 |
| Two Sigma Investments, LP | 221,230 | $102.2 萬 | 0.00% | −135,579−38.0% | 減碼 |
| River & Mercantile Asset Management LLP | 212,028 | $97.9 萬 | 0.23% | +26,619+14.4% | 加碼 |
| Walleye Capital LLC | 205,959 | $95.2 萬 | 0.01% | −119,214−36.7% | 減碼 |
| Citadel Advisors LLC | 200,542 | $92.7 萬 | 0.00% | −145,431−42.0% | 減碼 |
| Bank of America Corp | 137,677 | $63.6 萬 | 0.00% | +2,571+1.9% | 加碼 |
| State of Wisconsin Investment Board | 109,500 | $50.6 萬 | 0.00% | −52,700−32.5% | 減碼 |
| State Street Corp | 101,051 | $46.7 萬 | 0.00% | −1,000−1.0% | 減碼 |
| Bridgeway Capital Management, LLC | 100,300 | $46.3 萬 | 0.01% | +68,000+210.5% | 加碼 |
| Susquehanna International Group, LLP | 87,854 | $40.6 萬 | 0.00% | +30,614+53.5% | 加碼 |
| Thrivent Financial for Lutherans | 83,125 | $38.4 萬 | 0.00% | 00.0% | 不變 |
| Bank of New York Mellon Corp | 78,750 | $36.4 萬 | 0.00% | +2,782+3.7% | 加碼 |
| XTX Topco Ltd | 77,419 | $35.8 萬 | 0.06% | −105,440−57.7% | 減碼 |
| Barclays PLC | 70,663 | $32.6 萬 | 0.00% | +35,378+100.3% | 加碼 |
| Engineers Gate Manager LP | 66,175 | $30.6 萬 | 0.01% | −16,737−20.2% | 減碼 |
| FMR LLC | 60,270 | $27.8 萬 | 0.00% | +2,187+3.8% | 加碼 |
| Northern Trust Corp | 58,238 | $26.9 萬 | 0.00% | −33−0.1% | 減碼 |
| Invesco Ltd. | 55,801 | $25.8 萬 | 0.00% | +432+0.8% | 加碼 |
| Price T Rowe Associates Inc | 52,470 | $24.3 萬 | 0.00% | 00.0% | 不變 |
| NBC Securities, Inc. | 45,250 | $20.9 萬 | 0.02% | +45,250 | 新進 |
| HSBC Holdings PLC | 41,368 | $19.2 萬 | 0.00% | +2,638+6.8% | 加碼 |
| Occudo Quantitative Strategies LP | 37,708 | $17.4 萬 | 0.02% | −16,748−30.8% | 減碼 |
| Renaissance Technologies LLC | 34,808 | $16.1 萬 | 0.00% | −328,239−90.4% | 減碼 |
| Squarepoint Ops LLC | 30,647 | $14.2 萬 | 0.00% | −94,501−75.5% | 減碼 |
| Citigroup Inc | 28,732 | $13.3 萬 | 0.00% | +28,693+73,571.8% | 加碼 |
| Morgan Stanley | 27,997 | $12.9 萬 | 0.00% | −30,895−52.5% | 減碼 |
| Prelude Capital Management, LLC | 26,939 | $12.4 萬 | 0.01% | −10,961−28.9% | 減碼 |
| Group One Trading, L.P. | 26,448 | $12.2 萬 | 0.00% | +25,210+2,036.3% | 加碼 |
| Man Group plc | – | $12.2 萬 | 0.00% | – | – |
| Pathstone Family Office, LLC | 23,378 | $10.8 萬 | 0.00% | 00.0% | 不變 |
| Jane Street Group, LLC | 20,388 | $9.42 萬 | 0.00% | +20,388 | 新進 |
| Goldman Sachs Group Inc | 18,997 | $8.78 萬 | 0.00% | −43,462−69.6% | 減碼 |
| Vontobel Holding Ltd. | 17,000 | $7.85 萬 | 0.00% | 00.0% | 不變 |
| Green Square Capital Advisors LLC | 14,411 | $6.66 萬 | 0.01% | 00.0% | 不變 |
| Bridgeworth, LLC | 13,500 | $6.24 萬 | 0.01% | 00.0% | 不變 |
| Qube Research & Technologies Ltd | 11,901 | $5.50 萬 | 0.00% | −37,514−75.9% | 減碼 |
| Mackenzie Financial Corp | 12,076 | $5.41 萬 | 0.00% | +12,076 | 新進 |
| Jump Financial, LLC | 10,800 | $4.99 萬 | 0.00% | −36,185−77.0% | 減碼 |
| Advisor Group Holdings, Inc. | 8,173 | $3.78 萬 | 0.00% | +500+6.5% | 加碼 |
| UBS Group AG | 3,050 | $1.41 萬 | 0.00% | −41,157−93.1% | 減碼 |
| Russell Investments Group, Ltd. | 2,000 | $9,240 | 0.00% | 00.0% | 不變 |
| Tower Research Capital LLC (TRC) | 1,882 | $8,695 | 0.00% | −8,959−82.6% | 減碼 |
| Wells Fargo & Company | 1,703 | $7,868 | 0.00% | −848−33.2% | 減碼 |
| Signaturefd, LLC | 750 | $3,465 | 0.00% | +750 | 新進 |
| Rhumbline Advisers | 728 | $3,362 | 0.00% | −1,956−72.9% | 減碼 |
| Coppell Advisory Solutions LLC | 400 | $2,852 | 0.00% | 00.0% | 不變 |
| Federated Hermes, Inc. | 419 | $1,936 | 0.00% | −3,115−88.1% | 減碼 |
| BNP Paribas Arbitrage, SA | 290 | $1,340 | 0.00% | −31,592−99.1% | 減碼 |
| EverSource Wealth Advisors, LLC | 259 | $1,197 | 0.00% | +259 | 新進 |
| Royal Bank of Canada | 346 | $1,000 | 0.00% | −21,221−98.4% | 減碼 |
| GPS Wealth Strategies Group, LLC | 39 | $180 | 0.00% | 00.0% | 不變 |
| Anchor Investment Management, LLC | 17 | $79 | 0.00% | 00.0% | 不變 |
| Huntington National Bank | 1 | $5 | 0.00% | 00.0% | 不變 |
| Charles Schwab Investment Management Inc | 0 | $0 | 0.00% | −158,007−100.0% | 清倉 |
| Needham Investment Management LLC | 0 | $0 | 0.00% | −100,000−100.0% | 清倉 |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −100,118−100.0% | 清倉 |
| Kennedy Capital Management, Inc. | 0 | $0 | 0.00% | −60,271−100.0% | 清倉 |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −34,219−100.0% | 清倉 |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −31,429−100.0% | 清倉 |
| State of Wyoming | 0 | $0 | 0.00% | −23,859−100.0% | 清倉 |
| Point72 Middle East FZE | 0 | $0 | 0.00% | −23,349−100.0% | 清倉 |
| Corton Capital Inc. | 0 | $0 | 0.00% | −21,456−100.0% | 清倉 |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −20,176−100.0% | 清倉 |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −11,100−100.0% | 清倉 |
| Delphia (USA) Inc. | 0 | $0 | 0.00% | −11,074−100.0% | 清倉 |
| Caption Management, LLC | 0 | $0 | 0.00% | −9,523−100.0% | 清倉 |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −1,839−100.0% | 清倉 |
| New York State Common Retirement Fund | 0 | $0 | 0.00% | −233−100.0% | 清倉 |
| IFP Advisors, Inc | 0 | $0 | 0.00% | −104−100.0% | 清倉 |