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 4 季 13F 持有人
Upland Software, Inc. 在 2023/12/31 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
- 95
- 較 2023 年第 3 季 +16 家
- 持有股數
- 2,493 萬
- 較 2023 年第 3 季 −92.8 萬 (−3.6%)
- 總市值
- $1.06 億
- 較 2023 年第 3 季 −$1,360 萬 (−11.4%)
- 新進機構
- 20
- 另有 24 家加碼
- 清倉機構
- 4
- 另有 33 家減碼
另有 1 家機構在 2023 年第 3 季持有、還沒有申報 2023 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Hodges Capital Management Inc. | 3,984,021 | $1,685 萬 | 0.90% | +2,307,344+137.6% | 加碼 |
| Vanguard Group Inc | 1,897,228 | $802.5 萬 | 0.00% | −718,132−27.5% | 減碼 |
| B. Riley Asset Management, LLC | 1,670,436 | $759.6 萬 | 2.75% | +103,193+6.6% | 加碼 |
| New South Capital Management Inc | 1,523,289 | $644.4 萬 | 0.28% | −64,926−4.1% | 減碼 |
| Acadian Asset Management LLC | 1,331,381 | $563.1 萬 | 0.02% | 00.0% | 不變 |
| D. E. Shaw & Co., Inc. | 1,269,307 | $536.9 萬 | 0.01% | −23,369−1.8% | 減碼 |
| Ameriprise Financial Inc | 1,260,320 | $533.1 萬 | 0.00% | −163,339−11.5% | 減碼 |
| BlackRock Inc. | 1,061,360 | $449.0 萬 | 0.00% | −29,036−2.7% | 減碼 |
| Boothbay Fund Management, LLC | 868,427 | $367.3 萬 | 0.14% | +86,235+11.0% | 加碼 |
| First Eagle Investment Management, LLC | 839,183 | $355.0 萬 | 0.01% | +145,405+21.0% | 加碼 |
| CastleKnight Management LP | 629,058 | $266.1 萬 | 0.43% | −207,386−24.8% | 減碼 |
| Hillsdale Investment Management Inc. | 536,606 | $227.0 萬 | 0.19% | −700−0.1% | 減碼 |
| Public Employees Retirement System of Ohio | 516,712 | $218.6 萬 | 0.01% | 00.0% | 不變 |
| RBF Capital, LLC | 489,183 | $206.9 萬 | 0.13% | +2,948+0.6% | 加碼 |
| Dimensional Fund Advisors LP | 481,409 | $203.7 萬 | 0.00% | +194,112+67.6% | 加碼 |
| Jacobs Levy Equity Management, Inc | 451,966 | $191.2 萬 | 0.01% | −41,964−8.5% | 減碼 |
| Assenagon Asset Management S.A. | 406,447 | $171.9 萬 | 0.01% | −173,596−29.9% | 減碼 |
| Rice Hall James & Associates, LLC | 384,933 | $162.8 萬 | 0.09% | −49,134−11.3% | 減碼 |
| Geode Capital Management, LLC | 320,644 | $135.7 萬 | 0.00% | +11,984+3.9% | 加碼 |
| AQR Capital Management LLC | 320,174 | $135.4 萬 | 0.00% | −443,281−58.1% | 減碼 |
| Two Sigma Advisers, LP | 304,400 | $128.8 萬 | 0.00% | −37,100−10.9% | 減碼 |
| Invenomic Capital Management LP | 297,100 | $125.7 萬 | 0.07% | −428,210−59.0% | 減碼 |
| Royce & Associates LP | 244,100 | $103.3 萬 | 0.01% | 00.0% | 不變 |
| Victory Capital Management Inc | 237,037 | $100.3 萬 | 0.00% | −694−0.3% | 減碼 |
| Millennium Management LLC | 214,697 | $90.8 萬 | 0.00% | −78,570−26.8% | 減碼 |
| Man Group plc | 213,650 | $90.4 萬 | 0.00% | – | – |
| River & Mercantile Asset Management LLP | 209,954 | $88.8 萬 | 0.17% | −2,074−1.0% | 減碼 |
| Two Sigma Investments, LP | 204,957 | $86.7 萬 | 0.00% | −16,273−7.4% | 減碼 |
| Citadel Advisors LLC | 181,356 | $76.7 萬 | 0.00% | −19,186−9.6% | 減碼 |
| Citigroup Inc | 179,116 | $75.8 萬 | 0.00% | +150,384+523.4% | 加碼 |
| Bank of America Corp | 155,948 | $66.0 萬 | 0.00% | +18,271+13.3% | 加碼 |
| Jane Street Group, LLC | 145,311 | $61.5 萬 | 0.00% | +124,923+612.7% | 加碼 |
| Susquehanna International Group, LLP | 122,975 | $52.0 萬 | 0.00% | +35,121+40.0% | 加碼 |
| State Street Corp | 101,051 | $42.7 萬 | 0.00% | 00.0% | 不變 |
| Bridgeway Capital Management, LLC | 100,300 | $42.4 萬 | 0.01% | 00.0% | 不變 |
| JPMorgan Chase & Co | 96,714 | $40.9 萬 | 0.00% | −186,101−65.8% | 減碼 |
| State of Wisconsin Investment Board | 86,100 | $36.4 萬 | 0.00% | −23,400−21.4% | 減碼 |
| Qube Research & Technologies Ltd | 85,770 | $36.3 萬 | 0.00% | +73,869+620.7% | 加碼 |
| Verdad Advisers, LP | 79,576 | $33.7 萬 | 0.68% | +79,576 | 新進 |
| Renaissance Technologies LLC | 69,300 | $29.3 萬 | 0.00% | +34,492+99.1% | 加碼 |
| Bank of New York Mellon Corp | 68,660 | $29.0 萬 | 0.00% | −10,090−12.8% | 減碼 |
| Northern Trust Corp | 68,049 | $28.8 萬 | 0.00% | +9,811+16.8% | 加碼 |
| Barclays PLC | 66,242 | $28.0 萬 | 0.00% | −4,421−6.3% | 減碼 |
| Morgan Stanley | 66,236 | $28.0 萬 | 0.00% | +38,239+136.6% | 加碼 |
| Jump Financial, LLC | 64,200 | $27.2 萬 | 0.01% | +53,400+494.4% | 加碼 |
| FMR LLC | 63,615 | $26.9 萬 | 0.00% | +3,345+5.6% | 加碼 |
| Invesco Ltd. | 62,964 | $26.6 萬 | 0.00% | +7,163+12.8% | 加碼 |
| Engineers Gate Manager LP | 62,571 | $26.5 萬 | 0.01% | −3,604−5.4% | 減碼 |
| NBC Securities, Inc. | 62,500 | $26.4 萬 | 0.03% | +17,250+38.1% | 加碼 |
| Thrivent Financial for Lutherans | 61,187 | $25.9 萬 | 0.00% | −21,938−26.4% | 減碼 |
| HRT Financial LP | 51,229 | $21.6 萬 | 0.00% | +51,229 | 新進 |
| Captrust Financial Advisors | 50,453 | $21.3 萬 | 0.00% | +50,453 | 新進 |
| 683 Capital Management, LLC | 48,930 | $20.7 萬 | 0.02% | +48,930 | 新進 |
| Price T Rowe Associates Inc | 47,853 | $20.3 萬 | 0.00% | −4,617−8.8% | 減碼 |
| Walleye Capital LLC | 46,170 | $19.5 萬 | 0.00% | −159,789−77.6% | 減碼 |
| Marshall Wace, LLP | 44,145 | $18.7 萬 | 0.00% | +44,145 | 新進 |
| First Dallas Securities Inc. | 43,500 | $18.4 萬 | 0.09% | −1,383,814−97.0% | 減碼 |
| HSBC Holdings PLC | 41,368 | $17.7 萬 | 0.00% | 00.0% | 不變 |
| Group One Trading, L.P. | 34,737 | $14.7 萬 | 0.00% | +8,289+31.3% | 加碼 |
| Occudo Quantitative Strategies LP | 26,664 | $11.3 萬 | 0.02% | −11,044−29.3% | 減碼 |
| Cubist Systematic Strategies, LLC | 24,653 | $10.4 萬 | 0.00% | +24,653 | 新進 |
| Pathstone Holdings, LLC | 24,407 | $10.3 萬 | 0.00% | +24,407 | 新進 |
| Charles Schwab Investment Management Inc | 22,775 | $9.63 萬 | 0.00% | +22,775 | 新進 |
| American Century Companies Inc | 22,223 | $9.40 萬 | 0.00% | +22,223 | 新進 |
| Vontobel Holding Ltd. | 17,000 | $7.19 萬 | 0.00% | 00.0% | 不變 |
| Prelude Capital Management, LLC | 15,277 | $6.46 萬 | 0.01% | −11,662−43.3% | 減碼 |
| Green Square Capital Advisors LLC | 14,411 | $6.10 萬 | 0.01% | 00.0% | 不變 |
| Schonfeld Strategic Advisors LLC | 14,106 | $5.97 萬 | 0.00% | +14,106 | 新進 |
| Simplex Trading, LLC | 13,713 | $5.80 萬 | 0.00% | +13,713 | 新進 |
| Bridgeworth, LLC | 13,500 | $5.71 萬 | 0.01% | 00.0% | 不變 |
| Y-Intercept (Hong Kong) Ltd | 13,424 | $5.68 萬 | 0.01% | +13,424 | 新進 |
| Oxford Asset Management LLP | 12,388 | $5.24 萬 | 0.08% | +12,388 | 新進 |
| Pingora Partners LLC | 11,800 | $4.99 萬 | 0.04% | +11,800 | 新進 |
| Advisor Group Holdings, Inc. | 11,623 | $4.92 萬 | 0.00% | +3,450+42.2% | 加碼 |
| ExodusPoint Capital Management, LP | 11,550 | $4.90 萬 | 0.00% | +11,550 | 新進 |
| Mackenzie Financial Corp | 11,261 | $4.76 萬 | 0.00% | −815−6.7% | 減碼 |
| Goldman Sachs Group Inc | 11,219 | $4.75 萬 | 0.00% | −7,778−40.9% | 減碼 |
| UBS Group AG | 4,107 | $1.74 萬 | 0.00% | +1,057+34.7% | 加碼 |
| Quantbot Technologies LP | 3,994 | $1.69 萬 | 0.00% | +3,994 | 新進 |
| Russell Investments Group, Ltd. | 1,925 | $8,142 | 0.00% | −75−3.8% | 減碼 |
| Tower Research Capital LLC (TRC) | 1,916 | $8,105 | 0.00% | +34+1.8% | 加碼 |
| Point72 Asia (Singapore) Pte. Ltd. | 1,285 | $5,436 | 0.00% | +1,285 | 新進 |
| Signaturefd, LLC | 750 | $3,173 | 0.00% | 00.0% | 不變 |
| Rhumbline Advisers | 728 | $3,079 | 0.00% | 00.0% | 不變 |
| Royal Bank of Canada | 390 | $2,000 | 0.00% | +44+12.7% | 加碼 |
| Federated Hermes, Inc. | 419 | $1,772 | 0.00% | 00.0% | 不變 |
| Coppell Advisory Solutions LLC | 400 | $1,692 | 0.00% | 00.0% | 不變 |
| BNP Paribas Arbitrage, SA | 290 | $1,227 | 0.00% | 00.0% | 不變 |
| Wells Fargo & Company | 220 | $931 | 0.00% | −1,483−87.1% | 減碼 |
| Burkett Financial Services, LLC | 100 | $423 | 0.00% | +100 | 新進 |
| GPS Wealth Strategies Group, LLC | 39 | $165 | 0.00% | 00.0% | 不變 |
| Anchor Investment Management, LLC | 17 | $72 | 0.00% | 00.0% | 不變 |
| Huntington National Bank | 1 | $4 | 0.00% | 00.0% | 不變 |
| Cutler Group LP | 99 | $0 | 0.00% | +99 | 新進 |
| CWM, LLC | 20 | $0 | 0.00% | +20 | 新進 |
| Palogic Value Management, L.P. | 0 | $0 | 0.00% | −586,549−100.0% | 清倉 |
| XTX Topco Ltd | 0 | $0 | 0.00% | −77,419−100.0% | 清倉 |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −30,647−100.0% | 清倉 |
| EverSource Wealth Advisors, LLC | 0 | $0 | 0.00% | −259−100.0% | 清倉 |
| Pathstone Family Office, LLC | – | – | – | – | 本季未申報 |