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。
2024 年第 1 季 13F 持有人
Upland Software, Inc. 在 2024/3/31 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
- 80
- 較 2023 年第 4 季 −13 家
- 持有股數
- 1,944 萬
- 較 2023 年第 4 季 −548.0 萬 (−22.0%)
- 總市值
- $6,009 萬
- 較 2023 年第 4 季 −$4,585 萬 (−43.3%)
- 新進機構
- 5
- 另有 18 家加碼
- 清倉機構
- 18
- 另有 42 家減碼
另有 2 家機構在 2023 年第 4 季持有、還沒有申報 2024 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 |
2024 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 2023 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Vanguard Group Inc | 1,897,228 | $586.2 萬 | 0.00% | 00.0% | 不變 |
| B. Riley Asset Management, LLC | 1,525,783 | $471.5 萬 | 1.89% | −144,653−8.7% | 減碼 |
| New South Capital Management Inc | 1,473,037 | $455.2 萬 | 0.19% | −50,252−3.3% | 減碼 |
| Acadian Asset Management LLC | 1,331,381 | $411.2 萬 | 0.01% | 00.0% | 不變 |
| Hodges Capital Management Inc. | 1,325,513 | $409.6 萬 | 0.26% | −2,658,508−66.7% | 減碼 |
| Ameriprise Financial Inc | 1,310,973 | $405.1 萬 | 0.00% | +50,653+4.0% | 加碼 |
| D. E. Shaw & Co., Inc. | 1,211,541 | $374.4 萬 | 0.00% | −57,766−4.6% | 減碼 |
| BlackRock Inc. | 1,050,243 | $324.5 萬 | 0.00% | −11,117−1.0% | 減碼 |
| Boothbay Fund Management, LLC | 773,025 | $238.9 萬 | 0.07% | −95,402−11.0% | 減碼 |
| First Eagle Investment Management, LLC | 594,819 | $183.8 萬 | 0.00% | −244,364−29.1% | 減碼 |
| CastleKnight Management LP | 565,845 | $174.8 萬 | 0.26% | −63,213−10.0% | 減碼 |
| Dimensional Fund Advisors LP | 528,976 | $163.5 萬 | 0.00% | +47,567+9.9% | 加碼 |
| RBF Capital, LLC | 519,183 | $160.4 萬 | 0.09% | +30,000+6.1% | 加碼 |
| Public Employees Retirement System of Ohio | 443,677 | $137.1 萬 | 0.01% | −73,035−14.1% | 減碼 |
| Jacobs Levy Equity Management, Inc | 403,307 | $124.6 萬 | 0.01% | −48,659−10.8% | 減碼 |
| Geode Capital Management, LLC | 321,576 | $99.4 萬 | 0.00% | +932+0.3% | 加碼 |
| Man Group plc | 307,663 | $95.1 萬 | 0.00% | +94,013+44.0% | 加碼 |
| Rice Hall James & Associates, LLC | 263,820 | $81.5 萬 | 0.05% | −121,113−31.5% | 減碼 |
| Susquehanna International Group, LLP | 259,361 | $80.1 萬 | 0.00% | +136,386+110.9% | 加碼 |
| Two Sigma Advisers, LP | 251,700 | $77.8 萬 | 0.00% | −52,700−17.3% | 減碼 |
| Royce & Associates LP | 244,100 | $75.4 萬 | 0.01% | 00.0% | 不變 |
| Victory Capital Management Inc | 237,037 | $73.2 萬 | 0.00% | 00.0% | 不變 |
| Jane Street Group, LLC | 211,865 | $65.5 萬 | 0.00% | +66,554+45.8% | 加碼 |
| River & Mercantile Asset Management LLP | 207,620 | $64.1 萬 | 0.16% | −2,334−1.1% | 減碼 |
| Bridgeway Capital Management, LLC | 153,800 | $47.5 萬 | 0.01% | +53,500+53.3% | 加碼 |
| Assenagon Asset Management S.A. | 144,201 | $44.6 萬 | 0.00% | −262,246−64.5% | 減碼 |
| Two Sigma Investments, LP | 141,119 | $43.6 萬 | 0.00% | −63,838−31.1% | 減碼 |
| Invesco Ltd. | 112,144 | $34.7 萬 | 0.00% | +49,180+78.1% | 加碼 |
| Citadel Advisors LLC | 105,375 | $32.6 萬 | 0.00% | −75,981−41.9% | 減碼 |
| Renaissance Technologies LLC | 102,791 | $31.8 萬 | 0.00% | +33,491+48.3% | 加碼 |
| State Street Corp | 98,251 | $30.4 萬 | 0.00% | −2,800−2.8% | 減碼 |
| AQR Capital Management LLC | 95,266 | $29.4 萬 | 0.00% | −224,908−70.2% | 減碼 |
| Qube Research & Technologies Ltd | 81,700 | $25.2 萬 | 0.00% | −4,070−4.7% | 減碼 |
| Millennium Management LLC | 81,076 | $25.1 萬 | 0.00% | −133,621−62.2% | 減碼 |
| Citigroup Inc | 65,516 | $20.2 萬 | 0.00% | −113,600−63.4% | 減碼 |
| Bank of New York Mellon Corp | 63,306 | $19.6 萬 | 0.00% | −5,354−7.8% | 減碼 |
| Northern Trust Corp | 61,220 | $18.9 萬 | 0.00% | −6,829−10.0% | 減碼 |
| Thrivent Financial for Lutherans | 61,187 | $18.9 萬 | 0.00% | 00.0% | 不變 |
| NBC Securities, Inc. | 59,500 | $18.3 萬 | 0.02% | −3,000−4.8% | 減碼 |
| FMR LLC | 57,082 | $17.6 萬 | 0.00% | −6,533−10.3% | 減碼 |
| State of Wisconsin Investment Board | 51,600 | $15.9 萬 | 0.00% | −34,500−40.1% | 減碼 |
| Bank of America Corp | 46,533 | $14.4 萬 | 0.00% | −109,415−70.2% | 減碼 |
| Price T Rowe Associates Inc | 44,000 | $13.6 萬 | 0.00% | −3,853−8.1% | 減碼 |
| Engineers Gate Manager LP | 42,739 | $13.2 萬 | 0.00% | −19,832−31.7% | 減碼 |
| HSBC Holdings PLC | 41,368 | $12.8 萬 | 0.00% | 00.0% | 不變 |
| Bank of Montreal | 41,000 | $12.7 萬 | 0.00% | +41,000 | 新進 |
| JPMorgan Chase & Co | 39,889 | $12.3 萬 | 0.00% | −56,825−58.8% | 減碼 |
| Cubist Systematic Strategies, LLC | 34,063 | $10.5 萬 | 0.00% | +9,410+38.2% | 加碼 |
| Barclays PLC | 33,787 | $10.4 萬 | 0.00% | −32,455−49.0% | 減碼 |
| Walleye Capital LLC | 33,172 | $10.3 萬 | 0.00% | −12,998−28.2% | 減碼 |
| American Century Companies Inc | 24,342 | $7.52 萬 | 0.00% | +2,119+9.5% | 加碼 |
| Pathstone Holdings, LLC | 23,469 | $7.25 萬 | 0.00% | −938−3.8% | 減碼 |
| Charles Schwab Investment Management Inc | 22,775 | $7.04 萬 | 0.00% | 00.0% | 不變 |
| Morgan Stanley | 21,736 | $6.72 萬 | 0.00% | −44,500−67.2% | 減碼 |
| Mackenzie Financial Corp | 17,293 | $5.34 萬 | 0.00% | +6,032+53.6% | 加碼 |
| Vontobel Holding Ltd. | 17,000 | $5.25 萬 | 0.00% | 00.0% | 不變 |
| Group One Trading, L.P. | 16,108 | $4.98 萬 | 0.00% | −18,629−53.6% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 11,946 | $4.77 萬 | 0.00% | +11,946 | 新進 |
| State Board of Administration of Florida Retirement System | 10,984 | $4.72 萬 | 0.00% | +10,984 | 新進 |
| Green Square Capital Advisors LLC | 14,411 | $4.45 萬 | 0.01% | 00.0% | 不變 |
| Point72 Asia (Singapore) Pte. Ltd. | 13,141 | $4.06 萬 | 0.01% | +11,856+922.6% | 加碼 |
| Oxford Asset Management LLP | 12,625 | $3.90 萬 | 0.04% | +237+1.9% | 加碼 |
| First Dallas Securities Inc. | 12,500 | $3.90 萬 | 0.02% | −31,000−71.3% | 減碼 |
| UBS Group AG | 12,492 | $3.86 萬 | 0.00% | +8,385+204.2% | 加碼 |
| Pingora Partners LLC | 11,800 | $3.65 萬 | 0.03% | 00.0% | 不變 |
| Advisor Group Holdings, Inc. | 11,623 | $3.59 萬 | 0.00% | 00.0% | 不變 |
| Goldman Sachs Group Inc | 10,650 | $3.29 萬 | 0.00% | −569−5.1% | 減碼 |
| Wolverine Trading, LLC | 10,024 | $3.10 萬 | 0.00% | +10,024 | 新進 |
| Catalyst Funds Management Pty Ltd | 7,200 | $2.22 萬 | 0.01% | +7,200 | 新進 |
| Quantbot Technologies LP | 3,494 | $1.08 萬 | 0.00% | −500−12.5% | 減碼 |
| Russell Investments Group, Ltd. | 1,898 | $5,864 | 0.00% | −27−1.4% | 減碼 |
| Federated Hermes, Inc. | 942 | $2,911 | 0.00% | +523+124.8% | 加碼 |
| Rhumbline Advisers | 728 | $2,249 | 0.00% | 00.0% | 不變 |
| BNP Paribas Arbitrage, SA | 275 | $850 | 0.00% | −15−5.2% | 減碼 |
| Wells Fargo & Company | 223 | $689 | 0.00% | +3+1.4% | 加碼 |
| Burkett Financial Services, LLC | 50 | $155 | 0.00% | −50−50.0% | 減碼 |
| GPS Wealth Strategies Group, LLC | 39 | $121 | 0.00% | 00.0% | 不變 |
| Anchor Investment Management, LLC | 17 | $53 | 0.00% | 00.0% | 不變 |
| Huntington National Bank | 1 | $3 | 0.00% | 00.0% | 不變 |
| Simplex Trading, LLC | 229 | $0 | 0.00% | −13,484−98.3% | 減碼 |
| Hillsdale Investment Management Inc. | 0 | $0 | 0.00% | −536,606−100.0% | 清倉 |
| Invenomic Capital Management LP | 0 | $0 | 0.00% | −297,100−100.0% | 清倉 |
| Verdad Advisers, LP | 0 | $0 | 0.00% | −79,576−100.0% | 清倉 |
| Jump Financial, LLC | 0 | $0 | 0.00% | −64,200−100.0% | 清倉 |
| HRT Financial LP | 0 | $0 | 0.00% | −51,229−100.0% | 清倉 |
| Captrust Financial Advisors | 0 | $0 | 0.00% | −50,453−100.0% | 清倉 |
| 683 Capital Management, LLC | 0 | $0 | 0.00% | −48,930−100.0% | 清倉 |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −44,145−100.0% | 清倉 |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −26,664−100.0% | 清倉 |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −15,277−100.0% | 清倉 |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −14,106−100.0% | 清倉 |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −13,424−100.0% | 清倉 |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −11,550−100.0% | 清倉 |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −1,916−100.0% | 清倉 |
| Signaturefd, LLC | 0 | $0 | 0.00% | −750−100.0% | 清倉 |
| Royal Bank of Canada | 0 | $0 | 0.00% | −390−100.0% | 清倉 |
| Cutler Group LP | 0 | $0 | 0.00% | −99−100.0% | 清倉 |
| CWM, LLC | 0 | $0 | 0.00% | −20−100.0% | 清倉 |
| Bridgeworth, LLC | – | – | – | – | 本季未申報 |
| Coppell Advisory Solutions LLC | – | – | – | – | 本季未申報 |