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 4 季 13F 持有人
Upland Software, Inc. 在 2024/12/31 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
- 75
- 較 2024 年第 3 季 +7 家
- 持有股數
- 1,503 萬
- 較 2024 年第 3 季 −107.9 萬 (−6.7%)
- 總市值
- $6,502 萬
- 較 2024 年第 3 季 +$2,492 萬 (+62.1%)
- 新進機構
- 21
- 另有 24 家加碼
- 清倉機構
- 14
- 另有 19 家減碼
另有 1 家機構在 2024 年第 3 季持有、還沒有申報 2024 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 |
2024 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 2024 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Vanguard Group Inc | 1,856,852 | $805.9 萬 | 0.00% | −40,376−2.1% | 減碼 |
| Acadian Asset Management LLC | 1,331,381 | $577.7 萬 | 0.02% | 00.0% | 不變 |
| New South Capital Management Inc | 1,320,785 | $573.2 萬 | 0.24% | −113,000−7.9% | 減碼 |
| D. E. Shaw & Co., Inc. | 1,301,061 | $564.7 萬 | 0.01% | +154,667+13.5% | 加碼 |
| Ameriprise Financial Inc | 1,256,479 | $545.3 萬 | 0.00% | −102,542−7.5% | 減碼 |
| CastleKnight Management LP | 1,020,143 | $442.7 萬 | 0.48% | −313,152−23.5% | 減碼 |
| Rice Hall James & Associates, LLC | 964,624 | $418.6 萬 | 0.23% | +375,398+63.7% | 加碼 |
| BlackRock, Inc. | 773,734 | $335.8 萬 | 0.00% | +57,440+8.0% | 加碼 |
| RBF Capital, LLC | 519,183 | $208.4 萬 | 0.11% | 00.0% | 不變 |
| Two Sigma Advisers, LP | 406,400 | $176.4 萬 | 0.00% | +209,900+106.8% | 加碼 |
| Man Group plc | 398,800 | $173.1 萬 | 0.01% | +100,157+33.5% | 加碼 |
| Public Employees Retirement System of Ohio | 379,690 | $164.8 萬 | 0.01% | −29,170−7.1% | 減碼 |
| Renaissance Technologies LLC | 358,808 | $155.7 萬 | 0.00% | +66,684+22.8% | 加碼 |
| Two Sigma Investments, LP | 321,583 | $139.6 萬 | 0.00% | +169,240+111.1% | 加碼 |
| Geode Capital Management, LLC | 273,080 | $118.6 萬 | 0.00% | −837−0.3% | 減碼 |
| Bridgeway Capital Management, LLC | 241,200 | $104.7 萬 | 0.02% | +76,800+46.7% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 187,187 | $81.2 萬 | 0.00% | +187,187 | 新進 |
| Marshall Wace, LLP | 135,431 | $58.8 萬 | 0.00% | +99,617+278.2% | 加碼 |
| Goldman Sachs Group Inc | 131,447 | $57.0 萬 | 0.00% | +131,447 | 新進 |
| Walleye Capital LLC | 114,833 | $49.8 萬 | 0.00% | +114,833 | 新進 |
| Jane Street Group, LLC | 112,689 | $48.9 萬 | 0.00% | +99,490+753.8% | 加碼 |
| State Street Corp | 109,951 | $47.7 萬 | 0.00% | +7,900+7.7% | 加碼 |
| Millennium Management LLC | 106,364 | $46.2 萬 | 0.00% | +37,337+54.1% | 加碼 |
| Assenagon Asset Management S.A. | 101,340 | $44.0 萬 | 0.00% | −48,879−32.5% | 減碼 |
| Invesco Ltd. | 99,064 | $43.0 萬 | 0.00% | −638−0.6% | 減碼 |
| Heron Bay Capital Management | 96,963 | $42.1 萬 | 0.09% | +18,057+22.9% | 加碼 |
| Dimensional Fund Advisors LP | 92,151 | $40.0 萬 | 0.00% | −207,882−69.3% | 減碼 |
| FMR LLC | 87,264 | $37.9 萬 | 0.00% | +8,638+11.0% | 加碼 |
| Bank of America Corp | 81,386 | $35.3 萬 | 0.00% | +37,855+87.0% | 加碼 |
| UBS Group AG | 73,355 | $31.8 萬 | 0.00% | +40,477+123.1% | 加碼 |
| Mackenzie Financial Corp | 60,350 | $26.2 萬 | 0.00% | +47,109+355.8% | 加碼 |
| Northern Trust Corp | 52,716 | $22.9 萬 | 0.00% | −3,788−6.7% | 減碼 |
| Price T Rowe Associates Inc | 44,000 | $19.1 萬 | 0.00% | 00.0% | 不變 |
| Morgan Stanley | 43,402 | $18.8 萬 | 0.00% | +32,448+296.2% | 加碼 |
| Hodges Capital Management Inc. | 42,500 | $18.5 萬 | 0.01% | −63,369−59.9% | 減碼 |
| Cubist Systematic Strategies, LLC | 41,781 | $18.1 萬 | 0.00% | +41,781 | 新進 |
| HSBC Holdings PLC | 38,874 | $17.3 萬 | 0.00% | −2,416−5.9% | 減碼 |
| Gsa Capital Partners LLP | 38,564 | $16.7 萬 | 0.01% | +38,564 | 新進 |
| Susquehanna International Group, LLP | 37,945 | $16.5 萬 | 0.00% | +37,945 | 新進 |
| Quadrature Capital Ltd | 36,397 | $15.9 萬 | 0.00% | +36,397 | 新進 |
| Barclays PLC | 32,858 | $14.3 萬 | 0.00% | 00.0% | 不變 |
| Algert Global LLC | 22,860 | $9.92 萬 | 0.00% | +22,860 | 新進 |
| Charles Schwab Investment Management Inc | 22,800 | $9.90 萬 | 0.00% | +25+0.1% | 加碼 |
| Prudential Financial Inc | 21,950 | $9.53 萬 | 0.00% | +21,950 | 新進 |
| Pathstone Holdings, LLC | 23,378 | $8.98 萬 | 0.00% | 00.0% | 不變 |
| Jefferies Financial Group Inc. | 20,000 | $8.68 萬 | 0.00% | +20,000 | 新進 |
| Cresset Asset Management, LLC | 20,000 | $8.68 萬 | 0.00% | +20,000 | 新進 |
| Vontobel Holding Ltd. | 17,000 | $7.38 萬 | 0.00% | 00.0% | 不變 |
| Green Square Capital Advisors LLC | 14,411 | $6.25 萬 | 0.01% | 00.0% | 不變 |
| JPMorgan Chase & Co | 14,064 | $6.10 萬 | 0.00% | +14,064 | 新進 |
| XTX Topco Ltd | 13,633 | $5.92 萬 | 0.00% | −3,685−21.3% | 減碼 |
| Advisor Group Holdings, Inc. | 13,623 | $5.91 萬 | 0.00% | +350+2.6% | 加碼 |
| Savant Capital, LLC | 13,500 | $5.86 萬 | 0.00% | 00.0% | 不變 |
| Sherbrooke Park Advisers LLC | 13,477 | $5.85 萬 | 0.02% | +13,477 | 新進 |
| WESPAC Advisors, LLC | 12,658 | $5.49 萬 | 0.04% | +12,658 | 新進 |
| First Heartland Consultants, Inc. | 11,267 | $4.89 萬 | 0.01% | −819−6.8% | 減碼 |
| Legato Capital Management LLC | 10,071 | $4.37 萬 | 0.01% | +10,071 | 新進 |
| Essential Planning, LLC. | 13,000 | $4.20 萬 | 0.00% | +13,000 | 新進 |
| B. Riley Asset Management, LLC | 8,610 | $3.74 萬 | 0.04% | −532,408−98.4% | 減碼 |
| Citadel Advisors LLC | 5,826 | $2.53 萬 | 0.00% | −32,119−84.6% | 減碼 |
| Tower Research Capital LLC (TRC) | 2,438 | $1.06 萬 | 0.00% | +1,058+76.7% | 加碼 |
| R Squared Ltd | 1,810 | $7,855 | 0.01% | +1,810 | 新進 |
| GWM Advisors LLC | 1,498 | $6,500 | 0.00% | +190+14.5% | 加碼 |
| Federated Hermes, Inc. | 1,370 | $5,946 | 0.00% | +594+76.5% | 加碼 |
| Russell Investments Group, Ltd. | 1,365 | $5,924 | 0.00% | −287−17.4% | 減碼 |
| Harbour Investments, Inc. | 1,000 | $4,340 | 0.00% | 00.0% | 不變 |
| Citigroup Inc | 639 | $2,773 | 0.00% | +600+1,538.5% | 加碼 |
| MAI Capital Management | 236 | $1,025 | 0.00% | +236 | 新進 |
| BNP Paribas Arbitrage, SA | 227 | $985 | 0.00% | −48−17.5% | 減碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 22 | $95 | 0.00% | +22 | 新進 |
| Steward Partners Investment Advisory, LLC | 20 | $87 | 0.00% | +20 | 新進 |
| Anchor Investment Management, LLC | 17 | $74 | 0.00% | 00.0% | 不變 |
| NBC Securities, Inc. | 15 | $65 | 0.01% | −14,985−99.9% | 減碼 |
| Point72 Asia (Singapore) Pte. Ltd. | 11 | $48 | 0.00% | +11 | 新進 |
| Huntington National Bank | 1 | $4 | 0.00% | 00.0% | 不變 |
| Kent Lake PR LLC | 0 | $0 | 0.00% | −559,579−100.0% | 清倉 |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −491,018−100.0% | 清倉 |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −255,617−100.0% | 清倉 |
| Royce & Associates LP | 0 | $0 | 0.00% | −244,100−100.0% | 清倉 |
| River & Mercantile Asset Management LLP | 0 | $0 | 0.00% | −204,050−100.0% | 清倉 |
| Kennedy Capital Management, Inc. | 0 | $0 | 0.00% | −99,488−100.0% | 清倉 |
| Bank of New York Mellon Corp | 0 | $0 | 0.00% | −46,745−100.0% | 清倉 |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −23,096−100.0% | 清倉 |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −12,344−100.0% | 清倉 |
| Pingora Partners LLC | 0 | $0 | 0.00% | −11,800−100.0% | 清倉 |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −775−100.0% | 清倉 |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −316−100.0% | 清倉 |
| Burkett Financial Services, LLC | 0 | $0 | 0.00% | −150−100.0% | 清倉 |
| Ronald Blue Trust, Inc. | 0 | $0 | 0.00% | −145−100.0% | 清倉 |
| AJOVista, LLC | – | – | – | – | 本季未申報 |