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。
2025 年第 1 季 13F 持有人
Upland Software, Inc. 在 2025/3/31 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
- 70
- 較 2024 年第 4 季 −5 家
- 持有股數
- 1,488 萬
- 較 2024 年第 4 季 −14.2 萬 (−0.9%)
- 總市值
- $4,257 萬
- 較 2024 年第 4 季 −$2,245 萬 (−34.5%)
- 新進機構
- 12
- 另有 16 家加碼
- 清倉機構
- 17
- 另有 25 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 |
2025 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 2024 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Huntington National Bank | 1 | $3 | 0.00% | 00.0% | 不變 |
| Caitong International Asset Management Co., Ltd | 2 | $6 | 0.00% | +2 | 新進 |
| Anchor Investment Management, LLC | 17 | $49 | 0.00% | 00.0% | 不變 |
| Northwestern Mutual Wealth Management Co | 18 | $51 | 0.00% | +18 | 新進 |
| Steward Partners Investment Advisory, LLC | 20 | $57 | 0.00% | 00.0% | 不變 |
| Citigroup Inc | 39 | $112 | 0.00% | −600−93.9% | 減碼 |
| BNP Paribas Arbitrage, SA | 189 | $541 | 0.00% | −38−16.7% | 減碼 |
| MAI Capital Management | 236 | $675 | 0.00% | 00.0% | 不變 |
| SJS Investment Consulting Inc. | 300 | $858 | 0.00% | +300 | 新進 |
| Group One Trading, L.P. | 830 | $2,374 | 0.00% | +830 | 新進 |
| Harbour Investments, Inc. | 1,000 | $2,860 | 0.00% | 00.0% | 不變 |
| Russell Investments Group, Ltd. | 1,205 | $3,446 | 0.00% | −160−11.7% | 減碼 |
| Federated Hermes, Inc. | 2,527 | $7,227 | 0.00% | +1,157+84.5% | 加碼 |
| Legato Capital Management LLC | 10,071 | $2.88 萬 | 0.00% | 00.0% | 不變 |
| Kathmere Capital Management, LLC | 10,783 | $3.08 萬 | 0.00% | +10,783 | 新進 |
| SG Americas Securities, LLC | 10,897 | $3.10 萬 | 0.00% | +10,897 | 新進 |
| JPMorgan Chase & Co | 11,477 | $3.28 萬 | 0.00% | −2,587−18.4% | 減碼 |
| GWM Advisors LLC | 11,940 | $3.41 萬 | 0.00% | +10,442+697.1% | 加碼 |
| Advisor Group Holdings, Inc. | 12,275 | $3.51 萬 | 0.00% | −1,348−9.9% | 減碼 |
| First Heartland Consultants, Inc. | 13,240 | $3.79 萬 | 0.00% | +1,973+17.5% | 加碼 |
| Savant Capital, LLC | 13,500 | $3.86 萬 | 0.00% | 00.0% | 不變 |
| R Squared Ltd | 13,510 | $3.86 萬 | 0.04% | +11,700+646.4% | 加碼 |
| Green Square Capital Advisors LLC | 14,411 | $4.12 萬 | 0.01% | 00.0% | 不變 |
| Goldman Sachs Group Inc | 16,230 | $4.64 萬 | 0.00% | −115,217−87.7% | 減碼 |
| XTX Topco Ltd | 17,610 | $5.04 萬 | 0.00% | +3,977+29.2% | 加碼 |
| American Century Companies Inc | 19,266 | $5.51 萬 | 0.00% | +19,266 | 新進 |
| Charles Schwab Investment Management Inc | 22,775 | $6.51 萬 | 0.00% | −25−0.1% | 減碼 |
| Algert Global LLC | 22,860 | $6.54 萬 | 0.00% | 00.0% | 不變 |
| Pathstone Holdings, LLC | 23,378 | $6.69 萬 | 0.00% | 00.0% | 不變 |
| Citadel Advisors LLC | 24,215 | $6.93 萬 | 0.00% | +18,389+315.6% | 加碼 |
| Schonfeld Strategic Advisors LLC | 30,349 | $8.68 萬 | 0.00% | +30,349 | 新進 |
| Barclays PLC | 32,858 | $9.40 萬 | 0.00% | 00.0% | 不變 |
| Jane Street Group, LLC | 39,160 | $11.2 萬 | 0.00% | −73,529−65.2% | 減碼 |
| HSBC Holdings PLC | 38,874 | $11.5 萬 | 0.00% | 00.0% | 不變 |
| Morgan Stanley | 41,932 | $12.0 萬 | 0.00% | −1,470−3.4% | 減碼 |
| UBS Group AG | 43,255 | $12.4 萬 | 0.00% | −30,100−41.0% | 減碼 |
| Price T Rowe Associates Inc | 44,000 | $12.6 萬 | 0.00% | 00.0% | 不變 |
| Ritholtz Wealth Management | 48,397 | $13.8 萬 | 0.00% | +48,397 | 新進 |
| Northern Trust Corp | 52,716 | $15.1 萬 | 0.00% | 00.0% | 不變 |
| Millennium Management LLC | 55,141 | $15.8 萬 | 0.00% | −51,223−48.2% | 減碼 |
| Mackenzie Financial Corp | 71,523 | $20.5 萬 | 0.00% | +11,173+18.5% | 加碼 |
| Invesco Ltd. | 75,366 | $21.6 萬 | 0.00% | −23,698−23.9% | 減碼 |
| Bank of America Corp | 76,309 | $21.8 萬 | 0.00% | −5,077−6.2% | 減碼 |
| FMR LLC | 84,026 | $24.0 萬 | 0.00% | −3,238−3.7% | 減碼 |
| Walleye Capital LLC | 90,681 | $25.9 萬 | 0.00% | −24,152−21.0% | 減碼 |
| Heron Bay Capital Management | 95,183 | $27.2 萬 | 0.06% | −1,780−1.8% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 101,668 | $29.1 萬 | 0.00% | +101,668 | 新進 |
| State Street Corp | 109,951 | $31.4 萬 | 0.00% | 00.0% | 不變 |
| Inspire Advisors, LLC | 118,176 | $33.8 萬 | 0.04% | +118,176 | 新進 |
| Gsa Capital Partners LLP | 128,317 | $36.7 萬 | 0.03% | +89,753+232.7% | 加碼 |
| Susquehanna International Group, LLP | 140,691 | $40.2 萬 | 0.00% | +102,746+270.8% | 加碼 |
| Globeflex Capital L P | 188,616 | $53.9 萬 | 0.05% | +188,616 | 新進 |
| Bridgeway Capital Management, LLC | 195,400 | $55.9 萬 | 0.01% | −45,800−19.0% | 減碼 |
| Arrowstreet Capital, Limited Partnership | 207,240 | $59.3 萬 | 0.00% | +20,053+10.7% | 加碼 |
| Public Employees Retirement System of Ohio | 277,790 | $79.4 萬 | 0.00% | −101,900−26.8% | 減碼 |
| Geode Capital Management, LLC | 277,856 | $79.5 萬 | 0.00% | +4,776+1.7% | 加碼 |
| Renaissance Technologies LLC | 286,208 | $81.9 萬 | 0.00% | −72,600−20.2% | 減碼 |
| Two Sigma Investments, LP | 305,448 | $87.4 萬 | 0.00% | −16,135−5.0% | 減碼 |
| Man Group plc | 321,023 | $91.8 萬 | 0.00% | −77,777−19.5% | 減碼 |
| Marshall Wace, LLP | 391,450 | $112.0 萬 | 0.00% | +256,019+189.0% | 加碼 |
| Two Sigma Advisers, LP | 426,700 | $122.0 萬 | 0.00% | +20,300+5.0% | 加碼 |
| RBF Capital, LLC | 519,183 | $148.5 萬 | 0.09% | 00.0% | 不變 |
| BlackRock, Inc. | 803,702 | $229.9 萬 | 0.00% | +29,968+3.9% | 加碼 |
| Rice Hall James & Associates, LLC | 919,892 | $263.1 萬 | 0.15% | −44,732−4.6% | 減碼 |
| CastleKnight Management LP | 960,543 | $274.7 萬 | 0.29% | −59,600−5.8% | 減碼 |
| New South Capital Management Inc | 1,176,940 | $336.6 萬 | 0.16% | −143,845−10.9% | 減碼 |
| Ameriprise Financial Inc | 1,310,639 | $374.8 萬 | 0.00% | +54,160+4.3% | 加碼 |
| Acadian Asset Management LLC | 1,331,381 | $380.6 萬 | 0.01% | 00.0% | 不變 |
| D. E. Shaw & Co., Inc. | 1,335,625 | $382.0 萬 | 0.00% | +34,564+2.7% | 加碼 |
| Vanguard Group Inc | 1,854,207 | $530.3 萬 | 0.00% | −2,645−0.1% | 減碼 |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −101,340−100.0% | 清倉 |
| Dimensional Fund Advisors LP | 0 | $0 | 0.00% | −92,151−100.0% | 清倉 |
| Hodges Capital Management Inc. | 0 | $0 | 0.00% | −42,500−100.0% | 清倉 |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −41,781−100.0% | 清倉 |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −36,397−100.0% | 清倉 |
| Prudential Financial Inc | 0 | $0 | 0.00% | −21,950−100.0% | 清倉 |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −20,000−100.0% | 清倉 |
| Cresset Asset Management, LLC | 0 | $0 | 0.00% | −20,000−100.0% | 清倉 |
| Vontobel Holding Ltd. | 0 | $0 | 0.00% | −17,000−100.0% | 清倉 |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −13,477−100.0% | 清倉 |
| WESPAC Advisors, LLC | 0 | $0 | 0.00% | −12,658−100.0% | 清倉 |
| Essential Planning, LLC. | 0 | $0 | 0.00% | −13,000−100.0% | 清倉 |
| B. Riley Asset Management, LLC | 0 | $0 | 0.00% | −8,610−100.0% | 清倉 |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −2,438−100.0% | 清倉 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −22−100.0% | 清倉 |
| NBC Securities, Inc. | 0 | $0 | 0.00% | −15−100.0% | 清倉 |
| Point72 Asia (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −11−100.0% | 清倉 |