UPLD
Upland Software, Inc.
$5.55
+0.33 (+6.32%)
At close · Jul 15
Market Cap
$155.62M
Shares
29,363,201
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 46
Total Value: $56,857,526
Total Shares: 9,758,417
Institutional Ownership Trend
25 quarters
Holder Concentration
Across 46 13F filers · Δ vs Dec 31, 2025Top Holder
15.9%
+2.1 pts
Top 5
58.3%
+11.2 pts
Top 10
83.8%
+12.8 pts
HHI
888
Broadly held+243
Quarterly Activity
vs Dec 31, 2025
New
6
Increased
10
Decreased
14
Sold Out
19
Unchanged
16
Holder count:
-13
Institutional value:
-69.8%
Shares held:
-25.8%
Top Buyers
vs Dec 31, 2025| Institution | Added | Now Holds | Open |
|---|---|---|---|
| Mega GEODE CAPITAL MANAGEMENT, LLC | +17,195 | 45,009 | |
| Mega TWO SIGMA INVESTMENTS, LP | +12,512 | 41,211 | |
| Mid RICE HALL JAMES & ASSOCIATES, LLC | +8,075 | 97,445 | |
| Mega AMERIPRISE FINANCIAL INC | +1,545 | 135,564 | |
| Large RENAISSANCE TECHNOLOGIES LLC | +830 | 24,239 |
Top Sellers
vs Dec 31, 2025| Institution | Sold | Now Holds | Open |
|---|---|---|---|
| Mega D. E. Shaw & Co., Inc. | −19,028 | 65,811 | |
| Large Assenagon Asset Management S.A. | −17,601 | 12,537 | |
| Mid GSA CAPITAL PARTNERS LLP | −11,807 | 4,452 | |
| Large Man Group plc | −5,969 | 20,090 | |
| Mid Heron Bay Capital Management | −5,599 | 2,719 |
Top New Positions
vs Dec 31, 2025| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Mega VANGUARD CAPITAL MANAGEMENT LLC | 120,377 | $801,713 | |
| Mega VANGUARD FIDUCIARY TRUST CO | 14,350 | $95,572 | |
| Small TWO SIGMA SECURITIES, LLC | 1,366 | $91,008 | |
| Mega Vanguard Global Advisers, LLC | 966 | $6,436 | |
| Mid Tower Research Capital LLC (TRC) | 45 | $2,983 |
Top Sold-Out Positions
vs Dec 31, 2025| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Mega VANGUARD GROUP INC | 181,329 | $25,930,017 | |
| Mid NEW SOUTH CAPITAL MANAGEMENT INC | 88,709 | $12,685,443 | |
| Large MARSHALL WACE, LLP | 47,250 | $6,756,792 | |
| Large TWO SIGMA ADVISERS, LP | 33,530 | $4,794,790 | |
| Large PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 27,779 | $3,972,397 |
| Holder | Value (USD) | % of 13F | Shares | Type | Discretion | Filed | Open | |||
|---|---|---|---|---|---|---|---|---|---|---|
| Mega AMERIPRISE FINANCIAL INC | $9,028,569 | 15.88% | 1,355,641 | Shares | Defined | 2026-05-15 | ||||
| Large ACADIAN ASSET MANAGEMENT LLC | $8,068,356 | 14.19% | 1,211,465 | Shares | Defined | 2026-05-13 | ||||
| Mid RICE HALL JAMES & ASSOCIATES, LLC | $6,489,823 | 11.41% | 974,448 | Shares | Sole | 2026-05-15 | ||||
| Mid CastleKnight Management LP | $5,176,158 | 9.10% | 777,201 | Shares | Sole | 2026-05-15 | ||||
| Mega D. E. Shaw & Co., Inc. | $4,383,012 | 7.71% | 658,110 | Shares | Defined | 2026-05-15 | ||||
| Mega BlackRock, Inc. | $4,159,428 | 7.32% | 624,539 | Shares | Sole | 2026-05-13 | ||||
| Mega GEODE CAPITAL MANAGEMENT, LLC | $2,997,625 | 5.27% | 450,094 | Shares | Defined | 2026-05-15 | ||||
| Mid RBF Capital, LLC | $2,847,469 | 5.01% | 427,548 | Shares | Sole | 2026-05-18 | ||||
| Mega TWO SIGMA INVESTMENTS, LP | $2,744,679 | 4.83% | 412,114 | Shares | Sole | 2026-05-15 | ||||
| Large Russell Investments Group, Ltd. | $1,779,256 | 3.13% | 267,156 | Shares | Defined | 2026-05-08 | ||||
| Large RENAISSANCE TECHNOLOGIES LLC | $1,614,324 | 2.84% | 242,391 | Shares | Sole | 2026-05-14 | ||||
| Large Man Group plc | $1,337,960 | 2.35% | 200,895 | Shares | Defined | 2026-05-15 | ||||
| Large Assenagon Asset Management S.A. | $834,937 | 1.47% | 125,366 | Shares | Sole | 2026-04-20 | ||||
| Mega VANGUARD CAPITAL MANAGEMENT LLC | $801,713 | 1.41% | 1,203,774 | Shares | Defined | 2026-05-15 | ||||
| Mega STATE STREET CORP | $732,273 | 1.29% | 109,951 | Shares | Defined | 2026-05-15 | ||||
| Mega NORTHERN TRUST CORP Bank | $426,532 | 0.75% | 64,044 | Shares | Defined | 2026-05-14 | ||||
| Mid EVERGREEN CAPITAL MANAGEMENT LLC | $415,517 | 0.73% | 62,390 | Shares | Sole | 2026-05-14 | ||||
| Mid GSA CAPITAL PARTNERS LLP | $296,536 | 0.52% | 44,525 | Shares | Sole | 2026-05-08 | ||||
| Large Boston Partners | $291,335 | 0.51% | 43,744 | Shares | Defined | 2026-05-11 | ||||
| Mid XTX Topco Ltd | $283,709 | 0.50% | 42,599 | Shares | Defined | 2026-05-15 | ||||
| Mega HSBC HOLDINGS PLC | $258,900 | 0.46% | 38,874 | Shares | Defined | 2026-04-30 | ||||
| Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP | $225,108 | 0.40% | 33,800 | Call | Other | 2026-05-15 | ||||
| Mega UBS Group AG | $220,292 | 0.39% | 33,077 | Shares | Defined | 2026-05-05 | ||||
| Mega BANK OF AMERICA CORP /DE/ Bank | $207,452 | 0.36% | 31,149 | Shares | Defined | 2026-05-18 | ||||
| Mega BARCLAYS PLC | $201,205 | 0.35% | 30,211 | Shares | Defined | 2026-05-15 | ||||
| Mid Heron Bay Capital Management | $181,098 | 0.32% | 27,192 | Shares | Sole | 2026-05-13 | ||||
| Mega PRICE T ROWE ASSOCIATES INC /MD/ | $156,643 | 0.28% | 23,520 | Shares | Defined | 2026-05-15 | ||||
| Small First Heartland Consultants, Inc. | $133,226 | 0.23% | 20,004 | Shares | Sole | 2026-04-08 | ||||
| Mega FMR LLC | $114,565 | 0.20% | 17,202 | Shares | Defined | 2026-05-15 | ||||
| Small STEEL GROVE CAPITAL ADVISORS, LLC | $95,977 | 0.17% | 14,411 | Shares | Sole | 2026-05-07 | ||||
| Mega VANGUARD FIDUCIARY TRUST CO Bank | $95,572 | 0.17% | 143,502 | Shares | Defined | 2026-05-08 | ||||
| Small TWO SIGMA SECURITIES, LLC Broker-Dealer | $91,008 | 0.16% | 13,665 | Shares | Sole | 2026-05-15 | ||||
| Mid Savant Capital, LLC | $89,910 | 0.16% | 13,500 | Shares | Sole | 2026-05-04 | ||||
| Large OSAIC HOLDINGS, INC. | $44,788 | 0.08% | 6,725 | Shares | Defined | 2026-05-15 | ||||
| Large FEDERATED HERMES, INC. | $8,884 | 0.02% | 1,334 | Shares | Defined | 2026-05-11 | ||||
| Mega Vanguard Global Advisers, LLC | $6,436 | 0.01% | 9,665 | Shares | Defined | 2026-05-08 | ||||
| Mega ROYAL BANK OF CANADA Bank | $5,227 | 0.01% | 785 | Shares | Defined | 2026-05-15 | ||||
| Mega MORGAN STANLEY | $3,916 | 0.01% | 588 | Shares | Defined | 2026-05-15 | ||||
| Mid CoreCap Advisors, LLC | $3,363 | 0.01% | 505 | Shares | Sole | 2026-04-07 | ||||
| Mid Tower Research Capital LLC (TRC) | $2,983 | 0.01% | 448 | Shares | Defined | 2026-05-15 | ||||
| Mega BNP PARIBAS ARBITRAGE, SA | $1,478 | 0.00% | 222 | Shares | Defined | 2026-05-12 | ||||
| Large Steward Partners Investment Advisory, LLC | $133 | 0.00% | 20 | Shares | Sole | 2026-05-08 | ||||
| Small Anchor Investment Management, LLC | $113 | 0.00% | 17 | Shares | Sole | 2026-05-01 | ||||
| Mid SBI Securities Co., Ltd. Broker-Dealer | $26 | 0.00% | 4 | Shares | Defined | 2026-04-28 | ||||
| Small Caitong International Asset Management Co., Ltd | $6 | 0.00% | 1 | Shares | Sole | 2026-05-11 | ||||
| Large HUNTINGTON NATIONAL BANK Bank | $6 | 0.00% | 1 | Shares | Defined | 2026-05-15 | ||||
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