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  • UPLD Upland Software, Inc.

UPLD

Upland Software, Inc.

Company with tickers: UPLD

CIK
1505155
CUSIP
91544A109
Shares Outstanding
29,363,201
13F Activity (30d)
42 filings 42 filers
Holders: 47
Total Value: $6,741,541
Total Shares: 10,122,485

Institutional Ownership Trend

25 quarters

Holder Concentration

Across 47 13F filers · Δ vs Dec 31, 2025
Top Holder
13.4%
Jun 2023 → Mar 2026 · range 9.1% – 15.1%
−0.4 pts
Top 5
54.6%
Jun 2023 → Mar 2026 · range 32.2% – 54.6%
+7.4 pts
Top 10
80.0%
Jun 2023 → Mar 2026 · range 54.8% – 80.0%
+8.9 pts
HHI
787
Jun 2023 → Mar 2026 · range 399 – 787
Broadly held +142

Quarterly Activity

vs Dec 31, 2025
New
7
Increased
10
Decreased
14
Sold Out
19
Unchanged
16
Holder count: -12
Institutional value: -64.1%
Shares held: -23.0%

Top Buyers

vs Dec 31, 2025
Institution Added Now Holds Open
Mega GEODE CAPITAL MANAGEMENT, LLC +171,955 450,094
Mega TWO SIGMA INVESTMENTS, LP +125,125 412,114
Mid RICE HALL JAMES & ASSOCIATES, LLC +80,751 974,448
Mega AMERIPRISE FINANCIAL INC +15,448 1,355,641
Large RENAISSANCE TECHNOLOGIES LLC +8,300 242,391

Top Sellers

vs Dec 31, 2025
Institution Sold Now Holds Open
Mega D. E. Shaw & Co., Inc. −190,278 658,110
Large Assenagon Asset Management S.A. −176,011 125,366
Mid GSA CAPITAL PARTNERS LLP −118,061 44,525
Large Man Group plc −59,695 200,895
Mid Heron Bay Capital Management −55,992 27,192

Top New Positions

vs Dec 31, 2025
Institution Acquired Value (USD) Open
Mega VANGUARD CAPITAL MANAGEMENT LLC 1,203,774 $801,713
Mega VANGUARD PORTFOLIO MANAGEMENT LLC 364,068 $242,469
Mega VANGUARD FIDUCIARY TRUST CO 143,502 $95,572
Small TWO SIGMA SECURITIES, LLC 13,665 $9,100
Mega Vanguard Global Advisers, LLC 9,665 $6,436

Top Sold-Out Positions

vs Dec 31, 2025
Institution Previously Held Last Value (USD) Open
Mega VANGUARD GROUP INC 1,813,288 $2,593,000
Mid NEW SOUTH CAPITAL MANAGEMENT INC 887,094 $1,268,544
Large MARSHALL WACE, LLP 472,503 $675,678
Large TWO SIGMA ADVISERS, LP 335,300 $479,479
Large PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 277,790 $397,239
Filter: New 7 Increased 10 Reduced 14 Sold out 19 Unchanged 16
Showing 47 of 47
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
Mega AMERIPRISE FINANCIAL INC $902,856 13.39% 1,355,641
Large ACADIAN ASSET MANAGEMENT LLC $806,835 11.97% 1,211,465
Mega VANGUARD CAPITAL MANAGEMENT LLC $801,713 11.89% 1,203,774
Mid RICE HALL JAMES & ASSOCIATES, LLC $648,982 9.63% 974,448
Mid CastleKnight Management LP $517,615 7.68% 777,201
Mega D. E. Shaw & Co., Inc. $438,301 6.50% 658,110
Mega BlackRock, Inc. $415,941 6.17% 624,539
Mega GEODE CAPITAL MANAGEMENT, LLC $299,761 4.45% 450,094
Mid RBF Capital, LLC $284,746 4.22% 427,548
Mega TWO SIGMA INVESTMENTS, LP $274,467 4.07% 412,114
Mega VANGUARD PORTFOLIO MANAGEMENT LLC $242,469 3.60% 364,068
Large Russell Investments Group, Ltd. $177,922 2.64% 267,156
Large RENAISSANCE TECHNOLOGIES LLC $161,432 2.39% 242,391
Large Man Group plc $133,796 1.98% 200,895
Mega VANGUARD FIDUCIARY TRUST CO Bank $95,572 1.42% 143,502
Large Assenagon Asset Management S.A. $83,493 1.24% 125,366
Mega STATE STREET CORP $73,227 1.09% 109,951
Mega NORTHERN TRUST CORP Bank $42,652 0.63% 64,044
Mid EVERGREEN CAPITAL MANAGEMENT LLC $41,551 0.62% 62,390
Mid GSA CAPITAL PARTNERS LLP $29,653 0.44% 44,525
Large Boston Partners $29,133 0.43% 43,744
Mid XTX Topco Ltd $28,370 0.42% 42,599
Mega HSBC HOLDINGS PLC $25,890 0.38% 38,874
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $22,510 0.33% 33,800
Mega UBS Group AG $22,029 0.33% 33,077
Mega BANK OF AMERICA CORP /DE/ Bank $20,745 0.31% 31,149
Mega BARCLAYS PLC $20,120 0.30% 30,211
Mid Heron Bay Capital Management $18,109 0.27% 27,192
Mega PRICE T ROWE ASSOCIATES INC /MD/ $15,664 0.23% 23,520
Small First Heartland Consultants, Inc. $13,322 0.20% 20,004
Mega FMR LLC $11,456 0.17% 17,202
Small STEEL GROVE CAPITAL ADVISORS, LLC $9,597 0.14% 14,411
Small TWO SIGMA SECURITIES, LLC Broker-Dealer $9,100 0.13% 13,665
Mid Savant Capital, LLC $8,991 0.13% 13,500
Mega Vanguard Global Advisers, LLC $6,436 0.10% 9,665
Large OSAIC HOLDINGS, INC. $4,478 0.07% 6,725
Large FEDERATED HERMES, INC. $888 0.01% 1,334
Mega ROYAL BANK OF CANADA Bank $521 0.01% 785
Mega MORGAN STANLEY $391 0.01% 588
Small CoreCap Advisors, LLC $336 0.00% 505
Mid Tower Research Capital LLC (TRC) $298 0.00% 448
Mega BNP PARIBAS ARBITRAGE, SA $147 0.00% 222
Large Steward Partners Investment Advisory, LLC $13 0.00% 20
Small Anchor Investment Management, LLC $11 0.00% 17
Mid SBI Securities Co., Ltd. Broker-Dealer $2 0.00% 4
Small Caitong International Asset Management Co., Ltd $0 0.00% 1
Large HUNTINGTON NATIONAL BANK Bank $0 0.00% 1

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