UPLD
Upland Software, Inc.Company with tickers: UPLD
CIK
1505155
CUSIP
91544A109
Shares Outstanding
29,363,201
13F Activity (30d)
34 filings
32 filers
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: 47
Total Value: $6,741,541
Total Shares: 10,122,485
Institutional Ownership Trend
26 quarters
Holder Concentration
Across 47 13F filers · Δ vs Dec 31, 2025Top Holder
13.4%
−0.4 pts
Top 5
54.6%
+7.4 pts
Top 10
80.0%
+8.9 pts
HHI
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 |
| Holder | Value (USD) | % of 13F | Shares | Type | Discretion | Filed | Open | |||
|---|---|---|---|---|---|---|---|---|---|---|
| Mega AMERIPRISE FINANCIAL INC | $902,856 | 13.39% | 1,355,641 | Shares | Defined | 2026-05-15 | ||||
| Large ACADIAN ASSET MANAGEMENT LLC | $806,835 | 11.97% | 1,211,465 | Shares | Defined | 2026-05-13 | ||||
| Mega VANGUARD CAPITAL MANAGEMENT LLC | $801,713 | 11.89% | 1,203,774 | Shares | Defined | 2026-05-15 | ||||
| Mid RICE HALL JAMES & ASSOCIATES, LLC | $648,982 | 9.63% | 974,448 | Shares | Sole | 2026-05-15 | ||||
| Mid CastleKnight Management LP | $517,615 | 7.68% | 777,201 | Shares | Sole | 2026-05-15 | ||||
| Mega D. E. Shaw & Co., Inc. | $438,301 | 6.50% | 658,110 | Shares | Defined | 2026-05-15 | ||||
| Mega BlackRock, Inc. | $415,941 | 6.17% | 624,539 | Shares | Sole | 2026-05-13 | ||||
| Mega GEODE CAPITAL MANAGEMENT, LLC | $299,761 | 4.45% | 450,094 | Shares | Defined | 2026-05-15 | ||||
| Mid RBF Capital, LLC | $284,746 | 4.22% | 427,548 | Shares | Sole | 2026-05-18 | ||||
| Mega TWO SIGMA INVESTMENTS, LP | $274,467 | 4.07% | 412,114 | Shares | Sole | 2026-05-15 | ||||
| Mega VANGUARD PORTFOLIO MANAGEMENT LLC | $242,469 | 3.60% | 364,068 | Shares | Defined | 2026-05-08 | ||||
| Large Russell Investments Group, Ltd. | $177,922 | 2.64% | 267,156 | Shares | Defined | 2026-05-08 | ||||
| Large RENAISSANCE TECHNOLOGIES LLC | $161,432 | 2.39% | 242,391 | Shares | Sole | 2026-05-14 | ||||
| Large Man Group plc | $133,796 | 1.98% | 200,895 | Shares | Defined | 2026-05-15 | ||||
| Mega VANGUARD FIDUCIARY TRUST CO Bank | $95,572 | 1.42% | 143,502 | Shares | Defined | 2026-05-08 | ||||
| Large Assenagon Asset Management S.A. | $83,493 | 1.24% | 125,366 | Shares | Sole | 2026-04-20 | ||||
| Mega STATE STREET CORP | $73,227 | 1.09% | 109,951 | Shares | Defined | 2026-05-15 | ||||
| Mega NORTHERN TRUST CORP Bank | $42,652 | 0.63% | 64,044 | Shares | Defined | 2026-05-14 | ||||
| Mid EVERGREEN CAPITAL MANAGEMENT LLC | $41,551 | 0.62% | 62,390 | Shares | Sole | 2026-05-14 | ||||
| Mid GSA CAPITAL PARTNERS LLP | $29,653 | 0.44% | 44,525 | Shares | Sole | 2026-05-08 | ||||
| Large Boston Partners | $29,133 | 0.43% | 43,744 | Shares | Defined | 2026-05-11 | ||||
| Mid XTX Topco Ltd | $28,370 | 0.42% | 42,599 | Shares | Defined | 2026-05-15 | ||||
| Mega HSBC HOLDINGS PLC | $25,890 | 0.38% | 38,874 | Shares | Defined | 2026-04-30 | ||||
| Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP | $22,510 | 0.33% | 33,800 | Call | Other | 2026-05-15 | ||||
| Mega UBS Group AG | $22,029 | 0.33% | 33,077 | Shares | Defined | 2026-05-05 | ||||
| Mega BANK OF AMERICA CORP /DE/ Bank | $20,745 | 0.31% | 31,149 | Shares | Defined | 2026-05-18 | ||||
| Mega BARCLAYS PLC | $20,120 | 0.30% | 30,211 | Shares | Defined | 2026-05-15 | ||||
| Mid Heron Bay Capital Management | $18,109 | 0.27% | 27,192 | Shares | Sole | 2026-05-13 | ||||
| Mega PRICE T ROWE ASSOCIATES INC /MD/ | $15,664 | 0.23% | 23,520 | Shares | Defined | 2026-05-15 | ||||
| Small First Heartland Consultants, Inc. | $13,322 | 0.20% | 20,004 | Shares | Sole | 2026-04-08 | ||||
| Mega FMR LLC | $11,456 | 0.17% | 17,202 | Shares | Defined | 2026-05-15 | ||||
| Small STEEL GROVE CAPITAL ADVISORS, LLC | $9,597 | 0.14% | 14,411 | Shares | Sole | 2026-05-07 | ||||
| Small TWO SIGMA SECURITIES, LLC Broker-Dealer | $9,100 | 0.13% | 13,665 | Shares | Sole | 2026-05-15 | ||||
| Mid Savant Capital, LLC | $8,991 | 0.13% | 13,500 | Shares | Sole | 2026-05-04 | ||||
| Mega Vanguard Global Advisers, LLC | $6,436 | 0.10% | 9,665 | Shares | Defined | 2026-05-08 | ||||
| Large OSAIC HOLDINGS, INC. | $4,478 | 0.07% | 6,725 | Shares | Defined | 2026-05-15 | ||||
| Large FEDERATED HERMES, INC. | $888 | 0.01% | 1,334 | Shares | Defined | 2026-05-11 | ||||
| Mega ROYAL BANK OF CANADA Bank | $521 | 0.01% | 785 | Shares | Defined | 2026-05-15 | ||||
| Mega MORGAN STANLEY | $391 | 0.01% | 588 | Shares | Defined | 2026-05-15 | ||||
| Small CoreCap Advisors, LLC | $336 | 0.00% | 505 | Shares | Sole | 2026-04-07 | ||||
| Mid Tower Research Capital LLC (TRC) | $298 | 0.00% | 448 | Shares | Defined | 2026-05-15 | ||||
| Mega BNP PARIBAS ARBITRAGE, SA | $147 | 0.00% | 222 | Shares | Defined | 2026-05-12 | ||||
| Large Steward Partners Investment Advisory, LLC | $13 | 0.00% | 20 | Shares | Sole | 2026-05-08 | ||||
| Small Anchor Investment Management, LLC | $11 | 0.00% | 17 | Shares | Sole | 2026-05-01 | ||||
| Mid SBI Securities Co., Ltd. Broker-Dealer | $2 | 0.00% | 4 | Shares | Defined | 2026-04-28 | ||||
| Small Caitong International Asset Management Co., Ltd | $0 | 0.00% | 1 | Shares | Sole | 2026-05-11 | ||||
| Large HUNTINGTON NATIONAL BANK Bank | $0 | 0.00% | 1 | Shares | Defined | 2026-05-15 | ||||
| No holders match your search. | ||||||||||