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Upland Software (UPLD) Institutional Ownership

Upland Software logo
$2.76 -0.05 (-1.78%)
As of 03:14 PM Eastern
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Institutional Ownership Changes (13F Filings) for Upland Software (NASDAQ:UPLD)

Current
Institutional Ownership
Percentage
77.78%
Number of
Institutional Buyers
(last 12 months)
39
Total
Institutional Inflows
(last 12 months)
$10.64M
Number of
Institutional Sellers
(last 12 months)
23
Total
Institutional Outflows
(last 12 months)
$13.61M
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UPLD Institutional Buying and Selling by Quarter

Upland Software Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/16/2025 Evergreen Capital Management LLC62,390$122K0.0%N/A0.217%
8/15/2025 Man Group plc275,910$538K0.0%-14.1%0.959%
8/15/2025 Bank of America Corp DE65,981$129K0.0%-13.5%0.229%
8/15/2025 Ameriprise Financial Inc.1,192,496$2.33M0.0%-9.0%4.145%
8/14/2025 Jane Street Group LLC18,380$36K0.0%-53.1%0.064%
8/13/2025 Marshall Wace LLP346,588$676K0.0%-11.5%1.205%
8/13/2025 Walleye Capital LLC63,867$125K0.0%-29.6%0.222%
8/13/2025 Invesco Ltd.47,966$94K0.0%-36.4%0.167%
8/13/2025 Russell Investments Group Ltd.31,750$62K0.0%+2,534.9%0.110%
8/12/2025 XTX Topco Ltd28,797$56K0.0%+63.5%0.100%
8/12/2025 Hillsdale Investment Management Inc.14,265$28K0.0%N/A0.050%
8/11/2025 Inspire Advisors LLC28,215$55K0.0%-76.1%0.098%
7/28/2025 Ritholtz Wealth Management38,836$76K0.0%-19.8%0.136%
6/27/2025 Goldman Sachs Group Inc.16,230$46K0.0%-87.7%0.057%
5/19/2025 Jane Street Group LLC39,160$112K0.0%-65.2%0.137%
5/16/2025 Goldman Sachs Group Inc.16,230$46K0.0%-87.7%0.057%
5/16/2025 NewEdge Advisors LLC11,940$34K0.0%+697.1%0.042%
5/14/2025 Walleye Capital LLC90,681$259K0.0%-21.0%0.318%
5/13/2025 American Century Companies Inc.19,266$55K0.0%N/A0.068%
5/12/2025 Invesco Ltd.75,366$216K0.0%-23.9%0.265%
5/9/2025 R Squared Ltd13,510$39K0.0%+646.4%0.047%
5/7/2025 Mackenzie Financial Corp71,523$205K0.0%+18.5%0.251%
5/7/2025 Inspire Advisors LLC118,176$338K0.0%N/A0.415%
5/1/2025 Rice Hall James & Associates LLC919,892$2.63M0.2%-4.6%3.230%
5/1/2025 Kathmere Capital Management LLC10,783$31K0.0%N/A0.038%
4/28/2025 New South Capital Management Inc.1,176,940$3.37M0.2%-10.9%4.132%
4/17/2025 Ritholtz Wealth Management48,397$138K0.0%N/A0.172%
2/27/2025Jefferies Financial Group Inc.20,000$87K0.0%N/A0.073%
2/20/2025 Mackenzie Financial Corp60,350$262K0.0%+355.8%0.220%
2/19/2025 Public Employees Retirement System of Ohio379,690$1.65M0.0%-7.1%1.384%
2/17/2025 Two Sigma Investments LP321,583$1.40M0.0%+111.1%1.172%
2/17/2025 Two Sigma Advisers LP406,400$1.76M0.0%+106.8%1.481%
2/17/2025 Sherbrooke Park Advisers LLC13,477$58K0.0%N/A0.049%
2/17/2025 Man Group plc398,800$1.73M0.0%+33.5%1.453%
2/17/2025 Millennium Management LLC106,364$462K0.0%+54.1%0.388%
2/17/2025Jefferies Financial Group Inc.20,000$87K0.0%N/A0.073%
2/17/2025 D. E. Shaw & Co. Inc.1,301,061$5.65M0.0%+13.5%4.741%
2/17/2025 Cresset Asset Management LLC20,000$87K0.0%N/A0.073%
2/17/2025 Cubist Systematic Strategies LLC41,781$181K0.0%N/A0.152%
2/17/2025 CastleKnight Management LP1,020,143$4.43M0.1%-23.5%3.718%
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2/17/2025 Bridgeway Capital Management LLC241,200$1.05M0.0%+46.7%0.879%
2/17/2025 Bank of America Corp DE81,386$353K0.0%+87.0%0.297%
2/17/2025 Ameriprise Financial Inc.1,256,479$5.45M0.0%-7.5%4.579%
2/17/2025 Algert Global LLC22,860$99K0.0%N/A0.083%
2/17/2025 272 Capital LP8,610$37K0.0%-98.4%0.031%
2/14/2025 Jane Street Group LLC112,689$489K0.0%+753.8%0.411%
2/14/2025 Northern Trust Corp52,716$229K0.0%-6.7%0.192%
2/14/2025 Hsbc Holdings PLC38,874$173K0.0%-5.9%0.142%
2/14/2025 Dimensional Fund Advisors LP92,151$400K0.0%-69.3%0.336%
2/13/2025 Marshall Wace LLP135,431$588K0.0%+278.2%0.494%
2/13/2025 Walleye Capital LLC114,833$498K0.0%N/A0.418%
2/13/2025 XTX Topco Ltd13,633$59K0.0%-21.3%0.050%
2/13/2025 Renaissance Technologies LLC358,808$1.56M0.0%+22.8%1.308%
2/12/2025 Arrowstreet Capital Limited Partnership187,187$812K0.0%N/A0.682%
2/12/2025 JPMorgan Chase & Co.14,064$61K0.0%N/A0.051%
2/11/2025 Prudential Financial Inc.21,950$95K0.0%N/A0.080%
2/11/2025 Heron Bay Capital Management96,963$421K0.1%+22.9%0.353%
2/10/2025 Essential Planning LLC.13,000$56K0.0%N/A0.047%
2/6/2025 New South Capital Management Inc.1,320,785$5.73M0.2%-7.9%4.813%
2/4/2025 WESPAC Advisors LLC12,658$55K0.0%N/A0.046%
1/31/2025 Rice Hall James & Associates LLC964,624$4.19M0.2%+63.7%3.515%
1/29/2025 Legato Capital Management LLC10,071$44K0.0%N/A0.037%
1/24/2025 Hodges Capital Management Inc.42,500$185K0.0%-59.9%0.155%
1/14/2025 Assenagon Asset Management S.A.101,340$440K0.0%-32.5%0.369%
12/5/2024 272 Capital LP541,018$1.35M0.7%-26.7%1.972%
11/16/2024 Geode Capital Management LLC273,917$682K0.0%-4.4%0.998%
11/15/2024 Hodges Capital Management Inc.105,869$264K0.0%-91.4%0.386%
11/15/2024 XTX Topco Ltd17,318$43K0.0%N/A0.063%
11/15/2024 Jane Street Group LLC13,199$33K0.0%-24.2%0.048%
11/15/2024 Jacobs Levy Equity Management Inc.255,617$636K0.0%+21.8%0.932%
11/14/2024 272 Capital LP50,000$124K0.1%-93.2%0.182%
11/13/2024 FMR LLC78,626$196K0.0%+30.0%0.287%
11/13/2024 Dynamic Technology Lab Private Ltd12,344$31K0.0%N/A0.045%
11/5/2024 First Heartland Consultants Inc.12,086$30K0.0%N/A0.044%
10/28/2024 Rice Hall James & Associates LLC589,226$1.47M0.1%+115.4%2.135%
10/15/2024 NBC Securities Inc.15,000$37K0.0%-73.7%0.055%
8/15/2024 Mackenzie Financial Corp30,191$75K0.0%+74.6%0.111%
8/14/2024 272 Capital LP738,421$1.84M0.9%-51.6%2.708%
8/14/2024 Heron Bay Capital Management74,114$185K0.0%N/A0.272%
8/9/2024 Renaissance Technologies LLC288,408$718K0.0%+180.6%1.058%
8/9/2024 Dimensional Fund Advisors LP493,179$1.23M0.0%-6.8%1.809%
8/8/2024 Rice Hall James & Associates LLC273,575$681K0.0%+3.7%0.991%
8/6/2024 New South Capital Management Inc.1,434,822$3.57M0.2%-2.6%5.201%
8/2/2024 Hodges Capital Management Inc.1,224,650$3.05M0.2%-7.6%4.438%
7/18/2024 Assenagon Asset Management S.A.150,219$374K0.0%+4.2%0.544%
5/16/2024 Jacobs Levy Equity Management Inc.403,307$1.25M0.0%-10.8%1.462%
5/15/2024 Public Employees Retirement System of Ohio443,677$1.37M0.0%-14.1%1.608%
5/15/2024 Price T Rowe Associates Inc. MD44,000$136K0.0%-8.1%0.159%
5/9/2024 First Eagle Investment Management LLC594,819$1.84M0.0%-29.1%2.156%
5/9/2024 State Board of Administration of Florida Retirement System10,984$34K0.0%N/A0.040%
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5/7/2024 New South Capital Management Inc.1,473,037$4.55M0.2%-3.3%5.339%
5/1/2024 Mirae Asset Global Investments Co. Ltd.11,946$37K0.0%N/A0.043%
4/24/2024 Assenagon Asset Management S.A.144,201$446K0.0%-64.5%0.518%
4/23/2024 Rice Hall James & Associates LLC263,820$815K0.0%-31.5%0.947%
4/16/2024 First Dallas Securities Inc.12,500$39K0.0%-71.3%0.043%
4/16/2024 Hodges Capital Management Inc.1,325,513$4.10M0.3%-66.7%4.594%
2/14/2024 Invenomic Capital Management LP297,100$1.26M0.1%-59.0%0.946%
2/14/2024 CastleKnight Management LP629,058$2.66M0.1%-24.8%2.003%
2/12/2024 Pingora Partners LLC11,800$50K0.0%N/A0.038%
2/9/2024 Oxford Asset Management LLP12,388$52K0.1%N/A0.039%
(Data available from 1/1/2016 forward)

UPLD Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of UPLD shares?

During the previous two years, 70 institutional investors and hedge funds held shares of Upland Software. The most heavily invested institutionals were B. Riley Asset Management LLC ($7.24M), Acadian Asset Management LLC ($6.15M), D. E. Shaw & Co. Inc. ($5.65M), CastleKnight Management LP ($4.43M), New South Capital Management Inc. ($3.37M), Rice Hall James & Associates LLC ($2.63M), and Ameriprise Financial Inc. ($2.33M).Learn more on Upland Software's institutional investors.

What percentage of Upland Software's stock is owned by institutional investors?

77.78% of Upland Software's stock is owned by institutional investors. Learn more on UPLD's institutional investor holdings.

Which institutional investors have been buying Upland Software's stock?

Of the 57 institutional investors that purchased Upland Software's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: First Dallas Securities Inc. ($1.36M), Rice Hall James & Associates LLC ($700.80K), First Eagle Investment Management LLC ($434.25K), Renaissance Technologies LLC ($252.30K), Victory Capital Management Inc. ($237.73K), Two Sigma Advisers LP ($209.90K), and Arrowstreet Capital Limited Partnership ($187.19K).

How much institutional buying is happening at Upland Software?

Institutional investors have bought a total of 2,773,754 shares in the last 24 months. This purchase volume represents approximately $10.64M in transactions.

Which of Upland Software's major shareholders have been selling company stock?

Of the 23 institutional investors that sold Upland Software's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: 272 Capital LP ($1.42M), Hodges Capital Management Inc. ($1.18M), CastleKnight Management LP ($313.15K), New South Capital Management Inc. ($256.85K), Goldman Sachs Group Inc. ($230.43K), Ameriprise Financial Inc. ($220.69K), and Dimensional Fund Advisors LP ($207.88K).

How much institutional selling is happening at Upland Software?

Institutional investors have sold a total of 4,417,029 shares in the last 24 months. This volume of shares sold represents approximately $13.61M in transactions.


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This page (NASDAQ:UPLD) was last updated on 8/28/2025 by MarketBeat.com Staff
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