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Upland Software (UPLD) Institutional Ownership

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$2.00 +0.03 (+1.26%)
As of 03:38 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)
37
Total
Institutional Inflows
(last 12 months)
$11.12M
Number of
Institutional Sellers
(last 12 months)
18
Total
Institutional Outflows
(last 12 months)
$15.24M
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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
6/27/2025Goldman Sachs Group Inc.16,230$46K0.0%-87.7%0.057%
5/19/2025Jane Street Group LLC39,160$112K0.0%-65.2%0.137%
5/16/2025Goldman Sachs Group Inc.16,230$46K0.0%-87.7%0.057%
5/16/2025NewEdge Advisors LLC11,940$34K0.0%+697.1%0.042%
5/14/2025Walleye Capital LLC90,681$259K0.0%-21.0%0.318%
5/13/2025American Century Companies Inc.19,266$55K0.0%N/A0.068%
5/12/2025Invesco Ltd.75,366$216K0.0%-23.9%0.265%
5/9/2025R Squared Ltd13,510$39K0.0%+646.4%0.047%
5/7/2025Mackenzie Financial Corp71,523$205K0.0%+18.5%0.251%
5/7/2025Inspire Advisors LLC118,176$338K0.0%N/A0.415%
5/1/2025Rice Hall James & Associates LLC919,892$2.63M0.2%-4.6%3.230%
5/1/2025Kathmere Capital Management LLC10,783$31K0.0%N/A0.038%
4/28/2025New South Capital Management Inc.1,176,940$3.37M0.2%-10.9%4.132%
4/17/2025Ritholtz Wealth Management48,397$138K0.0%N/A0.172%
2/27/2025Jefferies Financial Group Inc.20,000$87K0.0%N/A0.073%
2/20/2025Mackenzie 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%
2/17/2025Two Sigma Investments LP321,583$1.40M0.0%+111.1%1.172%
2/17/2025Two Sigma Advisers LP406,400$1.76M0.0%+106.8%1.481%
2/17/2025Sherbrooke Park Advisers LLC13,477$58K0.0%N/A0.049%
2/17/2025Man Group plc398,800$1.73M0.0%+33.5%1.453%
2/17/2025Millennium Management LLC106,364$462K0.0%+54.1%0.388%
2/17/2025Jefferies Financial Group Inc.20,000$87K0.0%N/A0.073%
2/17/2025D. E. Shaw & Co. Inc.1,301,061$5.65M0.0%+13.5%4.741%
2/17/2025Cresset Asset Management LLC20,000$87K0.0%N/A0.073%
2/17/2025Cubist Systematic Strategies LLC41,781$181K0.0%N/A0.152%
2/17/2025CastleKnight Management LP1,020,143$4.43M0.1%-23.5%3.718%
2/17/2025Bridgeway Capital Management LLC241,200$1.05M0.0%+46.7%0.879%
2/17/2025Bank of America Corp DE81,386$353K0.0%+87.0%0.297%
2/17/2025Ameriprise Financial Inc.1,256,479$5.45M0.0%-7.5%4.579%
2/17/2025Algert Global LLC22,860$99K0.0%N/A0.083%
2/17/2025272 Capital LP8,610$37K0.0%-98.4%0.031%
2/14/2025Jane Street Group LLC112,689$489K0.0%+753.8%0.411%
2/14/2025Northern Trust Corp52,716$229K0.0%-6.7%0.192%
2/14/2025Hsbc Holdings PLC38,874$173K0.0%-5.9%0.142%
2/14/2025Dimensional Fund Advisors LP92,151$400K0.0%-69.3%0.336%
2/13/2025Marshall Wace LLP135,431$588K0.0%+278.2%0.494%
2/13/2025Walleye Capital LLC114,833$498K0.0%N/A0.418%
2/13/2025XTX Topco Ltd13,633$59K0.0%-21.3%0.050%
2/13/2025Renaissance Technologies LLC358,808$1.56M0.0%+22.8%1.308%
Trump’s Exec Order #14154 could be a “Millionaire-Maker” (Ad)

Former Presidential Advisor, Jim Rickards, says Trump could “rewire our economy and hand millions of Americans a chance at true financial independence in the months ahead.” We recently sat down with Rickards to capture all the key details on tape.

For the moment, you can watch this interview free of charge – just click here.
2/12/2025Arrowstreet Capital Limited Partnership187,187$812K0.0%N/A0.682%
2/12/2025JPMorgan Chase & Co.14,064$61K0.0%N/A0.051%
2/11/2025Prudential Financial Inc.21,950$95K0.0%N/A0.080%
2/11/2025Heron Bay Capital Management96,963$421K0.1%+22.9%0.353%
2/10/2025Essential Planning LLC.13,000$56K0.0%N/A0.047%
2/6/2025New South Capital Management Inc.1,320,785$5.73M0.2%-7.9%4.813%
2/4/2025WESPAC Advisors LLC12,658$55K0.0%N/A0.046%
1/31/2025Rice Hall James & Associates LLC964,624$4.19M0.2%+63.7%3.515%
1/29/2025Legato Capital Management LLC10,071$44K0.0%N/A0.037%
1/24/2025Hodges 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%
12/5/2024272 Capital LP541,018$1.35M0.7%-26.7%1.972%
11/16/2024Geode Capital Management LLC273,917$682K0.0%-4.4%0.998%
11/15/2024Hodges Capital Management Inc.105,869$264K0.0%-91.4%0.386%
11/15/2024XTX Topco Ltd17,318$43K0.0%N/A0.063%
11/15/2024Jane Street Group LLC13,199$33K0.0%-24.2%0.048%
11/15/2024Jacobs Levy Equity Management Inc.255,617$636K0.0%+21.8%0.932%
11/14/2024272 Capital LP50,000$124K0.1%-93.2%0.182%
11/13/2024FMR LLC78,626$196K0.0%+30.0%0.287%
11/13/2024Dynamic Technology Lab Private Ltd12,344$31K0.0%N/A0.045%
11/5/2024First Heartland Consultants Inc.12,086$30K0.0%N/A0.044%
10/28/2024Rice 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%
8/15/2024Mackenzie Financial Corp30,191$75K0.0%+74.6%0.111%
8/14/2024272 Capital LP738,421$1.84M0.9%-51.6%2.708%
8/14/2024Heron Bay Capital Management74,114$185K0.0%N/A0.272%
8/9/2024Renaissance Technologies LLC288,408$718K0.0%+180.6%1.058%
8/9/2024Dimensional Fund Advisors LP493,179$1.23M0.0%-6.8%1.809%
8/8/2024Rice Hall James & Associates LLC273,575$681K0.0%+3.7%0.991%
8/6/2024New South Capital Management Inc.1,434,822$3.57M0.2%-2.6%5.201%
8/2/2024Hodges 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%
5/16/2024Jacobs 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%
5/15/2024Price T Rowe Associates Inc. MD44,000$136K0.0%-8.1%0.159%
5/9/2024First Eagle Investment Management LLC594,819$1.84M0.0%-29.1%2.156%
5/9/2024State Board of Administration of Florida Retirement System10,984$34K0.0%N/A0.040%
5/7/2024New South Capital Management Inc.1,473,037$4.55M0.2%-3.3%5.339%
5/1/2024Mirae 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%
4/23/2024Rice Hall James & Associates LLC263,820$815K0.0%-31.5%0.947%
4/16/2024First Dallas Securities Inc.12,500$39K0.0%-71.3%0.043%
4/16/2024Hodges Capital Management Inc.1,325,513$4.10M0.3%-66.7%4.594%
2/14/2024Invenomic Capital Management LP297,100$1.26M0.1%-59.0%0.946%
2/14/2024CastleKnight Management LP629,058$2.66M0.1%-24.8%2.003%
2/12/2024Pingora Partners LLC11,800$50K0.0%N/A0.038%
2/9/2024Oxford Asset Management LLP12,388$52K0.1%N/A0.039%
2/9/2024Verdad Advisers LP79,576$337K0.7%N/A0.253%
2/8/2024First Eagle Investment Management LLC839,183$3.55M0.0%+21.0%2.673%
2/7/2024Jump Financial LLC64,200$272K0.0%+494.4%0.204%
Trump’s Exec Order #14154 could be a “Millionaire-Maker” (Ad)

Former Presidential Advisor, Jim Rickards, says Trump could “rewire our economy and hand millions of Americans a chance at true financial independence in the months ahead.” We recently sat down with Rickards to capture all the key details on tape.

For the moment, you can watch this interview free of charge – just click here.
2/7/2024 NBC Securities Inc.62,500$264K0.0%+38.1%0.199%
1/17/2024 Assenagon Asset Management S.A.406,447$1.72M0.0%-29.9%1.294%
12/6/2023Citigroup Inc.28,732$133K0.0%+73,571.8%0.092%
11/14/2023Hodges Capital Management Inc.1,676,677$7.75M0.9%-29.9%5.341%
11/14/2023First Dallas Securities Inc.1,427,314$6.59M1.5%+1,896.2%4.547%
11/14/2023B. Riley Asset Management LLC1,567,243$7.24M2.9%+1.6%4.993%
11/13/2023River & Mercantile Asset Management LLP212,028$979K0.2%+14.4%0.675%
11/13/2023Acadian Asset Management LLC1,331,381$6.15M0.0%+3.4%4.241%
11/13/2023Hsbc Holdings PLC41,368$192K0.0%+6.8%0.132%
11/8/2023Pathstone Family Office LLC23,378$108K0.0%N/A0.072%
(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), Ameriprise Financial Inc. ($5.45M), CastleKnight Management LP ($4.43M), New South Capital Management Inc. ($3.37M), and Rice Hall James & Associates LLC ($2.63M).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 60 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. ($1.39M), Hodges Capital Management Inc. ($1.26M), Rice Hall James & Associates LLC ($718.68K), Acadian Asset Management LLC ($691.19K), New South Capital Management Inc. ($690.42K), RBF Capital LLC ($443.79K), and First Eagle Investment Management LLC ($434.25K).

How much institutional buying is happening at Upland Software?

Institutional investors have bought a total of 2,943,769 shares in the last 24 months. This purchase volume represents approximately $11.12M in transactions.

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

Of the 18 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 ($2.21M), Hodges Capital Management Inc. ($1.28M), CastleKnight Management LP ($313.15K), New South Capital Management Inc. ($295.06K), Dimensional Fund Advisors LP ($243.68K), Goldman Sachs Group Inc. ($230.43K), and Ameriprise Financial Inc. ($102.54K).

How much institutional selling is happening at Upland Software?

Institutional investors have sold a total of 4,986,304 shares in the last 24 months. This volume of shares sold represents approximately $15.24M in transactions.


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This page (NASDAQ:UPLD) was last updated on 7/17/2025 by MarketBeat.com Staff
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