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Upland Software (UPLD) Institutional Ownership

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$2.84 -0.09 (-2.91%)
As of 12:39 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)
16
Total
Institutional Inflows
(last 12 months)
$19.59M
Number of
Institutional Sellers
(last 12 months)
14
Total
Institutional Outflows
(last 12 months)
$11.80M
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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
9/22/2026State Street Corp10,994$51K0.0%-90.0%0.371%
5/15/2026Rice Hall James & Associates LLC974,448$649K0.0%+9.0%3.319%
4/20/2026Assenagon Asset Management S.A.125,366$83K0.0%-58.4%0.431%
2/18/2026XTX Topco Ltd38,990$56K0.0%N/A0.135%
2/18/2026Quadrature Capital Ltd40,987$59K0.0%N/A0.142%
2/18/2026CastleKnight Management LP777,201$1.11M0.0%-5.6%2.690%
2/17/2026Russell Investments Group Ltd.262,389$375K0.0%+41.0%0.908%
2/17/2026RBF Capital LLC427,548$611K0.0%-17.6%1.480%
2/17/2026Rice Hall James & Associates LLC893,697$1.28M0.1%+2.6%3.093%
2/16/2026Squarepoint Ops LLC139,197$199K0.0%+34.7%0.482%
2/13/2026Marshall Wace LLP472,503$676K0.0%+5.3%1.636%
2/12/2026New South Capital Management Inc.887,094$1.27M0.1%-8.1%3.071%
2/12/2026Renaissance Technologies LLC234,091$335K0.0%-9.2%0.810%
2/10/2026Goldman Sachs Group Inc.103,825$148K0.0%+15.1%0.359%
1/9/2026Assenagon Asset Management S.A.301,377$431K0.0%+44.3%1.043%
11/17/2025Centiva Capital LP21,834$52K0.0%N/A0.076%
11/17/2025Bank of America Corp DE33,724$80K0.0%-48.9%0.117%
11/17/2025Ameriprise Financial Inc.1,320,696$3.13M0.0%+10.8%4.571%
11/14/2025Man Group plc255,135$605K0.0%-7.5%0.883%
11/14/2025Two Sigma Investments LP352,699$836K0.0%+35.4%1.221%
11/14/2025Bridgeway Capital Management LLC162,600$385K0.0%-16.8%0.563%
11/14/2025Squarepoint Ops LLC103,319$245K0.0%+21.1%0.358%
11/13/2025Boston Partners50,886$121K0.0%N/A0.176%
11/13/2025Russell Investments Group Ltd.186,048$441K0.0%+486.0%0.644%
11/13/2025Dynamic Technology Lab Private Ltd14,543$34K0.0%N/A0.050%
11/12/2025Heron Bay Capital Management86,539$205K0.0%-6.5%0.301%
11/12/2025Dimensional Fund Advisors LP13,661$32K0.0%N/A0.047%
11/12/2025Victory Capital Management Inc.89,950$213K0.0%N/A0.313%
11/7/2025GSA Capital Partners LLP121,600$288K0.0%-28.4%0.423%
11/7/2025Vanguard Group Inc.1,844,507$4.37M0.0%-0.5%6.411%
11/6/2025New South Capital Management Inc.965,263$2.29M0.1%-2.8%3.355%
10/29/2025Inspire Advisors LLC20,394$48K0.0%-27.7%0.071%
10/28/2025Ritholtz Wealth Management51,269$122K0.0%+32.0%0.178%
10/16/2025Rice Hall James & Associates LLC871,259$2.07M0.1%-10.2%3.028%
10/7/2025Assenagon Asset Management S.A.208,849$495K0.0%N/A0.726%
8/16/2025Evergreen Capital Management LLC62,390$122K0.0%N/A0.217%
8/15/2025Man Group plc275,910$538K0.0%-14.1%0.959%
8/15/2025Bank of America Corp DE65,981$129K0.0%-13.5%0.229%
8/15/2025Ameriprise Financial Inc.1,192,496$2.33M0.0%-9.0%4.145%
8/14/2025Jane Street Group LLC18,380$36K0.0%-53.1%0.064%
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8/13/2025Marshall Wace LLP346,588$676K0.0%-11.5%1.205%
8/13/2025Walleye Capital LLC63,867$125K0.0%-29.6%0.222%
8/13/2025Invesco Ltd.47,966$94K0.0%-36.4%0.167%
8/13/2025Russell Investments Group Ltd.31,750$62K0.0%+2,534.9%0.110%
8/12/2025XTX Topco Ltd28,797$56K0.0%+63.5%0.100%
8/12/2025Hillsdale Investment Management Inc.14,265$28K0.0%N/A0.050%
8/11/2025Inspire Advisors LLC28,215$55K0.0%-76.1%0.098%
7/28/2025Ritholtz Wealth Management38,836$76K0.0%-19.8%0.136%
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%
2/19/2025Public 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%
2/12/2025Arrowstreet Capital Limited Partnership187,187$812K0.0%N/A0.682%
2/12/2025JPMorgan Chase & Co.14,064$61K0.0%N/A0.051%
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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%
1/14/2025Assenagon 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%


UPLD Institutional Ownership - Frequently Asked Questions

During the previous two years, 62 institutional investors and hedge funds held shares of Upland Software. The most heavily invested institutionals were D. E. Shaw & Co. Inc. ($5.65M), Vanguard Group Inc. ($4.37M), Ameriprise Financial Inc. ($3.13M), Two Sigma Advisers LP ($1.76M), Public Employees Retirement System of Ohio ($1.65M), New South Capital Management Inc. ($1.27M), and CastleKnight Management LP ($1.11M).Learn more on Upland Software's institutional investors.

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

Of the 48 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: Rice Hall James & Associates LLC ($794.24K), Assenagon Asset Management S.A. ($301.38K), Two Sigma Investments LP ($261.51K), Russell Investments Group Ltd. ($261.18K), Two Sigma Advisers LP ($209.90K), Arrowstreet Capital Limited Partnership ($187.19K), and D. E. Shaw & Co. Inc. ($154.67K).

Institutional investors have bought a total of 1,021,458 shares in the last 24 months. This purchase volume represents approximately $19.59M in transactions.

Of the 14 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: Assenagon Asset Management S.A. ($176.01K), New South Capital Management Inc. ($106.16K), State Street Corp ($98.96K), Rice Hall James & Associates LLC ($98.66K), RBF Capital LLC ($91.64K), GSA Capital Partners LLP ($48.34K), and CastleKnight Management LP ($45.94K).

Institutional investors have sold a total of 798,721 shares in the last 24 months. This volume of shares sold represents approximately $11.80M in transactions.


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Institutional ownership data for NASDAQ:UPLD is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/22/2026. New 13F filings are added each quarter as they're published.
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