Go Pro
→ MILLIONAIRE MASTERCLASS INVITE: Altucher (From Paradigm Press) (Ad)tc pixel Free UPLD Stock Alerts

Upland Software (UPLD) Institutional Ownership

Upland Software logo
$3.73 +0.05 (+1.36%)
Closing price 10/2/2026 04:00 PM Eastern
Extended Trading
$3.70 -0.02 (-0.67%)
As of 10/2/2026 07:30 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
Compare

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)
$24.54M
Number of
Institutional Sellers
(last 12 months)
14
Total
Institutional Outflows
(last 12 months)
$11.80M
Get UPLD Insider Trade Alerts

Want to know when executives and insiders are buying or selling Upland Software stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

UPLD Institutional Buying and Selling by Quarter

Upland Software Major Shareholders & Ownership History

Export
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%
Trump's New Dollar (Ad)

Porter Stansberry says President Trump has signed an executive order initiating what he calls a full U.S. dollar reset - and most Americans don't know it's happening. The last time America underwent a monetary shift like this, under Nixon in the 1970s, it minted an average of 1,300 new millionaires a day for over half a century. Stansberry has released a new documentary naming the assets he believes are positioned to surge as a result.tc pixel

Watch the free briefing and see the three steps to prepare today
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%
JP Morgan: SpaceX could unlock "the next phase of the space economy" (Ad)

In 2024, Dylan Jovine flagged an obscure space stock trading under $4 a share. It later climbed as high as $151, a 3,874% move. Now Jovine is tracking a tiny company partnered with SpaceX on a historic NASA project. JP Morgan says the SpaceX deal could unlock the next phase of the space economy. Jovine believes this under-the-radar player could be positioned for outsized gains as the space economy expands.tc pixel

Read Dylan Jovine's full report on this space stock now.
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 1,230,307 shares in the last 24 months. This purchase volume represents approximately $24.54M 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.


Related Companies

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.
From Our Partners
Elon Warns "America Will Go Bankrupt". Trump's Plan Inside.
National debt just crossed 40 trillion dollars, and Elon Musk says America is 1,000% going to go bankrupt with...
American Hartford Gold | Sponsoredtc pixel
Small Colorado Company (Backed by Sam Altman) Could Save U.S. Power Grid
A small Colorado company has secured rights to technology that could prevent the U.S. public power grid from c...
Altimetry | Sponsoredtc pixel
Your book is inside
The "Sucker's Bet" Most New Options Traders Fall For Most people who try options lose money the same way. ...
Profits Run | Sponsoredtc pixel
The only 5 stocks that matter
SpaceX's IPO reportedly minted 4,400 new millionaires, and OpenAI is said to be eyeing a 1 trillion dollar IPO...
TradeSmith | Sponsoredtc pixel
How Elon’s Empire Ends (and how to profit)
Marc Chaikin, the 60 year Wall Street veteran whose Chaikin Money Flow indicator sits on every Bloomberg termi...
Chaikin Analytics | Sponsoredtc pixel
How options let you do more with less capital
Would you rather spend $5,000 buying 100 shares of a $50 stock, or control those same 100 shares for a fractio...
Base Camp Trading | Sponsoredtc pixel
My top 3 AI picks for the next decade
Alexander Green bought Apple in 1996, recommended Nvidia at a split-adjusted 66 cents in 2004, and picked up A...
The Oxford Club | Sponsoredtc pixel
Larry's Three-Step Strategy Revealed at The Dollar Trap Summit
Larry unveiled a three-step strategy at last night's Dollar Trap Summit, with no options, futures, or cryptocu...
Brownstone Research | Sponsoredtc pixel