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Upland Software (UPLD) Institutional Ownership

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$4.74 -0.14 (-2.87%)
Closing price 04:00 PM Eastern
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$4.74 0.00 (-0.11%)
As of 04:10 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)
$24.54M
Number of
Institutional Sellers
(last 12 months)
13
Total
Institutional Outflows
(last 12 months)
$11.34M
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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
5/15/2026 Rice Hall James & Associates LLC974,448$649K0.0%+9.0%3.319%
4/20/2026 Assenagon Asset Management S.A.125,366$83K0.0%-58.4%0.431%
2/18/2026 XTX Topco Ltd38,990$56K0.0%N/A0.135%
2/18/2026 Quadrature Capital Ltd40,987$59K0.0%N/A0.142%
2/18/2026 CastleKnight Management LP777,201$1.11M0.0%-5.6%2.690%
2/17/2026 Russell Investments Group Ltd.262,389$375K0.0%+41.0%0.908%
2/17/2026 RBF Capital LLC427,548$611K0.0%-17.6%1.480%
2/17/2026 Rice Hall James & Associates LLC893,697$1.28M0.1%+2.6%3.093%
2/16/2026 Squarepoint Ops LLC139,197$199K0.0%+34.7%0.482%
2/13/2026 Marshall Wace LLP472,503$676K0.0%+5.3%1.636%
2/12/2026 New South Capital Management Inc.887,094$1.27M0.1%-8.1%3.071%
2/12/2026 Renaissance Technologies LLC234,091$335K0.0%-9.2%0.810%
2/10/2026 Goldman Sachs Group Inc.103,825$148K0.0%+15.1%0.359%
1/9/2026 Assenagon Asset Management S.A.301,377$431K0.0%+44.3%1.043%
11/17/2025 Centiva Capital LP21,834$52K0.0%N/A0.076%
11/17/2025 Bank of America Corp DE33,724$80K0.0%-48.9%0.117%
11/17/2025 Ameriprise Financial Inc.1,320,696$3.13M0.0%+10.8%4.571%
11/14/2025 Man Group plc255,135$605K0.0%-7.5%0.883%
11/14/2025 Two Sigma Investments LP352,699$836K0.0%+35.4%1.221%
11/14/2025 Bridgeway Capital Management LLC162,600$385K0.0%-16.8%0.563%
11/14/2025 Squarepoint Ops LLC103,319$245K0.0%+21.1%0.358%
11/13/2025 Boston Partners50,886$121K0.0%N/A0.176%
11/13/2025 Russell Investments Group Ltd.186,048$441K0.0%+486.0%0.644%
11/13/2025 Dynamic Technology Lab Private Ltd14,543$34K0.0%N/A0.050%
11/12/2025 Heron Bay Capital Management86,539$205K0.0%-6.5%0.301%
11/12/2025 Dimensional Fund Advisors LP13,661$32K0.0%N/A0.047%
11/12/2025 Victory Capital Management Inc.89,950$213K0.0%N/A0.313%
11/7/2025 GSA 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%
11/6/2025 New South Capital Management Inc.965,263$2.29M0.1%-2.8%3.355%
10/29/2025 Inspire Advisors LLC20,394$48K0.0%-27.7%0.071%
10/28/2025 Ritholtz Wealth Management51,269$122K0.0%+32.0%0.178%
10/16/2025 Rice Hall James & Associates LLC871,259$2.07M0.1%-10.2%3.028%
10/7/2025 Assenagon Asset Management S.A.208,849$495K0.0%N/A0.726%
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%
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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%
5/19/2025Jane 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%
2/11/2025Prudential Financial Inc.21,950$95K0.0%N/A0.080%
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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%
11/16/2024Geode Capital Management LLC273,917$682K0.0%-4.4%0.998%


UPLD Institutional Ownership - Frequently Asked Questions

During the previous two years, 61 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 13 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), Rice Hall James & Associates LLC ($98.66K), RBF Capital LLC ($91.64K), GSA Capital Partners LLP ($48.34K), CastleKnight Management LP ($45.94K), and Bridgeway Capital Management LLC ($32.80K).

Institutional investors have sold a total of 699,764 shares in the last 24 months. This volume of shares sold represents approximately $11.34M 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 5/15/2026. New 13F filings are added each quarter as they're published.
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