Upland Software UPLD Institutional Ownership

NASDAQ UPLD

$3.57 +0.03 (+0.85%)

As of: Oct 1, 2026 · 11:37 AM EDT

Institutions by Trading Activity

29 Institutions

Increased 29 100.0%

Unchanged 0 0.0%

Reduced 0 0.0%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

30.67%

▼-3.93 pp QoQ

Shares Held by Institutions

901.42K

of 2.94Mn outstanding

▲+901,420,900.21% QoQ

Shares Outstanding

2.94Mn

2.04Mn held outside 13F filers

Institutional Investors

filed 13F for Jun 2026

▼-17 vs prior quarter

Net Shares Added (QoQ)

+901.42K

accumulated since last quarter

Value of Holdings

$3.12Mn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Quarter ending 30 Jun, 2026

Upland Software, Inc. (NASDAQ:UPLD) appears in 29 institutional 13F filings for the quarter ending June 2026.

These investors held 30.7% of outstanding shares in June 2026, down from 34.6% in March 2026.
They increased total shares held in Upland Software by 901420900.21% from last quarter, and the number of investors in UPLD decreased 54.69% annually.
Of these 29 funds, 29 grew their exposure to Upland Software, 0 cut back, and 0 maintained positions.
The aggregate institutional position in Upland Software amounted to 901.42K shares as of June 2026, up by 901.42K shares quarter on quarter, and down 526.8K shares year over year.
Ameriprise Financial Inc holds the largest position in UPLD at 137.92K shares as of June 30, 2026, or 4.69% of shares outstanding.
The largest buyers of Upland Software for the quarter ending June 2026 were Ameriprise Financial Inc (137.92K), VANGUARD CAPITAL MANAGEMENT LLC (120.38K), ACADIAN ASSET MANAGEMENT LLC (112.37K), RICE HALL JAMES & ASSOCIATES, LLC (101.14K), CastleKnight Management LP (77.72K).
According to Business Quant data, leading holders of UPLD for June 2026 are Ameriprise Financial Inc (137.92K), VANGUARD CAPITAL MANAGEMENT LLC (120.38K), ACADIAN ASSET MANAGEMENT LLC (112.37K), RICE HALL JAMES & ASSOCIATES, LLC (101.14K), CastleKnight Management LP (77.72K), BlackRock, Inc. (54.96K), D. E. Shaw & Co., Inc. (47.87K), RBF Capital, LLC (42.75K), GEODE CAPITAL MANAGEMENT, LLC (35.84K), TWO SIGMA INVESTMENTS, LP (26.79K).

Form 13F Holdings

28 Institutional Holders

Report period 30 Jun, 2026

Total shares held 901.42K

Of outstanding 30.67%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	Ameriprise Financial Inc	0000820027	137,919	4.69%	▲137,919	0.00%	$644.08K
2	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	120,376	4.10%	▲120,376	0.00%	$562.16K
3	ACADIAN ASSET MANAGEMENT LLC	0000916542	112,368	3.82%	▲112,368	0.00%	$524
4	RICE HALL JAMES & ASSOCIATES, LLC	0001230765	101,143	3.44%	▲101,143	0.00%	$472.34K
5	CastleKnight Management LP	0001835751	77,720	2.64%	▲77,720	0.00%	$362.95K
6	BlackRock, Inc.	0002012383	54,961	1.87%	▲54,961	0.00%	$256.67K
7	D. E. Shaw & Co., Inc.	0001009207	47,867	1.63%	▲47,867	0.00%	$223.54K
8	RBF Capital, LLC	0001134621	42,754	1.45%	▲42,754	0.00%	$199.66K
9	GEODE CAPITAL MANAGEMENT, LLC	0001214717	35,839	1.22%	▲35,839	0.00%	$167.41K
10	TWO SIGMA INVESTMENTS, LP	0001179392	26,790	0.91%	▲26,790	0.00%	$125.11K
11	Man Group plc	0001637460	25,265	0.86%	▲25,265	0.00%	$117.99K
12	RENAISSANCE TECHNOLOGIES LLC	0001037389	24,584	0.84%	▲24,584	0.00%	$114.81K
13	VANGUARD PORTFOLIO MANAGEMENT LLC	0002100121	23,341	0.79%	▲23,341	0.00%	$109.00K
14	Russell Investments Group, Ltd.	0001692234	21,530	0.73%	▲21,530	0.00%	$100.54K
15	JANE STREET GROUP, LLC	0001595888	15,585	0.53%	▲15,585	0.00%	$72.78K
16	VANGUARD FIDUCIARY TRUST CO	0000933478	14,350	0.49%	▲14,350	0.00%	$67.02K
17	UBS Group AG	0001610520	11,658	0.40%	▲11,658	0.00%	$54.44K
18	Barclays Plc	0000312069	3,164	0.11%	▲3,164	0.00%	$14.78K
19	FMR LLC	0000315066	1,720	0.06%	▲1,720	0.00%	$8.03K
20	Tower Research Capital LLC (TRC)	0001533421	1,002	0.03%	▲1,002	0.00%	$4.68K

Showing 1 to 20 of 28 holders