Upland Software, Inc. (UPLD) Institutional Ownership

Institutions by Trading Activity

28,784,856Shares Outstanding

13,264,668Shares held by institutions

$8,340,823Value of institutional holdings

46.08%Institutional ownership %

-0.62%Shares Changed QoQ

56No. of institutional investors

Upland Software, Inc. (NASDAQ:UPLD) showed up in the 13F filings of 55 institutional investors as of December 2025.

These investors held 45.3% of outstanding shares in December 2025, down from 48.2% in September 2025.
Their total shares held in UPLD decreased -0.49% quarter over quarter, and separately, investors owning Upland Software decreased 25.68% from a year ago.
Activity in UPLD broke down as 18 buyers, 27 sellers, and 10 unchanged among 55 total holders.
Combined, these investors held 13.03Mn shares in UPLD for December 2025, down by 63.85K shares quarter on quarter, and down 2.18Mn shares year over year.
Assenagon Asset Management S.A. leads ownership in UPLD with 125.37K shares as of December 31, 2025, equal to 0.44% of outstanding shares.
The most significant purchases of UPLD for the quarter ending December 2025 came from First Heartland Consultants, Inc. (2.18K).
Top sellers of UPLD stock for the quarter ending December 2025 included Assenagon Asset Management S.A. (176.01K).
Per Business Quant data, the top 3 holders of Upland Software for the quarter ending December 2025 are Assenagon Asset Management S.A. (125.37K), First Heartland Consultants, Inc. (20.0K), CoreCap Advisors, LLC (505).

13,264,668 Total Shares Held

Rows:

Owner Name	Date	Shares Held	Change (QoQ)	Change (%)	Value (USD)
VANGUARD GROUP INC	31 Dec, 2025	1,813,288	-31,219	-1.69%	$2,593,002.00
Ameriprise Financial Inc	31 Dec, 2025	1,340,193	19,497	1.48%	$1,916,476.00
ACADIAN ASSET MANAGEMENT LLC	31 Dec, 2025	1,258,778	-72,603	-5.45%	$1,798.00
RICE HALL JAMES & ASSOCIATES, LLC	31 Dec, 2025	893,697	22,438	2.58%	$1,277,987.00
NEW SOUTH CAPITAL MANAGEMENT INC	31 Dec, 2025	887,094	-78,169	-8.10%	$1,268,544.00
RBF Capital, LLC	31 Dec, 2025	855,096	335,913	64.70%	$1,222,788.00
D. E. Shaw & Co., Inc.	31 Dec, 2025	848,388	-258,949	-23.38%	$1,213,195.00
CastleKnight Management LP	31 Dec, 2025	777,201	-45,942	-5.58%	$1,111,397.00
BlackRock, Inc.	31 Dec, 2025	621,236	634	0.10%	$888,367.00
MARSHALL WACE, LLP	31 Dec, 2025	472,503	23,855	5.32%	$675,680.00
TWO SIGMA ADVISERS, LP	31 Dec, 2025	335,300	-49,500	-12.86%	$479,479.00
Assenagon Asset Management S.A.	31 Dec, 2025	301,377	92,528	44.30%	$430,969.00
TWO SIGMA INVESTMENTS, LP	31 Dec, 2025	286,989	-65,710	-18.63%	$410,394.00
GEODE CAPITAL MANAGEMENT, LLC	31 Dec, 2025	278,139	-55	-0.02%	$397,852.00
Russell Investments Group, Ltd.	31 Dec, 2025	262,389	76,341	41.03%	$375,213.00
Man Group plc	31 Dec, 2025	260,590	5,455	2.14%	$372,644.00
RENAISSANCE TECHNOLOGIES LLC	31 Dec, 2025	234,091	-23,618	-9.16%	$334,750.00
Goldman Sachs Group Inc	31 Dec, 2025	207,650	117,410	130.11%	$296,940.00
GSA CAPITAL PARTNERS LLP	31 Dec, 2025	162,586	40,986	33.71%	$232.00
BRIDGEWAY CAPITAL MANAGEMENT, LLC	31 Dec, 2025	155,600	-7,000	-4.31%	$222,508.00

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