Upland Software, Inc. (UPLD) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

27,798,324Shares Outstanding

5,585,471Shares held by institutions

$5,585,471Value of institutional holdings

51.40%Institutional ownership %

-1.80%Shares Changed QoQ

65No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

According to SEC filings for the period ending December 2025, Upland Software, Inc. (NASDAQ:UPLD) is held by 52 institutional firms.

These investors collectively held 46.5% of the company's total shares outstanding in December 2025, down from 49.5% in September 2025.
Quarterly data indicates a -0.02% shift in institutional share volume, and the annual owner count reflects a decrease of 29.73%.
The latest 13F cycle for Upland Software reveals that of 52 total investors, 18 funds grew their exposure, whereas 25 reduced theirs and 9 made no changes.
Collectively, institutional investors decreased their stake in Upland Software to 12.99Mn shares as of December 2025, a change that is down by 2.33K shares quarter on quarter and down 2.02Mn shares year over year.
As of December 31, 2025, VANGUARD GROUP INC held Upland Software's largest shareholding position with over 1.81Mn shares, representing 6.48% of total outstanding shares.
Among the most significant buyers of Upland Software during December 2025 were RBF Capital, LLC (335.91K), Assenagon Asset Management S.A. (92.53K), Russell Investments Group, Ltd. (76.34K), Quadrature Capital Ltd (40.99K), GSA CAPITAL PARTNERS LLP (40.99K).
Leading sellers of Upland Software stock in December 2025 included D. E. Shaw & Co., Inc. (258.95K), NEW SOUTH CAPITAL MANAGEMENT INC (78.17K), ACADIAN ASSET MANAGEMENT LLC (72.60K), TWO SIGMA INVESTMENTS, LP (65.71K), O'SHAUGHNESSY ASSET MANAGEMENT, LLC (65.42K).
The top 10 institutional holders of Upland Software for the quarter ending December 2025 included VANGUARD GROUP INC (1.81Mn), AMERIPRISE FINANCIAL INC (1.34Mn), ACADIAN ASSET MANAGEMENT LLC (1.26Mn), RICE HALL JAMES & ASSOCIATES, LLC (893.70K), NEW SOUTH CAPITAL MANAGEMENT INC (887.09K), RBF Capital, LLC (855.10K), D. E. Shaw & Co., Inc. (848.39K), CastleKnight Management LP (777.20K), BlackRock, Inc. (621.24K), MARSHALL WACE, LLP (472.50K).

52 Institutional Holders

5,585,471 Total Shares Held

Rows:

Download Data

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
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
Squarepoint Ops LLC	31 Dec, 2025	139,197	35,878	34.73%	$199,052.00

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