Upland Software, Inc. (UPLD) Institutional Ownership

Ownership Summary

Upland Software, Inc. (NASDAQ:UPLD) currently has 6 active institutional owners and shareholders as of today (December 2025), that have filed 13F forms with the Securities Exchange Commission (SEC).

• Institutional ownership in Upland Software edged down to 7.6% in December 2025, compared to 48.0% in September 2025.
• Institutional share ownership changed by 1.07% QoQ, while the number of institutional owners saw a decrease of 91.89% YoY.
• A review of institutional activity for Upland Software shows 2 of 6 filers increasing their positions, while 3 reduced their stake, and 1 remained unchanged.
• The aggregate institutional position in Upland Software now stands at 2.19Mn shares as of December 2025, after investors increased their holdings (up by 23.28K shares quarter on quarter which is down 12.82Mn 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 6.30% of total outstanding shares.
• Among the most significant buyers of Upland Software during December 2025 were Assenagon Asset Management S.A. (92.53K), First Heartland Consultants, Inc. (2.71K).
• Leading sellers of Upland Software stock in December 2025 included RITHOLTZ WEALTH MANAGEMENT (39.58K), VANGUARD GROUP INC (31.22K), UBS Group AG (1.16K).
• The top 6 institutional holders of Upland Software for the quarter ending December 2025 included VANGUARD GROUP INC (1.81Mn), Assenagon Asset Management S.A. (301.38K), UBS Group AG (49.95K), First Heartland Consultants, Inc. (17.83K), RITHOLTZ WEALTH MANAGEMENT (11.69K), CoreCap Advisors, LLC (505).