Upland Software, Inc. (UPLD) Institutional Ownership

Institutions by Trading Activity

30,002,646Shares Outstanding

976,693Shares held by institutions

$1,445,506Value of institutional holdings

85.01%Institutional ownership %

4.26%Shares Changed QoQ

163No. of institutional investors

The institutional landscape for Upland Software, Inc. (NASDAQ:UPLD) includes 2 filers as of the latest reporting cycle ending December 2025.

Institutional ownership in Upland Software edged down to 1.1% in December 2025, compared to 49.5% in September 2025.
On a quarter-over-quarter basis, institutional holdings shifted by 42.53%, with a year-over-year a decrease of 97.30% in the count of filers.
During the quarter, 2 institutions bought more Upland Software shares, 0 sold shares, and 0 of the 2 total investors held their position steady.
The total number of shares held by institutions in Upland Software increased to 319.21K as of December 2025, a net change of up by 95.24K shares quarter on quarter, and down 14.69Mn shares year over year.
As of December 31, 2025, Assenagon Asset Management S.A. held Upland Software's largest shareholding position with over 301.38K shares, representing 1.08% 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).
The top 2 institutional holders of Upland Software for the quarter ending December 2025 included Assenagon Asset Management S.A. (301.38K), First Heartland Consultants, Inc. (17.83K).

976,693 Total Shares Held

Rows:

Owner Name	Date	Shares Held	Change (QoQ)	Change (%)	Value (USD)
VANGUARD GROUP INC	30 Sep, 2025	1,844,507	-9,700	-0.52%	$4,371,482.00
ACADIAN ASSET MANAGEMENT LLC	30 Sep, 2025	1,331,381	0	0.00%	$3,154.00
AMERIPRISE FINANCIAL INC	30 Sep, 2025	1,320,696	128,200	10.75%	$3,130,050.00
D. E. Shaw & Co., Inc.	30 Sep, 2025	1,107,337	-226,028	-16.95%	$2,624,389.00
NEW SOUTH CAPITAL MANAGEMENT INC	30 Sep, 2025	965,263	-27,987	-2.82%	$2,287,673.00
RICE HALL JAMES & ASSOCIATES, LLC	30 Sep, 2025	871,259	-98,655	-10.17%	$2,064,884.00
CastleKnight Management LP	30 Sep, 2025	823,143	-137,400	-14.30%	$1,950,849.00
BlackRock, Inc.	30 Sep, 2025	620,602	-149,799	-19.44%	$1,470,827.00
RBF Capital, LLC	30 Sep, 2025	519,183	0	0.00%	$1,230,464.00
MARSHALL WACE, LLP	30 Sep, 2025	448,648	102,060	29.45%	$1,063,296.00
TWO SIGMA ADVISERS, LP	30 Sep, 2025	384,800	-2,500	-0.65%	$911,976.00
TWO SIGMA INVESTMENTS, LP	30 Sep, 2025	352,699	92,266	35.43%	$835,897.00
GEODE CAPITAL MANAGEMENT, LLC	30 Sep, 2025	278,194	0	0.00%	$659,519.00
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	30 Sep, 2025	277,790	0	0.00%	$658,362.00
RENAISSANCE TECHNOLOGIES LLC	30 Sep, 2025	257,709	-50,599	-16.41%	$610,770.00
Man Group plc	30 Sep, 2025	255,135	-20,775	-7.53%	$604,670.00
Assenagon Asset Management S.A.	30 Sep, 2025	208,849	208,849	0.00%	$494,972.00
Round Rock Advisors, LLC	30 Sep, 2025	188,846	188,846	0.00%	$409,796.00
Russell Investments Group, Ltd.	30 Sep, 2025	186,048	154,298	485.98%	$440,932.00
BRIDGEWAY CAPITAL MANAGEMENT, LLC	30 Sep, 2025	162,600	-32,800	-16.79%	$385,362.00

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