Upland Software, Inc. (UPLD) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

28,784,856Shares Outstanding

13,174,337Shares held by institutions

$8,854,472Value of institutional holdings

45.77%Institutional ownership %

0.12%Shares Changed QoQ

55No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

Upland Software, Inc. (NASDAQ:UPLD) is held by 55 institutional investors per 13F filings through December 2025.

Their combined ownership stood at 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.
Of these 55 funds, 18 grew their exposure to Upland Software, 27 cut back, and 10 maintained positions.
In total, institutional investors held 13.03Mn shares in Upland Software as of December 2025, down by 63.85K shares quarter on quarter, and down 2.18Mn shares year over year.
As of December 31, 2025, the biggest holder of Upland Software is VANGUARD GROUP INC at 1.81Mn shares, representing 6.3% of shares outstanding.
The biggest buyers of Upland Software for the quarter ending December 2025 included RBF Capital, LLC (335.91K), Goldman Sachs Group Inc (117.41K), Assenagon Asset Management S.A. (92.53K), Russell Investments Group, Ltd. (76.34K), Quadrature Capital Ltd (40.99K).
Top sellers of UPLD stock for the quarter ending December 2025 included D. E. Shaw & Co., Inc. (258.95K), NEW SOUTH CAPITAL MANAGEMENT INC (78.17K), ACADIAN ASSET MANAGEMENT LLC (72.6K), TWO SIGMA INVESTMENTS, LP (65.71K), O'SHAUGHNESSY ASSET MANAGEMENT, LLC (65.42K).
Business Quant data shows the 10 biggest positions in Upland Software as of December 2025 are held by VANGUARD GROUP INC (1.81Mn), Ameriprise Financial Inc (1.34Mn), ACADIAN ASSET MANAGEMENT LLC (1.26Mn), RICE HALL JAMES & ASSOCIATES, LLC (893.7K), NEW SOUTH CAPITAL MANAGEMENT INC (887.09K), RBF Capital, LLC (855.1K), D. E. Shaw & Co., Inc. (848.39K), CastleKnight Management LP (777.2K), BlackRock, Inc. (621.24K), MARSHALL WACE, LLP (472.5K).

55 Institutional Holders

13,174,337 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
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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