Upland Software UPLD Institutional Ownership

NASDAQ UPLD
$3.71 -0.29 (-7.25%)
At close: Sep 4, 2026 · 4:00 PM EDT

Institutions by Trading Activity

28 Institutions
Increased 28 100.0%
Unchanged 0 0.0%
Reduced 0 0.0%

Ownership Statistics

13F · as of 30 Jun, 2026
Institutional Ownership
30.67%
-5.40 pp QoQ
Shares Held by Institutions
901.42K
of 2.94Mn outstanding
+901,419,900.21% QoQ
Shares Outstanding
2.94Mn
2.04Mn held outside 13F filers
Institutional Investors
28
filed 13F for Jun 2026
-18 vs prior quarter
Net Shares Added (QoQ)
+901.42K
accumulated since last quarter
Value of Holdings
$3.34Mn
reported market value

Shares Owned by Institutions

Shares held % of outstanding
Latest
Average ownership
Peak ownership

Shares Purchased/Sold by Institutions

Accumulated Distributed
Latest quarter
Net over range
Accumulating quarters

Ownership Summary

Quarter ending 30 Jun, 2026

Upland Software, Inc. (NASDAQ:UPLD) showed up in the 13F filings of 28 institutional investors as of June 2026.

Form 13F Holdings

28 Institutional Holders

Report period 30 Jun, 2026
Total shares held 901.42K
Of outstanding 30.67%
Download Data
# Institution CIK Shares Held % of Outstanding Change (QoQ) Change (%) Value (USD)
1 Ameriprise Financial Inc 0000820027 137,919 4.69% 137,919 0.00% $644.08K
2 VANGUARD CAPITAL MANAGEMENT LLC 0002100119 120,376 4.10% 120,376 0.00% $562.16K
3 ACADIAN ASSET MANAGEMENT LLC 0000916542 112,368 3.82% 112,368 0.00% $524
4 RICE HALL JAMES & ASSOCIATES, LLC 0001230765 101,143 3.44% 101,143 0.00% $472.34K
5 CastleKnight Management LP 0001835751 77,720 2.64% 77,720 0.00% $362.95K
6 BlackRock, Inc. 0002012383 54,961 1.87% 54,961 0.00% $256.67K
7 D. E. Shaw & Co., Inc. 0001009207 47,867 1.63% 47,867 0.00% $223.54K
8 RBF Capital, LLC 0001134621 42,754 1.45% 42,754 0.00% $199.66K
9 GEODE CAPITAL MANAGEMENT, LLC 0001214717 35,839 1.22% 35,839 0.00% $167.41K
10 TWO SIGMA INVESTMENTS, LP 0001179392 26,790 0.91% 26,790 0.00% $125.11K
11 Man Group plc 0001637460 25,265 0.86% 25,265 0.00% $117.99K
12 RENAISSANCE TECHNOLOGIES LLC 0001037389 24,584 0.84% 24,584 0.00% $114.81K
13 VANGUARD PORTFOLIO MANAGEMENT LLC 0002100121 23,341 0.79% 23,341 0.00% $109.00K
14 Russell Investments Group, Ltd. 0001692234 21,530 0.73% 21,530 0.00% $100.54K
15 JANE STREET GROUP, LLC 0001595888 15,585 0.53% 15,585 0.00% $72.78K
16 VANGUARD FIDUCIARY TRUST CO 0000933478 14,350 0.49% 14,350 0.00% $67.02K
17 UBS Group AG 0001610520 11,658 0.40% 11,658 0.00% $54.44K
18 Barclays Plc 0000312069 3,164 0.11% 3,164 0.00% $14.78K
19 FMR LLC 0000315066 1,720 0.06% 1,720 0.00% $8.03K
20 Tower Research Capital LLC (TRC) 0001533421 1,002 0.03% 1,002 0.00% $4.68K