Upland Software, Inc. (UPLD) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

28,784,856Shares Outstanding
13,031,638Shares held by institutions
$8,473,171Value of institutional holdings
45.27%Institutional ownership %
-0.49%Shares Changed QoQ
55No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

Upland Software, Inc. (NASDAQ:UPLD) has 55 institutional investors with active 13F positions as of December 2025.

103 Institutional Holders

13,031,638 Total Shares Held
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 1,355,641 15,448 1.15% $902,857.00
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
ACADIAN ASSET MANAGEMENT LLC 31 Dec, 2025 1,211,465 -47,313 -3.76% $806.00
VANGUARD CAPITAL MANAGEMENT LLC 31 Dec, 2025 1,203,774 1,203,774 0.00% $801,713.00
RICE HALL JAMES & ASSOCIATES, LLC 31 Dec, 2025 974,448 80,751 9.04% $648,982.00
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 0 0.00% $569,494.00
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
CastleKnight Management LP 31 Dec, 2025 777,201 0 0.00% $517,616.00
D. E. Shaw & Co., Inc. 31 Dec, 2025 658,110 -190,278 -22.43% $438,301.00
BlackRock, Inc. 31 Dec, 2025 624,539 3,303 0.53% $415,943.00
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
GEODE CAPITAL MANAGEMENT, LLC 31 Dec, 2025 450,094 171,955 61.82% $299,817.00
TWO SIGMA INVESTMENTS, LP 31 Dec, 2025 412,114 125,125 43.60% $274,468.00