Upland Software, Inc. (UPLD) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

28,784,856Shares Outstanding
10,516,233Shares held by institutions
$7,409,738Value of institutional holdings
36.53%Institutional ownership %
16.97%Shares Changed QoQ
46No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

Upland Software, Inc. (NASDAQ:UPLD) showed up in the 13F filings of 55 institutional investors as of December 2025.

103 Institutional Holders

10,516,233 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