Upland Software UPLD Institutional Ownership

NASDAQ UPLD

$3.60 -0.06 (-1.52%)

As of: Oct 22, 2026 · 10:58 AM 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

30.48%

▼-3.88 pp QoQ

Shares Held by Institutions

901.42K

of 2.96Mn outstanding

▼-10.65% QoQ

Shares Outstanding

2.96Mn

2.06Mn held outside 13F filers

Institutional Investors

filed 13F for Jun 2026

▼-15 vs prior quarter

Net Shares Added (QoQ)

-107.45K

distributed since last quarter

Value of Holdings

$3.00Mn

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

Updated Oct 10, 2026

Upland Software, Inc. (NASDAQ:UPLD) counted 28 institutional investors among its 13F-reported shareholders for the quarter ended June 30, 2026.

Their combined stake equaled 30.48% of outstanding shares in Q2 2026, down from 34.36% in Q1 2026.
Total holdings of Upland Software shares fell 10.65% from Q1 2026, and the number of holders fell 54.84% from Q2 2025.
Altogether, institutional holders owned 901.42K UPLD shares at the end of Q2 2026, down 107.45K from the prior quarter and down 526.8K from a year earlier.
Ameriprise Financial Inc was the top holder of Upland Software as of June 30, 2026, with 137.92K shares, or 4.66% of shares outstanding.
According to Business Quant data, the leading holders of UPLD for Q2 2026 were Ameriprise Financial Inc (137.92K shares), Vanguard Capital Management LLC (120.38K shares), Acadian Asset Management LLC (112.37K shares), Rice Hall James & Associates, LLC (101.14K shares), CastleKnight Management LP (77.72K shares), BlackRock, Inc. (54.96K shares), D. E. Shaw & Co., Inc. (47.87K shares), RBF Capital, LLC (42.75K shares), Geode Capital Management, LLC (35.84K shares) and Two Sigma Investments, LP (26.79K shares).

Form 13F Holdings

28 Institutional Holders

Report period 30 Jun, 2026

Total shares held 901.42K

Of outstanding 30.48%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	Ameriprise Financial Inc	0000820027	137,919	4.66%	▲137,919	0.00%	$644.08K
2	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	120,376	4.07%	▲120,376	0.00%	$562.16K
3	ACADIAN ASSET MANAGEMENT LLC	0000916542	112,368	3.80%	▲112,368	0.00%	$524
4	RICE HALL JAMES & ASSOCIATES, LLC	0001230765	101,143	3.42%	▲101,143	0.00%	$472.34K
5	CastleKnight Management LP	0001835751	77,720	2.63%	▲77,720	0.00%	$362.95K
6	BlackRock, Inc.	0002012383	54,961	1.86%	▲54,961	0.00%	$256.67K
7	D. E. Shaw & Co., Inc.	0001009207	47,867	1.62%	▲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	1.21%	▲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	0.85%	▲25,265	0.00%	$117.99K
12	RENAISSANCE TECHNOLOGIES LLC	0001037389	24,584	0.83%	▲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	0.39%	▲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

Showing 1 to 20 of 28 holders