Institutional Ownership Upland Software, Inc. (UPLD)
This table provides information about the institutional ownership of Upland Software, Inc. (UPLD). We have compiled data on the 77 institutions that hold shares in the stock, with a total of 14.6 Million shares, which have been reported (via 13F filing form) to have a value of $41.3 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vanguard Group Inc
Valley Forge, PA |
Aug 11, 2025 Q2 2025 |
1,854,207
shares
|
$5.19 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.14%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Aug 14, 2025 Q2 2025 |
1,333,365
shares
|
$3.73 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.17%
|
|
|
Acadian Asset Management LLC
Boston, MA |
Aug 07, 2025 Q2 2025 |
1,331,381
shares
|
$3.73 Million
0.01% of portfolio
|
Q3 2023
Added 3.38%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
1,192,496
shares
|
$3.34 Million
0.0% of portfolio
|
Q2 2025
Reduced 9.01%
|
|
|
New South Capital Management Inc
Memphis, TN |
Aug 13, 2025 Q2 2025 |
993,250
shares
|
$2.78 Million
0.11% of portfolio
|
Q2 2025
Reduced 15.61%
|
|
|
Rice Hall James & Associates, LLC
|
Aug 11, 2025 Q2 2025 |
969,914
shares
|
$2.72 Million
0.11% of portfolio
|
Q2 2025
Added 5.44%
|
|
|
Castle Knight Management LP
New York, NY |
Aug 14, 2025 Q2 2025 |
960,543
shares
|
$2.69 Million
0.06% of portfolio
|
Q1 2025
Reduced 5.84%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
832,862
shares
|
$2.33 Million
0.0% of portfolio
|
Q2 2024
Reduced 20.7%
|
|
|
Rbf Capital, LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
519,183
shares
|
$1.45 Million
0.05% of portfolio
|
Q1 2024
Added 6.13%
|
|
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
Aug 14, 2025 Q2 2025 |
387,300
shares
|
$1.08 Million
0.0% of portfolio
|
Q2 2025
Reduced 9.23%
|
|
|
Marshall Wace, LLP
London, X0 |
Aug 13, 2025 Q2 2025 |
346,588
shares
|
$970,446
0.0% of portfolio
|
Q2 2025
Reduced 11.46%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Aug 13, 2025 Q2 2025 |
308,308
shares
|
$863,262
0.0% of portfolio
|
Q2 2025
Added 7.72%
|
|
|
Geode Capital Management, LLC
Boston, MA |
Aug 08, 2025 Q2 2025 |
278,194
shares
|
$778,943
0.0% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Public Employees Retirement System Of Ohio
Columbus, OH |
Jul 15, 2025 Q2 2025 |
277,790
shares
|
$777,812
0.0% of portfolio
|
Q1 2025
Reduced 26.84%
|
|
|
Man Group PLC
London, X0 |
Aug 14, 2025 Q2 2025 |
275,910
shares
|
$772,548
0.0% of portfolio
|
Q2 2025
Reduced 14.05%
|
|
|
Two Sigma Investments, LP
New York, NY |
Aug 14, 2025 Q2 2025 |
260,433
shares
|
$729,212
0.0% of portfolio
|
Q2 2025
Reduced 14.74%
|
|
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
Aug 13, 2025 Q2 2025 |
203,773
shares
|
$570,564
0.0% of portfolio
|
Q2 2025
Reduced 1.67%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
198,452
shares
|
$555,665
0.0% of portfolio
|
Q2 2025
Added 358.8%
|
|
|
Bridgeway Capital Management, LLC
Houston, TX |
Aug 14, 2025 Q2 2025 |
195,400
shares
|
$547,120
0.01% of portfolio
|
Q1 2025
Reduced 18.99%
|
|
|
Globeflex Capital L P
San Diego, CA |
Aug 14, 2025 Q2 2025 |
188,616
shares
|
$528,124
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Monarch Partners Asset Management LLC
|
Feb 02, 2023 Q4 2022 |
180,627
shares
|
$505,755
0.39% of portfolio
|
Q4 2022
Added 0.73%
|
|
|
Gsa Capital Partners LLP
London, X0 |
Jul 22, 2025 Q2 2025 |
169,940
shares
|
$475,831
0.02% of portfolio
|
Q2 2025
Added 32.44%
|
|
|
State Street Corp
Boston, MA |
Aug 14, 2025 Q2 2025 |
109,951
shares
|
$307,862
0.0% of portfolio
|
Q4 2024
Added 7.74%
|
|
|
Heron Bay Capital Management
|
Aug 12, 2025 Q2 2025 |
92,593
shares
|
$259,260
0.04% of portfolio
|
Q2 2025
Reduced 2.72%
|
|
|
Squarepoint Ops LLC
New York, NY |
Aug 27, 2025 Q2 2025 |
85,285
shares
|
$238,797
0.0% of portfolio
|
Q2 2025
New holding
|