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 $40.8 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
13,500
shares
|
$32,400
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
13,500
shares
|
$32,400
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
12,162
shares
|
$29,188
0.0% of portfolio
|
Q2 2025
Added 1.86%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
11,477
shares
|
$27,544
0.0% of portfolio
|
Q1 2025
Reduced 18.39%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
11,275
shares
|
$27,060
0.0% of portfolio
|
Q2 2025
Reduced 17.24%
|
|
|
Ajo Vista, LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
10,687
shares
|
$25,648
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
American Century Companies Inc
Kansas City, MO |
Aug 12, 2025 Q2 2025 |
10,520
shares
|
$25,248
0.0% of portfolio
|
Q2 2025
Reduced 45.4%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
7,244
shares
|
$17,385
0.0% of portfolio
|
Q2 2025
Reduced 82.72%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
4,071
shares
|
$9,770
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
Aug 13, 2025 Q2 2025 |
2,527
shares
|
$6,064
0.0% of portfolio
|
Q1 2025
Added 84.45%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
1,888
shares
|
$4,531
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
276
shares
|
$662
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
236
shares
|
$566
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Group One Trading, L.P.
Chicago, IL |
Aug 13, 2025 Q2 2025 |
230
shares
|
$552
0.0% of portfolio
|
Q2 2025
Reduced 72.29%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
135
shares
|
$324
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
96
shares
|
$230
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
39
shares
|
$93
0.0% of portfolio
|
Q1 2025
Reduced 93.9%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
23
shares
|
$55
0.0% of portfolio
|
Q3 2020
Added 95.65%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
20
shares
|
$48
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Aug 19, 2025 Q2 2025 |
17
shares
|
$40
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Aug 07, 2025 Q2 2025 |
10
shares
|
$24
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
1
shares
|
$2
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|