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 82 institutions that hold shares in the stock, with a total of 15.1 Million shares, which have been reported (via 13F filing form) to have a value of $29 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Green Square Capital Advisors LLC
|
Apr 21, 2025 Q1 2025 |
14,411
shares
|
$27,669
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
R Squared LTD
Central, K3 |
May 09, 2025 Q1 2025 |
13,510
shares
|
$25,939
0.04% of portfolio
|
Q1 2025
Added 646.41%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
13,500
shares
|
$25,920
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
13,500
shares
|
$25,920
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
First Heartland Consultants, Inc.
|
May 07, 2025 Q1 2025 |
13,240
shares
|
$25,420
0.0% of portfolio
|
Q1 2025
Added 17.51%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
12,275
shares
|
$23,568
0.0% of portfolio
|
Q4 2024
Added 10.98%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
11,940
shares
|
$22,924
0.0% of portfolio
|
Q1 2025
Added 697.06%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
11,477
shares
|
$22,035
0.0% of portfolio
|
Q1 2025
Reduced 18.39%
|
|
|
Sg Americas Securities, LLC
|
Apr 15, 2025 Q1 2025 |
10,897
shares
|
$20,922
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
May 01, 2025 Q1 2025 |
10,783
shares
|
$20,703
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ajo Vista, LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
10,687
shares
|
$20,519
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Legato Capital Management LLC
|
May 06, 2025 Q1 2025 |
10,071
shares
|
$19,336
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
May 08, 2025 Q1 2025 |
2,527
shares
|
$4,851
0.0% of portfolio
|
Q1 2025
Added 84.45%
|
|
|
Russell Investments Group, Ltd.
|
May 13, 2025 Q1 2025 |
1,205
shares
|
$2,313
0.0% of portfolio
|
Q1 2025
Reduced 11.72%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
1,000
shares
|
$1,920
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Group One Trading, L.P.
Chicago, IL |
May 14, 2025 Q1 2025 |
830
shares
|
$1,593
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Apr 15, 2025 Q1 2025 |
300
shares
|
$576
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
276
shares
|
$529
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
236
shares
|
$453
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
135
shares
|
$259
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
39
shares
|
$74
0.0% of portfolio
|
Q1 2025
Reduced 93.9%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
23
shares
|
$44
0.0% of portfolio
|
Q3 2020
Added 95.65%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
20
shares
|
$38
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
18
shares
|
$34
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
May 20, 2025 Q1 2025 |
17
shares
|
$32
0.0% of portfolio
|
Q4 2023
New holding
|