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 14.3 Million shares, which have been reported (via 13F filing form) to have a value of $26.2 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Victory Capital Management Inc
|
Nov 12, 2025 Q3 2025 |
89,950
shares
|
$164,608
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Heron Bay Capital Management
|
Nov 12, 2025 Q3 2025 |
86,539
shares
|
$158,366
0.04% of portfolio
|
Q3 2025
Reduced 6.54%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
82,031
shares
|
$150,116
0.0% of portfolio
|
Q3 2025
Added 1.88%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Oct 28, 2025 Q3 2025 |
62,390
shares
|
$114,173
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 14, 2025 Q3 2025 |
51,996
shares
|
$95,152
0.0% of portfolio
|
Q3 2025
Reduced 1.17%
|
|
|
Ritholtz Wealth Management
|
Oct 28, 2025 Q3 2025 |
51,269
shares
|
$93,822
0.0% of portfolio
|
Q3 2025
Added 32.01%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
51,116
shares
|
$93,542
0.0% of portfolio
|
Q3 2025
Reduced 74.24%
|
|
|
Boston Partners
Boston, MA |
Nov 13, 2025 Q3 2025 |
50,886
shares
|
$93,121
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
46,916
shares
|
$85,856
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
High Tower Trust Services, Lta
|
Apr 20, 2023 Q1 2023 |
39,279
shares
|
$71,880
0.02% of portfolio
|
Q4 2022
Reduced 0.81%
|
|
|
Hsbc Holdings PLC
London, X0 |
Nov 13, 2025 Q3 2025 |
38,874
shares
|
$71,139
0.0% of portfolio
|
Q4 2024
Reduced 5.85%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
33,724
shares
|
$61,714
0.0% of portfolio
|
Q3 2025
Reduced 48.89%
|
|
|
Barclays PLC
London, X0 |
Nov 12, 2025 Q3 2025 |
30,211
shares
|
$55,286
0.0% of portfolio
|
Q3 2025
Reduced 8.06%
|
|
|
Invesco Ltd.
Atlanta, GA |
Nov 13, 2025 Q3 2025 |
23,670
shares
|
$43,316
0.0% of portfolio
|
Q3 2025
Reduced 50.65%
|
|
|
Price T Rowe Associates Inc
Baltimore, MD |
Nov 14, 2025 Q3 2025 |
23,520
shares
|
$43,041
0.0% of portfolio
|
Q3 2025
Reduced 46.08%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
23,378
shares
|
$42,781
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Brainard Capital Management LLC
Austin, TX |
May 09, 2023 Q1 2023 |
23,378
shares
|
$42,781
0.08% of portfolio
|
Q4 2022
New holding
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 13, 2025 Q3 2025 |
23,378
shares
|
$42,781
0.0% of portfolio
|
Q3 2024
Reduced 3.18%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Nov 10, 2025 Q3 2025 |
22,775
shares
|
$41,678
0.0% of portfolio
|
Q1 2025
Reduced 0.11%
|
|
|
Simplex Trading, LLC
|
Nov 12, 2025 Q3 2025 |
22,357
shares
|
$40,913
0.0% of portfolio
|
Q3 2025
Added 22.03%
|
|
|
Centiva Capital, LP
New York, NY |
Nov 14, 2025 Q3 2025 |
21,834
shares
|
$39,956
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Oct 29, 2025 Q3 2025 |
20,394
shares
|
$37,321
0.01% of portfolio
|
Q3 2025
Reduced 27.72%
|
|
|
Walleye Capital LLC
Plymouth, MN |
Nov 14, 2025 Q3 2025 |
19,353
shares
|
$35,415
0.0% of portfolio
|
Q3 2025
Reduced 69.7%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
16,413
shares
|
$30,035
0.0% of portfolio
|
Q3 2025
Added 34.95%
|
|
|
First Heartland Consultants, Inc.
|
Nov 10, 2025 Q3 2025 |
15,115
shares
|
$27,660
0.0% of portfolio
|
Q3 2025
Added 4.99%
|
|