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 |
|---|---|---|---|---|---|
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
Nov 12, 2025 Q3 2025 |
14,543
shares
|
$26,613
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Green Square Capital Advisors LLC
|
Nov 14, 2025 Q3 2025 |
14,411
shares
|
$26,372
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
Nov 12, 2025 Q3 2025 |
13,661
shares
|
$24,999
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
13,500
shares
|
$24,705
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
13,500
shares
|
$24,705
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
11,275
shares
|
$20,633
0.0% of portfolio
|
Q2 2025
Reduced 17.24%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
10,853
shares
|
$19,860
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ajo Vista, LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
10,687
shares
|
$19,557
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
7,244
shares
|
$13,256
0.0% of portfolio
|
Q2 2025
Reduced 82.72%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
4,683
shares
|
$8,569
0.0% of portfolio
|
Q2 2025
Reduced 59.68%
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
Nov 03, 2025 Q3 2025 |
2,527
shares
|
$4,624
0.0% of portfolio
|
Q1 2025
Added 84.45%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
2,500
shares
|
$4,575
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
2,129
shares
|
$3,896
0.0% of portfolio
|
Q3 2025
Reduced 81.45%
|
|
|
Group One Trading, L.P.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
1,728
shares
|
$3,162
0.0% of portfolio
|
Q3 2025
Added 651.3%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 14, 2025 Q3 2025 |
1,000
shares
|
$1,830
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
505
shares
|
$924
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
369
shares
|
$675
0.0% of portfolio
|
Q3 2025
Reduced 90.94%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
276
shares
|
$505
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
206
shares
|
$376
0.0% of portfolio
|
Q3 2025
Reduced 12.71%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
135
shares
|
$247
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
39
shares
|
$71
0.0% of portfolio
|
Q1 2025
Reduced 93.9%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
23
shares
|
$42
0.0% of portfolio
|
Q3 2020
Added 95.65%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
20
shares
|
$36
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 14, 2025 Q3 2025 |
17
shares
|
$31
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Nov 04, 2025 Q3 2025 |
4
shares
|
$7
0.0% of portfolio
|
Q3 2025
Reduced 60.0%
|
|