Upland SoftwareUPLD
13F holders, Q1 2024 (March 31)80holders
5famous investors
$3.09avg. 13F price*
At the end of Q1 2024, 80 institutions reported holding Upland Software Inc. (UPLD) in their 13F filings. The largest holders were Vanguard Group Inc. ($5.9M), 272 Capital LP ($4.7M) and New South Capital Management Inc. ($4.6M). 5 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Upland Software Inc.
- CUSIP
- 91544A109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $253K |
| Exits | 18 | $5.3M |
Ownership 80 holders
| Vanguard Group Inc. | 0.00% | No change | 1,897,228 | $5.9M |
| 272 Capital LP | 1.89% | Reduce -8.7% | 1,525,783 | $4.7M |
| New South Capital Management Inc. | 0.19% | Reduce -3.3% | 1,473,037 | $4.6M |
| Acadian Asset Management LLC | 0.01% | No change | 1,331,381 | $4.1M |
| Hodges Capital Management Inc. | 0.26% | Reduce -66.7% | 1,325,513 | $4.1M |
| Ameriprise Financial Inc. | 0.00% | Add +4.0% | 1,310,973 | $4.1M |
| D. E. Shaw & Co. | 0.01% | Reduce -4.5% | 1,211,541 | $3.7M |
| BlackRock Inc. | 0.00% | Reduce -1.1% | 1,050,243 | $3.2M |
| Boothbay Fund Management, LLC | 0.07% | Reduce -11.0% | 773,025 | $2.4M |
| First Eagle Investment Management, LLC | 0.00% | Reduce -29.1% | 594,819 | $1.8M |
| CastleKnight Management LP | 0.26% | Reduce -10.1% | 565,845 | $1.7M |
| Dimensional Fund Advisors LP | 0.00% | Add +9.9% | 528,976 | $1.6M |
| RBF Capital, LLC | 0.09% | Add +6.1% | 519,183 | $1.6M |
| Public Employees Retirement System of Ohio | 0.01% | Reduce -14.1% | 443,677 | $1.4M |
| Jacobs Levy Equity Management, Inc. | 0.01% | Reduce -10.8% | 403,307 | $1.2M |
| Geode Capital Management, LLC | 0.00% | Add +0.3% | 321,576 | $994K |
| Man Group plc | 0.00% | Add +44.0% | 307,663 | $951K |
| Rice Hall James & Associates, LLC | 0.05% | Reduce -31.5% | 263,820 | $815K |
| Susquehanna International Group, LLP | 0.00% | Add +110.9% | 259,361 | $801K |
| Two Sigma Advisers, LP | 0.00% | Reduce -17.3% | 251,700 | $778K |
| Royce & Associates LP | 0.01% | No change | 244,100 | $754K |
| Victory Capital Management Inc. | 0.00% | No change | 237,037 | $732K |
| Jane Street Group, LLC | 0.00% | Add +45.8% | 211,865 | $655K |
| River Global Investors LLP | 0.16% | Reduce -1.1% | 207,620 | $641K |
| Bridgeway Capital Management, LLC | 0.01% | Add +53.3% | 153,800 | $475K |
| Assenagon Asset Management S.A. | 0.00% | Reduce -64.5% | 144,201 | $446K |
| Two Sigma Investments, LP | 0.00% | Reduce -31.1% | 141,119 | $436K |
| Invesco Ltd. | 0.00% | Add +78.1% | 112,144 | $347K |
| Citadel Advisors | 0.00% | Reduce -41.9% | 105,375 | $326K |
| Renaissance Technologies | 0.00% | Add +48.3% | 102,791 | $318K |
| State Street Corp. | 0.00% | Reduce -2.8% | 98,251 | $304K |
| AQR Capital Management | 0.00% | Reduce -70.3% | 95,266 | $294K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -4.8% | 81,700 | $252K |
| Millennium Management | 0.00% | Reduce -62.2% | 81,076 | $251K |
| Citigroup Inc. | 0.00% | Reduce -63.4% | 65,516 | $202K |
| Bank of New York Mellon Corp | 0.00% | Reduce -7.8% | 63,306 | $196K |
| Northern Trust Corp. | 0.00% | Reduce -10.0% | 61,220 | $189K |
| Thrivent Financial for Lutherans | 0.00% | No change | 61,187 | $189K |
| Lanark Financial, Inc. | 0.02% | Reduce -4.8% | 59,500 | $183K |
| FMR LLC | 0.00% | Reduce -10.3% | 57,082 | $176K |
| State of Wisconsin Investment Board | 0.00% | Reduce -40.1% | 51,600 | $159K |
| Bank of America Corp. | 0.00% | Reduce -70.2% | 46,533 | $144K |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -8.1% | 44,000 | $136K |
| Engineers Gate Manager LP | 0.00% | Reduce -31.7% | 42,739 | $132K |
| HSBC Holdings PLC | 0.00% | No change | 41,368 | $128K |
| Bank of Montreal | 0.00% | New | 41,000 | $127K |
| JPMorgan Chase & Co. | 0.00% | Reduce -58.8% | 39,889 | $123K |
| Cubist Systematic Strategies, LLC | 0.00% | Add +38.2% | 34,063 | $105K |
| Barclays PLC | 0.00% | Reduce -49.0% | 33,787 | $104K |
| Walleye Capital LLC | 0.00% | Reduce -28.1% | 33,172 | $103K |
| American Century Companies Inc. | 0.00% | Add +9.5% | 24,342 | $75K |
| Pathstone Holdings, LLC | 0.00% | Reduce -3.8% | 23,469 | $73K |
| Charles Schwab Investment Management Inc. | 0.00% | No change | 22,775 | $70K |
| Morgan Stanley | 0.00% | Reduce -67.2% | 21,736 | $67K |
| Mackenzie Financial Corp. | 0.00% | Add +53.6% | 17,293 | $53K |
| Vontobel Holding Ltd. | 0.00% | No change | 17,000 | $53K |
| Group One Trading LLC | 0.00% | Reduce -53.6% | 16,108 | $50K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | New | 11,946 | $48K |
| State Board of Administration of Florida Retirement System | 0.00% | New | 10,984 | $47K |
| Steel Grove Capital Advisors, LLC | 0.01% | No change | 14,411 | $45K |
| Point72 Asia (Singapore) Pte. Ltd. | 0.01% | Add +922.6% | 13,141 | $41K |
| Oxford Asset Management LLP | 0.04% | Add +1.9% | 12,625 | $39K |
| First Dallas Securities Inc. | 0.02% | Reduce -71.3% | 12,500 | $39K |
| UBS Group AG | 0.00% | Add +204.2% | 12,492 | $39K |
| Pingora Partners LLC | 0.03% | No change | 11,800 | $36K |
| Osaic Holdings, Inc. | 0.00% | No change | 11,623 | $36K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -5.1% | 10,650 | $33K |
| Wolverine Trading, LLC | 0.00% | New | 10,024 | $31K |
| Catalyst Funds Management Pty Ltd | 0.01% | — | 7,200 | $22K |
| Quantbot Technologies LP | 0.00% | Reduce -12.5% | 3,494 | $11K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -1.4% | 1,898 | $6K |
| Federated Hermes, Inc. | 0.00% | Add +124.8% | 942 | $3K |
| Rhumbline Advisers | 0.00% | No change | 728 | $2K |
| BNP Paribas Financial Markets | 0.00% | Reduce -5.2% | 275 | $850 |
| Wells Fargo & Company | 0.00% | Add +1.4% | 223 | $689 |
| Burkett Financial Services, LLC | 0.00% | Reduce -50.0% | 50 | $155 |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 39 | $121 |
| Anchor Investment Management, LLC | 0.00% | No change | 17 | $53 |
| Huntington National Bank | 0.00% | No change | 1 | $3 |
| Simplex Trading, LLC | 0.00% | Reduce -98.3% | 229 | $0 |
"% of holder's portfolio" is UPLD's weight in each manager's 13F, not the share of Upland Software Inc. the manager owns.