Upland SoftwareUPLD
13F holders, Q2 2024 (June 30)64holders −16
6new positions
22sold out
4famous investors
$2.49avg. 13F price*
At the end of Q2 2024, 64 institutions reported holding Upland Software Inc. (UPLD) in their 13F filings, down 16 from Q1 2024. 6 opened new positions and 22 sold out. The largest holders were Vanguard Group Inc. ($4.7M), New South Capital Management Inc. ($3.6M) and Acadian Asset Management LLC ($3.3M). 4 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 Israel Englander (0.0% of Millennium 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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $276K |
| Exits | 22 | $5.0M |
All 13F filers, Q1 2024 → Q2 2024: 1,195,572 shares bought and 3,893,138 shares sold, net −2,697,566 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 64 holders
| Vanguard Group Inc. | 0.00% | No change | 1,897,228 | $4.7M |
| New South Capital Management Inc. | 0.16% | Reduce -2.6% | 1,434,822 | $3.6M |
| Acadian Asset Management LLC | 0.01% | No change | 1,331,381 | $3.3M |
| Ameriprise Financial Inc. | 0.00% | Add +1.5% | 1,330,429 | $3.3M |
| CastleKnight Management LP | 0.46% | Add +134.2% | 1,325,309 | $3.3M |
| D. E. Shaw & Co. | 0.00% | Add +4.4% | 1,264,313 | $3.1M |
| Hodges Capital Management Inc. | 0.20% | Reduce -7.6% | 1,224,650 | $3.0M |
| BlackRock Inc. | 0.00% | Reduce -20.7% | 832,862 | $2.1M |
| 272 Capital LP | 0.92% | Reduce -51.6% | 738,421 | $1.8M |
| RBF Capital, LLC | 0.08% | No change | 519,183 | $1.3M |
| Dimensional Fund Advisors LP | 0.00% | Reduce -6.8% | 493,179 | $1.2M |
| Boothbay Fund Management, LLC | 0.04% | Reduce -36.5% | 491,018 | $1.2M |
| Public Employees Retirement System of Ohio | 0.00% | Reduce -7.2% | 411,760 | $1.0M |
| Renaissance Technologies | 0.00% | Add +180.6% | 288,408 | $718K |
| Geode Capital Management, LLC | 0.00% | Reduce -10.9% | 286,484 | $714K |
| Rice Hall James & Associates, LLC | 0.04% | Add +3.7% | 273,575 | $681K |
| Man Group plc | 0.00% | Reduce -12.7% | 268,529 | $669K |
| Royce & Associates LP | 0.01% | No change | 244,100 | $608K |
| Jacobs Levy Equity Management, Inc. | 0.00% | Reduce -48.0% | 209,912 | $523K |
| River Global Investors LLP | 0.14% | Reduce -1.3% | 204,963 | $511K |
| Two Sigma Advisers, LP | 0.00% | Reduce -28.3% | 180,500 | $449K |
| Bridgeway Capital Management, LLC | 0.01% | Add +6.9% | 164,400 | $409K |
| Assenagon Asset Management S.A. | 0.00% | Add +4.2% | 150,219 | $374K |
| Two Sigma Investments, LP | 0.00% | Reduce -14.7% | 120,437 | $300K |
| State Street Corp. | 0.00% | Add +3.9% | 102,051 | $254K |
| Invesco Ltd. | 0.00% | Reduce -11.5% | 99,270 | $247K |
| Millennium Management | 0.00% | Reduce -7.4% | 75,056 | $187K |
| Heron Bay Capital Management | 0.04% | New | 74,114 | $185K |
| Northern Trust Corp. | 0.00% | Reduce -0.7% | 60,764 | $151K |
| Bank of New York Mellon Corp | 0.00% | Reduce -4.1% | 60,735 | $151K |
| FMR LLC | 0.00% | Add +6.0% | 60,492 | $151K |
| Lanark Financial, Inc. | 0.01% | Reduce -4.2% | 57,000 | $141K |
| T. Rowe Price Associates Inc. | 0.00% | No change | 44,000 | $110K |
| Bank of America Corp. | 0.00% | Reduce -5.5% | 43,969 | $109K |
| HSBC Holdings PLC | 0.00% | Reduce -6.0% | 38,874 | $98K |
| Engineers Gate Manager LP | 0.00% | Reduce -16.1% | 35,875 | $89K |
| Barclays PLC | 0.00% | Reduce -2.8% | 32,858 | $82K |
| Mackenzie Financial Corp. | 0.00% | Add +74.6% | 30,191 | $75K |
| Goldman Sachs Group Inc. | 0.00% | Add +166.1% | 28,341 | $71K |
| American Century Companies Inc. | 0.00% | Add +5.3% | 25,627 | $64K |
| Pathstone Holdings, LLC | 0.00% | Add +2.9% | 24,145 | $60K |
| Charles Schwab Investment Management Inc. | 0.00% | No change | 22,775 | $57K |
| Citadel Advisors | 0.00% | Reduce -80.0% | 21,117 | $53K |
| NewEdge Advisors, LLC | 0.00% | New | 19,357 | $48K |
| Jane Street Group, LLC | 0.00% | Reduce -91.8% | 17,413 | $43K |
| Vontobel Holding Ltd. | 0.00% | No change | 17,000 | $42K |
| Morgan Stanley | 0.00% | Reduce -25.5% | 16,195 | $40K |
| Savant Capital, LLC | 0.00% | New | 13,500 | $34K |
| Osaic Holdings, Inc. | 0.00% | Add +8.6% | 12,623 | $31K |
| Pingora Partners LLC | 0.02% | No change | 11,800 | $29K |
| Group One Trading LLC | 0.00% | Reduce -73.8% | 4,228 | $11K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 2,934 | $7K |
| Russell Investments Group, Ltd. | 0.00% | No change | 1,898 | $5K |
| Harbour Investments, Inc. | 0.00% | New | 1,000 | $2K |
| Federated Hermes, Inc. | 0.00% | Reduce -17.6% | 776 | $2K |
| Rhumbline Advisers | 0.00% | Reduce -10.8% | 649 | $2K |
| BNP Paribas Financial Markets | 0.00% | No change | 275 | $685 |
| GPS Wealth Strategies Group, LLC | 0.00% | Add +541.0% | 250 | $623 |
| UBS Group AG | 0.00% | Reduce -99.6% | 52 | $129 |
| Burkett Financial Services, LLC | 0.00% | No change | 50 | $125 |
| Citigroup Inc. | 0.00% | Reduce -99.9% | 39 | $97 |
| Anchor Investment Management, LLC | 0.00% | No change | 17 | $42 |
| Innealta Capital, LLC | 0.00% | New | 14 | $35 |
| Huntington National Bank | 0.00% | No change | 1 | $2 |
"% of holder's portfolio" is UPLD's weight in each manager's 13F, not the share of Upland Software Inc. the manager owns.