Upland SoftwareUPLD
13F holders, Q3 2024 (September 30)69holders +5
9new positions
5sold out
4famous investors
$2.49avg. 13F price*
At the end of Q3 2024, 69 institutions reported holding Upland Software Inc. (UPLD) in their 13F filings, up 5 from Q2 2024. 9 opened new positions and 5 sold out. The largest holders were Vanguard Group Inc. ($4.7M), New South Capital Management Inc. ($3.6M) and Ameriprise Financial Inc. ($3.4M). 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $506K |
| Exits | 5 | $137K |
All 13F filers, Q2 2024 → Q3 2024: 758,916 shares bought and 1,829,976 shares sold, net −1,071,060 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 69 holders
| Vanguard Group Inc. | 0.00% | No change | 1,897,228 | $4.7M |
| New South Capital Management Inc. | 0.15% | Reduce -0.1% | 1,433,785 | $3.6M |
| Ameriprise Financial Inc. | 0.00% | Add +2.1% | 1,359,021 | $3.4M |
| CastleKnight Management LP | 0.40% | Add +0.6% | 1,333,295 | $3.3M |
| Acadian Asset Management LLC | 0.01% | No change | 1,331,381 | $3.3M |
| D. E. Shaw & Co. | 0.00% | Reduce -9.3% | 1,146,394 | $2.9M |
| BlackRock, Inc. | 0.00% | — | 716,294 | $1.8M |
| Rice Hall James & Associates, LLC | 0.08% | Add +115.4% | 589,226 | $1.5M |
| Kent Lake PR LLC | 0.55% | — | 559,579 | $1.4M |
| 272 Capital LP | 0.77% | Reduce -26.7% | 541,018 | $1.3M |
| RBF Capital, LLC | 0.07% | No change | 519,183 | $1.3M |
| Boothbay Fund Management, LLC | 0.04% | No change | 491,018 | $1.2M |
| Public Employees Retirement System of Ohio | 0.00% | Reduce -0.7% | 408,860 | $1.0M |
| Dimensional Fund Advisors LP | 0.00% | Reduce -39.2% | 300,033 | $747K |
| Man Group plc | 0.00% | Add +11.2% | 298,643 | $744K |
| Renaissance Technologies | 0.00% | Add +1.3% | 292,124 | $727K |
| Geode Capital Management, LLC | 0.00% | Reduce -4.4% | 273,917 | $682K |
| Jacobs Levy Equity Management, Inc. | 0.00% | Add +21.8% | 255,617 | $636K |
| Royce & Associates LP | 0.01% | No change | 244,100 | $608K |
| River Global Investors LLP | 0.11% | Reduce -0.5% | 204,050 | $507K |
| Two Sigma Advisers, LP | 0.00% | Add +8.9% | 196,500 | $489K |
| Bridgeway Capital Management, LLC | 0.01% | No change | 164,400 | $409K |
| Two Sigma Investments, LP | 0.00% | Add +26.5% | 152,343 | $379K |
| Assenagon Asset Management S.A. | 0.00% | No change | 150,219 | $374K |
| Hodges Capital Management Inc. | 0.02% | Reduce -91.4% | 105,869 | $264K |
| State Street Corp. | 0.00% | No change | 102,051 | $254K |
| Invesco Ltd. | 0.00% | Add +0.4% | 99,702 | $248K |
| Kennedy Capital Management LLC | 0.01% | New | 99,488 | $248K |
| Heron Bay Capital Management | 0.04% | Add +6.5% | 78,906 | $196K |
| FMR LLC | 0.00% | Add +30.0% | 78,626 | $196K |
| Millennium Management | 0.00% | Reduce -8.0% | 69,027 | $172K |
| Northern Trust Corp. | 0.00% | Reduce -7.0% | 56,504 | $141K |
| Bank of New York Mellon Corp | 0.00% | Reduce -23.0% | 46,745 | $116K |
| T. Rowe Price Associates Inc. | 0.00% | No change | 44,000 | $110K |
| Bank of America Corp. | 0.00% | Reduce -1.0% | 43,531 | $108K |
| HSBC Holdings PLC | 0.00% | Add +6.2% | 41,290 | $103K |
| Citadel Advisors | 0.00% | Add +79.7% | 37,945 | $94K |
| Marshall Wace, LLP | 0.00% | New | 35,814 | $89K |
| UBS Group AG | 0.00% | Add +63126.9% | 32,878 | $82K |
| Barclays PLC | 0.00% | No change | 32,858 | $82K |
| Pathstone Holdings, LLC | 0.00% | Reduce -3.2% | 23,378 | $58K |
| Engineers Gate Manager LP | 0.00% | Reduce -35.6% | 23,096 | $58K |
| Charles Schwab Investment Management Inc. | 0.00% | No change | 22,775 | $57K |
| XTX Topco Ltd | 0.00% | New | 17,318 | $43K |
| Vontobel Holding Ltd. | 0.00% | No change | 17,000 | $42K |
| Lanark Financial, Inc. | 0.00% | Reduce -73.7% | 15,000 | $37K |
| Steel Grove Capital Advisors, LLC | 0.01% | New | 14,411 | $37K |
| Savant Capital, LLC | 0.00% | No change | 13,500 | $34K |
| Osaic Holdings, Inc. | 0.00% | Add +5.2% | 13,273 | $33K |
| Mackenzie Financial Corp. | 0.00% | Reduce -56.1% | 13,241 | $33K |
| Jane Street Group, LLC | 0.00% | Reduce -24.2% | 13,199 | $33K |
| Dynamic Technology Lab Private Ltd | 0.00% | New | 12,344 | $31K |
| First Heartland Consultants, Inc. | 0.00% | New | 12,086 | $30K |
| Pingora Partners LLC | 0.02% | No change | 11,800 | $29K |
| Morgan Stanley | 0.00% | Reduce -32.4% | 10,954 | $27K |
| AJOVista, LLC | 0.11% | New | 10,687 | $27K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -13.0% | 1,652 | $4K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -53.0% | 1,380 | $3K |
| NewEdge Advisors, LLC | 0.00% | Reduce -93.2% | 1,308 | $3K |
| Harbour Investments, Inc. | 0.00% | No change | 1,000 | $2K |
| Federated Hermes, Inc. | 0.00% | No change | 776 | $2K |
| Simplex Trading, LLC | 0.00% | New | 775 | $1K |
| Group One Trading LLC | 0.00% | Reduce -92.5% | 316 | $787 |
| BNP Paribas Financial Markets | 0.00% | No change | 275 | $685 |
| Burkett Financial Services, LLC | 0.00% | Add +200.0% | 150 | $374 |
| Blue Trust, Inc. | 0.00% | New | 145 | $361 |
| Citigroup Inc. | 0.00% | No change | 39 | $97 |
| Anchor Investment Management, LLC | 0.00% | No change | 17 | $42 |
| 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.