Upland SoftwareUPLD
13F holders, Q4 2024 (December 31)75holders +6
20new positions
14sold out
4famous investors
$4.33avg. 13F price*
At the end of Q4 2024, 75 institutions reported holding Upland Software Inc. (UPLD) in their 13F filings, up 6 from Q3 2024. 20 opened new positions and 14 sold out. The largest holders were Vanguard Group Inc. ($8.1M), Acadian Asset Management LLC ($5.8M) and New South Capital Management Inc. ($5.7M). 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 20 | $3.2M |
| Exits | 14 | $4.9M |
All 13F filers, Q3 2024 → Q4 2024: 2,378,554 shares bought and 3,444,638 shares sold, net −1,066,084 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 75 holders
| Vanguard Group Inc. | 0.00% | Reduce -2.1% | 1,856,852 | $8.1M |
| Acadian Asset Management LLC | 0.02% | No change | 1,331,381 | $5.8M |
| New South Capital Management Inc. | 0.24% | Reduce -7.9% | 1,320,785 | $5.7M |
| D. E. Shaw & Co. | 0.01% | Add +13.5% | 1,301,061 | $5.6M |
| Ameriprise Financial Inc. | 0.00% | Reduce -7.5% | 1,256,479 | $5.5M |
| CastleKnight Management LP | 0.52% | Reduce -23.5% | 1,020,143 | $4.4M |
| Rice Hall James & Associates, LLC | 0.23% | Add +63.7% | 964,624 | $4.2M |
| BlackRock, Inc. | 0.00% | Add +8.0% | 773,734 | $3.4M |
| RBF Capital, LLC | 0.11% | No change | 519,183 | $2.1M |
| Two Sigma Advisers, LP | 0.00% | Add +106.8% | 406,400 | $1.8M |
| Man Group plc | 0.01% | Add +33.5% | 398,800 | $1.7M |
| Public Employees Retirement System of Ohio | 0.01% | Reduce -7.1% | 379,690 | $1.6M |
| Renaissance Technologies | 0.00% | Add +22.8% | 358,808 | $1.6M |
| Two Sigma Investments, LP | 0.00% | Add +111.1% | 321,583 | $1.4M |
| Geode Capital Management, LLC | 0.00% | Reduce -0.3% | 273,080 | $1.2M |
| Bridgeway Capital Management, LLC | 0.02% | Add +46.7% | 241,200 | $1.0M |
| Arrowstreet Capital, Limited Partnership | 0.00% | New | 187,187 | $812K |
| Marshall Wace, LLP | 0.00% | Add +278.1% | 135,431 | $588K |
| Goldman Sachs Group Inc. | 0.00% | New | 131,447 | $570K |
| Walleye Capital LLC | 0.01% | New | 114,833 | $498K |
| Jane Street Group, LLC | 0.00% | Add +753.8% | 112,689 | $489K |
| State Street Corp. | 0.00% | Add +7.7% | 109,951 | $477K |
| Millennium Management | 0.00% | Add +54.1% | 106,364 | $462K |
| Assenagon Asset Management S.A. | 0.00% | Reduce -32.5% | 101,340 | $440K |
| Invesco Ltd. | 0.00% | Reduce -0.6% | 99,064 | $430K |
| Heron Bay Capital Management | 0.09% | Add +22.9% | 96,963 | $421K |
| Dimensional Fund Advisors LP | 0.00% | Reduce -69.3% | 92,151 | $400K |
| FMR LLC | 0.00% | Add +11.0% | 87,264 | $379K |
| Bank of America Corp. | 0.00% | Add +87.0% | 81,386 | $353K |
| UBS Group AG | 0.00% | Add +123.1% | 73,355 | $318K |
| Mackenzie Financial Corp. | 0.00% | Add +355.8% | 60,350 | $262K |
| Northern Trust Corp. | 0.00% | Reduce -6.7% | 52,716 | $229K |
| T. Rowe Price Associates Inc. | 0.00% | No change | 44,000 | $191K |
| Morgan Stanley | 0.00% | Add +296.2% | 43,402 | $188K |
| Hodges Capital Management Inc. | 0.01% | Reduce -59.9% | 42,500 | $185K |
| Cubist Systematic Strategies, LLC | 0.00% | New | 41,781 | $181K |
| HSBC Holdings PLC | 0.00% | Reduce -5.8% | 38,874 | $173K |
| Gsa Capital Partners LLP | 0.01% | New | 38,564 | $167K |
| Susquehanna International Group, LLP | 0.00% | New | 37,945 | $165K |
| Quadrature Capital Ltd | 0.00% | New | 36,397 | $159K |
| Barclays PLC | 0.00% | No change | 32,858 | $143K |
| Algert Global LLC | 0.00% | New | 22,860 | $99K |
| Charles Schwab Investment Management Inc. | 0.00% | Add +0.1% | 22,800 | $99K |
| Prudential Financial Inc. | 0.00% | New | 21,950 | $95K |
| Pathstone Holdings, LLC | 0.00% | No change | 23,378 | $90K |
| Jefferies Financial Group Inc. | 0.00% | New | 20,000 | $87K |
| Cresset Asset Management, LLC | 0.00% | New | 20,000 | $87K |
| Vontobel Holding Ltd. | 0.00% | No change | 17,000 | $74K |
| Steel Grove Capital Advisors, LLC | 0.01% | No change | 14,411 | $63K |
| JPMorgan Chase & Co. | 0.00% | New | 14,064 | $61K |
| XTX Topco Ltd | 0.01% | Reduce -21.3% | 13,633 | $59K |
| Osaic Holdings, Inc. | 0.00% | Add +2.6% | 13,623 | $59K |
| Savant Capital, LLC | 0.00% | No change | 13,500 | $59K |
| Sherbrooke Park Advisers LLC | 0.02% | New | 13,477 | $58K |
| WESPAC Advisors, LLC | 0.04% | New | 12,658 | $55K |
| First Heartland Consultants, Inc. | 0.01% | Reduce -6.8% | 11,267 | $49K |
| Legato Capital Management LLC | 0.01% | New | 10,071 | $44K |
| Essential Planning, LLC. | 0.00% | New | 13,000 | $42K |
| 272 Capital LP | 0.04% | Reduce -98.4% | 8,610 | $37K |
| Citadel Advisors | 0.00% | Reduce -84.7% | 5,826 | $25K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +76.7% | 2,438 | $11K |
| R Squared Ltd | 0.01% | — | 1,810 | $8K |
| NewEdge Advisors, LLC | 0.00% | Add +14.5% | 1,498 | $7K |
| Federated Hermes, Inc. | 0.00% | Add +76.5% | 1,370 | $6K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -17.4% | 1,365 | $6K |
| Harbour Investments, Inc. | 0.00% | No change | 1,000 | $4K |
| Citigroup Inc. | 0.00% | Add +1538.5% | 639 | $3K |
| MAI Capital Management | 0.00% | New | 236 | $1K |
| BNP Paribas Financial Markets | 0.00% | Reduce -17.4% | 227 | $985 |
| Avior Wealth Management, LLC | 0.00% | New | 22 | $95 |
| Steward Partners Investment Advisory, LLC | 0.00% | New | 20 | $87 |
| Anchor Investment Management, LLC | 0.00% | No change | 17 | $74 |
| Lanark Financial, Inc. | 0.01% | — | 15 | $65 |
| Point72 Asia (Singapore) Pte. Ltd. | 0.00% | New | 11 | $48 |
| Huntington National Bank | 0.00% | No change | 1 | $4 |
"% of holder's portfolio" is UPLD's weight in each manager's 13F, not the share of Upland Software Inc. the manager owns.