Upland SoftwareUPLD
13F holders, Q1 2025 (March 31)70holders −5
12new positions
16sold out
4famous investors
$2.86avg. 13F price*
At the end of Q1 2025, 70 institutions reported holding Upland Software Inc. (UPLD) in their 13F filings, down 5 from Q4 2024. 12 opened new positions and 16 sold out. The largest holders were Vanguard Group Inc. ($5.3M), D. E. Shaw & Co. ($3.8M) and Acadian Asset Management LLC ($3.8M). 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $1.5M |
| Exits | 16 | $1.9M |
All 13F filers, Q4 2024 → Q1 2025: 1,200,452 shares bought and 1,342,611 shares sold, net −142,159 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 70 holders
| Vanguard Group Inc. | 0.00% | Reduce -0.1% | 1,854,207 | $5.3M |
| D. E. Shaw & Co. | 0.00% | Add +2.7% | 1,335,625 | $3.8M |
| Acadian Asset Management LLC | 0.01% | No change | 1,331,381 | $3.8M |
| Ameriprise Financial Inc. | 0.00% | Add +4.3% | 1,310,639 | $3.7M |
| New South Capital Management Inc. | 0.16% | Reduce -10.9% | 1,176,940 | $3.4M |
| CastleKnight Management LP | 0.31% | Reduce -5.8% | 960,543 | $2.7M |
| Rice Hall James & Associates, LLC | 0.15% | Reduce -4.6% | 919,892 | $2.6M |
| BlackRock, Inc. | 0.00% | Add +3.9% | 803,702 | $2.3M |
| RBF Capital, LLC | 0.09% | No change | 519,183 | $1.5M |
| Two Sigma Advisers, LP | 0.00% | Add +5.0% | 426,700 | $1.2M |
| Marshall Wace, LLP | 0.00% | Add +189.0% | 391,450 | $1.1M |
| Man Group plc | 0.00% | Reduce -19.5% | 321,023 | $918K |
| Two Sigma Investments, LP | 0.00% | Reduce -5.0% | 305,448 | $874K |
| Renaissance Technologies | 0.00% | Reduce -20.2% | 286,208 | $819K |
| Geode Capital Management, LLC | 0.00% | Add +1.8% | 277,856 | $795K |
| Public Employees Retirement System of Ohio | 0.00% | Reduce -26.8% | 277,790 | $794K |
| Arrowstreet Capital, Limited Partnership | 0.00% | Add +10.7% | 207,240 | $593K |
| Bridgeway Capital Management, LLC | 0.01% | Reduce -19.0% | 195,400 | $559K |
| Globeflex Capital L P | 0.05% | New | 188,616 | $539K |
| Susquehanna International Group, LLP | 0.00% | Add +270.8% | 140,691 | $402K |
| Gsa Capital Partners LLP | 0.03% | Add +232.7% | 128,317 | $367K |
| Inspire Advisors, LLC | 0.04% | New | 118,176 | $338K |
| State Street Corp. | 0.00% | No change | 109,951 | $314K |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 101,668 | $291K |
| Heron Bay Capital Management | 0.06% | Reduce -1.8% | 95,183 | $272K |
| Walleye Capital LLC | 0.00% | Reduce -21.0% | 90,681 | $259K |
| FMR LLC | 0.00% | Reduce -3.7% | 84,026 | $240K |
| Bank of America Corp. | 0.00% | Reduce -6.2% | 76,309 | $218K |
| Invesco Ltd. | 0.00% | Reduce -23.9% | 75,366 | $216K |
| Mackenzie Financial Corp. | 0.00% | Add +18.5% | 71,523 | $205K |
| Millennium Management | 0.00% | Reduce -48.2% | 55,141 | $158K |
| Northern Trust Corp. | 0.00% | No change | 52,716 | $151K |
| Ritholtz Wealth Management | 0.00% | New | 48,397 | $138K |
| T. Rowe Price Associates Inc. | 0.00% | No change | 44,000 | $126K |
| UBS Group AG | 0.00% | Reduce -41.0% | 43,255 | $124K |
| Morgan Stanley | 0.00% | Reduce -3.4% | 41,932 | $120K |
| HSBC Holdings PLC | 0.00% | No change | 38,874 | $115K |
| Jane Street Group, LLC | 0.00% | Reduce -65.3% | 39,160 | $112K |
| Barclays PLC | 0.00% | No change | 32,858 | $94K |
| Schonfeld Strategic Advisors LLC | 0.00% | New | 30,349 | $87K |
| Citadel Advisors | 0.00% | Add +315.6% | 24,215 | $69K |
| Pathstone Holdings, LLC | 0.00% | No change | 23,378 | $67K |
| Algert Global LLC | 0.00% | No change | 22,860 | $65K |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -0.1% | 22,775 | $65K |
| American Century Companies Inc. | 0.00% | New | 19,266 | $55K |
| XTX Topco Ltd | 0.00% | Add +29.2% | 17,610 | $50K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -87.7% | 16,230 | $46K |
| Steel Grove Capital Advisors, LLC | 0.01% | No change | 14,411 | $41K |
| R Squared Ltd | 0.04% | Add +646.4% | 13,510 | $39K |
| Savant Capital, LLC | 0.00% | No change | 13,500 | $39K |
| First Heartland Consultants, Inc. | 0.00% | Add +17.5% | 13,240 | $38K |
| Osaic Holdings, Inc. | 0.00% | Reduce -9.9% | 12,275 | $35K |
| NewEdge Advisors, LLC | 0.00% | Add +697.1% | 11,940 | $34K |
| JPMorgan Chase & Co. | 0.00% | Reduce -18.4% | 11,477 | $33K |
| SG Americas Securities, LLC | 0.00% | New | 10,897 | $31K |
| Kathmere Capital Management, LLC | 0.00% | New | 10,783 | $31K |
| Legato Capital Management LLC | 0.00% | No change | 10,071 | $29K |
| Federated Hermes, Inc. | 0.00% | Add +84.5% | 2,527 | $7K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -11.7% | 1,205 | $3K |
| Harbour Investments, Inc. | 0.00% | No change | 1,000 | $3K |
| Group One Trading LLC | 0.00% | New | 830 | $2K |
| SJS Investment Consulting Inc. | 0.00% | New | 300 | $858 |
| MAI Capital Management | 0.00% | No change | 236 | $675 |
| BNP Paribas Financial Markets | 0.00% | Reduce -16.7% | 189 | $541 |
| Citigroup Inc. | 0.00% | Reduce -93.9% | 39 | $112 |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 20 | $57 |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 18 | $51 |
| Anchor Investment Management, LLC | 0.00% | No change | 17 | $49 |
| Caitong International Asset Management Co., Ltd | 0.00% | New | 2 | $6 |
| Huntington National Bank | 0.00% | No change | 1 | $3 |
"% of holder's portfolio" is UPLD's weight in each manager's 13F, not the share of Upland Software Inc. the manager owns.