Upland SoftwareUPLD
13F holders, Q2 2025 (June 30)65holders −5
8new positions
13sold out
3famous investors
$1.95avg. 13F price*
At the end of Q2 2025, 65 institutions reported holding Upland Software Inc. (UPLD) in their 13F filings, down 5 from Q1 2025. 8 opened new positions and 13 sold out. The largest holders were Vanguard Group Inc. ($3.6M), D. E. Shaw & Co. ($2.6M) and Acadian Asset Management LLC ($2.6M). 3 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 Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Upland Software Inc.
- CUSIP
- 91544A109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $363K |
| Exits | 13 | $878K |
All 13F filers, Q1 2025 → Q2 2025: 544,760 shares bought and 1,116,976 shares sold, net −572,216 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 65 holders
| Vanguard Group Inc. | 0.00% | No change | 1,854,207 | $3.6M |
| D. E. Shaw & Co. | 0.00% | Reduce -0.2% | 1,333,365 | $2.6M |
| Acadian Asset Management LLC | 0.01% | No change | 1,331,381 | $2.6M |
| Ameriprise Financial Inc. | 0.00% | Reduce -9.0% | 1,192,496 | $2.3M |
| New South Capital Management Inc. | 0.09% | Reduce -15.6% | 993,250 | $1.9M |
| Rice Hall James & Associates, LLC | 0.10% | Add +5.4% | 969,914 | $1.9M |
| CastleKnight Management LP | 0.13% | No change | 960,543 | $1.9M |
| BlackRock, Inc. | 0.00% | Reduce -4.1% | 770,401 | $1.5M |
| RBF Capital, LLC | 0.05% | No change | 519,183 | $1.0M |
| Two Sigma Advisers, LP | 0.00% | Reduce -9.2% | 387,300 | $755K |
| Marshall Wace, LLP | 0.00% | Reduce -11.5% | 346,588 | $676K |
| Renaissance Technologies | 0.00% | Add +7.7% | 308,308 | $601K |
| Geode Capital Management, LLC | 0.00% | Add +0.1% | 278,194 | $543K |
| Public Employees Retirement System of Ohio | 0.00% | No change | 277,790 | $542K |
| Man Group plc | 0.00% | Reduce -14.1% | 275,910 | $538K |
| Two Sigma Investments, LP | 0.00% | Reduce -14.7% | 260,433 | $508K |
| Arrowstreet Capital, Limited Partnership | 0.00% | Reduce -1.7% | 203,773 | $397K |
| UBS Group AG | 0.00% | Add +358.8% | 198,452 | $387K |
| Bridgeway Capital Management, LLC | 0.01% | No change | 195,400 | $381K |
| Globeflex Capital L P | 0.03% | No change | 188,616 | $368K |
| Gsa Capital Partners LLP | 0.02% | Add +32.4% | 169,940 | $331K |
| State Street Corp. | 0.00% | No change | 109,951 | $214K |
| Heron Bay Capital Management | 0.04% | Reduce -2.7% | 92,593 | $181K |
| FMR LLC | 0.00% | Add +3.9% | 87,331 | $170K |
| Squarepoint Ops LLC | 0.00% | New | 85,285 | $166K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -20.8% | 80,519 | $157K |
| Bank of America Corp. | 0.00% | Reduce -13.5% | 65,981 | $129K |
| Walleye Capital LLC | 0.00% | Reduce -29.6% | 63,867 | $125K |
| Evergreen Capital Management LLC | 0.00% | New | 62,390 | $122K |
| Goldman Sachs Group Inc. | 0.00% | Add +263.2% | 58,952 | $115K |
| Northern Trust Corp. | 0.00% | Reduce -0.2% | 52,609 | $103K |
| Invesco Ltd. | 0.00% | Reduce -36.4% | 47,966 | $94K |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -0.9% | 43,620 | $86K |
| Ritholtz Wealth Management | 0.00% | Reduce -19.8% | 38,836 | $76K |
| HSBC Holdings PLC | 0.00% | No change | 38,874 | $73K |
| Mackenzie Financial Corp. | 0.00% | Reduce -52.9% | 33,666 | $66K |
| Barclays PLC | 0.00% | No change | 32,858 | $64K |
| Russell Investments Group, Ltd. | 0.00% | Add +2534.8% | 31,750 | $62K |
| XTX Topco Ltd | 0.00% | Add +63.5% | 28,797 | $56K |
| Inspire Advisors, LLC | 0.01% | Reduce -76.1% | 28,215 | $55K |
| Pathstone Holdings, LLC | 0.00% | No change | 23,378 | $46K |
| Charles Schwab Investment Management Inc. | 0.00% | No change | 22,775 | $44K |
| Citadel Advisors | 0.00% | Reduce -10.9% | 21,580 | $42K |
| Jane Street Group, LLC | 0.00% | Reduce -53.1% | 18,380 | $36K |
| Simplex Trading, LLC | 0.00% | New | 18,321 | $35K |
| Steel Grove Capital Advisors, LLC | 0.00% | No change | 14,411 | $28K |
| First Heartland Consultants, Inc. | 0.00% | Add +8.7% | 14,397 | $28K |
| Hillsdale Investment Management Inc. | 0.00% | New | 14,265 | $28K |
| Savant Capital, LLC | 0.00% | No change | 13,500 | $26K |
| NewEdge Advisors, LLC | 0.00% | Add +1.9% | 12,162 | $24K |
| Osaic Holdings, Inc. | 0.00% | Reduce -8.2% | 11,275 | $22K |
| American Century Companies Inc. | 0.00% | Reduce -45.4% | 10,520 | $21K |
| Morgan Stanley | 0.00% | Reduce -82.7% | 7,244 | $14K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 4,071 | $8K |
| Federated Hermes, Inc. | 0.00% | No change | 2,527 | $5K |
| Royal Bank of Canada | 0.00% | New | 1,888 | $4K |
| Group One Trading LLC | 0.00% | Reduce -72.3% | 230 | $448 |
| MAI Capital Management | 0.00% | Reduce -12.7% | 206 | $402 |
| BNP Paribas Financial Markets | 0.00% | Add +8.5% | 205 | $400 |
| Raymond James Financial Inc. | 0.00% | New | 96 | $187 |
| Citigroup Inc. | 0.00% | No change | 39 | $76 |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 20 | $39 |
| Anchor Investment Management, LLC | 0.00% | No change | 17 | $33 |
| SBI Securities Co., Ltd. | 0.00% | New | 10 | $20 |
| 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.