Upland SoftwareUPLD
13F holders, Q3 2025 (September 30)69holders +4
13new positions
9sold out
2famous investors
$2.37avg. 13F price*
At the end of Q3 2025, 69 institutions reported holding Upland Software Inc. (UPLD) in their 13F filings, up 4 from Q2 2025. 13 opened new positions and 9 sold out. The largest holders were Vanguard Group Inc. ($4.4M), Acadian Asset Management LLC ($3.2M) and Ameriprise Financial Inc. ($3.1M). 2 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Upland Software Inc.
- CUSIP
- 91544A109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $1.5M |
| Exits | 9 | $1.0M |
All 13F filers, Q2 2025 → Q3 2025: 1,205,861 shares bought and 1,681,224 shares sold, net −475,363 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 69 holders
| Vanguard Group Inc. | 0.00% | Reduce -0.5% | 1,844,507 | $4.4M |
| Acadian Asset Management LLC | 0.01% | No change | 1,331,381 | $3.2M |
| Ameriprise Financial Inc. | 0.00% | Add +10.8% | 1,320,696 | $3.1M |
| D. E. Shaw & Co. | 0.00% | Reduce -16.9% | 1,107,337 | $2.6M |
| New South Capital Management Inc. | 0.10% | Reduce -2.8% | 965,263 | $2.3M |
| Rice Hall James & Associates, LLC | 0.11% | Reduce -10.2% | 871,259 | $2.1M |
| CastleKnight Management LP | 0.11% | Reduce -14.3% | 823,143 | $2.0M |
| BlackRock, Inc. | 0.00% | Reduce -19.4% | 620,602 | $1.5M |
| RBF Capital, LLC | 0.06% | No change | 519,183 | $1.2M |
| Marshall Wace, LLP | 0.00% | Add +29.4% | 448,648 | $1.1M |
| Two Sigma Advisers, LP | 0.00% | Reduce -0.7% | 384,800 | $912K |
| Two Sigma Investments, LP | 0.00% | Add +35.4% | 352,699 | $836K |
| Geode Capital Management, LLC | 0.00% | No change | 278,194 | $660K |
| Public Employees Retirement System of Ohio | 0.00% | No change | 277,790 | $658K |
| Renaissance Technologies | 0.00% | Reduce -16.4% | 257,709 | $611K |
| Man Group plc | 0.00% | Reduce -7.5% | 255,135 | $605K |
| Assenagon Asset Management S.A. | 0.00% | New | 208,849 | $495K |
| Russell Investments Group, Ltd. | 0.00% | Add +486.0% | 186,048 | $441K |
| Round Rock Advisors LLC | 0.06% | New | 188,846 | $410K |
| Bridgeway Capital Management, LLC | 0.01% | Reduce -16.8% | 162,600 | $385K |
| Gsa Capital Partners LLP | 0.02% | Reduce -28.4% | 121,600 | $288K |
| State Street Corp. | 0.00% | No change | 109,951 | $261K |
| Squarepoint Ops LLC | 0.00% | Add +21.1% | 103,319 | $245K |
| Goldman Sachs Group Inc. | 0.00% | Add +53.1% | 90,240 | $214K |
| Victory Capital Management Inc. | 0.00% | New | 89,950 | $213K |
| Heron Bay Capital Management | 0.04% | Reduce -6.5% | 86,539 | $205K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +1.9% | 82,031 | $194K |
| Evergreen Capital Management LLC | 0.00% | No change | 62,390 | $148K |
| Northern Trust Corp. | 0.00% | Reduce -1.2% | 51,996 | $123K |
| Ritholtz Wealth Management | 0.00% | Add +32.0% | 51,269 | $122K |
| UBS Group AG | 0.00% | Reduce -74.2% | 51,116 | $121K |
| Boston Partners | 0.00% | New | 50,886 | $121K |
| Susquehanna International Group, LLP | 0.00% | New | 46,916 | $111K |
| HSBC Holdings PLC | 0.00% | No change | 38,874 | $93K |
| Bank of America Corp. | 0.00% | Reduce -48.9% | 33,724 | $80K |
| Barclays PLC | 0.00% | Reduce -8.1% | 30,211 | $72K |
| Invesco Ltd. | 0.00% | Reduce -50.6% | 23,670 | $56K |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -46.1% | 23,520 | $56K |
| Pathstone Holdings, LLC | 0.00% | No change | 23,378 | $55K |
| Charles Schwab Investment Management Inc. | 0.00% | No change | 22,775 | $54K |
| Simplex Trading, LLC | 0.00% | Add +22.0% | 22,357 | $52K |
| Centiva Capital, LP | 0.00% | New | 21,834 | $52K |
| Inspire Advisors, LLC | 0.00% | Reduce -27.7% | 20,394 | $48K |
| FMR LLC | 0.00% | Reduce -77.4% | 19,729 | $47K |
| Walleye Capital LLC | 0.00% | Reduce -69.7% | 19,353 | $46K |
| NewEdge Advisors, LLC | 0.00% | Add +35.0% | 16,413 | $39K |
| First Heartland Consultants, Inc. | 0.00% | Add +5.0% | 15,115 | $36K |
| Dynamic Technology Lab Private Ltd | 0.01% | New | 14,543 | $34K |
| Dimensional Fund Advisors LP | 0.00% | New | 13,661 | $32K |
| Savant Capital, LLC | 0.00% | No change | 13,500 | $32K |
| Osaic Holdings, Inc. | 0.00% | No change | 11,275 | $32K |
| Steel Grove Capital Advisors, LLC | 0.00% | No change | 14,411 | $28K |
| Wolverine Trading, LLC | 0.00% | New | 10,853 | $27K |
| Morgan Stanley | 0.00% | No change | 7,244 | $17K |
| Royal Bank of Canada | 0.00% | Add +148.0% | 4,683 | $12K |
| Federated Hermes, Inc. | 0.00% | No change | 2,527 | $6K |
| Sunbelt Securities, Inc. | 0.00% | New | 2,500 | $6K |
| JPMorgan Chase & Co. | 0.00% | New | 2,129 | $5K |
| Group One Trading LLC | 0.00% | Add +651.3% | 1,728 | $4K |
| Arax Advisory Partners | 0.00% | New | 1,000 | $2K |
| CoreCap Advisors, LLC | 0.00% | New | 505 | $1K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -90.9% | 369 | $875 |
| MAI Capital Management | 0.00% | No change | 206 | $489 |
| BNP Paribas Financial Markets | 0.00% | No change | 205 | $486 |
| Citigroup Inc. | 0.00% | No change | 39 | $92 |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 20 | $47 |
| Anchor Investment Management, LLC | 0.00% | No change | 17 | $40 |
| SBI Securities Co., Ltd. | 0.00% | Reduce -60.0% | 4 | $9 |
| 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.