Upland SoftwareUPLD
13F holders, Q4 2025 (December 31)59holders −10
3new positions
12sold out
3famous investors
$1.43avg. 13F price*
At the end of Q4 2025, 59 institutions reported holding Upland Software Inc. (UPLD) in their 13F filings, down 10 from Q3 2025. 3 opened new positions and 12 sold out. The largest holders were Vanguard Group Inc. ($2.6M), Ameriprise Financial Inc. ($1.9M) and Acadian Asset Management LLC ($1.8M). 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $159K |
| Exits | 12 | $529K |
All 13F filers, Q3 2025 → Q4 2025: 469,069 shares bought and 1,235,754 shares sold, net −766,685 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 59 holders
| Vanguard Group Inc. | 0.00% | Reduce -1.7% | 1,813,288 | $2.6M |
| Ameriprise Financial Inc. | 0.00% | Add +1.5% | 1,340,193 | $1.9M |
| Acadian Asset Management LLC | 0.00% | Reduce -5.5% | 1,258,778 | $1.8M |
| Rice Hall James & Associates, LLC | 0.07% | Add +2.6% | 893,697 | $1.3M |
| New South Capital Management Inc. | 0.06% | Reduce -8.1% | 887,094 | $1.3M |
| D. E. Shaw & Co. | 0.00% | Reduce -23.4% | 848,388 | $1.2M |
| CastleKnight Management LP | 0.06% | Reduce -5.6% | 777,201 | $1.1M |
| BlackRock, Inc. | 0.00% | Add +0.1% | 621,236 | $888K |
| Marshall Wace, LLP | 0.00% | Add +5.3% | 472,503 | $676K |
| RBF Capital, LLC | 0.03% | Reduce -17.6% | 427,548 | $611K |
| Two Sigma Advisers, LP | 0.00% | Reduce -12.9% | 335,300 | $479K |
| Assenagon Asset Management S.A. | 0.00% | Add +44.3% | 301,377 | $431K |
| Two Sigma Investments, LP | 0.00% | Reduce -18.6% | 286,989 | $410K |
| Geode Capital Management, LLC | 0.00% | Reduce -0.0% | 278,139 | $398K |
| Public Employees Retirement System of Ohio | 0.00% | No change | 277,790 | $397K |
| Russell Investments Group, Ltd. | 0.00% | Add +41.0% | 262,389 | $375K |
| Man Group plc | 0.00% | Add +2.1% | 260,590 | $373K |
| Renaissance Technologies | 0.00% | Reduce -9.2% | 234,091 | $335K |
| Gsa Capital Partners LLP | 0.02% | Add +33.7% | 162,586 | $232K |
| Bridgeway Capital Management, LLC | 0.00% | Reduce -4.3% | 155,600 | $223K |
| Squarepoint Ops LLC | 0.00% | Add +34.7% | 139,197 | $199K |
| State Street Corp. | 0.00% | No change | 109,951 | $157K |
| Goldman Sachs Group Inc. | 0.00% | Add +15.1% | 103,825 | $148K |
| Round Rock Advisors LLC | 0.02% | Reduce -52.2% | 90,331 | $129K |
| Heron Bay Capital Management | 0.02% | Reduce -3.9% | 83,184 | $119K |
| Northern Trust Corp. | 0.00% | Add +23.2% | 64,044 | $92K |
| Evergreen Capital Management LLC | 0.00% | No change | 62,390 | $89K |
| UBS Group AG | 0.00% | Reduce -2.3% | 49,953 | $71K |
| Boston Partners | 0.00% | Reduce -11.0% | 45,300 | $65K |
| Quadrature Capital Ltd | 0.00% | New | 40,987 | $59K |
| XTX Topco Ltd | 0.00% | New | 38,990 | $56K |
| HSBC Holdings PLC | 0.00% | No change | 38,874 | $55K |
| Centiva Capital, LP | 0.00% | Add +50.5% | 32,854 | $47K |
| Bank of America Corp. | 0.00% | Reduce -5.4% | 31,892 | $46K |
| Citadel Advisors | 0.00% | New | 31,113 | $44K |
| Barclays PLC | 0.00% | No change | 30,211 | $43K |
| T. Rowe Price Associates Inc. | 0.00% | No change | 23,520 | $34K |
| FMR LLC | 0.00% | No change | 19,729 | $28K |
| First Heartland Consultants, Inc. | 0.00% | Add +18.0% | 17,829 | $25K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -79.8% | 16,606 | $24K |
| Steel Grove Capital Advisors, LLC | 0.00% | No change | 14,411 | $21K |
| Savant Capital, LLC | 0.00% | No change | 13,500 | $19K |
| Walleye Capital LLC | 0.00% | Reduce -31.0% | 13,353 | $19K |
| Dimensional Fund Advisors LP | 0.00% | Reduce -13.8% | 11,774 | $17K |
| Ritholtz Wealth Management | 0.00% | Reduce -77.2% | 11,692 | $17K |
| Susquehanna International Group, LLP | 0.00% | Reduce -76.7% | 10,952 | $16K |
| Osaic Holdings, Inc. | 0.00% | Reduce -25.7% | 8,375 | $12K |
| Federated Hermes, Inc. | 0.00% | Reduce -11.8% | 2,229 | $3K |
| NewEdge Advisors, LLC | 0.00% | Reduce -87.1% | 2,124 | $3K |
| Arax Advisory Partners | 0.00% | Add +100.0% | 2,000 | $3K |
| Royal Bank of Canada | 0.00% | Reduce -81.9% | 846 | $1K |
| Morgan Stanley | 0.00% | Reduce -91.9% | 588 | $841 |
| CoreCap Advisors, LLC | 0.00% | No change | 505 | $722 |
| BNP Paribas Financial Markets | 0.00% | Reduce -16.1% | 172 | $246 |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 20 | $29 |
| Anchor Investment Management, LLC | 0.00% | No change | 17 | $24 |
| SBI Securities Co., Ltd. | 0.00% | No change | 4 | $6 |
| Huntington National Bank | 0.00% | No change | 1 | $1 |
| Citigroup Inc. | 0.00% | Reduce -97.4% | 1 | $1 |
"% of holder's portfolio" is UPLD's weight in each manager's 13F, not the share of Upland Software Inc. the manager owns.