Upland SoftwareUPLD
13F holders, Q1 2026 (March 31)At the end of Q1 2026, 46 institutions reported holding Upland Software Inc. (UPLD) in their 13F filings, down 13 from Q4 2025. 3 opened new positions and 18 sold out. The largest holders were Ameriprise Financial Inc. ($903K), Acadian Asset Management LLC ($806K) and Vanguard Capital Management LLC ($802K). 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $9K |
| Exits | 18 | $3.3M |
All 13F filers, Q4 2025 → Q1 2026: 429,597 shares bought and 2,971,454 shares sold, net −2,541,857 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 46 holders
| Ameriprise Financial Inc. | 0.00% | Add +1.1% | 1,355,641 | $903K |
| Acadian Asset Management LLC | 0.00% | Reduce -3.8% | 1,211,465 | $806K |
| Vanguard Capital Management LLC | 0.00% | — | 1,203,774 | $802K |
| Rice Hall James & Associates, LLC | 0.04% | Add +9.0% | 974,448 | $649K |
| CastleKnight Management LP | 0.02% | No change | 777,201 | $518K |
| D. E. Shaw & Co. | 0.00% | Reduce -22.4% | 658,110 | $438K |
| BlackRock, Inc. | 0.00% | Add +0.5% | 624,539 | $416K |
| Geode Capital Management, LLC | 0.00% | Add +61.8% | 450,094 | $300K |
| RBF Capital, LLC | 0.01% | No change | 427,548 | $285K |
| Two Sigma Investments, LP | 0.00% | Add +43.6% | 412,114 | $274K |
| Vanguard Portfolio Management LLC | 0.00% | — | 364,068 | $242K |
| Russell Investments Group, Ltd. | 0.00% | Add +1.8% | 267,156 | $178K |
| Renaissance Technologies | 0.00% | Add +3.5% | 242,391 | $161K |
| Man Group plc | 0.00% | Reduce -22.9% | 200,895 | $134K |
| Vanguard Fiduciary Trust Co. | 0.00% | — | 143,502 | $96K |
| Assenagon Asset Management S.A. | 0.00% | Reduce -58.4% | 125,366 | $83K |
| State Street Corp. | 0.00% | No change | 109,951 | $73K |
| Northern Trust Corp. | 0.00% | No change | 64,044 | $43K |
| Evergreen Capital Management LLC | 0.00% | No change | 62,390 | $42K |
| Gsa Capital Partners LLP | 0.00% | Reduce -72.6% | 44,525 | $30K |
| Boston Partners | 0.00% | Reduce -3.4% | 43,744 | $29K |
| XTX Topco Ltd | 0.00% | Add +9.3% | 42,599 | $28K |
| HSBC Holdings PLC | 0.00% | No change | 38,874 | $26K |
| UBS Group AG | 0.00% | Reduce -33.8% | 33,077 | $22K |
| Bank of America Corp. | 0.00% | Reduce -2.3% | 31,149 | $21K |
| Barclays PLC | 0.00% | No change | 30,211 | $20K |
| Heron Bay Capital Management | 0.00% | Reduce -67.3% | 27,192 | $18K |
| T. Rowe Price Associates Inc. | 0.00% | No change | 23,520 | $16K |
| First Heartland Consultants, Inc. | 0.00% | Add +12.2% | 20,004 | $13K |
| FMR LLC | 0.00% | Reduce -12.8% | 17,202 | $11K |
| Steel Grove Capital Advisors, LLC | 0.00% | No change | 14,411 | $10K |
| Two Sigma Securities, LLC | 0.00% | New | 13,665 | $9K |
| Savant Capital, LLC | 0.00% | No change | 13,500 | $9K |
| Vanguard Global Advisers, LLC | 0.00% | — | 9,665 | $6K |
| Osaic Holdings, Inc. | 0.00% | Reduce -19.7% | 6,725 | $5K |
| Federated Hermes, Inc. | 0.00% | Reduce -40.1% | 1,334 | $888 |
| Morgan Stanley | 0.00% | No change | 588 | $392 |
| CoreCap Advisors, LLC | 0.00% | No change | 505 | $336 |
| Tower Research Capital LLC (TRC) | 0.00% | New | 448 | $298 |
| BNP Paribas Financial Markets | 0.00% | Add +29.1% | 222 | $148 |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 20 | $13 |
| Anchor Investment Management, LLC | 0.00% | No change | 17 | $11 |
| SBI Securities Co., Ltd. | 0.00% | No change | 4 | $3 |
| Huntington National Bank | 0.00% | No change | 1 | $1 |
| Caitong International Asset Management Co., Ltd | 0.00% | New | 1 | $1 |
| Royal Bank of Canada | 0.00% | Reduce -7.2% | 785 | $0 |
"% of holder's portfolio" is UPLD's weight in each manager's 13F, not the share of Upland Software Inc. the manager owns.