Upland SoftwareUPLD

13F holders, Q2 2026 (June 30)
29holders
2famous investors
$4.67avg. 13F price*

At the end of Q2 2026, 29 institutions reported holding Upland Software Inc. (UPLD) in their 13F filings. The largest holders were Ameriprise Financial Inc. ($644K), Vanguard Capital Management LLC ($562K) and Acadian Asset Management LLC ($524K). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).

Company
Upland Software Inc.
CUSIP
91544A208
Latest filing quarter
Q2 2026

Total Exit/New Position Q2 2026

InstitutionsTotal Value
New Positions1$73K
Exits0$0

Ownership 29 holders

Ameriprise Financial Inc. 0.00% Add +1.7% 137,919 $644K
Vanguard Capital Management LLC 0.00% No change 120,376 $562K
Acadian Asset Management LLC 0.00% Reduce -7.3% 112,368 $524K
Rice Hall James & Associates, LLC 0.02% Add +3.8% 101,143 $472K
CastleKnight Management LP 0.01% No change 77,720 $363K
BlackRock, Inc. 0.00% Reduce -12.0% 54,961 $257K
D. E. Shaw & Co. 0.00% Reduce -27.3% 47,867 $224K
RBF Capital, LLC 0.01% No change 42,754 $200K
Geode Capital Management, LLC 0.00% Reduce -20.4% 35,839 $167K
Two Sigma Investments, LP 0.00% Reduce -35.0% 26,790 $125K
Man Group plc 0.00% Add +25.8% 25,265 $118K
Renaissance Technologies 0.00% Add +1.4% 24,584 $115K
Vanguard Portfolio Management LLC 0.00% Reduce -35.9% 23,341 $109K
Russell Investments Group, Ltd. 0.00% Reduce -19.4% 21,530 $101K
Jane Street Group, LLC 0.00% New 15,585 $73K
Vanguard Fiduciary Trust Co. 0.00% No change 14,350 $67K
UBS Group AG 0.00% Add +252.4% 11,658 $54K
State Street Corp. 0.00% No change 10,994 $51K
Barclays PLC 0.00% Add +4.7% 3,164 $15K
FMR LLC 0.00% No change 1,720 $8K
Tower Research Capital LLC (TRC) 0.00% Add +2136.6% 1,002 $5K
Vanguard Global Advisers, LLC 0.00% No change 966 $5K
Osaic Holdings, Inc. 0.00% Reduce -43.8% 378 $2K
Morgan Stanley 0.00% Add +2.0% 60 $280
CoreCap Advisors, LLC 0.00% Reduce -1.0% 50 $234
BNP Paribas Financial Markets 0.00% Reduce -32.4% 15 $70
Federated Hermes, Inc. 0.00% Reduce -91.0% 12 $56
SBI Securities Co., Ltd. 0.00% Add +400.0% 2 $9
Anchor Investment Management, LLC 0.00% Reduce -41.2% 1 $5

"% of holder's portfolio" is UPLD's weight in each manager's 13F, not the share of Upland Software Inc. the manager owns.