Who owns Upland Software?

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Analyze quarterly positions in Upland Software with up to 7 years of data, all consolidated into one spreadsheet

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Top investors of Upland Software stock

Who bought or sold Upland Software this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
Vanguard Group 1.8M $2.6M -2% Dec 2025
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Ameriprise Financial 1.3M $1.9M 1% Dec 2025
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Acadian Asset Management 1.3M $1.8M -5% Dec 2025
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D. E. Shaw & Co 1.1M $2.6M -17% Sep 2025
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Rice Hall James & Associates 894k $1.3M 3% Dec 2025
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New South Capital Management 887k $1.3M -8% Dec 2025
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CastleKnight Management 777k $1.1M -6% Dec 2025
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BlackRock 621k $888k 0% Dec 2025
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Rbf Capital 519k $1.2M 0% Sep 2025
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Marshall Wace 473k $676k 5% Dec 2025
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Two Sigma Advisers 385k $912k -1% Sep 2025
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Two Sigma Investments 353k $836k 35% Sep 2025
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Assenagon Asset Management 301k $431k 44% Dec 2025
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Geode Capital Management 278k $398k 0% Dec 2025
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Ohio Pers 278k $658k 0% Sep 2025
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Russell Investments 262k $375k 41% Dec 2025
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Man Group 261k $373k 2% Dec 2025
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Renaissance Technologies 234k $335k -9% Dec 2025
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Bridgeway Capital Management 163k $385k -17% Sep 2025
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GSA Capital Partners 163k $232k 34% Dec 2025
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Squarepoint Ops 139k $199k 35% Dec 2025
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State Street Corporation 110k $157k 0% Dec 2025
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Goldman Sachs Group 104k $149k 15% Dec 2025
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Heron Bay Capital Management 83k $119k -4% Dec 2025
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Northern Trust 64k $92k 23% Dec 2025
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Susquehanna International 63k $90k -56% Dec 2025
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Evergreen Capital Management 62k $89k 0% Dec 2025
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Citadel Advisors 50k $119k -38% Sep 2025
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UBS Group 50k $71k -2% Dec 2025
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Robeco Investment Management 45k $65k -11% Dec 2025
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Quadrature Capital 41k $59k 100% Dec 2025
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XTX Topco 39k $56k 100% Dec 2025
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Hsbc Holdings 39k $93k 0% Sep 2025
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Centiva Capital 33k $47k 50% Dec 2025
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Wolverine Trading 31k $78k 214% Sep 2025
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Barclays 30k $43k 0% Dec 2025
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FMR 20k $47k -77% Sep 2025
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First Heartland Consultants 18k $26k 18% Dec 2025
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O'shaughnessy Asset Management 17k $24k -80% Dec 2025
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Green Square Capital 14k $21k 0% Dec 2025
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Savant Capital Management 14k $19k 0% Dec 2025
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Walleye Trading Advisors 13k $19k -31% Dec 2025
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Dimensional Fund Advisors 12k $17k -14% Dec 2025
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Comprehensive Portfolio Management 12k $17k -77% Dec 2025
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Advisor Group Holdings 8.4k $12k -26% Dec 2025
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Royal Bank of Canada 4.7k $12k 148% Sep 2025
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Federated Investors 2.2k $3.2k -12% Dec 2025
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Jpmorgan Chase & Co 2.1k $5.0k 100% Sep 2025
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Goss Wealth Management 2.1k $3.0k -87% Dec 2025
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SRS Capital Advisors 2.0k $2.9k 100% Dec 2025
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CoreCap Advisors 505.00 $721.998500 0% Dec 2025
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Bnp Paribas Arbitrage, Snc 172.00 $245.994400 -16% Dec 2025
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Steward Partners Investment Advisory 20.00 $29.000000 0% Dec 2025
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Anchor Investment Management 17.00 $24.000600 0% Dec 2025
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SBI Securities 4.00 $6.000000 0% Dec 2025
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Huntington National Bank 1.00 $1.000000 0% Dec 2025
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Who sold out of Upland Software?

Fund or Company Name Date Sold Shares Held Valued At
Round Rock Advisors Sep 2025 189k $410k
Victory Capital Management Sep 2025 90k $213k
Invesco Sep 2025 24k $56k
Pathstone Holdings Sep 2025 23k $55k
Charles Schwab Investment Management Sep 2025 23k $54k
Simplex Trading Sep 2025 22k $52k
Inspire Advisors Sep 2025 20k $48k
Dynamic Technology Lab Private Sep 2025 15k $34k
Sunbelt Securities Sep 2025 2.5k $5.9k
Group One Trading Sep 2025 1.7k $4.1k
Tower Research Capital Sep 2025 369.00 $875.009700
MAI Wealth Advisors Sep 2025 206.00 $489.002800