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
Ameriprise Financial 1.4M $903k 1% Mar 2026
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Acadian Asset Management 1.2M $806k -4% Mar 2026
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Vanguard Capital Management 1.2M $802k 100% Mar 2026
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Rice Hall James & Associates 974k $649k 9% Mar 2026
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CastleKnight Management 777k $518k 0% Mar 2026
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D. E. Shaw & Co 658k $438k -22% Mar 2026
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BlackRock 625k $416k 1% Mar 2026
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Geode Capital Management 450k $300k 62% Mar 2026
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Rbf Capital 428k $285k 0% Mar 2026
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Two Sigma Investments 412k $275k 44% Mar 2026
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Vanguard Portfolio Management 364k $243k 100% Mar 2026
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Russell Investments 267k $178k 2% Mar 2026
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Renaissance Technologies 242k $161k 4% Mar 2026
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Man Group 201k $134k -23% Mar 2026
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Vanguard Fiduciary Trust 144k $96k 100% Mar 2026
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State Street Corporation 110k $73k 0% Mar 2026
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Northern Trust 64k $43k 0% Mar 2026
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Evergreen Capital Management 62k $42k 0% Mar 2026
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GSA Capital Partners 45k $30k -73% Mar 2026
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Robeco Investment Management 44k $29k -3% Mar 2026
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XTX Topco 43k $28k 9% Mar 2026
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Hsbc Holdings 39k $26k 0% Mar 2026
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Susquehanna International 34k $23k -46% Mar 2026
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UBS Group 33k $22k -34% Mar 2026
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Bank of America Corporation 31k $21k 100% Mar 2026
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Barclays 30k $20k 0% Mar 2026
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Heron Bay Capital Management 27k $18k -67% Mar 2026
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FMR 17k $12k -13% Mar 2026
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Green Square Capital 14k $9.6k 0% Mar 2026
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Two Sigma Securities 14k $9.1k 100% Mar 2026
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Savant Capital Management 14k $9.0k 0% Mar 2026
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Vanguard Global Advisers 9.7k $6.4k 100% Mar 2026
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Advisor Group Holdings 6.7k $4.5k -20% Mar 2026
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Federated Investors 1.3k $888.043800 -40% Mar 2026
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Royal Bank of Canada 785.00 $0 100% Mar 2026
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Morgan Stanley 588.00 $394.254000 0% Mar 2026
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Tower Research Capital 448.00 $298.009600 100% Mar 2026
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Bnp Paribas Arbitrage, Snc 222.00 $148.007400 29% Mar 2026
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Steward Partners Investment Advisory 20.00 $13.000000 0% Mar 2026
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Anchor Investment Management 17.00 $11.000700 0% Mar 2026
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SBI Securities 4.00 $3.000000 0% Mar 2026
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Caitong International Asset Management 1.00 $1.000000 100% Mar 2026
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Huntington National Bank 1.00 $1.000000 0% Mar 2026
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Who sold out of Upland Software?

Fund or Company Name Date Sold Shares Held Valued At
New South Capital Management Dec 2025 887k $1.3M
Marshall Wace Dec 2025 473k $676k
Two Sigma Advisers Dec 2025 335k $480k
Ohio Pers Dec 2025 278k $397k
Bridgeway Capital Management Dec 2025 156k $223k
Squarepoint Ops Dec 2025 139k $199k
Assenagon Asset Management Mar 2026 125k $84k
Goldman Sachs Group Dec 2025 104k $149k
Round Rock Advisors Dec 2025 90k $129k
Citadel Advisors Dec 2025 65k $94k
Quadrature Capital Dec 2025 41k $59k
Centiva Capital Dec 2025 33k $47k
First Heartland Consultants Mar 2026 20k $13k
O'shaughnessy Asset Management Dec 2025 17k $24k
Walleye Trading Advisors Dec 2025 13k $19k
Dimensional Fund Advisors Dec 2025 12k $17k
Comprehensive Portfolio Management Dec 2025 12k $17k
Goss Wealth Management Dec 2025 2.1k $3.0k
SRS Capital Advisors Dec 2025 2.0k $2.9k
CoreCap Advisors Mar 2026 505.00 $335.976500