Who owns Upland Software?
- Ticker: UPLD
- CUSIP Number: 91544a109
Tip: Access positions for across all investors
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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| 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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| D. E. Shaw & Co | 848k | $1.2M | -23% | 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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| Marshall Wace | 473k | $676k | 5% | Dec 2025 |
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| Rbf Capital | 428k | $611k | -18% | Dec 2025 |
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| Two Sigma Advisers | 335k | $480k | -13% | Dec 2025 |
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| Assenagon Asset Management | 301k | $431k | 44% | Dec 2025 |
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| Two Sigma Investments | 287k | $410k | -19% | Dec 2025 |
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| Geode Capital Management | 278k | $398k | 0% | Dec 2025 |
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| Ohio Pers | 278k | $397k | 0% | Dec 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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| GSA Capital Partners | 163k | $232k | 34% | Dec 2025 |
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| Bridgeway Capital Management | 156k | $223k | -4% | 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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| Round Rock Advisors | 90k | $129k | -52% | Dec 2025 |
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| Heron Bay Capital Management | 83k | $119k | -4% | Dec 2025 |
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| Citadel Advisors | 65k | $94k | 30% | 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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| 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 | $55k | 0% | Dec 2025 |
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| Centiva Capital | 33k | $47k | 50% | Dec 2025 |
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| Barclays | 30k | $43k | 0% | Dec 2025 |
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| First Heartland Consultants | 20k | $13k | 12% | Mar 2026 |
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| FMR | 20k | $28k | 0% | 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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| Federated Investors | 2.2k | $3.2k | -12% | Dec 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 | $335.976500 | 0% | Mar 2026 |
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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 |
|---|---|---|---|
| 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 |