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 1.4M $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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Marshall Wace 473k $676k 5% Dec 2025
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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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Ohio Pers 278k $397k 0% Dec 2025
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Russell Investments 267k $178k 2% Mar 2026
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Renaissance Technologies 234k $335k -9% Dec 2025
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Man Group 201k $134k -23% Mar 2026
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Bridgeway Capital Management 156k $223k -4% Dec 2025
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Vanguard Fiduciary Trust 144k $96k 100% Mar 2026
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Assenagon Asset Management 125k $84k -58% Mar 2026
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State Street Corporation 110k $157k 0% 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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GSA Capital Partners 45k $30k -73% Mar 2026
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Robeco Investment Management 44k $29k -3% Mar 2026
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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 $26k 0% 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 $43k 0% Dec 2025
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Heron Bay Capital Management 27k $18k -67% Mar 2026
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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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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 8.4k $12k -26% Dec 2025
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Federated Investors 1.3k $888.043800 -40% Mar 2026
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Royal Bank of Canada 785.00 $0 -83% Mar 2026
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Morgan Stanley 588.00 $394.254000 0% Mar 2026
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CoreCap Advisors 505.00 $335.976500 0% 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% Dec 2025
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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
Two Sigma Advisers Dec 2025 335k $480k
Squarepoint Ops Dec 2025 139k $199k
Goldman Sachs Group Dec 2025 104k $149k
Round Rock Advisors Dec 2025 90k $129k
Victory Capital Management Sep 2025 90k $213k
Citadel Advisors Dec 2025 65k $94k
Centiva Capital Dec 2025 33k $47k
Charles Schwab Investment Management Sep 2025 23k $54k
Simplex Trading Sep 2025 22k $52k
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
Jpmorgan Chase & Co Sep 2025 2.1k $5.0k
Goss Wealth Management Dec 2025 2.1k $3.0k
SRS Capital Advisors Dec 2025 2.0k $2.9k
Tower Research Capital Sep 2025 369.00 $875.009700