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UPLD — UPLAND SOFTWARE INC

Reported value held$248.53M
Funds holding (latest)45
SectorInformation Technology
Funds holding (Q2 2026)8
Institutional value$950.29K · 203.48K sh
New / Add / Cut / Exit0 / 0 / 8 / 3
Top-5 / Top-10 concentration93.4% / 100.0%
Institutional holdings change Reducing -92.0% (-2.35M sh)
Institutional value change Down -43.7%

As of Q2 2026, 8 SEC-registered investment managers reported holding UPLD (UPLAND SOFTWARE INC) in their latest 13F filings, with a combined reported value of $950.29K across 203.48K shares. That is -92.0% by share count (-2.35M shares) versus the previous quarter, while reported value moved -43.7%. Ownership is concentrated: the five largest holders account for 93.4% of reported value and the top ten for 100.0%.

Compared with the prior quarter, 8 trimmed, 3 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.

UPLD is classified in the Information Technology sector.

All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.

FundQuarterSharesValuePortfolio WeightChange
Viking Global Investors history Q4 2021 100.00M $95.00M 0.31% Hold
Franklin Resources history Q4 2022 74.00M $71.52M 0.04% Hold
Soros Fund Management history Q4 2022 30.25M $29.32M 0.58% Add
Alkeon Capital Management history Q3 2022 19.64M $15.09M 0.05% Add
Farallon Capital Management history Q4 2022 15.00M $14.49M 0.10% Hold
Balyasny Asset Management history Q4 2022 10.84M $10.47M 0.03% Add
Amundi US history Q4 2022 3.00M $2.91M 0.00% Hold
Vanguard Group history Q4 2025 1.81M $2.59M 0.00% Reduce
First Eagle Investment Management history Q1 2024 594.82K $1.84M 0.00% Reduce
Ontario Teachers Pension Plan history Q4 2022 1.00M $966.05K 0.01% Hold
Marshall Wace history Q4 2025 472.50K $675.68K 0.00% Add
Royce & Associates history Q3 2024 244.10K $607.81K 0.01% Hold
Arrowstreet Capital history Q2 2025 203.77K $397.36K 0.00% Reduce
AQR Capital Management history Q1 2024 95.27K $294.37K 0.00% Reduce
Wellington Management Group history Q3 2021 7.85K $263.00K 0.00% New
BlackRock Inc history Q2 2026 54.96K $256.67K 0.00% Reduce
D. E. Shaw & Co history Q2 2026 47.87K $223.54K 0.00% Reduce
Geode Capital Management history Q2 2026 35.84K $167.41K 0.00% Reduce
Millennium Management history Q1 2025 55.14K $157.70K 0.00% Reduce
Goldman Sachs Group history Q4 2025 103.83K $148.47K 0.00% Add

View all 45 fund holders →

New Positions (Q2 2026)

No fund opened a new position this quarter.

Fully Exited (vs previous quarter)

Fund Position History — shares by quarter (top 20 funds)

FundQ3 2021Q4 2021Q1 2022Q2 2022Q3 2022Q4 2022Q1 2023Q2 2023Q3 2023Q4 2023Q1 2024Q2 2024Q3 2024Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026Q2 2026
BlackRock Inc — — — — — — — — — — — — 716.29K 773.73K 803.70K 770.40K 620.60K 621.24K 624.54K 54.96K
D. E. Shaw & Co 87.02M 86.44M 38.43M 81.01M 29.70M 15.92M 1.08M 1.26M 1.29M 1.27M 1.21M 1.26M 1.15M 1.30M 1.34M 1.33M 1.11M 848.39K 658.11K 47.87K
Geode Capital Management 507.71K 506.92K 484.28K 513.08K 530.08K 556.68K 574.34K 292.86K 308.66K 320.64K 321.58K 286.48K 273.92K 273.08K 277.86K 278.19K 278.19K 278.14K 450.09K 35.84K
Two Sigma Investments 24.95K 205.35K 24.90K — — 10.40K 24.10K 356.81K 221.23K 204.96K 141.12K 120.44K 152.34K 321.58K 305.45K 260.43K 352.70K 286.99K 412.11K 26.79K
Renaissance Technologies 67.12K 160.74K 47.72K 105.62K 423.69K 92.72K 347.92K 363.05K 34.81K 69.30K 102.79K 288.41K 292.12K 358.81K 286.21K 308.31K 257.71K 234.09K 242.39K 24.58K
UBS Group AG 1.91K 28.70K 10.41K 4.43K 19.91K 139.10K 141.53K 144.21K 3.05K 4.11K 12.49K 52 32.88K 73.36K 43.26K 198.45K 51.12K 49.95K 33.08K 11.66K
Fidelity Management & Research (FMR) 8.11M 6.71M 18.77M 16.63M 18.53M 23.53M 57.15K 58.08K 60.27K 63.62K 57.08K 60.49K 78.63K 87.26K 84.03K 87.33K 19.73K 19.73K 17.20K 1.72K
Morgan Stanley 1.39M 1.19M 4.73M 1.86M 1.69M 849.23K 84.02K 58.89K 28.00K 66.24K 21.74K 16.20K 10.95K 43.40K 41.93K 7.24K 7.24K 588 588 60
Citadel Advisors 362.86K 317.06K 233.04K 360.01K 418.86K 1.93M 644.07K 440.37K 303.14K 268.26K 167.18K 67.82K 47.24K 54.53K 64.61K 81.58K 50.20K 65.41K — —
JPMorgan Chase & Co 4.23M 2.15M 28.69K 17.35K 17.64K 764.08K 843.27K 189.31K 282.81K 96.71K 39.89K — — 14.06K 11.48K — 2.13K — — —
Goldman Sachs Group 3.66M 14.35M 17.32M 2.16M 304.50K 106.47K 230.94K 62.46K 19.00K 11.22K 10.65K 28.34K — 131.45K 16.23K 58.95K 90.24K 103.83K — —
Bank of America Corp 2.19M 11.25M 4.48M 3.10M 4.24M 1.85M 162.46K 135.11K 137.68K 155.95K 46.53K 43.97K 43.53K 81.39K 76.31K 65.98K 33.72K 31.89K 31.15K —
Citigroup Inc 14.21K 265.35K 8.38K 119.79K 12.12K 69.28K 250 39 28.73K 179.12K 65.52K 39 39 639 39 39 39 1 — —
Invesco Ltd 12.13M 8.85M 8.87M 8.87M 12.37M 12.38M 63.69K 55.37K 55.80K 62.96K 112.14K 99.27K 99.70K 99.06K 75.37K 47.97K 23.67K — — —
Marshall Wace — 291.34K 127.86K — — — 20.90K — — 44.15K — — 35.81K 135.43K 391.45K 346.59K 448.65K 472.50K — —
Northern Trust Corp 321.26K 317.51K 304.64K 296.05K 286.43K 263.79K 253.83K 58.27K 58.24K 68.05K 61.22K 60.76K 56.50K 52.72K 52.72K 52.61K 52.00K 64.04K 64.04K —
Charles Schwab Investment Management 187.05K 192.81K 197.97K 191.93K 213.62K 216.92K 203.03K 158.01K — 22.77K 22.77K 22.77K 22.77K 22.80K 22.77K 22.77K 22.77K — — —
T. Rowe Price Associates — — — — — — 33.59K 52.47K 52.47K 47.85K 44.00K 44.00K 44.00K 44.00K 44.00K 43.62K 23.52K 23.52K 23.52K —
Vanguard Group 1.39M 1.51M 2.03M 1.97M 2.19M 2.47M 2.58M 2.63M 2.62M 1.90M 1.90M 1.90M 1.90M 1.86M 1.85M 1.85M 1.84M 1.81M — —
Point72 Asset Management — — — — — 4.00M 95 — — — — — — — — — — — — —

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