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UPLD — UPLAND SOFTWARE INC · All Fund Holders
Funds holding (latest): 45 · Reported value held: $248.53M
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| 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 |
| Norges Bank Investment Management history | Q4 2022 | 19.60K | $139.75K | 0.00% | New |
| Two Sigma Investments history | Q2 2026 | 26.79K | $125.11K | 0.00% | Reduce |
| BNY Mellon history | Q3 2024 | 46.74K | $116.40K | 0.00% | Reduce |
| Renaissance Technologies history | Q2 2026 | 24.58K | $114.81K | 0.00% | Reduce |
| Prudential Financial history | Q4 2024 | 21.95K | $95.26K | 0.00% | New |
| Citadel Advisors history | Q4 2025 | 65.41K | $93.54K | 0.00% | Add |
| Deutsche Bank AG history | Q1 2023 | 18.13K | $77.98K | 0.00% | Reduce |
| Principal Global Investors history | Q1 2023 | 15.94K | $68.56K | 0.00% | Reduce |
| Invesco Ltd history | Q3 2025 | 23.67K | $56.10K | 0.00% | Reduce |
| UBS Group AG history | Q2 2026 | 11.66K | $54.44K | 0.00% | Reduce |
| Charles Schwab Investment Management history | Q3 2025 | 22.77K | $53.98K | 0.00% | Hold |
| Manulife Financial history | Q1 2023 | 12.04K | $51.77K | 0.00% | Hold |
| Northern Trust Corp history | Q1 2026 | 64.04K | $42.65K | 0.00% | Hold |
| Bank of America Corp history | Q1 2026 | 31.15K | $20.75K | 0.00% | Reduce |
| Davidson Kempner Capital Management history | Q4 2022 | 14.00M | $13.53K | 0.36% | Reduce |
| Legal & General Investment Management America history | Q1 2023 | 2.88K | $12.40K | 0.00% | Hold |
| Fidelity Management & Research (FMR) history | Q2 2026 | 1.72K | $8.03K | 0.00% | Reduce |
| JPMorgan Chase & Co history | Q3 2025 | 2.13K | $5.05K | 0.00% | New |
| Wells Fargo & Co history | Q1 2024 | 223 | $689 | 0.00% | Add |
| Point72 Asset Management history | Q1 2023 | 95 | $409 | 0.00% | Reduce |
| Morgan Stanley history | Q2 2026 | 60 | $280 | 0.00% | Reduce |
| PNC Financial Services history | Q1 2023 | 51 | $219 | 0.00% | Reduce |
| Oaktree Capital Management history | Q4 2022 | 21.00K | $20 | 0.03% | Add |
| T. Rowe Price Associates history | Q1 2026 | 23.52K | $16 | 0.00% | Hold |
| Citigroup Inc history | Q4 2025 | 1 | $1 | 0.00% | Reduce |