UPLD · Company research
Upland Software, Inc. (UPLD): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
Understand the numbers
Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
49records availableTechnology
Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD PORTFOLIO MANAGEMENT LLC | 2100121 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 23341 | 109002 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| OSAIC HOLDINGS, INC. | 1677044 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 378 | 1763 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| BNP PARIBAS FINANCIAL MARKETS | 1166588 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15 | 70 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| CoreCap Advisors, LLC | 1902501 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 50 | 234 | — | — | — | Jul 6, 2026 | SEC_13F_DATASET |
| SBI Securities Co., Ltd. | 1851815 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2 | 9 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| Russell Investments Group, Ltd. | 1692234 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10805 | 50459 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| CastleKnight Management LP | 1835751 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 77720 | 362952 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| RBF Capital, LLC | 1134621 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 42754 | 199661 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| JANE STREET GROUP, LLC | 1595888 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8791 | 41054 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| TWO SIGMA INVESTMENTS, LP | 1179392 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 26790 | 125109 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| UBS Group AG | 1610520 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11653 | 54420 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| BlackRock, Inc. | 2012383 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 43000 | 200810 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Tower Research Capital LLC (TRC) | 1533421 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1002 | 4679 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| GEODE CAPITAL MANAGEMENT, LLC | 1214717 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 30743 | 143610 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| BARCLAYS PLC | 312069 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3020 | 14103 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| AMERIPRISE FINANCIAL INC | 820027 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 137919 | 644083 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| VANGUARD FIDUCIARY TRUST CO | 933478 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 14350 | 67015 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| RENAISSANCE TECHNOLOGIES LLC | 1037389 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 24584 | 114807 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Vanguard Global Advisers, LLC | 1811242 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 966 | 4511 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| FEDERATED HERMES, INC. | 1056288 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12 | 56 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| VANGUARD CAPITAL MANAGEMENT LLC | 2100119 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 120376 | 562156 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| State Street Corporation | 93751 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10994 | 51342000 | — | — | — | Sep 22, 2026 | SEC_13F_HR |
| Federated Hermes, Inc. | 1056288 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12 | 56000 | — | — | — | Aug 12, 2026 | SEC_13F_HR |
| Blackrock, Inc. | 2012383 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10977 | 51263000 | — | — | — | Aug 7, 2026 | SEC_13F_HR |
| RICE HALL JAMES & ASSOCIATES, LLC | 1230765 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 101143 | 472336 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| FMR LLC | 315066 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1720 | 8032 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| MORGAN STANLEY | 895421 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8 | 37 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| HUNTINGTON NATIONAL BANK | 49205 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1 | 1 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| ACADIAN ASSET MANAGEMENT LLC | 916542 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 112368 | 524 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Man Group plc | 1637460 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 25265 | 117988 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| D. E. Shaw & Co., Inc. | 1009207 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 47867 | 223539 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| State Street Corporation | 93751 | Tue Mar 31 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 109951 | 73227000 | — | — | — | May 15, 2026 | SEC_13F_HR |
| Northern Trust Corp | 73124 | Tue Mar 31 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 64043 | 42653000 | — | — | — | May 14, 2026 | SEC_13F_HR |
| Blackrock, Inc. | 2012383 | Tue Mar 31 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 123470 | 82231000 | — | — | — | May 13, 2026 | SEC_13F_HR |
| Federated Hermes, Inc. | 1056288 | Tue Mar 31 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1334 | 888000 | — | — | — | May 11, 2026 | SEC_13F_HR |
| AMERIPRISE FINANCIAL INC | 820027 | Tue Mar 31 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1355641 | 902857 | — | — | — | Jul 17, 2026 | SEC_13F_DATASET |
| Northern Trust Corp | 73124 | Wed Dec 31 2025 00:00:00 GMT+0000 (Coordinated Universal Time) | 64043 | 91581000 | — | — | — | Feb 17, 2026 | SEC_13F_HR |
| State Street Corporation | 93751 | Wed Dec 31 2025 00:00:00 GMT+0000 (Coordinated Universal Time) | 109951 | 157230000 | — | — | — | Feb 13, 2026 | SEC_13F_HR |
| Citigroup Inc. | 831001 | Wed Dec 31 2025 00:00:00 GMT+0000 (Coordinated Universal Time) | 1 | 1000 | — | — | — | Feb 13, 2026 | SEC_13F_HR |
| Federated Hermes, Inc. | 1056288 | Wed Dec 31 2025 00:00:00 GMT+0000 (Coordinated Universal Time) | 2229 | 3187000 | — | — | — | Feb 12, 2026 | SEC_13F_HR |
| Blackrock, Inc. | 2012383 | Wed Dec 31 2025 00:00:00 GMT+0000 (Coordinated Universal Time) | 123470 | 176562000 | — | — | — | Feb 12, 2026 | SEC_13F_HR |
| Federated Hermes, Inc. | 1056288 | Tue Sep 30 2025 00:00:00 GMT+0000 (Coordinated Universal Time) | 2527 | 5989000 | — | — | — | Nov 3, 2025 | SEC_13F_HR |
| Goldman Sachs Group Inc. | 886982 | Tue Sep 30 2025 00:00:00 GMT+0000 (Coordinated Universal Time) | 57282 | 135758000 | — | — | — | Nov 14, 2025 | SEC_13F_HR |
| State Street Corporation | 93751 | Tue Sep 30 2025 00:00:00 GMT+0000 (Coordinated Universal Time) | 109951 | 260584000 | — | — | — | Nov 14, 2025 | SEC_13F_HR |
| Invesco LTD | 914208 | Tue Sep 30 2025 00:00:00 GMT+0000 (Coordinated Universal Time) | 23670 | 56098000 | — | — | — | Nov 13, 2025 | SEC_13F_HR |
| Blackrock, Inc. | 2012383 | Tue Sep 30 2025 00:00:00 GMT+0000 (Coordinated Universal Time) | 124098 | 294112000 | — | — | — | Nov 12, 2025 | SEC_13F_HR |
| Citigroup Inc. | 831001 | Tue Sep 30 2025 00:00:00 GMT+0000 (Coordinated Universal Time) | 39 | 92000 | — | — | — | Nov 10, 2025 | SEC_13F_HR |
| ALGERT GLOBAL LLC | 1275218 | Mon Mar 31 2025 00:00:00 GMT+0000 (Coordinated Universal Time) | 22860 | 65380 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| ALGERT GLOBAL LLC | 1275218 | Tue Dec 31 2024 00:00:00 GMT+0000 (Coordinated Universal Time) | 22860 | 99212 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.