Who Owns UPLD?

Upland Software, Inc. — Institutional Ownership & 13F Holdings

$0.60

-0.00 (-0.03%)

Market Cap

$17.3M

Shares Outstanding

29,363,200

Institutional Holders

70

Total Inst. Value

$40.2M

% of Float Held

QoQ Holder Change

-1

Institutional data as of Q1 2025

New Positions

13

Closed Positions

17

Increased

15

Decreased

25

Institutional Ownership Trend

Top 10 Institutional Holders(Q1 2025)

#FundValueShares
1VANGUARD GROUP INC$5.3M1,854,207
2D. E. Shaw & Co., Inc.$3.8M1,335,625
3ACADIAN ASSET MANAGEMENT LLC$3.8M1,331,381
4AMERIPRISE FINANCIAL INC$3.7M1,310,639
5NEW SOUTH CAPITAL MANAGEMENT INC$3.4M1,176,940
6CastleKnight Management LP$2.7M960,543
7RICE HALL JAMES & ASSOCIATES, LLC$2.6M919,892
8BlackRock, Inc.$2.3M803,702
9RBF Capital, LLC$1.5M519,183
10Man Group plc$918K321,023

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Frequently Asked Questions

How many institutional investors hold UPLD?

As of Q1 2025, 70 institutional investors report holding UPLD (Upland Software, Inc.) in their 13F filings.

Which hedge fund owns the most UPLD?

The largest institutional holder of UPLD is VANGUARD GROUP INC with $5.3M in shares.

Are institutions buying or selling UPLD?

This quarter, 13 institutions opened new positions in UPLD and 17 closed their positions.

What is 13F institutional ownership?

SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.

How often is institutional ownership data updated?

13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.