Upland Software, Inc. - UPLD
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | History | Reduced | 1,813,288 | 2,593 | 0.0% | 0.0% | 1 | -31,219 | -1.69% | Q4 2025 | Jan 29, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 1,340,193 | 1,916 | 0.0% | 0.0% | 2 | +19,497 | 1.48% | Q4 2025 | Feb 17, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Reduced | 1,258,778 | 1,798 | 0.0% | 0.01% | 3 | -72,603 | -5.45% | Q4 2025 | Feb 10, 2026 |
| RICE HALL JAMES & ASSOCIATES, LLC | History | Added to | 893,697 | 1,277 | 0.07% | 0.11% | 4 | +22,438 | 2.58% | Q4 2025 | Feb 17, 2026 |
| NEW SOUTH CAPITAL MANAGEMENT INC | History | Reduced | 887,094 | 1,268 | 0.06% | 0.1% | 5 | -78,169 | -8.1% | Q4 2025 | Feb 12, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 848,388 | 1,213 | 0.0% | 0.0% | 6 | -258,949 | -23.38% | Q4 2025 | Feb 17, 2026 |
| CastleKnight Management LP | History | Reduced | 777,201 | 1,111 | 0.02% | 0.04% | 7 | -45,942 | -5.58% | Q4 2025 | Feb 17, 2026 |
| BlackRock, Inc. | History | Added to | 621,236 | 888 | 0.0% | 0.0% | 8 | +634 | 0.1% | Q4 2025 | Feb 12, 2026 |
| MARSHALL WACE, LLP | History | Added to | 472,503 | 675 | 0.0% | 0.0% | 9 | +23,855 | 5.32% | Q4 2025 | Feb 13, 2026 |
| RBF Capital, LLC | History | Reduced | 427,548 | 611 | 0.03% | 0.05% | 10 | -91,635 | -17.65% | Q4 2025 | Feb 17, 2026 |
| TWO SIGMA ADVISERS, LP | History | Reduced | 335,300 | 479 | 0.0% | 0.0% | 11 | -49,500 | -12.86% | Q4 2025 | Feb 17, 2026 |
| Assenagon Asset Management S.A. | History | Added to | 301,377 | 430 | 0.0% | 0.0% | 12 | +92,528 | 44.3% | Q4 2025 | Jan 09, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 286,989 | 410 | 0.0% | 0.0% | 13 | -65,710 | -18.63% | Q4 2025 | Feb 17, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 278,139 | 397 | 0.0% | 0.0% | 15 | -55 | -0.02% | Q4 2025 | Feb 09, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 277,790 | 397 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 262,389 | 375 | 0.0% | 0.0% | 16 | +76,341 | 41.03% | Q4 2025 | Feb 17, 2026 |
| Man Group plc | History | Added to | 260,590 | 372 | 0.0% | 0.0% | 17 | +5,455 | 2.14% | Q4 2025 | Feb 17, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 234,091 | 334 | 0.0% | 0.0% | 18 | -23,618 | -9.16% | Q4 2025 | Feb 12, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Added to | 162,586 | 232 | 0.02% | 0.02% | 19 | +40,986 | 33.71% | Q4 2025 | Feb 06, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Reduced | 155,600 | 222 | 0.0% | 0.01% | 20 | -7,000 | -4.31% | Q4 2025 | Feb 17, 2026 |
| Squarepoint Ops LLC | History | Added to | 139,197 | 199 | 0.0% | 0.0% | 21 | +35,878 | 34.73% | Q4 2025 | Feb 13, 2026 |
| STATE STREET CORP | History | No change | 109,951 | 157 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 103,825 | 148 | 0.0% | 0.0% | 23 | +13,585 | 15.05% | Q4 2025 | Mar 25, 2026 |
| Heron Bay Capital Management | History | Reduced | 83,184 | 118 | 0.02% | 0.04% | 24 | -3,355 | -3.88% | Q4 2025 | Feb 13, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 65,413 | 93 | 0.0% | 0.0% | 25 | +15,213 | 30.3% | Q4 2025 | Feb 17, 2026 |
| NORTHERN TRUST CORP | History | Added to | 64,044 | 91 | 0.0% | 0.0% | 26 | +12,048 | 23.17% | Q4 2025 | Feb 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 62,752 | 89 | 0.0% | 0.0% | 28 | -80,164 | -56.09% | Q4 2025 | Feb 17, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | No change | 62,390 | 89 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| UBS Group AG | History | Reduced | 49,953 | 71 | 0.0% | 0.0% | 29 | -1,163 | -2.28% | Q4 2025 | Jan 29, 2026 |
| Boston Partners | History | Reduced | 45,300 | 64 | 0.0% | 0.0% | 30 | -5,586 | -10.98% | Q4 2025 | Feb 13, 2026 |
| Quadrature Capital Ltd | History | New | 40,987 | 58 | 0.0% | — | 31 | +40,987 | New | Q4 2025 | Feb 17, 2026 |
| XTX Topco Ltd | History | New | 38,990 | 55 | 0.0% | — | 33 | +38,990 | New | Q4 2025 | Feb 17, 2026 |
| HSBC HOLDINGS PLC | History | No change | 38,874 | 55 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q4 2025 | Mar 20, 2026 |
| Centiva Capital, LP | History | Added to | 32,854 | 46 | 0.0% | 0.0% | 34 | +11,020 | 50.47% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 31,892 | 45 | 0.0% | 0.0% | 35 | -1,832 | -5.43% | Q4 2025 | Feb 17, 2026 |
| BARCLAYS PLC | History | No change | 30,211 | 43 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 23,520 | 34 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| FMR LLC | History | No change | 19,729 | 28 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 17,829 | 25 | 0.0% | 0.0% | 39 | +2,714 | 17.96% | Q4 2025 | Jan 09, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 16,606 | 23 | 0.0% | 0.0% | 40 | -65,425 | -79.76% | Q4 2025 | Feb 11, 2026 |
| STEEL GROVE CAPITAL ADVISORS, LLC | History | No change | 14,411 | 20 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Walleye Capital LLC | History | Reduced | 13,353 | 19 | 0.0% | 0.0% | 43 | -6,000 | -31.0% | Q4 2025 | Feb 13, 2026 |
| Savant Capital, LLC | History | No change | 13,500 | 19 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Reduced | 11,692 | 16 | 0.0% | 0.0% | 45 | -39,577 | -77.19% | Q4 2025 | Jan 23, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 11,774 | 16 | 0.0% | 0.0% | 44 | -1,887 | -13.81% | Q4 2025 | Feb 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 8,375 | 11 | 0.0% | 0.0% | 46 | -2,900 | -25.72% | Q4 2025 | Feb 17, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 2,124 | 3 | 0.0% | 0.0% | 49 | -14,289 | -87.06% | Q4 2025 | Feb 18, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 2,600 | 3 | 0.0% | 0.0% | 47 | -7,028 | -73.0% | Q4 2025 | Feb 12, 2026 |
| FEDERATED HERMES, INC. | History | Reduced | 2,229 | 3 | 0.0% | 0.0% | 48 | -298 | -11.79% | Q4 2025 | Feb 12, 2026 |
| Arax Advisory Partners | History | Added to | 2,000 | 2 | 0.0% | 0.0% | 50 | +1,000 | 100.0% | Q4 2025 | Feb 13, 2026 |
| ROYAL BANK OF CANADA | History | New | 846 | 1 | 0.0% | — | 51 | +846 | New | Q4 2025 | Feb 17, 2026 |
| Round Rock Advisors LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -188,846 | -100.0% | Q3 2025 | Nov 14, 2025 |
| VICTORY CAPITAL MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -89,950 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Invesco Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -23,670 | -100.0% | Q3 2025 | Nov 13, 2025 |
| SIMPLEX TRADING, LLC | History | Reduced | 100 | 0 | — | 0.0% | — | -23,257 | -99.57% | Q4 2025 | Feb 11, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -22,775 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Inspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -20,394 | -100.0% | Q3 2025 | Oct 29, 2025 |
| Dynamic Technology Lab Private Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -14,543 | -100.0% | Q3 2025 | Nov 13, 2025 |
| MORGAN STANLEY | History | Reduced | 588 | 0 | — | 0.0% | — | -6,656 | -91.88% | Q4 2025 | Feb 13, 2026 |
| Sunbelt Securities, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -2,500 | -100.0% | Q3 2025 | Nov 19, 2025 |
| JPMORGAN CHASE & CO | History | Closed out | 0 | 0 | — | 0.0% | — | -2,129 | -100.0% | Q3 2025 | Nov 26, 2025 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | — | — | -369 | -100.0% | Q3 2025 | Nov 14, 2025 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | — | — | -206 | -100.0% | Q3 2025 | Nov 10, 2025 |
| CITIGROUP INC | History | Reduced | 1 | 0 | — | — | — | -38 | -97.44% | Q4 2025 | Feb 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 172 | 0 | — | — | — | -33 | -16.1% | Q4 2025 | Feb 10, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Anchor Investment Management, LLC | History | No change | 17 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 26, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| SBI Securities Co., Ltd. | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| CoreCap Advisors, LLC | History | No change | 505 | 0 | — | 0.0% | — | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |