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 | No change | 1,813,288 | 2,593 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 1,355,641 | 902 | 0.0% | 0.0% | 2 | +15,448 | 1.15% | Q1 2026 | May 15, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Reduced | 1,211,465 | 806 | 0.0% | 0.0% | 3 | -47,313 | -3.76% | Q1 2026 | May 13, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 1,203,774 | 801 | 0.0% | — | 4 | +1,203,774 | New | Q1 2026 | May 15, 2026 |
| RICE HALL JAMES & ASSOCIATES, LLC | History | Added to | 974,448 | 648 | 0.04% | 0.07% | 5 | +80,751 | 9.04% | Q1 2026 | May 15, 2026 |
| CastleKnight Management LP | History | No change | 777,201 | 517 | 0.01% | 0.02% | 6 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| TWO SIGMA ADVISERS, LP | History | No change | 335,300 | 479 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 658,110 | 438 | 0.0% | 0.0% | 8 | -190,278 | -22.43% | Q1 2026 | May 15, 2026 |
| BlackRock, Inc. | History | Added to | 624,539 | 415 | 0.0% | 0.0% | 9 | +3,303 | 0.53% | Q1 2026 | May 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 450,094 | 299 | 0.0% | 0.0% | 10 | +171,955 | 61.82% | Q1 2026 | May 15, 2026 |
| RBF Capital, LLC | History | No change | 427,548 | 284 | 0.01% | 0.03% | 11 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 412,114 | 274 | 0.0% | 0.0% | 12 | +125,125 | 43.6% | Q1 2026 | May 15, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 364,068 | 242 | 0.0% | — | 13 | +364,068 | New | Q1 2026 | May 08, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 267,156 | 177 | 0.0% | 0.0% | 14 | +4,767 | 1.82% | Q1 2026 | May 08, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 242,391 | 161 | 0.0% | 0.0% | 15 | +8,300 | 3.55% | Q1 2026 | May 14, 2026 |
| Man Group plc | History | Reduced | 200,895 | 133 | 0.0% | 0.0% | 16 | -59,695 | -22.91% | Q1 2026 | May 15, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 143,502 | 95 | 0.0% | — | 17 | +143,502 | New | Q1 2026 | May 08, 2026 |
| Assenagon Asset Management S.A. | History | Reduced | 125,366 | 83 | 0.0% | 0.0% | 18 | -176,011 | -58.4% | Q1 2026 | Apr 20, 2026 |
| STATE STREET CORP | History | No change | 109,951 | 73 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | No change | 64,044 | 42 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | No change | 62,390 | 41 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Reduced | 44,525 | 30 | 0.0% | 0.02% | 22 | -118,061 | -72.61% | Q1 2026 | May 08, 2026 |
| Boston Partners | History | Reduced | 43,744 | 29 | 0.0% | 0.0% | 23 | -1,556 | -3.43% | Q1 2026 | May 11, 2026 |
| XTX Topco Ltd | History | Added to | 42,599 | 28 | 0.0% | 0.0% | 24 | +3,609 | 9.26% | Q1 2026 | May 15, 2026 |
| HSBC HOLDINGS PLC | History | No change | 38,874 | 25 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 33,800 | 22 | 0.0% | 0.0% | 26 | -28,952 | -46.14% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Reduced | 33,077 | 22 | 0.0% | 0.0% | 27 | -16,876 | -33.78% | Q1 2026 | May 05, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 31,149 | 20 | 0.0% | 0.0% | 28 | -743 | -2.33% | Q1 2026 | May 15, 2026 |
| BARCLAYS PLC | History | No change | 30,211 | 20 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Heron Bay Capital Management | History | Reduced | 27,192 | 18 | 0.0% | 0.02% | 30 | -55,992 | -67.31% | Q1 2026 | May 13, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 23,520 | 16 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 20,004 | 13 | 0.0% | 0.0% | 32 | +2,175 | 12.2% | Q1 2026 | Apr 08, 2026 |
| FMR LLC | History | Reduced | 17,202 | 11 | 0.0% | 0.0% | 33 | -2,527 | -12.81% | Q1 2026 | May 15, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 13,665 | 9 | 0.0% | — | 35 | +13,665 | New | Q1 2026 | May 15, 2026 |
| STEEL GROVE CAPITAL ADVISORS, LLC | History | No change | 14,411 | 9 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Savant Capital, LLC | History | No change | 13,500 | 8 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Vanguard Global Advisers, LLC | History | New | 9,665 | 6 | 0.0% | — | 37 | +9,665 | New | Q1 2026 | May 08, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 6,725 | 4 | 0.0% | 0.0% | 38 | -1,650 | -19.7% | Q1 2026 | May 15, 2026 |
| NEW SOUTH CAPITAL MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.06% | — | -887,094 | -100.0% | Q1 2026 | May 12, 2026 |
| MARSHALL WACE, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -472,503 | -100.0% | Q1 2026 | May 14, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Closed out | 0 | 0 | — | 0.0% | — | -277,790 | -100.0% | Q1 2026 | May 14, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -155,600 | -100.0% | Q1 2026 | May 15, 2026 |
| Squarepoint Ops LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -139,197 | -100.0% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -103,825 | -100.0% | Q1 2026 | May 15, 2026 |
| Round Rock Advisors LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -90,331 | -100.0% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -65,413 | -100.0% | Q1 2026 | May 15, 2026 |
| Quadrature Capital Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -40,987 | -100.0% | Q1 2026 | May 15, 2026 |
| Centiva Capital, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -32,854 | -100.0% | Q1 2026 | May 14, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -16,606 | -100.0% | Q1 2026 | May 13, 2026 |
| Walleye Capital LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,353 | -100.0% | Q1 2026 | May 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Closed out | 0 | 0 | — | 0.0% | — | -11,774 | -100.0% | Q1 2026 | May 07, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Closed out | 0 | 0 | — | 0.0% | — | -11,692 | -100.0% | Q1 2026 | Apr 20, 2026 |
| GROUP ONE TRADING LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,600 | -100.0% | Q1 2026 | May 13, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,124 | -100.0% | Q1 2026 | May 15, 2026 |
| Arax Advisory Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -2,000 | -100.0% | Q1 2026 | May 13, 2026 |
| FEDERATED HERMES, INC. | History | Reduced | 1,334 | 0 | — | 0.0% | — | -895 | -40.15% | Q1 2026 | May 11, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 448 | 0 | — | — | — | +448 | New | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 785 | 0 | — | 0.0% | — | -61 | -7.21% | Q1 2026 | May 15, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 222 | 0 | — | — | — | +50 | 29.07% | Q1 2026 | May 12, 2026 |
| Caitong International Asset Management Co., Ltd | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | May 11, 2026 |
| CITIGROUP INC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | May 11, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | No change | 588 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| SIMPLEX TRADING, LLC | History | No change | 100 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Anchor Investment Management, LLC | History | No change | 17 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| SBI Securities Co., Ltd. | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| CoreCap Advisors, LLC | History | No change | 505 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |