Free Trial
Tada emoji MarketBeat All Access — Now Just $5.00 for 5 Weeks

Upland Software (UPLD) Institutional Ownership

Upland Software logo
$2.76 -0.05 (-1.78%)
Closing price 04:00 PM Eastern
Extended Trading
$2.75 -0.01 (-0.36%)
As of 04:10 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
Compare

Institutional Ownership Changes (13F Filings) for Upland Software (NASDAQ:UPLD)

Current
Institutional Ownership
Percentage
77.78%
Number of
Institutional Buyers
(last 12 months)
39
Total
Institutional Inflows
(last 12 months)
$10.64M
Number of
Institutional Sellers
(last 12 months)
23
Total
Institutional Outflows
(last 12 months)
$13.61M
Get UPLD Insider Trade Alerts

Want to know when executives and insiders are buying or selling Upland Software stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

UPLD Institutional Buying and Selling by Quarter

Upland Software Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/16/2025 Evergreen Capital Management LLC62,390$122K0.0%N/A0.217%
8/15/2025 Man Group plc275,910$538K0.0%-14.1%0.959%
8/15/2025 Bank of America Corp DE65,981$129K0.0%-13.5%0.229%
8/15/2025 Ameriprise Financial Inc.1,192,496$2.33M0.0%-9.0%4.145%
8/14/2025 Jane Street Group LLC18,380$36K0.0%-53.1%0.064%
8/13/2025 Marshall Wace LLP346,588$676K0.0%-11.5%1.205%
8/13/2025 Walleye Capital LLC63,867$125K0.0%-29.6%0.222%
8/13/2025 Invesco Ltd.47,966$94K0.0%-36.4%0.167%
8/13/2025 Russell Investments Group Ltd.31,750$62K0.0%+2,534.9%0.110%
8/12/2025 XTX Topco Ltd28,797$56K0.0%+63.5%0.100%
8/12/2025 Hillsdale Investment Management Inc.14,265$28K0.0%N/A0.050%
8/11/2025 Inspire Advisors LLC28,215$55K0.0%-76.1%0.098%
7/28/2025 Ritholtz Wealth Management38,836$76K0.0%-19.8%0.136%
6/27/2025 Goldman Sachs Group Inc.16,230$46K0.0%-87.7%0.057%
5/19/2025 Jane Street Group LLC39,160$112K0.0%-65.2%0.137%
5/16/2025 Goldman Sachs Group Inc.16,230$46K0.0%-87.7%0.057%
5/16/2025 NewEdge Advisors LLC11,940$34K0.0%+697.1%0.042%
5/14/2025 Walleye Capital LLC90,681$259K0.0%-21.0%0.318%
5/13/2025 American Century Companies Inc.19,266$55K0.0%N/A0.068%
5/12/2025 Invesco Ltd.75,366$216K0.0%-23.9%0.265%
5/9/2025 R Squared Ltd13,510$39K0.0%+646.4%0.047%
5/7/2025 Mackenzie Financial Corp71,523$205K0.0%+18.5%0.251%
5/7/2025 Inspire Advisors LLC118,176$338K0.0%N/A0.415%
5/1/2025 Rice Hall James & Associates LLC919,892$2.63M0.2%-4.6%3.230%
5/1/2025 Kathmere Capital Management LLC10,783$31K0.0%N/A0.038%
4/28/2025 New South Capital Management Inc.1,176,940$3.37M0.2%-10.9%4.132%
4/17/2025 Ritholtz Wealth Management48,397$138K0.0%N/A0.172%
2/27/2025Jefferies Financial Group Inc.20,000$87K0.0%N/A0.073%
2/20/2025 Mackenzie Financial Corp60,350$262K0.0%+355.8%0.220%
2/19/2025 Public Employees Retirement System of Ohio379,690$1.65M0.0%-7.1%1.384%
2/17/2025 Two Sigma Investments LP321,583$1.40M0.0%+111.1%1.172%
2/17/2025 Two Sigma Advisers LP406,400$1.76M0.0%+106.8%1.481%
2/17/2025 Sherbrooke Park Advisers LLC13,477$58K0.0%N/A0.049%
2/17/2025 Man Group plc398,800$1.73M0.0%+33.5%1.453%
2/17/2025 Millennium Management LLC106,364$462K0.0%+54.1%0.388%
2/17/2025Jefferies Financial Group Inc.20,000$87K0.0%N/A0.073%
2/17/2025 D. E. Shaw & Co. Inc.1,301,061$5.65M0.0%+13.5%4.741%
2/17/2025 Cresset Asset Management LLC20,000$87K0.0%N/A0.073%
2/17/2025 Cubist Systematic Strategies LLC41,781$181K0.0%N/A0.152%
2/17/2025 CastleKnight Management LP1,020,143$4.43M0.1%-23.5%3.718%
Tax Drain Deadline: Protect Your Wealth Before September 15th (Ad)

On September 15th, the IRS collects another round of quarterly tax payments—targeting self-employed professionals, retirees, and high-net-worth savers. But the wealthy aren’t just writing checks. They’re moving fast to protect capital and purchasing power using legal, IRS-compliant strategies. American Alternative Assets just released the Mar-A-Lago Accord, a free guide revealing how to reduce Q3 tax exposure and reposition wealth before it’s drained.tc pixel

Click here to download the guide and protect your assets before Sept 15th.
2/17/2025 Bridgeway Capital Management LLC241,200$1.05M0.0%+46.7%0.879%
2/17/2025 Bank of America Corp DE81,386$353K0.0%+87.0%0.297%
2/17/2025 Ameriprise Financial Inc.1,256,479$5.45M0.0%-7.5%4.579%
2/17/2025 Algert Global LLC22,860$99K0.0%N/A0.083%
2/17/2025 272 Capital LP8,610$37K0.0%-98.4%0.031%
2/14/2025 Jane Street Group LLC112,689$489K0.0%+753.8%0.411%
2/14/2025 Northern Trust Corp52,716$229K0.0%-6.7%0.192%
2/14/2025 Hsbc Holdings PLC38,874$173K0.0%-5.9%0.142%
2/14/2025 Dimensional Fund Advisors LP92,151$400K0.0%-69.3%0.336%
2/13/2025 Marshall Wace LLP135,431$588K0.0%+278.2%0.494%
2/13/2025 Walleye Capital LLC114,833$498K0.0%N/A0.418%
2/13/2025 XTX Topco Ltd13,633$59K0.0%-21.3%0.050%
2/13/2025 Renaissance Technologies LLC358,808$1.56M0.0%+22.8%1.308%
2/12/2025 Arrowstreet Capital Limited Partnership187,187$812K0.0%N/A0.682%
2/12/2025 JPMorgan Chase & Co.14,064$61K0.0%N/A0.051%
2/11/2025 Prudential Financial Inc.21,950$95K0.0%N/A0.080%
2/11/2025 Heron Bay Capital Management96,963$421K0.1%+22.9%0.353%
2/10/2025 Essential Planning LLC.13,000$56K0.0%N/A0.047%
2/6/2025 New South Capital Management Inc.1,320,785$5.73M0.2%-7.9%4.813%
2/4/2025 WESPAC Advisors LLC12,658$55K0.0%N/A0.046%
1/31/2025 Rice Hall James & Associates LLC964,624$4.19M0.2%+63.7%3.515%
1/29/2025 Legato Capital Management LLC10,071$44K0.0%N/A0.037%
1/24/2025 Hodges Capital Management Inc.42,500$185K0.0%-59.9%0.155%
1/14/2025 Assenagon Asset Management S.A.101,340$440K0.0%-32.5%0.369%
12/5/2024 272 Capital LP541,018$1.35M0.7%-26.7%1.972%
11/16/2024 Geode Capital Management LLC273,917$682K0.0%-4.4%0.998%
11/15/2024 Hodges Capital Management Inc.105,869$264K0.0%-91.4%0.386%
11/15/2024 XTX Topco Ltd17,318$43K0.0%N/A0.063%
11/15/2024 Jane Street Group LLC13,199$33K0.0%-24.2%0.048%
11/15/2024 Jacobs Levy Equity Management Inc.255,617$636K0.0%+21.8%0.932%
11/14/2024 272 Capital LP50,000$124K0.1%-93.2%0.182%
11/13/2024 FMR LLC78,626$196K0.0%+30.0%0.287%
11/13/2024 Dynamic Technology Lab Private Ltd12,344$31K0.0%N/A0.045%
11/5/2024 First Heartland Consultants Inc.12,086$30K0.0%N/A0.044%
10/28/2024 Rice Hall James & Associates LLC589,226$1.47M0.1%+115.4%2.135%
10/15/2024 NBC Securities Inc.15,000$37K0.0%-73.7%0.055%
8/15/2024 Mackenzie Financial Corp30,191$75K0.0%+74.6%0.111%
8/14/2024 272 Capital LP738,421$1.84M0.9%-51.6%2.708%
8/14/2024 Heron Bay Capital Management74,114$185K0.0%N/A0.272%
8/9/2024 Renaissance Technologies LLC288,408$718K0.0%+180.6%1.058%
8/9/2024 Dimensional Fund Advisors LP493,179$1.23M0.0%-6.8%1.809%
8/8/2024 Rice Hall James & Associates LLC273,575$681K0.0%+3.7%0.991%
8/6/2024 New South Capital Management Inc.1,434,822$3.57M0.2%-2.6%5.201%
8/2/2024 Hodges Capital Management Inc.1,224,650$3.05M0.2%-7.6%4.438%
7/18/2024 Assenagon Asset Management S.A.150,219$374K0.0%+4.2%0.544%
5/16/2024 Jacobs Levy Equity Management Inc.403,307$1.25M0.0%-10.8%1.462%
5/15/2024 Public Employees Retirement System of Ohio443,677$1.37M0.0%-14.1%1.608%
5/15/2024 Price T Rowe Associates Inc. MD44,000$136K0.0%-8.1%0.159%
5/9/2024 First Eagle Investment Management LLC594,819$1.84M0.0%-29.1%2.156%
5/9/2024 State Board of Administration of Florida Retirement System10,984$34K0.0%N/A0.040%
Tax Drain Deadline: Protect Your Wealth Before September 15th (Ad)

On September 15th, the IRS collects another round of quarterly tax payments—targeting self-employed professionals, retirees, and high-net-worth savers. But the wealthy aren’t just writing checks. They’re moving fast to protect capital and purchasing power using legal, IRS-compliant strategies. American Alternative Assets just released the Mar-A-Lago Accord, a free guide revealing how to reduce Q3 tax exposure and reposition wealth before it’s drained.tc pixel

Click here to download the guide and protect your assets before Sept 15th.
5/7/2024 New South Capital Management Inc.1,473,037$4.55M0.2%-3.3%5.339%
5/1/2024 Mirae Asset Global Investments Co. Ltd.11,946$37K0.0%N/A0.043%
4/24/2024 Assenagon Asset Management S.A.144,201$446K0.0%-64.5%0.518%
4/23/2024 Rice Hall James & Associates LLC263,820$815K0.0%-31.5%0.947%
4/16/2024 First Dallas Securities Inc.12,500$39K0.0%-71.3%0.043%
4/16/2024 Hodges Capital Management Inc.1,325,513$4.10M0.3%-66.7%4.594%
2/14/2024 Invenomic Capital Management LP297,100$1.26M0.1%-59.0%0.946%
2/14/2024 CastleKnight Management LP629,058$2.66M0.1%-24.8%2.003%
2/12/2024 Pingora Partners LLC11,800$50K0.0%N/A0.038%
2/9/2024 Oxford Asset Management LLP12,388$52K0.1%N/A0.039%
(Data available from 1/1/2016 forward)

UPLD Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of UPLD shares?

During the previous two years, 70 institutional investors and hedge funds held shares of Upland Software. The most heavily invested institutionals were B. Riley Asset Management LLC ($7.24M), Acadian Asset Management LLC ($6.15M), D. E. Shaw & Co. Inc. ($5.65M), CastleKnight Management LP ($4.43M), New South Capital Management Inc. ($3.37M), Rice Hall James & Associates LLC ($2.63M), and Ameriprise Financial Inc. ($2.33M).Learn more on Upland Software's institutional investors.

What percentage of Upland Software's stock is owned by institutional investors?

77.78% of Upland Software's stock is owned by institutional investors. Learn more on UPLD's institutional investor holdings.

Which institutional investors have been buying Upland Software's stock?

Of the 57 institutional investors that purchased Upland Software's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: First Dallas Securities Inc. ($1.36M), Rice Hall James & Associates LLC ($700.80K), First Eagle Investment Management LLC ($434.25K), Renaissance Technologies LLC ($252.30K), Victory Capital Management Inc. ($237.73K), Two Sigma Advisers LP ($209.90K), and Arrowstreet Capital Limited Partnership ($187.19K).

How much institutional buying is happening at Upland Software?

Institutional investors have bought a total of 2,773,754 shares in the last 24 months. This purchase volume represents approximately $10.64M in transactions.

Which of Upland Software's major shareholders have been selling company stock?

Of the 23 institutional investors that sold Upland Software's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: 272 Capital LP ($1.42M), Hodges Capital Management Inc. ($1.18M), CastleKnight Management LP ($313.15K), New South Capital Management Inc. ($256.85K), Goldman Sachs Group Inc. ($230.43K), Ameriprise Financial Inc. ($220.69K), and Dimensional Fund Advisors LP ($207.88K).

How much institutional selling is happening at Upland Software?

Institutional investors have sold a total of 4,417,029 shares in the last 24 months. This volume of shares sold represents approximately $13.61M in transactions.


Related Companies

This page (NASDAQ:UPLD) was last updated on 8/28/2025 by MarketBeat.com Staff
From Our Partners
Market Panic: Trump Just Dropped a Bomb on Your Stocks
tock Market Panic: Trump Just Dropped a Bomb on Your Stocks The market is in freefall—and Trump's new tarif...
American Alternative | Sponsoredtc pixel
BREAKING: The House just passed 3 pro-crypto bills!
THREE pro-crypto bills just passed the House! Now, experts believe altcoin season is officially here.
Crypto 101 Media | Sponsoredtc pixel
INVESTOR ALERT: Tiny “$3 AI Wonder Stock” on the Verge of Blasting Off
Right now, we’re witnessing a monumental shift in the world.
Traders Agency | Sponsoredtc pixel
Elon’s BIGGEST warning yet?
Tesla's About to Prove Everyone Wrong... Again Back in 2018, when Jeff Brown told everyone to buy Tesla… ...
Brownstone Research | Sponsoredtc pixel
Think you missed gold’s boom? Think again
If you've been watching gold's historic run and wondering if it's too late… I've got good news. Because the...
Investors Alley | Sponsoredtc pixel
Everyone’s watching Nvidia right now. Here’s why I’m excited.
So, unless you’ve been living under a rock, you probably saw the news… Nvidia just signed a $7 BILLION deal...
Timothy Sykes | Sponsoredtc pixel
Altucher: It Looks Like My Trump prediction is coming true
New Hampshire just launched a Strategic Crypto Reserve — and James Altucher says it’s the first sign that “Tru...
Paradigm Press | Sponsoredtc pixel
What Are Some Strategies to Help Lower RMD Taxes?
Turning 73 triggers a key IRS rule: you must begin taking required minimum distributions (RMDs) from certain r...
SmartAsset | Sponsoredtc pixel