Upland Software, Inc. - Common Stock, par value $0.0001 per share (UPLD)

Historical Holders from Q4 2014 to Q3 2025

Symbol
UPLD on Nasdaq
Type / Class
Equity / Common Stock, par value $0.0001 per share
Shares outstanding
28.9M
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares, excl. options
13.8M
Holdings value
$32.8M
% of all portfolios
0%
Grand Portfolio weight change
0%
Number of holders
69
Number of buys
26
Number of sells
-32
Average Value change %
0%
Average buys %
+0%
Average sells %
0%
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of Upland Software, Inc. - Common Stock, par value $0.0001 per share (UPLD)

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
van Schaick Petrus Paulus 9% +28.6% $6.16M $1.42M 2.6M +30% Jalak Investments B.V. 30 Sep 2025
CastleKnight Master Fund LP 3.7% $2.46M 1.02M CastleKnight Master Fund LP 31 Dec 2024

Institutional Holders of Upland Software, Inc. - Common Stock, par value $0.0001 per share (UPLD)

Period Reported Shares, Excl. Options Value, Excl. Options Change Price Investors
2025 Q3 13.8M $32.8M -$945K $2.37 69
2025 Q2 14.3M $27.9M -$1.4M $1.95 65
2025 Q1 14.9M $42.6M -$1.05M $2.86 70
2024 Q4 15M $65M -$1.1M $4.34 75
2024 Q3 16.1M $40.1M -$2.67M $2.49 68
2024 Q2 16.7M $41.7M -$7.62M $2.49 64
2024 Q1 19.4M $60M -$18.5M $3.09 77
2023 Q4 24.9M $106M -$4.5M $4.23 92
2023 Q3 25.9M $120M +$3.47M $4.62 78
2023 Q2 23.6M $85.1M -$5.88M $3.60 89
2023 Q1 24.9M $107M -$1.18M $4.30 119
2022 Q4 24.8M $177M +$1.72M $7.13 130
2022 Q3 23.9M $194M -$5.72M $8.13 128
2022 Q2 23.4M $339M -$16M $14.52 124
2022 Q1 24.2M $426M -$7.57M $17.61 144
2021 Q4 24.6M $441M -$83.1M $17.94 153
2021 Q3 25.2M $842M +$3.31M $33.44 148
2021 Q2 24.8M $1.02B -$7.14M $41.17 154
2021 Q1 24.8M $1.17B +$32.8M $47.19 172
2020 Q4 23.3M $1.07B +$27.3M $45.89 182
2020 Q3 22.8M $861M +$94M $37.70 161
2020 Q2 20.3M $707M +$25.5M $34.76 148
2020 Q1 19.7M $528M -$8.24M $26.82 146
2019 Q4 19.3M $690M -$29M $35.71 160
2019 Q3 20.1M $700M +$18.4M $34.86 178
2019 Q2 19.2M $875M +$227M $45.53 172
2019 Q1 14.3M $604M +$42.2M $42.36 162
2018 Q4 13.4M $365M +$16.7M $27.18 150
2018 Q3 12.7M $410M +$50.8M $32.31 145
2018 Q2 11.2M $388M +$19.7M $34.37 138
2018 Q1 10.7M $309M +$13.8M $28.79 109
2017 Q4 10.4M $226M +$79.7M $21.66 80
2017 Q3 6.25M $132M +$13.4M $21.16 64
2017 Q2 5.6M $123M +$78.1M $21.99 57
2017 Q1 2.09M $33.2M +$15M $15.89 30
2016 Q4 1.19M $10.7M -$527K $8.95 24
2016 Q3 1.05M $9.23M +$571K $8.81 22
2016 Q2 983K $7.49M -$880K $7.62 23
2016 Q1 1.12M $7.67M +$559K $6.87 23
2015 Q4 1.03M $7.29M -$1.47M $7.05 24
2015 Q3 1.21M $9.57M -$1.57M $7.90 24
2015 Q2 1.36M $12.5M -$2.52M $9.22 24
2015 Q1 1.72M $12.1M -$5.31M $7.01 18
2014 Q4 2.23M $21.3M +$19.7M $9.56 23