Latest Period
Q1 2026
Security Snapshot
Upland Software, Inc. - Common Stock (UPLD) Institutional Ownership
CUSIP: 91544A109
13F Institutional Holders and Ownership History from Q4 2014 to Q1 2026
Institutions Reporting
43
Shares (Excl. Options)
10,087,897
Price
$0.67
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- Security type / class
- Equity / Common Stock
- Symbol
- UPLD on Nasdaq
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 10,087,897
- Total 13F value
- $6,718,199
- Portfolio coverage rank
- 0%
- Share change
- -2,877,994
- Value change
- -$3,931,267
- Number of holders
- 43
- Shares outstanding
- 28,888,889
- SEC-reported price per share
- $0.78
- Insider filing price
- $0.78
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
3 identity fields
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- UPLD - Upland Software, Inc. - Common Stock is tracked under CUSIP 91544A109.
- 43 institutions reported positions in Q1 2026.
- 2 significant owners is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 59 to 43 between Q4 2025 and Q1 2026.
- SEC-reported value moved from $18,670,438 to $6,718,199.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 43 institutions filings for Q1 2026.
Security key
91544A109
Latest holder period
Q1 2026
13F holders
43
13D/G owners
2
CIK / CUSIP context first
Open Q1 2026 holders
UPLD full holder history
Upland Software, Inc. SEC filings
Upland Software, Inc. company facts
Upland Software, Inc. insider transactions
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 91544A109:
13D/G owners
Significant owners
Large-stake holder rows connected to Schedule 13D/G evidence.
Rows
2
Security
UPLD
| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| van Schaick Petrus Paulus | 9% | +29% | $6,162,000 | +$1,422,000 | 2,600,000 | +30% | Jalak Investments B.V. | 30 Sep 2025 |
| CastleKnight Master Fund LP | 3.7% | $2,458,545 | 1,020,143 | CastleKnight Master Fund LP | 31 Dec 2024 |
As of 31 Mar 2026, 43 institutional investors reported holding 10,087,897 shares of Upland Software, Inc. - Common Stock (UPLD). This represents 35% of the company’s total 28,888,889 outstanding shares.
13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
34%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| AMERIPRISE FINANCIAL INC | 4.7% | 1,355,641 | +1.2% | 0% | $902,857 |
| ACADIAN ASSET MANAGEMENT LLC | 4.2% | 1,211,465 | -3.8% | 0% | $806,000 |
| VANGUARD CAPITAL MANAGEMENT LLC | 4.2% | 1,203,774 | 0% | 0% | $801,713 |
| RICE HALL JAMES & ASSOCIATES, LLC | 3.4% | 974,448 | +9% | 0.04% | $648,982 |
| CastleKnight Management LP | 2.7% | 777,201 | 0% | 0.02% | $517,616 |
| D. E. Shaw & Co., Inc. | 2.3% | 658,110 | -22% | 0% | $438,301 |
| BlackRock, Inc. | 2.2% | 624,539 | +0.53% | 0% | $415,943 |
| GEODE CAPITAL MANAGEMENT, LLC | 1.6% | 450,094 | +62% | 0% | $299,817 |
| RBF Capital, LLC | 1.5% | 427,548 | 0% | 0.01% | $284,747 |
| TWO SIGMA INVESTMENTS, LP | 1.4% | 412,114 | +44% | 0% | $274,468 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 1.3% | 364,068 | 0% | 0% | $242,469 |
| Russell Investments Group, Ltd. | 0.92% | 267,156 | +1.8% | 0% | $177,922 |
| RENAISSANCE TECHNOLOGIES LLC | 0.84% | 242,391 | +3.5% | 0% | $161,432 |
| Man Group plc | 0.7% | 200,895 | -23% | 0% | $133,796 |
| VANGUARD FIDUCIARY TRUST CO | 0.5% | 143,502 | 0% | 0% | $95,572 |
| Assenagon Asset Management S.A. | 0.43% | 125,366 | -58% | 0% | $83,494 |
| STATE STREET CORP | 0.38% | 109,951 | 0% | 0% | $73,227 |
| NORTHERN TRUST CORP | 0.22% | 64,043 | -0% | 0% | $42,653 |
| EVERGREEN CAPITAL MANAGEMENT LLC | 0.22% | 62,390 | 0% | 0% | $41,552 |
| GSA CAPITAL PARTNERS LLP | 0.15% | 44,525 | -73% | 0% | $30,000 |
| Boston Partners | 0.15% | 43,744 | -3.4% | 0% | $29,130 |
| XTX Topco Ltd | 0.15% | 42,599 | +9.3% | 0% | $28,371 |
| HSBC HOLDINGS PLC | 0.13% | 38,874 | 0% | 0% | $25,634 |
| UBS Group AG | 0.11% | 33,077 | -34% | 0% | $22,029 |
| BANK OF AMERICA CORP /DE/ | 0.11% | 31,149 | -2.3% | 0% | $20,745 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
46
Latest
Q1 2026
Rows shown
1-25 of 46
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q1 | 10,087,897 | $6,718,199 | -$3,931,267 | $0.67 | 43 |
| 2025 Q4 | 13,058,121 | $18,670,438 | -$1,304,465 | $1.43 | 59 |
| 2025 Q3 | 13,835,659 | $32,752,404 | -$944,953 | $2.37 | 69 |
| 2025 Q2 | 14,311,022 | $27,903,190 | -$1,395,277 | $1.95 | 65 |
| 2025 Q1 | 14,883,238 | $42,567,929 | -$1,049,536 | $2.86 | 70 |
| 2024 Q4 | 15,025,412 | $65,019,513 | -$1,098,292 | $4.34 | 75 |
| 2024 Q3 | 16,114,583 | $40,125,108 | -$2,666,873 | $2.49 | 68 |
| 2024 Q2 | 16,743,407 | $41,692,146 | -$7,622,676 | $2.49 | 64 |
| 2024 Q1 | 19,417,813 | $59,997,900 | -$18,472,694 | $3.09 | 77 |
| 2023 Q4 | 24,934,290 | $106,002,481 | -$4,496,838 | $4.23 | 92 |
| 2023 Q3 | 25,911,410 | $119,707,168 | +$3,474,095 | $4.62 | 78 |
| 2023 Q2 | 23,632,620 | $85,075,486 | -$5,881,703 | $3.60 | 89 |
| 2023 Q1 | 24,902,144 | $107,086,255 | -$1,181,602 | $4.30 | 119 |
| 2022 Q4 | 24,756,783 | $176,512,574 | +$1,723,282 | $7.13 | 130 |
| 2022 Q3 | 23,919,303 | $194,396,710 | -$5,720,694 | $8.13 | 128 |
| 2022 Q2 | 23,389,730 | $339,284,760 | -$16,034,146 | $14.52 | 124 |
| 2022 Q1 | 24,209,228 | $426,097,734 | -$7,573,570 | $17.61 | 144 |
| 2021 Q4 | 24,584,742 | $441,482,986 | -$83,148,245 | $17.94 | 153 |
| 2021 Q3 | 25,154,473 | $841,971,645 | +$3,311,071 | $33.44 | 148 |
| 2021 Q2 | 24,839,089 | $1,022,046,282 | -$7,142,887 | $41.17 | 154 |
| 2021 Q1 | 24,830,335 | $1,172,691,711 | +$32,784,968 | $47.19 | 172 |
| 2020 Q4 | 23,325,891 | $1,071,140,321 | +$27,256,461 | $45.89 | 182 |
| 2020 Q3 | 22,807,676 | $860,941,022 | +$94,025,171 | $37.70 | 161 |
| 2020 Q2 | 20,337,803 | $706,882,550 | +$25,520,881 | $34.76 | 148 |
| 2020 Q1 | 19,692,438 | $528,224,692 | -$8,238,208 | $26.82 | 146 |