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

Historical Holders from Q4 2014 to Q4 2025

Type / Class
Equity / Common Stock, par value $0.0001 per share
Symbol
UPLD on Nasdaq
Shares outstanding
28,888,889
Price per share
$1.43
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares as of 30 Sep 2025
13,835,659
Holdings value
$32,752,404
% of all portfolios
0%
Share change
-475,363
Value change
-$944,953
Average buys %
+0%
Average sells %
-0%
Number of holders
69
Price from insider filings
$1.48
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) based on Schedule 13D/G filings

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 30 Sep 2025, Upland Software, Inc. - Common Stock, par value $0.0001 per share (UPLD) has 69 institutional shareholders filing 13F forms. They hold 13,835,659 shares of 28,888,889 outstanding shares (48%) .

Top 25 institutional shareholders own 45% of the company.

Filer Ownership Nb Shares Share Change % Portfolio % Holdings Value
VANGUARD GROUP INC 6.4% 1,844,507 -0.52% 0% $4,371,482
ACADIAN ASSET MANAGEMENT LLC 4.6% 1,331,381 0% 0.01% $3,154,000
AMERIPRISE FINANCIAL INC 4.6% 1,320,696 +11% 0% $3,130,050
D. E. Shaw & Co., Inc. 3.8% 1,107,337 -17% 0% $2,624,389
NEW SOUTH CAPITAL MANAGEMENT INC 3.3% 965,263 -2.8% 0.1% $2,287,673
RICE HALL JAMES & ASSOCIATES, LLC 3% 871,259 -10% 0.11% $2,064,884
CastleKnight Management LP 2.8% 823,143 -14% 0.1% $1,950,849
BlackRock, Inc. 2.1% 620,602 -19% 0% $1,470,827
RBF Capital, LLC 1.8% 519,183 0% 0.06% $1,230,464
MARSHALL WACE, LLP 1.6% 448,648 +29% 0% $1,063,296
TWO SIGMA ADVISERS, LP 1.3% 384,800 -0.65% 0% $911,976
TWO SIGMA INVESTMENTS, LP 1.2% 352,699 +35% 0% $835,897
GEODE CAPITAL MANAGEMENT, LLC 0.96% 278,194 0% 0% $659,519
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 0.96% 277,790 0% 0% $658,362
RENAISSANCE TECHNOLOGIES LLC 0.89% 257,709 -16% 0% $610,770
Man Group plc 0.88% 255,135 -7.5% 0% $604,670
Assenagon Asset Management S.A. 0.72% 208,849 0% $494,972
Round Rock Advisors, LLC 0.65% 188,846 0.06% $409,796
Russell Investments Group, Ltd. 0.64% 186,048 +486% 0% $440,932
BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.56% 162,600 -17% 0.01% $385,362
GSA CAPITAL PARTNERS LLP 0.42% 121,600 -28% 0.02% $288,000
STATE STREET CORP 0.38% 109,951 0% 0% $260,584
Squarepoint Ops LLC 0.36% 103,319 +21% 0% $244,866
GOLDMAN SACHS GROUP INC 0.31% 90,240 +53% 0% $213,868
VICTORY CAPITAL MANAGEMENT INC 0.31% 89,950 0% $213,182

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

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price Investors
2025 Q4 319,206 $456,464 +$136,196 $1.43 2
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
2019 Q4 19,311,620 $690,170,936 -$29,043,916 $35.71 160
2019 Q3 20,067,513 $699,658,759 +$18,434,463 $34.86 178
2019 Q2 19,208,004 $874,624,522 +$227,322,140 $45.53 172
2019 Q1 14,259,369 $604,021,120 +$42,207,775 $42.36 162
2018 Q4 13,414,866 $364,650,136 +$16,719,800 $27.18 150
2018 Q3 12,675,906 $409,583,500 +$50,830,248 $32.31 145
2018 Q2 11,226,806 $387,787,510 +$19,745,654 $34.37 138
2018 Q1 10,735,481 $308,865,457 +$13,817,961 $28.79 109
2017 Q4 10,420,098 $225,985,919 +$79,665,587 $21.66 80
2017 Q3 6,251,678 $132,279,418 +$13,446,340 $21.16 64
2017 Q2 5,596,633 $123,071,325 +$78,127,274 $21.99 57
2017 Q1 2,091,783 $33,240,000 +$15,028,808 $15.89 30
2016 Q4 1,187,036 $10,654,000 -$526,790 $8.95 24
2016 Q3 1,047,769 $9,230,000 +$570,688 $8.81 22
2016 Q2 983,272 $7,492,000 -$880,481 $7.62 23
2016 Q1 1,116,486 $7,670,000 +$559,079 $6.87 23
2015 Q4 1,034,174 $7,291,000 -$1,465,131 $7.05 24
2015 Q3 1,211,743 $9,572,000 -$1,568,824 $7.90 24
2015 Q2 1,356,033 $12,502,000 -$2,523,069 $9.22 24
2015 Q1 1,717,348 $12,086,000 -$5,307,261 $7.01 18
2014 Q4 2,232,592 $21,266,000 +$19,720,000 $9.56 23