What is CUSIP 91544A109?

CUSIP 91544A109 is the security identifier used in SEC filing datasets for UPLD - UPLAND SOFTWARE, INC. - Common Stock, par value $0.0001 per share.

Security Snapshot

UPLAND SOFTWARE, INC. - Common Stock, par value $0.0001 per share (UPLD) Institutional Ownership

Q: Who owns UPLD - UPLAND SOFTWARE, INC. - Common Stock, par value $0.0001 per share based on 13F filings?

1 institution reported positions in UPLD - UPLAND SOFTWARE, INC. - Common Stock, par value $0.0001 per share as of Q2 2026. Open the latest holders period and ownership history tables on this page for position-level details.

CUSIP: 91544A109

13F Institutional Holders and Ownership History from Q4 2014 to Q2 2026

13F reference period

Q2 2026

Institutions Reporting

Shares (Excl. Options)

Price

$1.00

The headline uses the Q2 2026 reference period after its reporting deadline. Available reports may still be incomplete or amended.

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Security type / class: Equity / Common Stock, par value $0.0001 per share
Symbol: UPLD on Nasdaq
All holders as of 30 Jun 2026: Q2 2026
Total 13F shares: 1
Total 13F value: $1
Share change: -10,087,675
Value change: -$6,718,051
Number of holders: 1
Shares outstanding: 3,628,041
SEC-reported price per share: $1.00
Insider filing price: $1.00

13F Shares, Excluding Options vs Price

13F Value, Excluding Options

Total Investors

Filing notes and source

Key facts

UPLD - UPLAND SOFTWARE, INC. - Common Stock, par value $0.0001 per share is tracked under CUSIP 91544A109.
1 institution reported positions in Q2 2026.
3 significant owners is listed from Schedule 13D/13G reporting.

Change

Holder count moved from 43 to 1 between Q1 2026 and Q2 2026.
SEC-reported value moved from
$6.72M
Full value: $6,718,199 · USD · 31 Mar 2026
to $1.

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

Latest holder context comes from 1 institution filings for Q2 2026.

Open SEC evidence

Security key

91544A109

13F reference period

Q2 2026

13F holders

13D/G owners

CIK / CUSIP context first

Open Q2 2026 holders UPLD full holder history Upland Software, Inc. SEC filings Upland Software, Inc. company facts Upland Software, Inc. insider transactions

Broader feeds

Latest 13F filings Latest 13D/G filings All securities

Recent Quarterly Holder Reports

Open recent reporting periods for CUSIP 91544A109:

Q2 2026 (1 holder) Q1 2026 (43 holders) Q4 2025 (59 holders) Q3 2025 (69 holders) Q2 2025 (65 holders) Q1 2025 (70 holders) Q4 2024 (75 holders) Q3 2024 (68 holders) Q2 2024 (64 holders) Q1 2024 (77 holders)

13D/G owners

Significant owners

Large-stake holder rows connected to Schedule 13D/G evidence.

Rows

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
ULYSSES AGGREGATOR, LP	22%		$814,858		814,858		HGGC Fund IV GP, Ltd.	04 Nov 2026

As of 30 Jun 2026, 1 institutional investors reported holding 1 shares of UPLAND SOFTWARE, INC. - Common Stock, par value $0.0001 per share (UPLD). This represents 0% of the company’s total

3.63M

Full value: 3,628,041 · shares · Stored outstanding share count

outstanding shares.

Quarter history

Institutional holders across reporting periods

Holder count, reported shares/value, and median price by quarter.

Periods

Headline period

Q2 2026

Rows shown

1-25 of 47

Period	13F Shares, Excl. Options	Value, Excl. Options	Value Change	Puts Notional Value	Calls Notional Value	Price (Median)	Investors
2026 Q2	1	$1	-$6,718,051		$0	$1.00	1
2026 Q1	10,087,897	$6,718,199	-$3,931,267		$22,646	$0.67	43
2025 Q4	13,058,121	$18,670,438	-$1,304,465	$0	$123,123	$1.43	59
2025 Q3	13,835,659	$32,752,404	-$944,953	$76,955	$320,789	$2.37	69
2025 Q2	14,311,022	$27,903,190	-$1,395,277	$87,995	$136,500	$1.95	65
2025 Q1	14,883,238	$42,567,929	-$1,049,536	$130,364	$86,372	$2.86	70
2024 Q4	15,025,412	$65,019,513	-$1,098,292	$219,604	$235,228	$4.34	75
2024 Q3	16,114,583	$40,125,108	-$2,666,873	$0	$23,157	$2.49	68
2024 Q2	16,743,407	$41,692,146	-$7,622,676	$118,026	$28,884	$2.49	64
2024 Q1	19,417,813	$59,997,900	-$18,472,694	$204,558	$70,761	$3.09	77
2023 Q4	24,934,290	$106,002,481	-$4,496,838	$266,913	$329,517	$4.23	92
2023 Q3	25,911,410	$119,707,168	+$3,474,095	$191,268	$955,416	$4.62	78
2023 Q2	23,632,620	$85,075,486	-$5,881,703	$605,160	$1,119,548	$3.60	89
2023 Q1	24,902,144	$107,086,255	-$1,181,602	$683,820	$1,839,760	$4.30	119
2022 Q4	24,756,783	$176,512,574	+$1,723,282	$1,056,332	$2,387,997	$7.13	130
2022 Q3	23,919,303	$194,396,710	-$5,720,694	$1,958,000	$3,094,000	$8.13	128
2022 Q2	23,389,730	$339,284,760	-$16,034,146	$13,726,000	$11,216,000	$14.52	124
2022 Q1	24,209,228	$426,097,734	-$7,573,570	$14,794,000	$11,913,000	$17.61	144
2021 Q4	24,584,742	$441,482,986	-$83,148,245	$16,896,000	$20,845,000	$17.94	153
2021 Q3	25,154,473	$841,971,645	+$3,311,071	$12,353,000	$27,879,000	$33.44	148
2021 Q2	24,839,089	$1,022,046,282	-$7,142,887	$6,509,000	$42,408,000	$41.17	154
2021 Q1	24,830,335	$1,172,691,711	+$32,784,968	$4,908,000	$51,905,000	$47.19	172
2020 Q4	23,325,891	$1,071,140,321	+$27,256,461	$13,182,000	$77,218,000	$45.89	182
2020 Q3	22,807,676	$860,941,022	+$94,025,171	$19,395,000	$35,010,000	$37.70	161
2020 Q2	20,337,803	$706,882,550	+$25,520,881	$9,107,000	$13,815,000	$34.76	148