Upland Software, Inc. - Common Stock (UPLD)

CUSIP: 91544A109

Q4 2019 13F Holders as of 31 Dec 2019

Holder snapshot 7 signals
Share change
-880,424
Put/Call ratio
30%
SEC-reported price per share
$35.71
Number of holders
160
Value change
-$29,043,916
Number of buys
73
Open additional details 1 more signal available
Number of sells
90
Security identity Names, identifiers, and filing context for this profile. 1 source field
Shares outstanding
28,888,889

Security key

91544A109

Report period

Q4 2019

Institutions

160

Top holders

10

Ownership snapshot

Top reported holders of UPLD - Upland Software, Inc. - Common Stock (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.

Comparable stake leader
BlackRock Finance, Inc.
Disclosed value leader
BlackRock Finance, Inc.
Comparable rows
0/15
Latest evidence
30 Sep 2019
13F Highest disclosed value: $54,498,000 15 rows are not safely comparable across share classes. Showing 1-6 of 15 holder rows.

Quick read

BlackRock Finance, Inc. has the largest disclosed position value at $54.5M.

0 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.

Open SEC evidence Opens BlackRock Finance, Inc.'s linked filing trail.
Disclosed position value Top 5
BlackRock Finance, Inc. $54.5M
Portolan Capital Management, LLC $42.09M
CDAM (UK) Ltd $40.25M
Janus Henderson Group Ltd. $40.19M
VANGUARD GROUP INC $39.04M

Value bars compare disclosed positions; verify each figure against the linked filing evidence.

Detailed SEC evidence table Showing 1-6 of 15 holder rows
Holder Evidence Ownership % Position 12M Net Δ As of
BlackRock Finance, Inc.
13F
Company
13F
—
denominator unverified
$54,498,000
1,563,297 shares
— 30 Sep 2019
Portolan Capital Management, LLC
13F
Company
13F
—
denominator unverified
$42,091,000
1,207,421 shares
— 30 Sep 2019
CDAM (UK) Ltd
13F
Company
13F
—
denominator unverified
$40,246,000
1,154,511 shares
— 30 Sep 2019
Janus Henderson Group Ltd.
13F
Company
13F
—
denominator unverified
$40,190,000
1,152,891 shares
— 30 Sep 2019
VANGUARD GROUP INC
13F
Company
13F
—
denominator unverified
$39,040,000
1,119,925 shares
— 30 Sep 2019
General Equity Holdings LP
13F
Company
13F
—
denominator unverified
$20,443,000
586,426 shares
— 30 Sep 2019
How to read this table

Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.

13F holder rows

Institutional holders as of Q4 2019

Investor-level positions for this CUSIP, loaded as an interactive table.

Institutions
160
Shares
19,311,620
Rows available
160
Investor Option Weight % Change % SEC-reported value * Price Shares Share Change Activity Report Period

* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.

Compare Q4 2019 vs Q3 2019 Across Filers

Q3 2019 holders
178
Q4 2019 holders
160
Holder diff
-18
Investor Q3 2019 Shares Q4 2019 Shares Share Diff Share Chg % Q3 2019 value Q4 2019 value Value change Value Chg %
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