Security key
91544A109
- Security type / class
- Equity / Common Stock
- Total 13F shares
- 22,807,676
- Total 13F value
- $860,941,022
- Share change
- +2,464,425
- Put/Call ratio
- 55%
- SEC-reported price per share
- $37.70
- Number of holders
- 161
- Value change
- +$94,025,171
- Number of buys
- 88
- Number of sells
- 67
- Shares outstanding
- 28,888,889
Holder snapshot
7 signals
Show 1 more signal
Security identity
1 source field
Report period
Q3 2020
Institutions
161
Top holders
10
UPLD full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q4 2020
Previous quarter: Q2 2020
Upland Software, Inc. SEC filings
Upland Software, Inc. company facts
Broader feeds
Reporting periods
Holder history for CUSIP 91544A109
Recent filing periods:
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
15/15
Latest evidence
30 Jun 2020
13F
Lead comparable stake: 5.4%
Showing 1-6 of 15 holder rows.
Quick read
BlackRock Finance, Inc. leads the comparable SEC ownership view at 5.4%.
15 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.
Comparable ownership
Top 5
BlackRock Finance, Inc.
5.4%
CDAM (UK) Ltd
5.1%
VANGUARD GROUP INC
4.1%
WASATCH ADVISORS LP
3.2%
ROYCE & ASSOCIATES LP
3.2%
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
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
|
5.4%
|
$53,927,000
1,551,427 shares
|
— | 30 Jun 2020 |
| CDAM (UK) Ltd |
13F
Company
|
5.1%
|
$51,068,000
1,469,148 shares
|
— | 30 Jun 2020 |
| VANGUARD GROUP INC |
13F
Company
|
4.1%
|
$40,981,000
1,178,952 shares
|
— | 30 Jun 2020 |
| WASATCH ADVISORS LP |
13F
Company
|
3.2%
|
$32,040,000
921,744 shares
|
— | 30 Jun 2020 |
| ROYCE & ASSOCIATES LP |
13F
Company
|
3.2%
|
$31,670,000
911,115 shares
|
— | 30 Jun 2020 |
| General Equity Holdings LP |
13F
Company
|
3.1%
|
$31,393,000
903,149 shares
|
— | 30 Jun 2020 |
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 Q3 2020
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
161
Shares
22,807,676
Rows available
161
| 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 Q3 2020 vs Q2 2020 Across Filers
Q2 2020 holders
148
Q3 2020 holders
161
Holder diff
13
| Investor | Q2 2020 Shares | Q3 2020 Shares | Share Diff | Share Chg % | Q2 2020 value | Q3 2020 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend