- Type / Class
- Equity / Common Stock
- Shares outstanding
- 28,888,889
- Total 13F shares
- 24,830,335
- Share change
- +672,550
- Total reported value
- $1,172,691,711
- Put/Call ratio
- 9.5%
- Price per share
- $47.19
- Number of holders
- 172
- Value change
- +$32,784,968
- Number of buys
- 82
- Number of sells
- 82
Quarterly Holders Quick Answers
What is CUSIP 91544A109?
CUSIP 91544A109 identifies UPLD - Upland Software, Inc. - Common Stock in SEC institutional holdings data.
Need full ownership history?
Open the full security ownership history page.
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- Latest 13F filings for newly reported positions across managers.
- Latest Schedule 13D/13G reports for ownership changes outside the 13F cadence.
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Jump to adjacent filing periods for faster comparison and easier crawl discovery.
Recent filing periods for CUSIP 91544A109:
Top shareholders of UPLD - Upland Software, Inc. - Common Stock (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
Methodology: rows are grouped by holder and ranked by the holder's primary source value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
| Holder | Source | Role / Reporting | Ownership % | Shares | Holdings Value | 12M Net Δ | As of | Details |
|---|---|---|---|---|---|---|---|---|
| BlackRock Finance, Inc. |
13F
|
Company |
6.3%
|
1,820,921
|
$83,561,000 | — | 31 Dec 2020 | |
| CDAM (UK) Ltd |
13F
|
Company |
5.4%
|
1,559,164
|
$71,550,000 | — | 31 Dec 2020 | |
| VANGUARD GROUP INC |
13F
|
Company |
4.6%
|
1,317,554
|
$60,462,000 | — | 31 Dec 2020 | |
| ROYCE & ASSOCIATES LP |
13F
|
Company |
3.8%
|
1,102,115
|
$50,576,000 | — | 31 Dec 2020 | |
| WASATCH ADVISORS LP |
13F
|
Company |
3.7%
|
1,074,812
|
$49,323,000 | — | 31 Dec 2020 | |
| Channing Capital Management, LLC |
13F
|
Company |
2.8%
|
820,369
|
$37,647,000 | — | 31 Dec 2020 | |
| General Equity Holdings LP |
13F
|
Company |
2.6%
|
740,999
|
$34,004,000 | — | 31 Dec 2020 | |
| STATE STREET CORP |
13F
|
Company |
2.2%
|
642,736
|
$29,495,000 | — | 31 Dec 2020 | |
| NEW SOUTH CAPITAL MANAGEMENT INC |
13F
|
Company |
2.1%
|
604,027
|
$27,718,000 | — | 31 Dec 2020 | |
| P2 Capital Partners, LLC |
13F
|
Company |
2.1%
|
598,000
|
$27,442,000 | — | 31 Dec 2020 | |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC |
13F
|
Company |
2%
|
564,307
|
$25,896,000 | — | 31 Dec 2020 | |
| Whetstone Capital Advisors, LLC |
13F
|
Company |
1.7%
|
504,437
|
$23,149,000 | — | 31 Dec 2020 | |
| Nantahala Capital Management, LLC |
13F
|
Company |
1.7%
|
501,100
|
$22,995,000 | — | 31 Dec 2020 | |
| SILVERCREST ASSET MANAGEMENT GROUP LLC |
13F
|
Company |
1.7%
|
493,724
|
$22,657,000 | — | 31 Dec 2020 | |
| WEDGE CAPITAL MANAGEMENT L L P/NC |
13F
|
Company |
1.7%
|
493,560
|
$22,649,000 | — | 31 Dec 2020 | |
| ASHFORD CAPITAL MANAGEMENT INC |
13F
|
Company |
1.6%
|
469,386
|
$21,540,000 | — | 31 Dec 2020 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
1.5%
|
425,438
|
$19,524,000 | — | 31 Dec 2020 | |
| David M. Knott |
13F
|
Individual |
1.4%
|
406,500
|
$18,654,000 | — | 31 Dec 2020 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
1.4%
|
398,589
|
$18,291,000 | — | 31 Dec 2020 | |
| ARDSLEY ADVISORY PARTNERS LP |
13F
|
Company |
1.3%
|
380,500
|
$17,461,000 | — | 31 Dec 2020 | |
| G2 Investment Partners Management LLC |
13F
|
Company |
1.1%
|
326,456
|
$14,981,000 | — | 31 Dec 2020 | |
| NORTHERN TRUST CORP |
13F
|
Company |
1.1%
|
325,808
|
$14,951,000 | — | 31 Dec 2020 | |
| Summit Creek Advisors LLC |
13F
|
Company |
1%
|
298,076
|
$13,679,000 | — | 31 Dec 2020 | |
| RK Capital Management, LLC |
13F
|
Company |
0.96%
|
276,500
|
$12,689,000 | — | 31 Dec 2020 | |
| ArrowMark Colorado Holdings LLC |
13F
|
Company |
0.9%
|
260,495
|
$11,954,000 | — | 31 Dec 2020 | |
| Portolan Capital Management, LLC |
13F
|
Company |
0.76%
|
220,481
|
$10,118,000 | — | 31 Dec 2020 | |
| PRECEPT MANAGEMENT LLC |
13F
|
Company |
0.75%
|
215,548
|
$9,891,000 | — | 31 Dec 2020 | |
| SCOUT INVESTMENTS, INC. |
13F
|
Company |
0.73%
|
211,070
|
$9,686,000 | — | 31 Dec 2020 | |
| WCM INVESTMENT MANAGEMENT, LLC |
13F
|
Company |
0.71%
|
205,010
|
$9,408,000 | — | 31 Dec 2020 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
0.66%
|
189,490
|
$8,696,000 | — | 31 Dec 2020 | |
| PUTNAM INVESTMENTS LLC |
13F
|
Company |
0.63%
|
181,897
|
$8,347,000 | — | 31 Dec 2020 | |
| NEW YORK STATE COMMON RETIREMENT FUND |
13F
|
Company |
0.63%
|
181,741
|
$8,340,000 | — | 31 Dec 2020 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
0.59%
|
169,821
|
$7,794,000 | — | 31 Dec 2020 | |
| COMERICA BANK |
13F
|
Company |
0.51%
|
147,393
|
$7,349,000 | — | 31 Dec 2020 | |
| Monarch Partners Asset Management LLC |
13F
|
Company |
0.55%
|
159,683
|
$7,328,000 | — | 31 Dec 2020 | |
| Bank of New York Mellon Corp |
13F
|
Company |
0.54%
|
156,501
|
$7,181,000 | — | 31 Dec 2020 | |
| OAK RIDGE INVESTMENTS LLC |
13F
|
Company |
0.53%
|
154,553
|
$7,092,000 | — | 31 Dec 2020 | |
| LORD, ABBETT & CO. LLC |
13F
|
Company |
0.51%
|
148,053
|
$6,794,000 | — | 31 Dec 2020 | |
| THB ASSET MANAGEMENT |
13F
|
Company |
0.51%
|
147,913
|
$6,787,000 | — | 31 Dec 2020 | |
| THAMES CAPITAL MANAGEMENT LLC |
13F
|
Company |
0.49%
|
142,538
|
$6,541,000 | — | 31 Dec 2020 | |
| AMERIPRISE FINANCIAL INC |
13F
|
Company |
0.47%
|
136,634
|
$6,271,000 | — | 31 Dec 2020 | |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO |
13F
|
Company |
0.46%
|
132,135
|
$6,064,000 | — | 31 Dec 2020 | |
| 1492 Capital Management LLC |
13F
|
Company |
0.45%
|
131,266
|
$6,024,000 | — | 31 Dec 2020 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
0.42%
|
121,115
|
$5,558,000 | — | 31 Dec 2020 | |
| JUPITER ASSET MANAGEMENT LTD |
13F
|
Company |
0.42%
|
120,886
|
$5,549,000 | — | 31 Dec 2020 | |
| MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income |
13F
|
Company |
0.4%
|
115,973
|
$5,322,000 | — | 31 Dec 2020 | |
| CARILLON TOWER ADVISERS, INC. |
13F
|
Company |
0.4%
|
115,642
|
$5,307,000 | — | 31 Dec 2020 | |
| CI INVESTMENTS INC. |
13F
|
Company |
0.4%
|
114,465
|
$5,253,000 | — | 31 Dec 2020 | |
| Nuveen Asset Management, LLC |
13F
|
Company |
0.36%
|
104,472
|
$4,794,000 | — | 31 Dec 2020 | |
| CITADEL ADVISORS LLC |
13F
|
Company |
0.36%
|
103,433
|
$4,747,000 | — | 31 Dec 2020 |
Institutional Holders of Upland Software, Inc. - Common Stock (UPLD) as of Q1 2021
As of 31 Mar 2021,
Upland Software, Inc. - Common Stock (UPLD) was held by
172 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
24,830,335 shares.
The largest 10 holders included
BlackRock Inc., CDAM (UK) Ltd, WASATCH ADVISORS INC, VANGUARD GROUP INC, ROYCE & ASSOCIATES LP, Swedbank AB, P2 Capital Partners, LLC, Channing Capital Management, LLC, STATE STREET CORP, and WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC.
This page lists
172
institutional shareholders reporting positions in this security
for the Q1 2021 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q1 2021 vs Q4 2020 Across Filers
Q4 2020 holders
182
Q1 2021 holders
172
Holder diff
-10
| Investor | Q4 2020 Shares | Q1 2021 Shares | Share Diff | Share Chg % | Q4 2020 Value $ | Q1 2021 Value $ | Value Diff $ | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.
An asterisk sign (*) next to the price indicates that the price is likely invalid.