Security key
91544A109
UPLAND SOFTWARE, INC. - Common Stock, par value $0.0001 per share (UPLD)
CUSIP: 91544A109
Q3 2021 13F Holders as of 30 Sep 2021
- Security type / class
- Equity / Common Stock, par value $0.0001 per share
- Total 13F shares
- 25,154,473
- Total 13F value
- $841,971,645
- Share change
- +313,106
- Put/Call ratio
- 44%
- SEC-reported price per share
- $33.44
- Number of holders
- 148
- Value change
- +$3,311,071
- Number of buys
- 76
- Number of sells
- 60
- Shares outstanding
- 3,628,041
Holder snapshot
7 signals
Open additional details 1 more signal available
Security identity
Names, identifiers, and filing context for this profile.
1 source field
Report period
Q3 2021
Institutions
148
Top holders
10
UPLD full security history
Ownership snapshot
Full 13F holder table
Upland Software, Inc. SEC filings
Upland Software, Inc. company facts
Broader feeds
Ownership snapshot
Top reported holders of UPLD - UPLAND SOFTWARE, INC. - Common Stock, par value $0.0001 per share (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
ESW Capital, LLC
Disclosed value leader
ROYCE & ASSOCIATES LP
Comparable rows
0/15
Latest evidence
30 Jun 2021
3/4/5
13F
Highest disclosed value: $84,167,000
15 rows are not safely comparable across share classes.
Showing 1-6 of 15 holder rows.
Quick read
ROYCE & ASSOCIATES LP has the largest disclosed position value at $84.17M.
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 ROYCE & ASSOCIATES LP's linked filing trail.
Disclosed position value
Top 5
ESW Capital, LLC
$8.31M
ROYCE & ASSOCIATES LP
$84.17M
BlackRock Finance, Inc.
$74.15M
WASATCH ADVISORS LP
$67.73M
CDAM (UK) Ltd
$66.64M
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 |
|---|---|---|---|---|---|
| ESW Capital, LLC |
3/4/5
10%+ Owner
|
—
denominator unverified
|
$8,314,476
1,803,574 shares
|
— | 19 May 2021 |
| ROYCE & ASSOCIATES LP |
13F
Company
|
—
denominator unverified
|
$84,167,000
2,044,380 shares
|
— | 30 Jun 2021 |
| BlackRock Finance, Inc. |
13F
Company
|
—
denominator unverified
|
$74,154,000
1,801,206 shares
|
— | 30 Jun 2021 |
| WASATCH ADVISORS LP |
13F
Company
|
—
denominator unverified
|
$67,731,000
1,645,149 shares
|
— | 30 Jun 2021 |
| CDAM (UK) Ltd |
13F
Company
|
—
denominator unverified
|
$66,644,000
1,618,763 shares
|
— | 30 Jun 2021 |
| VANGUARD GROUP INC |
13F
Company
|
—
denominator unverified
|
$57,892,000
1,406,193 shares
|
— | 30 Jun 2021 |
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 2021
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
148
Shares
25,154,473
Rows available
148
| 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 2021 vs Q2 2021 Across Filers
Q2 2021 holders
154
Q3 2021 holders
148
Holder diff
-6
| Investor | Q2 2021 Shares | Q3 2021 Shares | Share Diff | Share Chg % | Q2 2021 value | Q3 2021 value | Value change | Value Chg % |
|---|