- Type / Class
- Equity / Common Stock
- Shares outstanding
- 28,888,889
- Total 13F shares
- 25,154,473
- Share change
- +313,106
- Total reported value
- $841,971,645
- Put/Call ratio
- 44%
- Price per share
- $33.44
- Number of holders
- 148
- Value change
- +$3,311,071
- Number of buys
- 76
- Number of sells
- 60
Quarterly Holders Quick Answers
What is CUSIP 91544A109?
CUSIP 91544A109 identifies UPLD - Upland Software, Inc. - Common Stock in SEC institutional holdings data.
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Related Filing Research
- Latest 13F filings for newly reported positions.
- Latest Schedule 13D/13G reports for ownership changes outside 13F cadence.
- Latest 10-Q/10-K reports for financial context tied to this issuer.
- Recent insider transactions for executive and insider activity.
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- Back to full security ownership history.
Explore More Reporting Periods
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 |
|---|---|---|---|---|---|---|---|---|
| ROYCE & ASSOCIATES LP |
13F
|
Company |
7.1%
|
2,044,380
|
$84,167,000 | — | 30 Jun 2021 | |
| BlackRock Finance, Inc. |
13F
|
Company |
6.2%
|
1,801,206
|
$74,154,000 | — | 30 Jun 2021 | |
| WASATCH ADVISORS LP |
13F
|
Company |
5.7%
|
1,645,149
|
$67,731,000 | — | 30 Jun 2021 | |
| CDAM (UK) Ltd |
13F
|
Company |
5.6%
|
1,618,763
|
$66,644,000 | — | 30 Jun 2021 | |
| VANGUARD GROUP INC |
13F
|
Company |
4.9%
|
1,406,193
|
$57,892,000 | — | 30 Jun 2021 | |
| P2 Capital Partners, LLC |
13F
|
Company |
4.4%
|
1,275,000
|
$52,492,000 | — | 30 Jun 2021 | |
| Swedbank AB |
13F
|
Company |
3.1%
|
882,900
|
$36,348,993 | — | 30 Jun 2021 | |
| STATE STREET CORP |
13F
|
Company |
2.3%
|
667,237
|
$27,470,000 | — | 30 Jun 2021 | |
| BERNZOTT CAPITAL ADVISORS |
13F
|
Company |
2.2%
|
635,292
|
$26,155,000 | — | 30 Jun 2021 | |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC |
13F
|
Company |
2%
|
587,972
|
$24,207,000 | — | 30 Jun 2021 | |
| NEW SOUTH CAPITAL MANAGEMENT INC |
13F
|
Company |
2%
|
585,563
|
$24,108,000 | — | 30 Jun 2021 | |
| Channing Capital Management, LLC |
13F
|
Company |
1.8%
|
510,262
|
$21,007,000 | — | 30 Jun 2021 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
1.6%
|
476,131
|
$19,602,000 | — | 30 Jun 2021 | |
| ASHFORD CAPITAL MANAGEMENT INC |
13F
|
Company |
1.6%
|
472,306
|
$19,445,000 | — | 30 Jun 2021 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
1.6%
|
459,226
|
$18,907,000 | — | 30 Jun 2021 | |
| COOPER INVESTORS PTY LTD |
13F
|
Company |
1.6%
|
453,447
|
$18,668,413 | — | 30 Jun 2021 | |
| WEDGE CAPITAL MANAGEMENT L L P/NC |
13F
|
Company |
1.4%
|
414,175
|
$17,052,000 | — | 30 Jun 2021 | |
| Summit Creek Advisors LLC |
13F
|
Company |
1.4%
|
406,575
|
$16,739,000 | — | 30 Jun 2021 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
1.3%
|
372,946
|
$15,354,000 | — | 30 Jun 2021 | |
| ARDSLEY ADVISORY PARTNERS LP |
13F
|
Company |
1.2%
|
350,000
|
$14,410,000 | — | 30 Jun 2021 | |
| NORTHERN TRUST CORP |
13F
|
Company |
1.1%
|
326,461
|
$13,441,000 | — | 30 Jun 2021 | |
| ArrowMark Colorado Holdings LLC |
13F
|
Company |
1.1%
|
303,976
|
$12,515,000 | — | 30 Jun 2021 | |
| David M. Knott |
13F
|
Individual |
1%
|
300,000
|
$12,351,000 | — | 30 Jun 2021 | |
| PUTNAM INVESTMENTS LLC |
13F
|
Company |
1%
|
296,295
|
$12,198,000 | — | 30 Jun 2021 | |
| G2 Investment Partners Management LLC |
13F
|
Company |
1%
|
290,000
|
$11,939,000 | — | 30 Jun 2021 | |
| WCM INVESTMENT MANAGEMENT, LLC |
13F
|
Company |
0.93%
|
269,344
|
$11,089,000 | — | 30 Jun 2021 | |
| CI INVESTMENTS INC. |
13F
|
Company |
0.93%
|
268,963
|
$11,073,000 | — | 30 Jun 2021 | |
| Whetstone Capital Advisors, LLC |
13F
|
Company |
0.89%
|
255,715
|
$10,528,000 | — | 30 Jun 2021 | |
| RK Capital Management, LLC |
13F
|
Company |
0.82%
|
236,900
|
$9,753,000 | — | 30 Jun 2021 | |
| SCOUT INVESTMENTS, INC. |
13F
|
Company |
0.75%
|
217,454
|
$8,953,000 | — | 30 Jun 2021 | |
| ESW Capital, LLC |
3/4/5
|
10%+ Owner |
—
class O/S missing
|
1,803,574
|
$8,314,476 | — | 19 May 2021 | |
| Monarch Partners Asset Management LLC |
13F
|
Company |
0.67%
|
192,547
|
$7,927,000 | — | 30 Jun 2021 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
0.64%
|
184,082
|
$7,579,000 | — | 30 Jun 2021 | |
| Motley Fool Wealth Management, LLC |
13F
|
Company |
0.6%
|
174,313
|
$7,176,000 | — | 30 Jun 2021 | |
| General Equity Holdings LP |
13F
|
Company |
0.6%
|
172,626
|
$7,107,000 | — | 30 Jun 2021 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
0.56%
|
161,687
|
$6,657,000 | — | 30 Jun 2021 | |
| OAK RIDGE INVESTMENTS LLC |
13F
|
Company |
0.52%
|
149,502
|
$6,155,000 | — | 30 Jun 2021 | |
| AMERIPRISE FINANCIAL INC |
13F
|
Company |
0.49%
|
142,750
|
$5,877,000 | — | 30 Jun 2021 | |
| THAMES CAPITAL MANAGEMENT LLC |
13F
|
Company |
0.49%
|
142,538
|
$5,868,000 | — | 30 Jun 2021 | |
| VICTORY CAPITAL MANAGEMENT INC |
13F
|
Company |
0.47%
|
135,881
|
$5,594,000 | — | 30 Jun 2021 | |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO |
13F
|
Company |
0.46%
|
132,135
|
$5,440,000 | — | 30 Jun 2021 | |
| Hodges Capital Management Inc. |
13F
|
Company |
0.45%
|
130,212
|
$5,361,000 | — | 30 Jun 2021 | |
| Nuveen Asset Management, LLC |
13F
|
Company |
0.45%
|
130,004
|
$5,352,000 | — | 30 Jun 2021 | |
| 1492 Capital Management LLC |
13F
|
Company |
0.45%
|
129,534
|
$5,333,000 | — | 30 Jun 2021 | |
| Parallax Volatility Advisers, L.P. |
13F
|
Company |
0.45%
|
129,092
|
$5,315,000 | — | 30 Jun 2021 | |
| MORGAN STANLEY |
13F
|
Company |
0.44%
|
125,691
|
$5,174,000 | — | 30 Jun 2021 | |
| JUPITER ASSET MANAGEMENT LTD |
13F
|
Company |
0.42%
|
120,886
|
$4,971,000 | — | 30 Jun 2021 | |
| Bank of New York Mellon Corp |
13F
|
Company |
0.41%
|
119,811
|
$4,933,000 | — | 30 Jun 2021 | |
| NEW YORK STATE COMMON RETIREMENT FUND |
13F
|
Company |
0.41%
|
119,257
|
$4,910,000 | — | 30 Jun 2021 | |
| RAYMOND JAMES & ASSOCIATES |
13F
|
Company |
0.41%
|
117,175
|
$4,824,000 | — | 30 Jun 2021 |
Institutional Holders of Upland Software, Inc. - Common Stock (UPLD) as of Q3 2021
As of 30 Sep 2021,
Upland Software, Inc. - Common Stock (UPLD) was held by
148 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
25,154,473 shares.
The largest 10 holders included
ROYCE & ASSOCIATES LP, BlackRock Inc., CDAM (UK) Ltd, WASATCH ADVISORS INC, VANGUARD GROUP INC, P2 Capital Partners, LLC, BERNZOTT CAPITAL ADVISORS, Swedbank AB, NEW SOUTH CAPITAL MANAGEMENT INC, and STATE STREET CORP.
This page lists
148
institutional shareholders reporting positions in this security
for the Q3 2021 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
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 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.