Security key
91544A109
- Security type / class
- Equity / Common Stock
- Total 13F shares
- 23,919,303
- Total 13F value
- $194,396,710
- Share change
- +653,583
- Put/Call ratio
- 63%
- SEC-reported price per share
- $8.13
- Number of holders
- 128
- Value change
- -$5,720,694
- Number of buys
- 76
- Number of sells
- 56
- Shares outstanding
- 28,888,889
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 2022
Institutions
128
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 (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
Marathon Asset Management...
Disclosed value leader
Marathon Asset Management...
Comparable rows
15/15
Latest evidence
30 Jun 2022
13F
Lead comparable stake: 8.5%
Showing 1-6 of 15 holder rows.
Quick read
Marathon Asset Management Ltd leads the comparable SEC ownership view at 8.5%.
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.
Open SEC evidence
Opens Marathon Asset Management Ltd's linked filing trail.
Comparable ownership
Top 5
Marathon Asset Management Ltd
8.5%
BlackRock Finance, Inc.
7.9%
VANGUARD GROUP INC
6.8%
NEW SOUTH CAPITAL MANAGEMENT INC
4%
BERNZOTT CAPITAL ADVISORS
3.8%
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 |
|---|---|---|---|---|---|
| Marathon Asset Management Ltd |
13F
Company
|
8.5%
|
$35,596,000
2,451,702 shares
|
— | 30 Jun 2022 |
| BlackRock Finance, Inc. |
13F
Company
|
7.9%
|
$33,030,000
2,274,844 shares
|
— | 30 Jun 2022 |
| VANGUARD GROUP INC |
13F
Company
|
6.8%
|
$28,618,000
1,970,887 shares
|
— | 30 Jun 2022 |
| NEW SOUTH CAPITAL MANAGEMENT INC |
13F
Company
|
4%
|
$16,892,000
1,163,354 shares
|
— | 30 Jun 2022 |
| BERNZOTT CAPITAL ADVISORS |
13F
Company
|
3.8%
|
$16,064,000
1,106,308 shares
|
— | 30 Jun 2022 |
| P2 Capital Partners, LLC |
13F
Company
|
3.3%
|
$13,794,000
950,000 shares
|
— | 30 Jun 2022 |
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 2022
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
128
Shares
23,919,303
Rows available
128
| 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 2022 vs Q2 2022 Across Filers
Q2 2022 holders
124
Q3 2022 holders
128
Holder diff
4
| Investor | Q2 2022 Shares | Q3 2022 Shares | Share Diff | Share Chg % | Q2 2022 value | Q3 2022 value | Value change | Value Chg % |
|---|