Security key
91544A109
- Security type / class
- Equity / Common Stock
- Total 13F shares
- 24,756,783
- Total 13F value
- $176,512,574
- Share change
- +590,295
- Put/Call ratio
- 44%
- SEC-reported price per share
- $7.13
- Number of holders
- 130
- Value change
- +$1,723,282
- Number of buys
- 71
- Number of sells
- 64
- 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
Q4 2022
Institutions
130
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
ESW Capital, LLC
Disclosed value leader
BlackRock Finance, Inc.
Comparable rows
0/15
Latest evidence
30 Sep 2022
3/4/5
13F
Highest disclosed value: $19,892,000
15 rows are not safely comparable across share classes.
Showing 1-6 of 15 holder rows.
Quick read
BlackRock Finance, Inc. has the largest disclosed position value at $19.89M.
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 BlackRock Finance, Inc.'s linked filing trail.
Disclosed position value
Top 5
ESW Capital, LLC
$8.31M
ULYSSES AGGREGATOR, LP
$1.16M
BlackRock Finance, Inc.
$19.89M
VANGUARD GROUP INC
$17.77M
Marathon Asset Management Ltd
$10.79M
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 |
| ULYSSES AGGREGATOR, LP |
3/4/5
10%+ Owner
|
—
denominator unverified
|
$1,160,461
251,727 shares
|
— | 23 Aug 2022 |
| BlackRock Finance, Inc. |
13F
Company
|
—
denominator unverified
|
$19,892,000
2,446,754 shares
|
— | 30 Sep 2022 |
| VANGUARD GROUP INC |
13F
Company
|
—
denominator unverified
|
$17,771,000
2,185,822 shares
|
— | 30 Sep 2022 |
| Marathon Asset Management Ltd |
13F
Company
|
—
denominator unverified
|
$10,789,000
1,327,021 shares
|
— | 30 Sep 2022 |
| NEW SOUTH CAPITAL MANAGEMENT INC |
13F
Company
|
—
denominator unverified
|
$9,445,000
1,161,736 shares
|
— | 30 Sep 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 Q4 2022
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
130
Shares
24,756,783
Rows available
130
| 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 Q4 2022 vs Q3 2022 Across Filers
Q3 2022 holders
128
Q4 2022 holders
130
Holder diff
2
| Investor | Q3 2022 Shares | Q4 2022 Shares | Share Diff | Share Chg % | Q3 2022 value | Q4 2022 value | Value change | Value Chg % |
|---|