Security key
91544A109
- Security type / class
- Equity / Common Stock
- Total 13F shares
- 13,058,121
- Total 13F value
- $18,670,438
- Share change
- -766,652
- Put/Call ratio
- 0%
- SEC-reported price per share
- $1.43
- Number of holders
- 59
- Value change
- -$1,304,465
- Number of buys
- 17
- Number of sells
- 39
- 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 2025
Institutions
59
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
Petrus Paulus van Schaick
Disclosed value leader
Petrus Paulus van Schaick
Comparable rows
15/15
Latest evidence
27 Oct 2025
13D/G
3/4/5
13F
Lead comparable stake: 9%
13D/G row: Petrus Paulus van Schaick
Showing 1-6 of 15 holder rows.
Quick read
Petrus Paulus van Schaick leads the comparable SEC ownership view at 9%.
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 Petrus Paulus van Schaick's linked filing trail.
Comparable ownership
Top 5
Petrus Paulus van Schaick
9%
CastleKnight Master Fund LP
3.7%
Karen Cummings
1.1%
David May
0.66%
Teresa Miles Walsh
0.5%
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 |
|---|---|---|---|---|---|
| Petrus Paulus van Schaick |
13D/G
Jalak Investments B.V.
|
9%
|
$6,162,000
2,600,000 shares
|
+$1,422,000 | 30 Sep 2025 |
| CastleKnight Master Fund LP |
13D/G
|
3.7%
|
$2,458,545
1,020,143 shares
|
$0 | 31 Dec 2024 |
| Karen Cummings |
3/4/5
President and COO
|
1.1%
|
$597,542
306,432 shares
|
— | 30 Jun 2025 |
| David May |
3/4/5
Director
|
0.66%
|
$453,705
191,437 shares
|
— | 27 Oct 2025 |
| Teresa Miles Walsh |
3/4/5
Director
|
0.5%
|
$342,441
144,490 shares
|
— | 27 Oct 2025 |
| Matthew Harnden Smith |
3/4/5
General Counsel and Secretary
|
0.46%
|
$242,710
131,908 shares
|
— | 16 Jun 2025 |
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 2025
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
59
Shares
13,058,121
Rows available
59
| 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 2025 vs Q3 2025 Across Filers
Q3 2025 holders
69
Q4 2025 holders
59
Holder diff
-10
| Investor | Q3 2025 Shares | Q4 2025 Shares | Share Diff | Share Chg % | Q3 2025 value | Q4 2025 value | Value change | Value Chg % |
|---|