Security key
91544A208
- Security type / class
- Equity / COM NEW
- Total 13F shares
- 912,414
- Total 13F value
- $4,260,247
- Share change
- +912,399
- SEC-reported price per share
- $4.67
- Number of holders
- 29
- Value change
- +$4,260,177
- Number of buys
- 28
Report period
Q2 2026
Institutions
29
Top holders
10
UPLD full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q3 2026
Upland Software, Inc. SEC filings
Upland Software, Inc. company facts
Broader feeds
Reporting periods
Holder history for CUSIP 91544A208
Recent filing periods:
Ownership snapshot
Top reported holders of UPLD - Upland Software, Inc. - COM NEW (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
ESW Capital, LLC
Comparable rows
2/15
Latest evidence
30 Apr 2026
13D/G
3/4/5
13F
Lead comparable stake: 9%
13 rows are not safely comparable across share classes.
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%.
2 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 2
Petrus Paulus van Schaick
9%
CastleKnight Master Fund LP
3.7%
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%
Reported 13D/G
· 30 Sep 2025
|
$6,162,000
2,600,000 shares
|
+$1,422,000 | 30 Sep 2025 |
| CastleKnight Master Fund LP |
13D/G
|
3.7%
Reported 13D/G
· 31 Dec 2024
|
$2,458,545
1,020,143 shares
|
$0 | 31 Dec 2024 |
| 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 |
| Mcdonald John T. |
3/4/5
Director
|
—
denominator unverified
|
$2,000,178
3,004,625 shares
|
— | 30 Apr 2026 |
| Rodney C. Favaron |
3/4/5
President
|
—
denominator unverified
|
$1,561,601
338,742 shares
|
— | 16 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 Q2 2026
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
29
Shares
912,414
Rows available
29
| 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 Q2 2026 vs Q2 2026 Across Filers
Q2 2026 holders
29
Q2 2026 holders
29
Holder diff
0
| Investor | Q2 2026 Shares | Q2 2026 Shares | Share Diff | Share Chg % | Q2 2026 value | Q2 2026 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend