Funds · UPLD

Who owns UPLD?

Institutional ownership of Upland Software Inc. from Form 13F, Q2 2026

27 institutional managers reported holding Upland Software Inc. (UPLD) in Form 13F filings for Q2 2026, with 901,419 shares worth $4.2M. The largest reported holder was Ameriprise Financial Inc. 27 opened new positions and 0 sold out.

Funds holding
27
Value held
$4.2M
New / sold out
27 / 0
Net shares, same filers
None

Holdings as of June 30, 2026, the end of Q2 2026. Managers have 45 days after a quarter ends to file Form 13F (by August 14, 2026 for Q2 2026), so positions may have changed since.

Largest holders of UPLD

FundValueShare of 13F holdingsSharesMove
Ameriprise Financial Inc$644K15.3%137,919New
Vanguard Capital Management LLC$562K13.4%120,376New
Acadian Asset Management LLC$524K12.5%112,368New
Rice Hall James & Associates, LLC$472K11.2%101,143New
CastleKnight Management LP$363K8.6%77,720New
BlackRock, Inc.$257K6.1%54,961New
D. E. Shaw & Co., Inc.$224K5.3%47,867New
RBF Capital, LLC$200K4.7%42,754New
Geode Capital Management, LLC$167K4.0%35,839New
Two Sigma Investments, LP$125K3.0%26,790New
Man Group plc$118K2.8%25,265New
Renaissance Technologies LLC$115K2.7%24,584New
Vanguard Portfolio Management LLC$109K2.6%23,341New
Russell Investments Group, Ltd.$101K2.4%21,530New
Jane Street Group, LLC$73K1.7%15,585New
Vanguard Fiduciary Trust Co$67K1.6%14,350New
UBS Group AG$54K1.3%11,658New
Barclays PLC$15K0.4%3,164New
FMR LLC$8K0.2%1,720New
Tower Research Capital LLC (TRC)$5K0.1%1,002New
Vanguard Global Advisers, LLC$5K0.1%966New
Osaic Holdings, Inc.$2K0.0%378New
Morgan Stanley$2800.0%60New
CoreCap Advisors, LLC$2340.0%50New
BNP Paribas Financial Markets$700.0%15New

Share of 13F holdings is each fund's shares as a share of the 901,419 UPLD shares all 13F filers reported, not of shares outstanding.

Questions about UPLD ownership

Who owns UPLD stock?
27 institutional investment managers reported UPLD positions in their Form 13F filings for Q2 2026, holding 901,419 shares worth $4.2M in total. Ameriprise Financial Inc reported the largest position.
Are funds buying or selling UPLD?
27 managers opened new UPLD positions in Q2 2026.
How current is this UPLD institutional ownership data?
It covers holdings as of the end of Q2 2026. Managers have 45 days after the quarter ends to file Form 13F (by August 14, 2026 for Q2 2026), so positions may have changed since.

From the SEC's Form 13F data sets for Q2 2026: every 13F holdings report, matched to UPLD by CUSIP. Options are left out. UPLD news and filings · UPLD insider trades · Top funds