Upland Software Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| AMERIPRISE FINANCIAL INC | 08/14/2026 | 137.92 K | $644.08 K | 100.00% | 4.69% |
| VANGUARD CAPITAL MANAGEMENT LLC | 08/13/2026 | 120.38 K | $562.16 K | 100.00% | 4.10% |
| ACADIAN ASSET MANAGEMENT LLC | 08/13/2026 | 112.37 K | $524.00 K | 100.00% | 3.82% |
| RICE HALL JAMES & ASSOCIATES, LLC | 08/07/2026 | 101.14 K | $472.34 K | 100.00% | 3.44% |
| CASTLEKNIGHT MANAGEMENT LP | 08/14/2026 | 77.72 K | $362.95 K | 100.00% | 2.64% |
| BLACKROCK, INC. | 08/07/2026 | 54.96 K | $256.67 K | 100.00% | 1.87% |
| D. E. SHAW & CO., INC. | 08/14/2026 | 47.87 K | $223.54 K | 100.00% | 1.63% |
| RBF CAPITAL, LLC | 08/14/2026 | 42.75 K | $199.66 K | 100.00% | 1.45% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/12/2026 | 35.84 K | $167.41 K | 100.00% | 1.22% |
| TWO SIGMA INVESTMENTS, LP | 08/14/2026 | 26.79 K | $125.11 K | 100.00% | 0.91% |
| MAN GROUP PLC | 08/14/2026 | 25.27 K | $117.99 K | 100.00% | 0.86% |
| RENAISSANCE TECHNOLOGIES LLC | 08/13/2026 | 24.58 K | $114.81 K | 100.00% | 0.84% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 08/13/2026 | 23.34 K | $109.00 K | 100.00% | 0.79% |
| RUSSELL INVESTMENTS GROUP, LTD. | 08/06/2026 | 21.53 K | $100.54 K | 100.00% | 0.73% |
| JANE STREET GROUP, LLC | 08/14/2026 | 15.59 K | $72.78 K | 100.00% | 0.53% |
| VANGUARD FIDUCIARY TRUST CO | 08/13/2026 | 14.35 K | $67.02 K | 100.00% | 0.49% |
| UBS GROUP AG | 08/13/2026 | 11.66 K | $54.44 K | 100.00% | 0.40% |
| BARCLAYS PLC | 08/14/2026 | 3.16 K | $14.78 K | 100.00% | 0.11% |
| FMR LLC | 08/13/2026 | 1.72 K | $8.03 K | 100.00% | 0.06% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 08/11/2026 | 1.00 K | $4.68 K | 100.00% | 0.03% |
| VANGUARD GLOBAL ADVISERS, LLC | 08/13/2026 | 966 | $4.51 K | 100.00% | 0.03% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 378 | $1.76 K | 100.00% | 0.01% |
| MORGAN STANLEY | 08/13/2026 | 60 | $280 | 100.00% | 0.00% |
| CORECAP ADVISORS, LLC | 07/06/2026 | 50 | $234 | 100.00% | 0.00% |
| BNP PARIBAS ARBITRAGE, SNC | 08/13/2026 | 15 | $70 | 100.00% | 0.00% |
| FEDERATED HERMES, INC. | 08/12/2026 | 12 | $56 | 100.00% | 0.00% |
| SBI SECURITIES CO., LTD. | 07/23/2026 | 2 | $9 | 100.00% | 0.00% |
| ANCHOR INVESTMENT MANAGEMENT, LLC | 09/15/2026 | 1 | $5 | 100.00% | 0.00% |
| HUNTINGTON NATIONAL BANK | 08/13/2026 | 1 | $1 | 0.00% | 0.00% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 0 | $0 | -100.00% | 0.00% |
| NORTHERN TRUST CORP | 08/13/2026 | 0 | $0 | -100.00% | 0.00% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 08/14/2026 | 0 | $0 | -100.00% | 0.00% |
| STATE STREET CORP | 08/07/2026 | 0 | $0 | -100.00% | 0.00% |
| BARCLAYS PLC | 08/14/2026 | 0 | $0 | -100.00% | 0.00% |
| FMR LLC | 08/13/2026 | 0 | $0 | -100.00% | 0.00% |
| AMERIPRISE FINANCIAL INC | 08/14/2026 | 0 | $0 | -100.00% | 0.00% |
| HSBC HOLDINGS PLC | 08/14/2026 | 0 | $0 | -100.00% | 0.00% |
| MORGAN STANLEY | 08/13/2026 | 0 | $0 | -100.00% | 0.00% |
| ACADIAN ASSET MANAGEMENT LLC | 08/13/2026 | 0 | $0 | -100.00% | 0.00% |
| VANGUARD FIDUCIARY TRUST CO | 08/13/2026 | 0 | $0 | -100.00% | 0.00% |
| D. E. SHAW & CO., INC. | 08/14/2026 | 0 | $0 | -100.00% | 0.00% |
| RENAISSANCE TECHNOLOGIES LLC | 08/13/2026 | 0 | $0 | -100.00% | 0.00% |
| FEDERATED HERMES, INC. | 08/12/2026 | 0 | $0 | -100.00% | 0.00% |
| RBF CAPITAL, LLC | 08/14/2026 | 0 | $0 | -100.00% | 0.00% |
| GREEN SQUARE CAPITAL ADVISORS LLC | 07/28/2026 | 0 | $0 | -100.00% | 0.00% |
| BNP PARIBAS ARBITRAGE, SNC | 08/13/2026 | 0 | $0 | -100.00% | 0.00% |
| TWO SIGMA INVESTMENTS, LP | 08/14/2026 | 0 | $0 | -100.00% | 0.00% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/12/2026 | 0 | $0 | -100.00% | 0.00% |
| RICE HALL JAMES & ASSOCIATES, LLC | 08/07/2026 | 0 | $0 | -100.00% | 0.00% |
| EVERGREEN CAPITAL MANAGEMENT LLC | 07/23/2026 | 0 | $0 | -100.00% | 0.00% |
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Upland Software Inc institutional Ownership - FAQ's
During the previous two years, 97 institutional investors and hedge funds held shares of Upland Software Inc. The most heavily invested institutionals were:
AMERIPRISE FINANCIAL INC: 137,919
VANGUARD CAPITAL MANAGEMENT LLC: 120,376
ACADIAN ASSET MANAGEMENT LLC: 112,368
RICE HALL JAMES & ASSOCIATES, LLC: 101,143
CastleKnight Management LP: 77,720
BlackRock, Inc.: 54,961
30.67% of Upland Software Inc stock is owned by institutional investors.
Institutional investors have bought a total of 5.39 M shares in the last 24 months. This purchase volume represents approximately $3.23 M in transactions.