Upland Software Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 01/29/2026 | 1.81 M | $2.59 M | -1.69% | 6.30% |
| AMERIPRISE FINANCIAL INC | 02/17/2026 | 1.34 M | $1.92 M | 1.48% | 4.66% |
| ACADIAN ASSET MANAGEMENT LLC | 02/10/2026 | 1.26 M | $1.80 M | -5.45% | 4.37% |
| RICE HALL JAMES & ASSOCIATES, LLC | 02/17/2026 | 893.70 K | $1.28 M | 2.58% | 3.10% |
| NEW SOUTH CAPITAL MANAGEMENT INC | 02/12/2026 | 887.09 K | $1.27 M | -8.10% | 3.08% |
| D. E. SHAW & CO., INC. | 02/17/2026 | 848.39 K | $1.21 M | -23.38% | 2.95% |
| CASTLEKNIGHT MANAGEMENT LP | 02/17/2026 | 777.20 K | $1.11 M | -5.58% | 2.70% |
| BLACKROCK, INC. | 02/12/2026 | 621.24 K | $888.37 K | 0.10% | 2.16% |
| MARSHALL WACE, LLP | 02/13/2026 | 472.50 K | $675.68 K | 5.32% | 1.64% |
| RBF CAPITAL, LLC | 02/17/2026 | 427.55 K | $611.39 K | -17.65% | 1.49% |
| TWO SIGMA ADVISERS, LP | 02/17/2026 | 335.30 K | $479.48 K | -12.86% | 1.16% |
| ASSENAGON ASSET MANAGEMENT S.A. | 01/09/2026 | 301.38 K | $430.97 K | 44.30% | 1.05% |
| TWO SIGMA INVESTMENTS, LP | 02/17/2026 | 286.99 K | $410.39 K | -18.63% | 1.00% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/09/2026 | 278.14 K | $397.85 K | -0.02% | 0.97% |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 02/17/2026 | 277.79 K | $397.24 K | 0.00% | 0.97% |
| RUSSELL INVESTMENTS GROUP, LTD. | 02/17/2026 | 262.39 K | $375.21 K | 41.03% | 0.91% |
| MAN GROUP PLC | 02/17/2026 | 260.59 K | $372.64 K | 2.14% | 0.91% |
| RENAISSANCE TECHNOLOGIES LLC | 02/12/2026 | 234.09 K | $334.75 K | -9.16% | 0.81% |
| GSA CAPITAL PARTNERS LLP | 02/06/2026 | 162.59 K | $232.00 K | 33.71% | 0.56% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 02/17/2026 | 155.60 K | $222.51 K | -4.31% | 0.54% |
| SQUAREPOINT OPS LLC | 02/13/2026 | 139.20 K | $199.05 K | 34.73% | 0.48% |
| STATE STREET CORP | 02/13/2026 | 109.95 K | $157.23 K | 0.00% | 0.38% |
| GOLDMAN SACHS GROUP INC | 03/25/2026 | 103.83 K | $148.47 K | 15.05% | 0.36% |
| ROUND ROCK ADVISORS, LLC | 04/07/2026 | 90.33 K | $129.17 K | -52.17% | 0.31% |
| HERON BAY CAPITAL MANAGEMENT | 02/13/2026 | 83.18 K | $118.95 K | -3.88% | 0.29% |
| NORTHERN TRUST CORP | 02/17/2026 | 64.04 K | $91.58 K | 23.17% | 0.22% |
| EVERGREEN CAPITAL MANAGEMENT LLC | 01/27/2026 | 62.39 K | $89.22 K | 0.00% | 0.22% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/17/2026 | 51.80 K | $74.07 K | -46.04% | 0.18% |
| UBS GROUP AG | 01/29/2026 | 49.95 K | $71.43 K | -2.28% | 0.17% |
| BOSTON PARTNERS | 02/13/2026 | 45.30 K | $64.78 K | -10.98% | 0.16% |
| QUADRATURE CAPITAL LTD | 02/17/2026 | 40.99 K | $58.61 K | 100.00% | 0.14% |
| XTX TOPCO LTD | 02/17/2026 | 38.99 K | $55.76 K | 100.00% | 0.14% |
| HSBC HOLDINGS PLC | 03/20/2026 | 38.87 K | $55.20 K | 0.00% | 0.14% |
| CITADEL ADVISORS LLC | 02/17/2026 | 34.30 K | $49.05 K | 19.51% | 0.12% |
| CENTIVA CAPITAL, LP | 02/13/2026 | 32.85 K | $46.98 K | 50.47% | 0.11% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 31.89 K | $45.61 K | -5.43% | 0.11% |
| CITADEL ADVISORS LLC | 02/17/2026 | 31.11 K | $44.49 K | 100.00% | 0.11% |
| BARCLAYS PLC | 02/13/2026 | 30.21 K | $43.20 K | 0.00% | 0.11% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 02/17/2026 | 23.52 K | $34.00 K | 0.00% | 0.08% |
| FMR LLC | 02/17/2026 | 19.73 K | $28.21 K | 0.00% | 0.07% |
| FIRST HEARTLAND CONSULTANTS, INC. | 01/09/2026 | 17.83 K | $25.50 K | 17.96% | 0.06% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 02/11/2026 | 16.61 K | $23.75 K | -79.76% | 0.06% |
| GREEN SQUARE CAPITAL ADVISORS LLC | 02/09/2026 | 14.41 K | $20.61 K | 0.00% | 0.05% |
| SAVANT CAPITAL, LLC | 02/10/2026 | 13.50 K | $19.31 K | 0.00% | 0.05% |
| WALLEYE CAPITAL LLC | 02/13/2026 | 13.35 K | $19.10 K | -31.00% | 0.05% |
| DIMENSIONAL FUND ADVISORS LP | 02/12/2026 | 11.77 K | $16.84 K | -13.81% | 0.04% |
| RITHOLTZ WEALTH MANAGEMENT | 01/23/2026 | 11.69 K | $16.72 K | -77.19% | 0.04% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/17/2026 | 10.95 K | $15.66 K | -76.66% | 0.04% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 8.38 K | $11.97 K | -25.72% | 0.03% |
| FEDERATED HERMES, INC. | 02/12/2026 | 2.23 K | $3.19 K | -11.79% | 0.01% |
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Upland Software Inc institutional Ownership - FAQ's
During the previous two years, 120 institutional investors and hedge funds held shares of Upland Software Inc. The most heavily invested institutionals were:
Assenagon Asset Management S.A.: 125,366
HSBC HOLDINGS PLC: 38,874
UBS Group AG: 33,077
First Heartland Consultants, Inc.: 20,004
Savant Capital, LLC: 13,500
CoreCap Advisors, LLC: 505
45.36% of Upland Software Inc stock is owned by institutional investors.
Institutional investors have bought a total of 15.19 M shares in the last 24 months. This purchase volume represents approximately $9.12 M in transactions.