Upland Software Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| AMERIPRISE FINANCIAL INC | 07/17/2026 | 1.36 M | $902.86 K | 1.15% | 4.74% |
| ACADIAN ASSET MANAGEMENT LLC | 05/13/2026 | 1.21 M | $806.00 K | -3.76% | 4.15% |
| 05/15/2026 | 1.20 M | $801.71 K | 100.00% | 4.13% | |
| RICE HALL JAMES & ASSOCIATES, LLC | 05/15/2026 | 974.45 K | $648.98 K | 9.04% | 3.34% |
| CASTLEKNIGHT MANAGEMENT LP | 05/15/2026 | 777.20 K | $517.62 K | 0.00% | 2.67% |
| D. E. SHAW & CO., INC. | 05/15/2026 | 658.11 K | $438.30 K | -22.43% | 2.26% |
| BLACKROCK, INC. | 05/13/2026 | 624.54 K | $415.94 K | 0.53% | 2.14% |
| GEODE CAPITAL MANAGEMENT, LLC | 05/15/2026 | 450.09 K | $299.82 K | 61.82% | 1.54% |
| RBF CAPITAL, LLC | 05/18/2026 | 427.55 K | $284.75 K | 0.00% | 1.47% |
| TWO SIGMA INVESTMENTS, LP | 05/15/2026 | 412.11 K | $274.47 K | 43.60% | 1.41% |
| 05/08/2026 | 364.07 K | $242.47 K | 100.00% | 1.25% | |
| RUSSELL INVESTMENTS GROUP, LTD. | 05/08/2026 | 267.16 K | $177.92 K | 1.82% | 0.92% |
| RENAISSANCE TECHNOLOGIES LLC | 05/14/2026 | 242.39 K | $161.43 K | 3.55% | 0.83% |
| MAN GROUP PLC | 05/15/2026 | 200.90 K | $133.80 K | -22.91% | 0.69% |
| VANGUARD FIDUCIARY TRUST CO | 05/08/2026 | 143.50 K | $95.57 K | 100.00% | 0.49% |
| ASSENAGON ASSET MANAGEMENT S.A. | 04/20/2026 | 125.37 K | $83.49 K | -58.40% | 0.43% |
| STATE STREET CORP | 05/15/2026 | 109.95 K | $73.23 K | 0.00% | 0.38% |
| NORTHERN TRUST CORP | 05/14/2026 | 64.04 K | $42.65 K | 0.00% | 0.22% |
| EVERGREEN CAPITAL MANAGEMENT LLC | 05/14/2026 | 62.39 K | $41.55 K | 0.00% | 0.21% |
| GSA CAPITAL PARTNERS LLP | 05/08/2026 | 44.53 K | $30.00 K | -72.61% | 0.15% |
| BOSTON PARTNERS | 05/11/2026 | 43.74 K | $29.13 K | -3.43% | 0.15% |
| XTX TOPCO LTD | 05/15/2026 | 42.60 K | $28.37 K | 9.26% | 0.15% |
| HSBC HOLDINGS PLC | 04/30/2026 | 38.87 K | $25.63 K | 0.00% | 0.13% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 33.80 K | $22.65 K | -34.75% | 0.12% |
| UBS GROUP AG | 05/05/2026 | 33.08 K | $22.03 K | -33.78% | 0.11% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 31.15 K | $20.75 K | -2.33% | 0.11% |
| BARCLAYS PLC | 05/15/2026 | 30.21 K | $20.12 K | 0.00% | 0.10% |
| HERON BAY CAPITAL MANAGEMENT | 05/13/2026 | 27.19 K | $18.11 K | -67.31% | 0.09% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 05/15/2026 | 23.52 K | $16.00 K | 0.00% | 0.08% |
| FIRST HEARTLAND CONSULTANTS, INC. | 04/08/2026 | 20.00 K | $13.32 K | 12.20% | 0.07% |
| FMR LLC | 05/15/2026 | 17.20 K | $11.46 K | -12.81% | 0.06% |
| GREEN SQUARE CAPITAL ADVISORS LLC | 05/07/2026 | 14.41 K | $9.60 K | 0.00% | 0.05% |
| TWO SIGMA SECURITIES, LLC | 05/15/2026 | 13.67 K | $9.10 K | 100.00% | 0.05% |
| SAVANT CAPITAL, LLC | 05/04/2026 | 13.50 K | $8.99 K | 0.00% | 0.05% |
| VANGUARD GLOBAL ADVISERS, LLC | 05/08/2026 | 9.67 K | $6.44 K | 100.00% | 0.03% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 6.73 K | $4.50 K | -19.70% | 0.02% |
| FEDERATED HERMES, INC. | 05/11/2026 | 1.33 K | $888 | -40.15% | 0.00% |
| MORGAN STANLEY | 05/15/2026 | 588 | $392 | 0.00% | 0.00% |
| CORECAP ADVISORS, LLC | 04/07/2026 | 505 | $336 | 0.00% | 0.00% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 05/15/2026 | 448 | $298 | 100.00% | 0.00% |
| BNP PARIBAS ARBITRAGE, SNC | 05/12/2026 | 222 | $148 | 29.07% | 0.00% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 05/08/2026 | 20 | $13 | 0.00% | 0.00% |
| ANCHOR INVESTMENT MANAGEMENT, LLC | 05/01/2026 | 17 | $11 | 0.00% | 0.00% |
| SBI SECURITIES CO., LTD. | 04/28/2026 | 4 | $3 | 0.00% | 0.00% |
| HUNTINGTON NATIONAL BANK | 05/15/2026 | 1 | $1 | 0.00% | 0.00% |
| CAITONG INTERNATIONAL ASSET MANAGEMENT CO., LTD | 05/11/2026 | 1 | $1 | 100.00% | 0.00% |
| DIMENSIONAL FUND ADVISORS LP | 05/07/2026 | 0 | $0 | -100.00% | 0.00% |
| CITIGROUP INC | 05/11/2026 | 0 | $0 | -100.00% | 0.00% |
| GOLDMAN SACHS GROUP INC | 05/15/2026 | 0 | $0 | -100.00% | 0.00% |
| ROYAL BANK OF CANADA | 05/15/2026 | 0 | $0 | -100.00% | 0.00% |
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Upland Software Inc institutional Ownership - FAQ's
During the previous two years, 112 institutional investors and hedge funds held shares of Upland Software Inc. The most heavily invested institutionals were:
GREEN SQUARE CAPITAL ADVISORS LLC: 0
GSA CAPITAL PARTNERS LLP: 0
Russell Investments Group, Ltd.: 0
Caitong International Asset Management Co., Ltd: 0
SBI Securities Co., Ltd.: 0
First Heartland Consultants, Inc.: 0
35.25% of Upland Software Inc stock is owned by institutional investors.
Institutional investors have bought a total of 12.47 M shares in the last 24 months. This purchase volume represents approximately $7.48 M in transactions.