Institutional Ownership
Upland Software Inc
CUSIP 91544A109COMUPLDQ1 2026
Institutional Holders
42
13F filers
Shares Held
8.37M
Aggregate institutional
Institutional Value
$4.72M
Q1 2026
Net New Holders
-15
3 new · 18 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions3
Increased10
Decreased13
Sold out18
Institutional Holders
42 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Ameriprise Financial Inc | 1.36M | $902.9K | +15.4K | Added |
| 2 | Rice Hall James & Associates, LLC | 974.4K | $649.0K | +80.8K | Added |
| 3 | Castleknight Management LP | 777.2K | $517.6K | 0 | Held |
| 4 | D. E. Shaw & Co., Inc. | 658.1K | $438.3K | −190.3K | Reduced |
| 5 | Blackrock, Inc. | 624.5K | $415.9K | +3.3K | Added |
| 6 | Geode Capital Management, LLC | 450.1K | $299.8K | +172.0K | Added |
| 7 | Rbf Capital, LLC | 427.5K | $284.7K | 0 | Held |
| 8 | Two Sigma Investments, LP | 412.1K | $274.5K | +125.1K | Added |
| 9 | Russell Investments Group, Ltd. | 267.2K | $177.9K | +4.8K | Added |
| 10 | Renaissance Technologies LLC | 242.4K | $161.4K | +8.3K | Added |
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