Institutional Ownership
Upland Software Inc
CUSIP 91544A109COMUPLDQ1 2026
13D / 13G Filings
25
Schedule 13D/13G on record
Beneficial Filers
11
Distinct reporting persons
Largest Stake
20.6%
Max % of class reported
Institutional Holders
42
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
25 filings · latest Nov 10, 2025
| # | Filed | Reporting Person | Form | % of Class | Shares | Filing |
|---|---|---|---|---|---|---|
| 1 | Nov 10, 2025 | Jalak Investments B.V. | 13G/A | 11.0% | 2.60M | SEC |
| 2 | Apr 3, 2025 | Jalak Investments B.V. | 13G/A | 11.0% | 2.00M | SEC |
| 3 | Feb 14, 2025 | Castleknight Master Fund LP | 13G/A | 3.7% | — | SEC |
| 4 | Jan 30, 2025 | Jalak Investments B.V. | 13G | 11.0% | 1.44M | SEC |
| 5 | Aug 8, 2024 | Castleknight Master Fund LP | 13G | 5.1% | 1.38M | SEC |
| 6 | Jun 17, 2024 | Ulysses Aggregator, LP | 13D/A | 20.6% | 7.14M | SEC |
| 7 | Feb 27, 2024 | Ulysses Aggregator, LP | 13D/A | 19.5% | 6.98M | SEC |
| 8 | Feb 13, 2024 | Vanguard Group Inc | 13G/A | 6.0% | 1.90M | SEC |
| 9 | Dec 18, 2023 | Ulysses Aggregator, LP | 13D/A | 18.2% | 6.98M | SEC |
| 10 | Jul 7, 2023 | Blackrock Inc. | 13G/A | 3.4% | 1.11M | SEC |
15 more beneficial-ownership filings on Premium
See the full Schedule 13D/13G history for Upland Software Inc.
Unlock full historyTop Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Ameriprise Financial Inc | 1.36M | $902.9K |
| 2 | Rice Hall James & Associates, LLC | 974.4K | $649.0K |
| 3 | Castleknight Management LP | 777.2K | $517.6K |
| 4 | D. E. Shaw & Co., Inc. | 658.1K | $438.3K |
| 5 | Blackrock, Inc. | 624.5K | $415.9K |
| 6 | Geode Capital Management, LLC | 450.1K | $299.8K |
| 7 | Rbf Capital, LLC | 427.5K | $284.7K |
| 8 | Two Sigma Investments, LP | 412.1K | $274.5K |
| 9 | Russell Investments Group, Ltd. | 267.2K | $177.9K |
| 10 | Renaissance Technologies LLC | 242.4K | $161.4K |