UPLAND SOFTWARE INC (UPLD) Institutional Ownership
UPLD is currently held by 1 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $161,432 based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026.
The largest disclosed holder is Renaissance Technologies LLC, which reported ownership valued at approximately $161,432 in its March 31, 2026 13F filing. Based on current market prices and the latest disclosed share count, Renaissance Technologies LLC's UPLD position is now estimated to be worth approximately $1.25M, representing an estimated gain of +676.28% since the filing period.
Major shareholders tracked on this page include Renaissance Technologies LLC, and other prominent asset managers. Collectively, these investors account for approximately 100% of the total disclosed value among the investors covered in this analysis.
This page tracks institutional holding trends, hedge fund exposure, portfolio concentration, historical 13F filings, and estimated holding performance to help investors analyze smart money sentiment toward UPLAND SOFTWARE INC (UPLD).
Institutional Ownership Trend
| Portfolio quarter | Institutional holders | Total reported value | Total shares |
|---|---|---|---|
| Q1 2026 | 1 | $161,432 | 242,391 |
| Q4 2025 | 1 | $334,750 | 234,091 |
| Q3 2025 | 1 | $610,770 | 257,709 |
| Q2 2025 | 1 | $601,201 | 308,308 |
| Q1 2025 | 1 | $818,555 | 286,208 |
| Q4 2024 | 1 | $1,557,227 | 358,808 |
| Q3 2024 | 1 | $727,389 | 292,124 |
| Q2 2024 | 1 | $718,136 | 288,408 |
| Q1 2024 | 2 | $1,838,309 | 697,610 |
| Q4 2023 | 2 | $3,550,037 | 908,483 |
| Q3 2023 | 2 | $3,205,415 | 728,586 |
| Q2 2023 | 2 | $1,459,073 | 767,982 |
Related UPLD Institutional Insights:
- UPLD Institutional Ownership & Insiders Activity
- UPLD Institutional Ownership & 13F Activity
- UPLD Top Institutional Shareholders
- UPLD Institutional Buying Activity
- UPLD Institutional Selling Activity
- Technology Sector Institutional Ownership
- Technology Sector Portfolio Overlap
- Institutional Portfolio Overlap & Shared Holdings
- Most Bought Technology Stocks By Institutional Investors
- Most Sold Technology Stocks By Institutional Investors
- UPLD Insider Trading & SEC Form 4 Activity
- Top Institutional Investor Stock Rankings