UPLAND SOFTWARE INC (UPLD) Institutional Ownership Changes & 13F Activity
UPLAND SOFTWARE INC (UPLD). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Acadian Asset Management Llc, Vanguard Capital Management Llc, Rice Hall James & Associates, Llc, Castleknight Management Lp, and D. E. Shaw & Co., Inc..
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Bank Of America Corp | Sell | -31,149 | -100.0% | 0 | $0.00 | Q2 2026 | May 18, 2026 |
| Rice Hall James & Associates, Llc | Sell | -974,448 | -100.0% | 0 | $0.00 | Q2 2026 | May 15, 2026 |
| Castleknight Management Lp | Sell | -777,201 | -100.0% | 0 | $0.00 | Q2 2026 | May 15, 2026 |
| D. E. Shaw & Co., Inc. | Sell | -658,110 | -100.0% | 0 | $0.00 | Q2 2026 | May 15, 2026 |
| Geode Capital Management, Llc | Sell | -450,094 | -100.0% | 0 | $0.00 | Q2 2026 | May 15, 2026 |
| Rbf Capital, Llc | Sell | -427,548 | -100.0% | 0 | $0.00 | Q2 2026 | May 15, 2026 |
| Two Sigma Investments, Lp | Sell | -412,114 | -100.0% | 0 | $0.00 | Q2 2026 | May 15, 2026 |
| Man Group Plc | Sell | -200,895 | -100.0% | 0 | $0.00 | Q2 2026 | May 15, 2026 |
| State Street Corp | Sell | -109,951 | -100.0% | 0 | $0.00 | Q2 2026 | May 15, 2026 |
| Xtx Topco Ltd | Sell | -42,599 | -100.0% | 0 | $0.00 | Q2 2026 | May 15, 2026 |
| Barclays Plc | Sell | -30,211 | -100.0% | 0 | $0.00 | Q2 2026 | May 15, 2026 |
| Price T Rowe Associates Inc | Sell | -23,520 | -100.0% | 0 | $0.00 | Q2 2026 | May 15, 2026 |
| Fmr Llc | Sell | -17,202 | -100.0% | 0 | $0.00 | Q2 2026 | May 15, 2026 |
| Two Sigma Securities, Llc | Sell | -13,665 | -100.0% | 0 | $0.00 | Q2 2026 | May 15, 2026 |
| Osaic Holdings, Inc. | Sell | -6,725 | -100.0% | 0 | $0.00 | Q2 2026 | May 15, 2026 |
| Royal Bank Of Canada | Sell | -785 | -100.0% | 0 | $0.00 | Q2 2026 | May 15, 2026 |
| Morgan Stanley | Sell | -588 | -100.0% | 0 | $0.00 | Q2 2026 | May 15, 2026 |
| Tower Research Capital Llc (Trc) | Sell | -448 | -100.0% | 0 | $0.00 | Q2 2026 | May 15, 2026 |
| Renaissance Technologies LLC | Sell | -242,391 | -100.0% | 0 | $0.00 | Q2 2026 | May 14, 2026 |
| Northern Trust Corp | Sell | -64,044 | -100.0% | 0 | $0.00 | Q2 2026 | May 14, 2026 |
| Evergreen Capital Management Llc | Sell | -62,390 | -100.0% | 0 | $0.00 | Q2 2026 | May 14, 2026 |
| Acadian Asset Management Llc | Sell | -1,211,465 | -100.0% | 0 | $0.00 | Q2 2026 | May 13, 2026 |
| Blackrock, Inc. | Sell | -624,539 | -100.0% | 0 | $0.00 | Q2 2026 | May 13, 2026 |
| Heron Bay Capital Management | Sell | -27,192 | -100.0% | 0 | $0.00 | Q2 2026 | May 13, 2026 |
| Bnp Paribas Financial Markets | Sell | -222 | -100.0% | 0 | $0.00 | Q2 2026 | May 12, 2026 |
| Boston Partners | Sell | -43,744 | -100.0% | 0 | $0.00 | Q2 2026 | May 11, 2026 |
| Federated Hermes, Inc. | Sell | -1,334 | -100.0% | 0 | $0.00 | Q2 2026 | May 11, 2026 |
| Caitong International Asset Management Co., Ltd | Sell | -1 | -100.0% | 0 | $0.00 | Q2 2026 | May 11, 2026 |
| Vanguard Capital Management Llc | Sell | -1,203,774 | -100.0% | 0 | $0.00 | Q2 2026 | May 08, 2026 |
| Vanguard Portfolio Management Llc | Sell | -364,068 | -100.0% | 0 | $0.00 | Q2 2026 | May 08, 2026 |
Frequently asked questions about UPLD activity
Which institutional owners are buying UPLD?
Institutional owners buying UPLD include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in UPLD activity?
"Buy" means an investor increased their reported position in UPLD compared to the prior reporting period. This reflects growing exposure to UPLAND SOFTWARE INC (UPLD) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in UPLD increasing?
Institutional interest in UPLD can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.
Related UPLD Institutional Insights
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