UPLAND SOFTWARE INC (UPLD) Top Institutional Shareholders
UPLAND SOFTWARE INC (UPLD) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $5.87M in UPLD holdings during the latest filing period.
Ameriprise Financial Inc is currently the largest disclosed institutional shareholder of UPLD tracked by InsiderSet, reporting ownership valued at approximately $902,857 in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $7.01M, representing an estimated gain of +676.28% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 82% of the total disclosed UPLD value among the investors covered in this analysis. Major shareholders include Ameriprise Financial Inc, Vanguard Capital Management Llc, Rice Hall James & Associates, Llc, and several other long-term asset managers with concentrated positions in UPLAND SOFTWARE INC (UPLD).
This page ranks the largest institutional UPLD shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
45
Total Reported Value
$5.87M
Largest Holder
Ameriprise Financial Inc
Largest Position
$902,857
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
66
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Ameriprise Financial Inc | 0.00% | 1,355,641 | $902,857 | $7,008,664 | +$6,105,807 | +676.28% | |
| Vanguard Capital Management Llc | 0.00% | 1,203,774 | $801,713 | $6,223,512 | +$5,421,799 | +676.28% | |
| Rice Hall James & Associates, Llc | 0.04% | 974,448 | $648,982 | $5,037,896 | +$4,388,914 | +676.28% | |
| Castleknight Management Lp | 0.02% | 777,201 | $517,616 | $4,018,129 | +$3,500,513 | +676.28% | |
| D. E. Shaw & Co., Inc. | 0.00% | 658,110 | $438,301 | $3,402,429 | +$2,964,128 | +676.28% | |
| Blackrock, Inc. | 0.00% | 624,539 | $415,943 | $3,228,867 | +$2,812,924 | +676.28% | |
| Geode Capital Management, Llc | 0.00% | 450,094 | $299,817 | $2,326,986 | +$2,027,169 | +676.14% | |
| Rbf Capital, Llc | 0.01% | 427,548 | $284,747 | $2,210,423 | +$1,925,676 | +676.28% | |
| Two Sigma Investments, Lp | 0.00% | 412,114 | $274,468 | $2,130,629 | +$1,856,161 | +676.28% | |
| Vanguard Portfolio Management Llc | 0.00% | 364,068 | $242,469 | $1,882,232 | +$1,639,763 | +676.28% | |
| Russell Investments Group, Ltd. | 0.00% | 267,156 | $177,922 | $1,381,197 | +$1,203,275 | +676.29% | |
| Renaissance Technologies LLC | Jim Simons | 0.00% | 242,391 | $161,432 | $1,253,161 | +$1,091,729 | +676.28% |
| Man Group Plc | 0.00% | 200,895 | $133,796 | $1,038,627 | +$904,831 | +676.28% | |
| Vanguard Fiduciary Trust Co | 0.00% | 143,502 | $95,572 | $741,905 | +$646,333 | +676.28% | |
| Assenagon Asset Management S.A. | 0.00% | 125,366 | $83,494 | $648,142 | +$564,648 | +676.27% | |
| State Street Corp | 0.00% | 109,951 | $73,227 | $568,447 | +$495,220 | +676.28% | |
| Northern Trust Corp | 0.00% | 64,044 | $42,654 | $331,107 | +$288,453 | +676.26% | |
| Evergreen Capital Management Llc | 0.00% | 62,390 | $41,552 | $322,556 | +$281,004 | +676.27% | |
| Boston Partners | 0.00% | 43,744 | $29,130 | $226,156 | +$197,026 | +676.37% | |
| Xtx Topco Ltd | 0.00% | 42,599 | $28,371 | $220,237 | +$191,866 | +676.27% | |
| Hsbc Holdings Plc | 0.00% | 38,874 | $25,634 | $200,979 | +$175,345 | +684.03% | |
| Ubs Group Ag | 0.00% | 33,077 | $22,029 | $171,008 | +$148,979 | +676.29% | |
| Bank Of America Corp | 0.00% | 31,149 | $20,745 | $161,040 | +$140,295 | +676.29% | |
| Barclays Plc | 0.00% | 30,211 | $20,121 | $156,191 | +$136,070 | +676.26% | |
| Heron Bay Capital Management | 0.00% | 27,192 | $18,110 | $140,583 | +$122,473 | +676.27% | |
| First Heartland Consultants, Inc. | 0.00% | 20,004 | $13,323 | $103,421 | +$90,098 | +676.26% | |
| Fmr Llc | 0.00% | 17,202 | $11,457 | $88,934 | +$77,477 | +676.24% | |
| Steel Grove Capital Advisors, Llc | 0.00% | 14,411 | $9,598 | $74,505 | +$64,907 | +676.25% | |
| Two Sigma Securities, Llc | 0.00% | 13,665 | $9,101 | $70,648 | +$61,547 | +676.27% | |
| Savant Capital, Llc | 0.00% | 13,500 | $8,991 | $69,795 | +$60,804 | +676.28% | |
| Vanguard Global Advisers, Llc | 0.00% | 9,665 | $6,437 | $49,968 | +$43,531 | +676.26% | |
| Osaic Holdings, Inc. | 0.00% | 6,725 | $4,502 | $34,768 | +$30,266 | +672.28% | |
| Federated Hermes, Inc. | 0.00% | 1,334 | $888 | $6,897 | +$6,009 | +676.66% | |
| Acadian Asset Management Llc | 0.00% | 1,211,465 | $806 | $6,263,274 | +$6,262,468 | +776981.15% | |
| Morgan Stanley | 0.00% | 588 | $392 | $3,040 | +$2,648 | +675.50% | |
| Corecap Advisors, Llc | 0.00% | 505 | $336 | $2,611 | +$2,275 | +677.04% | |
| Tower Research Capital Llc (Trc) | 0.00% | 448 | $298 | $2,316 | +$2,018 | +677.23% | |
| Bnp Paribas Financial Markets | 0.00% | 222 | $148 | $1,148 | +$1,000 | +675.50% | |
| Gsa Capital Partners Llp | 0.00% | 44,525 | $30 | $230,194 | +$230,164 | +767214.17% | |
| Price T Rowe Associates Inc | 0.00% | 23,520 | $16 | $121,598 | +$121,582 | +759890.00% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 20 | $13 | $103 | +$90 | +695.38% | |
| Anchor Investment Management, Llc | 0.00% | 17 | $11 | $88 | +$77 | +699.00% | |
| Sbi Securities Co., Ltd. | 0.00% | 4 | $3 | $21 | +$18 | +589.33% | |
| Caitong International Asset Management Co., Ltd | 0.00% | 1 | $1 | $5 | +$4 | +417.00% | |
| Huntington National Bank | 0.00% | 1 | $1 | $5 | +$4 | +417.00% |
Frequently asked questions about UPLD
Who owns the most UPLD stock?
The largest holders of UPLD are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for UPLAND SOFTWARE INC (UPLD).
Is UPLD widely held by superinvestors?
Many widely followed stocks like UPLD appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly UPLD is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.