UPLD Institutional Ownership & Shareholders
UPLAND SOFTWARE INC (UPLD) is currently held by 30 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $4.26M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Ameriprise Financial Inc is currently the largest disclosed institutional shareholder of UPLD tracked by InsiderSet, reporting ownership valued at approximately $644,083 in its June 30, 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 $496,508.4, representing an estimated loss of -22.91% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 83% of the total disclosed UPLD value among the investors covered in this analysis. Major shareholders include Ameriprise Financial Inc, Vanguard Capital Management Llc, Acadian Asset Management 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
30
Total Reported Value
$4.26M
Largest Holder
Ameriprise Financial Inc
Largest Position
$644,083
Insider Transactions (90d)
20
Latest Filing Quarter
Q2 2026
New Institutional Positions
68
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% | 137,919 | $644,083 | $496,508 | -$147,575 | -22.91% | |
| Vanguard Capital Management Llc | 0.00% | 120,376 | $562,156 | $433,354 | -$128,802 | -22.91% | |
| Acadian Asset Management Llc | 0.00% | 112,368 | $524,000 | $404,525 | -$119,475 | -22.80% | |
| Rice Hall James & Associates, Llc | 0.02% | 101,143 | $472,336 | $364,115 | -$108,221 | -22.91% | |
| Castleknight Management Lp | 0.01% | 77,720 | $362,952 | $279,792 | -$83,160 | -22.91% | |
| Blackrock, Inc. | 0.00% | 54,961 | $256,668 | $197,860 | -$58,808 | -22.91% | |
| D. E. Shaw & Co., Inc. | 0.00% | 47,867 | $223,539 | $172,321 | -$51,218 | -22.91% | |
| Rbf Capital, Llc | 0.01% | 42,754 | $199,661 | $153,914 | -$45,747 | -22.91% | |
| Geode Capital Management, Llc | 0.00% | 35,839 | $167,408 | $129,020 | -$38,388 | -22.93% | |
| Two Sigma Investments, Lp | 0.00% | 26,790 | $125,109 | $96,444 | -$28,665 | -22.91% | |
| Man Group Plc | 0.00% | 25,265 | $117,988 | $90,954 | -$27,034 | -22.91% | |
| Renaissance Technologies LLC | Jim Simons | 0.00% | 24,584 | $114,807 | $88,502 | -$26,305 | -22.91% |
| Vanguard Portfolio Management Llc | 0.00% | 23,341 | $109,002 | $84,028 | -$24,974 | -22.91% | |
| Russell Investments Group, Ltd. | 0.00% | 21,530 | $100,542 | $77,508 | -$23,034 | -22.91% | |
| Jane Street Group, Llc | 0.00% | 15,585 | $72,782 | $56,106 | -$16,676 | -22.91% | |
| Vanguard Fiduciary Trust Co | 0.00% | 14,350 | $67,015 | $51,660 | -$15,355 | -22.91% | |
| Ubs Group Ag | 0.00% | 11,658 | $54,443 | $41,969 | -$12,474 | -22.91% | |
| State Street Corp | 0.00% | 10,994 | $51,342 | $39,578 | -$11,764 | -22.91% | |
| Barclays Plc | 0.00% | 3,164 | $14,775 | $11,390 | -$3,385 | -22.91% | |
| Fmr Llc | 0.00% | 1,720 | $8,032 | $6,192 | -$1,840 | -22.91% | |
| Tower Research Capital Llc (Trc) | 0.00% | 1,002 | $4,679 | $3,607 | -$1,072 | -22.91% | |
| Vanguard Global Advisers, Llc | 0.00% | 966 | $4,511 | $3,478 | -$1,033 | -22.91% | |
| Osaic Holdings, Inc. | 0.00% | 378 | $1,763 | $1,361 | -$402 | -22.81% | |
| Morgan Stanley | 0.00% | 60 | $280 | $216 | -$64 | -22.86% | |
| Corecap Advisors, Llc | 0.00% | 50 | $181 | $180 | -$1 | -0.55% | |
| Bnp Paribas Financial Markets | 0.00% | 15 | $70 | $54 | -$16 | -22.86% | |
| Federated Hermes, Inc. | 0.00% | 12 | $56 | $43 | -$13 | -22.86% | |
| Sbi Securities Co., Ltd. | 0.00% | 2 | $9 | $7 | -$2 | -20.00% | |
| Anchor Investment Management, Llc | 0.00% | 1 | $5 | $4 | -$1 | -28.00% | |
| Huntington National Bank | 0.00% | 1 | $1 | $4 | +$3 | +260.00% |
Frequently asked questions about UPLD
Who are the largest institutional holders of UPLD?
The largest institutional holders of UPLD reported in the latest SEC Form 13F filings include Ameriprise Financial Inc, Vanguard Capital Management Llc, Acadian Asset Management Llc, Rice Hall James & Associates, Llc, and Castleknight Management Lp. InsiderSet ranks institutional holders by their latest reported UPLD position.
What is UPLD institutional ownership?
This page tracks UPLD positions reported by institutional investment managers through SEC Form 13F. UPLAND SOFTWARE INC (UPLD) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own UPLD?
InsiderSet currently tracks 30 institutional managers reporting UPLD holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of UPLD shareholders.
How much UPLD stock do institutions own?
Institutional investment managers disclosed approximately $4.26M in UPLD holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was UPLD institutional ownership last updated?
The latest UPLD institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional UPLD holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its UPLD position after the reporting date.
Are institutions buying or selling UPLD?
Institutional buying and selling can be analyzed by comparing UPLD positions across consecutive 13F reporting periods. InsiderSet's UPLD Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View UPLD ownership changes.
How has UPLD institutional ownership changed over time?
InsiderSet tracks UPLD institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.