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 (Q4 2025). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Ameriprise Financial Inc, Rice Hall James & Associates, Llc, D. E. Shaw & Co., Inc., Castleknight Management Lp, and Marshall Wace, Llp.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Hsbc Holdings Plc | Buy | +38,874 | — | 38,874 | $55.20K | Q4 2025 | Mar 06, 2026 |
| Anchor Investment Management, Llc | Buy | +17 | — | 17 | $24.00 | Q4 2025 | Feb 26, 2026 |
| Newedge Advisors, Llc | Buy | +2,124 | — | 2,124 | $3.04K | Q4 2025 | Feb 18, 2026 |
| Ameriprise Financial Inc | Buy | +1,340,193 | — | 1,340,193 | $1.92M | Q4 2025 | Feb 17, 2026 |
| Rice Hall James & Associates, Llc | Buy | +893,697 | — | 893,697 | $1.28M | Q4 2025 | Feb 17, 2026 |
| D. E. Shaw & Co., Inc. | Buy | +848,388 | — | 848,388 | $1.21M | Q4 2025 | Feb 17, 2026 |
| Castleknight Management Lp | Buy | +777,201 | — | 777,201 | $1.11M | Q4 2025 | Feb 17, 2026 |
| Rbf Capital, Llc | Buy | +427,548 | — | 427,548 | $611.39K | Q4 2025 | Feb 17, 2026 |
| Two Sigma Advisers, Lp | Buy | +335,300 | — | 335,300 | $479.48K | Q4 2025 | Feb 17, 2026 |
| Two Sigma Investments, Lp | Buy | +286,989 | — | 286,989 | $410.39K | Q4 2025 | Feb 17, 2026 |
| Public Employees Retirement System Of Ohio | Buy | +277,790 | — | 277,790 | $397.24K | Q4 2025 | Feb 17, 2026 |
| Russell Investments Group, Ltd. | Buy | +262,389 | — | 262,389 | $375.21K | Q4 2025 | Feb 17, 2026 |
| Man Group Plc | Buy | +260,590 | — | 260,590 | $372.64K | Q4 2025 | Feb 17, 2026 |
| Bridgeway Capital Management, Llc | Buy | +155,600 | — | 155,600 | $222.51K | Q4 2025 | Feb 17, 2026 |
| Northern Trust Corp | Buy | +64,044 | — | 64,044 | $91.58K | Q4 2025 | Feb 17, 2026 |
| Quadrature Capital Ltd | Buy | +40,987 | — | 40,987 | $58.61K | Q4 2025 | Feb 17, 2026 |
| Xtx Topco Ltd | Buy | +38,990 | — | 38,990 | $55.76K | Q4 2025 | Feb 17, 2026 |
| Bank Of America Corp | Buy | +31,892 | — | 31,892 | $45.60K | Q4 2025 | Feb 17, 2026 |
| Citadel Advisors Llc | Buy | +31,113 | — | 31,113 | $44.49K | Q4 2025 | Feb 17, 2026 |
| Price T Rowe Associates Inc | Buy | +23,520 | — | 23,520 | $34.00K | Q4 2025 | Feb 17, 2026 |
| Fmr Llc | Buy | +19,729 | — | 19,729 | $28.21K | Q4 2025 | Feb 17, 2026 |
| Susquehanna International Group, Llp | Buy | +10,952 | — | 10,952 | $15.66K | Q4 2025 | Feb 17, 2026 |
| Osaic Holdings, Inc. | Buy | +8,375 | — | 8,375 | $11.97K | Q4 2025 | Feb 17, 2026 |
| Royal Bank Of Canada | Buy | +846 | — | 846 | $1.00K | Q4 2025 | Feb 17, 2026 |
| Marshall Wace, Llp | Buy | +472,503 | — | 472,503 | $675.68K | Q4 2025 | Feb 13, 2026 |
| Squarepoint Ops Llc | Buy | +139,197 | — | 139,197 | $199.05K | Q4 2025 | Feb 13, 2026 |
| State Street Corp | Buy | +109,951 | — | 109,951 | $157.23K | Q4 2025 | Feb 13, 2026 |
| Heron Bay Capital Management | Buy | +83,184 | — | 83,184 | $118.95K | Q4 2025 | Feb 13, 2026 |
| Boston Partners | Buy | +45,300 | — | 45,300 | $64.78K | Q4 2025 | Feb 13, 2026 |
| Centiva Capital, Lp | Buy | +32,854 | — | 32,854 | $46.98K | Q4 2025 | Feb 13, 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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