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.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Hsbc Holdings PlcBuy+38,874—38,874$55.20KQ4 2025Mar 06, 2026
Anchor Investment Management, LlcBuy+17—17$24.00Q4 2025Feb 26, 2026
Newedge Advisors, LlcBuy+2,124—2,124$3.04KQ4 2025Feb 18, 2026
Ameriprise Financial IncBuy+1,340,193—1,340,193$1.92MQ4 2025Feb 17, 2026
Rice Hall James & Associates, LlcBuy+893,697—893,697$1.28MQ4 2025Feb 17, 2026
D. E. Shaw & Co., Inc.Buy+848,388—848,388$1.21MQ4 2025Feb 17, 2026
Castleknight Management LpBuy+777,201—777,201$1.11MQ4 2025Feb 17, 2026
Rbf Capital, LlcBuy+427,548—427,548$611.39KQ4 2025Feb 17, 2026
Two Sigma Advisers, LpBuy+335,300—335,300$479.48KQ4 2025Feb 17, 2026
Two Sigma Investments, LpBuy+286,989—286,989$410.39KQ4 2025Feb 17, 2026
Public Employees Retirement System Of OhioBuy+277,790—277,790$397.24KQ4 2025Feb 17, 2026
Russell Investments Group, Ltd.Buy+262,389—262,389$375.21KQ4 2025Feb 17, 2026
Man Group PlcBuy+260,590—260,590$372.64KQ4 2025Feb 17, 2026
Bridgeway Capital Management, LlcBuy+155,600—155,600$222.51KQ4 2025Feb 17, 2026
Northern Trust CorpBuy+64,044—64,044$91.58KQ4 2025Feb 17, 2026
Quadrature Capital LtdBuy+40,987—40,987$58.61KQ4 2025Feb 17, 2026
Xtx Topco LtdBuy+38,990—38,990$55.76KQ4 2025Feb 17, 2026
Bank Of America CorpBuy+31,892—31,892$45.60KQ4 2025Feb 17, 2026
Citadel Advisors LlcBuy+31,113—31,113$44.49KQ4 2025Feb 17, 2026
Price T Rowe Associates IncBuy+23,520—23,520$34.00KQ4 2025Feb 17, 2026
Fmr LlcBuy+19,729—19,729$28.21KQ4 2025Feb 17, 2026
Susquehanna International Group, LlpBuy+10,952—10,952$15.66KQ4 2025Feb 17, 2026
Osaic Holdings, Inc.Buy+8,375—8,375$11.97KQ4 2025Feb 17, 2026
Royal Bank Of CanadaBuy+846—846$1.00KQ4 2025Feb 17, 2026
Marshall Wace, LlpBuy+472,503—472,503$675.68KQ4 2025Feb 13, 2026
Squarepoint Ops LlcBuy+139,197—139,197$199.05KQ4 2025Feb 13, 2026
State Street CorpBuy+109,951—109,951$157.23KQ4 2025Feb 13, 2026
Heron Bay Capital ManagementBuy+83,184—83,184$118.95KQ4 2025Feb 13, 2026
Boston PartnersBuy+45,300—45,300$64.78KQ4 2025Feb 13, 2026
Centiva Capital, LpBuy+32,854—32,854$46.98KQ4 2025Feb 13, 2026
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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.

UPLD Institutional Ownership Changes and 13F Activity Q4 2025 | InsiderSet